Who owns ALAI
Which tracked institutional funds hold ALAI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ALAI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-28). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on ALAI is one-sided between 2026-Q1 and 2026-Q2: 39 added or opened and 12 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ALAI’s largest tracked holder by dollar value, Arkadios Wealth Advisors, sizes it at 0.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ALAI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 81 tracked filers holding ALAI, 54 increased or opened the position and 29 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ALAI between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 7
- Ocean Park Asset Management, LLC$6M
- Prosperity Financial Group, Inc.$5M
- NewEdge Advisors, LLC$3M
- MONECO ADVISORS, LLC$2M
- HighPoint Advisor Group LLC$817K
- BANK OF AMERICA CORP /DE/$682K
Full exits 8
- MML INVESTORS SERVICES, LLC$3M
- Cambridge Investment Research Advisors, Inc.$2M
- Independent Advisor Alliance$1M
- JANE STREET GROUP, LLC$1M
- CFO CAPITAL MANAGEMENT LLC$1M
- HighTower Advisors, LLC$849K
Largest adds
- Arkadios Wealth Advisors$23M
- WELLS FARGO & COMPANY/MN$14M
- LPL Financial LLC$13M
- TRAPHAGEN INVESTMENT ADVISORS LLC$8M
- Goldstein Advisors, LLC$7M
- Colonial River Investments, LLC$5M
Largest trims
- ROYAL BANK OF CANADA$3M
- ENVESTNET ASSET MANAGEMENT INC$3M
- Whipplewood Advisors, LLC$1M
- IHT Wealth Management, LLC$401K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Arkadios Wealth Advisors added | 1,339,871 | $61M | 18.2% | 2026-Q2 |
| LPL Financial LLC trimmed | 1,061,213 | $48M | 14.4% | 2026-Q2 |
| Goldstein Advisors, LLC trimmed | 638,243 | $29M | 8.7% | 2026-Q2 |
| TRAPHAGEN INVESTMENT ADVISORS LLC added | 413,367 | $19M | 5.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 398,395 | $18M | 5.4% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 273,286 | $12M | 3.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 204,869 | $9M | 2.8% | 2026-Q2 |
| Ocean Park Asset Management, LLC new | 140,332 | $6M | 1.9% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 135,742 | $6M | 1.8% | 2026-Q2 |
| Colonial River Investments, LLC added | 134,688 | $6M | 1.8% | 2026-Q2 |
| Sunrise Financial Services, LLC added | 117,333 | $5M | 1.6% | 2026-Q2 |
| Prosperity Financial Group, Inc. new | 115,559 | $5M | 1.6% | 2026-Q2 |
| Proactive Wealth Strategies LLC added | 113,128 | $5M | 1.5% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC added | 101,124 | $5M | 1.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 96,338 | $4M | 1.3% | 2026-Q2 |
| NWM ADVISORS, LLC added | 79,266 | $4M | 1.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 78,737 | $4M | 1.1% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 75,386 | $3M | 1.0% | 2026-Q2 |
| Noble Wealth Management PBC trimmed | 66,568 | $3M | 0.9% | 2026-Q2 |
| Apollon Financial, LLC added | 59,706 | $3M | 0.8% | 2026-Q2 |
| SMITH, MOORE & CO. added | 58,777 | $3M | 0.8% | 2026-Q2 |
| &PARTNERS added | 57,701 | $3M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 50,636 | $2M | 0.7% | 2026-Q2 |
| Berbice Capital Management LLC added | 49,514 | $2M | 0.7% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 47,494 | $2M | 0.6% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 39,870 | $2M | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 39,501 | $2M | 0.5% | 2026-Q2 |
| PCG Wealth Advisors, LLC added | 35,845 | $2M | 0.5% | 2026-Q2 |
| MONECO ADVISORS, LLC new | 34,649 | $2M | 0.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 32,301 | $1M | 0.4% | 2026-Q2 |
| FRED ALGER MANAGEMENT, LLC | 28,104 | $1M | 0.4% | 2026-Q2 |
| Western Wealth Management, LLC trimmed | 27,182 | $1M | 0.4% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 26,169 | $1M | 0.4% | 2026-Q2 |
| Sankala Group LLC added | 20,879 | $935K | 0.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 20,250 | $924K | 0.3% | 2026-Q2 |
| Brookwood Investment Group LLC added | 19,483 | $889K | 0.3% | 2026-Q2 |
| PMG Wealth Management, Inc. added | 18,529 | $846K | 0.3% | 2026-Q2 |
| HighPoint Advisor Group LLC new | 17,892 | $817K | 0.2% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 17,701 | $808K | 0.2% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 16,073 | $734K | 0.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ new | 14,952 | $682K | 0.2% | 2026-Q2 |
| Triton Wealth Management, PLLC trimmed | 13,633 | $607K | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 13,059 | $596K | 0.2% | 2026-Q2 |
| Cetera Investment Advisers added | 12,925 | $590K | 0.2% | 2026-Q2 |
| PRESILIUM PRIVATE WEALTH, LLC new | 11,990 | $547K | 0.2% | 2026-Q2 |
| Mutual Advisors, LLC added | 11,430 | $522K | 0.2% | 2026-Q2 |
| Western Pacific Wealth Management, LP new | 10,815 | $494K | 0.1% | 2026-Q2 |
| National Philanthropic Trust | 10,693 | $488K | 0.1% | 2026-Q2 |
| Perennial Investment Advisors, LLC new | 10,108 | $461K | 0.1% | 2026-Q2 |
| WEALTH EFFECTS LLC added | 9,701 | $443K | 0.1% | 2026-Q2 |
| Hibernia Wealth Partners, LLC new | 9,561 | $436K | 0.1% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 8,063 | $368K | 0.1% | 2026-Q2 |
| Prospect Financial Services LLC added | 7,945 | $363K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 7,823 | $355K | 0.1% | 2026-Q2 |
| Atria Investments, Inc trimmed | 7,536 | $344K | 0.1% | 2026-Q2 |
| Three Magnolias Financial Advisors, LLC new | 7,505 | $343K | 0.1% | 2026-Q2 |
| Trek Financial, LLC new | 7,226 | $330K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP new | 6,955 | $317K | 0.1% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 6,900 | $315K | 0.1% | 2026-Q2 |
| XML Financial, LLC added | 6,625 | $302K | 0.1% | 2026-Q2 |
| Whipplewood Advisors, LLC trimmed | 6,157 | $281K | 0.1% | 2026-Q2 |
| Snowden Capital Advisors LLC new | 5,085 | $232K | 0.1% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 4,816 | $220K | 0.1% | 2026-Q2 |
| SHEETS SMITH WEALTH MANAGEMENT new | 4,801 | $219K | 0.1% | 2026-Q2 |
| Impact Partnership Wealth, LLC new | 4,582 | $209K | 0.1% | 2026-Q2 |
| PRIVATE TRUST CO NA trimmed | 3,819 | $174K | 0.1% | 2026-Q2 |
| Essential Investment Partners LLC trimmed | 3,210 | $147K | 0.0% | 2026-Q2 |
| WPG Advisers, LLC new | 2,360 | $108K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 1,283 | $59K | 0.0% | 2026-Q2 |
| Grove Bank & Trust | 1,264 | $58K | 0.0% | 2026-Q2 |
| Ritter Daniher Financial Advisory LLC / DE | 940 | $43K | 0.0% | 2026-Q2 |
| Hilton Head Capital Partners, LLC added | 706 | $32K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC new | 500 | $23K | 0.0% | 2026-Q2 |
| FMR LLC new | 408 | $19K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 253 | $12K | 0.0% | 2026-Q2 |
| Vision Retirement, LLC new | 226 | $10K | 0.0% | 2026-Q2 |
| MORGAN STANLEY new | 222 | $10K | 0.0% | 2026-Q2 |
| MPWM ADVISORY SOLUTIONS, LLC new | 200 | $9K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ | 138 | $6K | 0.0% | 2026-Q2 |
| Tradewinds Capital Management, LLC | 101 | $5K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. new | 100 | $5K | 0.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 99,000 | $3M | 1.0% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 50,976 | $2M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Independent Advisor Alliance new | 41,449 | $1M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 39,359 | $1M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| CFO CAPITAL MANAGEMENT LLC added | 35,036 | $1M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 25,710 | $849K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| THOROUGHBRED FINANCIAL SERVICES, LLC added | 23,080 | $762K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Aurora Private Wealth, Inc. trimmed | 20,853 | $753K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Members Advisory Group LLC added | 275,867 | $10M | 3.0% | 2025-Q4 stale (2 quarters behind) |
| SFG Wealth Management, LLC. trimmed | 65,364 | $2M | 0.7% | 2025-Q4 stale (2 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 40,726 | $1M | 0.4% | 2025-Q4 stale (2 quarters behind) |
| AXXCESS WEALTH MANAGEMENT, LLC added | 31,687 | $1M | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Orion Porfolio Solutions, LLC trimmed | 27,216 | $983K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| GTS SECURITIES LLC new | 23,473 | $848K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| CITADEL ADVISORS LLC new | 14,512 | $524K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Rubicon Advisors, GP new | 10,147 | $366K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| UBS Group AG added | 4,605 | $166K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 909 | $33K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| MIRAE ASSET SECURITIES (USA) INC. new | 225,000 | $8M | 2.5% | 2025-Q3 stale (3 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.