Who owns ALLW
Which tracked institutional funds hold ALLW, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ALLW company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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 ALLW is one-sided between 2026-Q1 and 2026-Q2: 72 added or opened and 20 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
ALLW’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes ALLW more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ALLW 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 157 tracked filers holding ALLW, 128 increased or opened the position and 30 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 ALLW 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 21
- BANK OF AMERICA CORP /DE/$63M
- Crusonia Wealth Advisors LLC$12M
- Owl Creek Wealth Partners LLC$9M
- KWB Wealth$2M
- Global Retirement Partners, LLC$2M
- Worth Financial Advisory Group, LLC$1M
Full exits 11
- JANE STREET GROUP, LLC$32M
- Cambridge Investment Research Advisors, Inc.$4M
- CITADEL ADVISORS LLC$4M
- EVOKE WEALTH, LLC$4M
- Janney Montgomery Scott LLC$2M
- WEDBUSH SECURITIES INC$2M
Largest adds
- LPL Financial LLC$69M
- AE Wealth Management LLC$8M
- COMMONWEALTH EQUITY SERVICES, LLC$5M
- Mariner, LLC$4M
- MAI Capital Management$4M
- Rockefeller Capital Management L.P.$4M
Largest trims
- Steward Partners Investment Advisory, LLC$10M
- National Philanthropic Trust$4M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1M
- Private Advisor Group, LLC$811K
- SUMITOMO MITSUI FINANCIAL GROUP, INC.$730K
- Wealthcare Advisory Partners LLC$674K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 3,656,677 | $107M | 17.8% | 2026-Q2 |
| AE Wealth Management LLC added | 2,424,005 | $71M | 11.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 2,142,531 | $63M | 10.4% | 2026-Q2 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 1,081,450 | $32M | 5.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 840,637 | $25M | 4.1% | 2026-Q2 |
| CATALYST PRIVATE WEALTH, LLC added | 577,473 | $17M | 2.8% | 2026-Q2 |
| Pinnacle Wealth Management, LLC added | 463,515 | $14M | 2.3% | 2026-Q2 |
| Marshall Financial Group, LLC added | 447,240 | $13M | 2.2% | 2026-Q2 |
| Crusonia Wealth Advisors LLC new | 418,178 | $12M | 2.0% | 2026-Q2 |
| Mariner, LLC added | 405,262 | $12M | 2.0% | 2026-Q2 |
| National Philanthropic Trust trimmed | 364,309 | $11M | 1.8% | 2026-Q2 |
| Family Manage LLC added | 357,213 | $10M | 1.7% | 2026-Q2 |
| Astoria Portfolio Advisors LLC. added | 332,564 | $10M | 1.6% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 329,729 | $10M | 1.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 297,971 | $9M | 1.4% | 2026-Q2 |
| Owl Creek Wealth Partners LLC new | 297,715 | $9M | 1.4% | 2026-Q2 |
| Stratos Investment Management, LLC added | 290,647 | $9M | 1.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 268,782 | $8M | 1.3% | 2026-Q2 |
| Hobbs Group Advisors, LLC added | 238,443 | $7M | 1.2% | 2026-Q2 |
| Alpha Financial Partners LLC added | 225,175 | $7M | 1.1% | 2026-Q2 |
| Atria Investments, Inc added | 220,574 | $6M | 1.1% | 2026-Q2 |
| SMART Wealth LLC added | 216,960 | $6M | 1.1% | 2026-Q2 |
| Savvy Advisors, Inc. added | 206,833 | $6M | 1.0% | 2026-Q2 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. trimmed | 194,734 | $6M | 0.9% | 2026-Q2 |
| Fortis Group Advisors, LLC added | 172,567 | $5M | 0.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 160,857 | $5M | 0.8% | 2026-Q2 |
| MAI Capital Management added | 145,893 | $4M | 0.7% | 2026-Q2 |
| Stratos Wealth Advisors, LLC added | 135,024 | $4M | 0.7% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 125,557 | $4M | 0.6% | 2026-Q2 |
| CORRADO ADVISORS, LLC added | 121,479 | $4M | 0.6% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 113,716 | $3M | 0.6% | 2026-Q2 |
| GenTrust, LLC added | 110,698 | $3M | 0.5% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 103,016 | $3M | 0.5% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 101,378 | $3M | 0.5% | 2026-Q2 |
| Catalyst Investment Management LLC added | 100,217 | $3M | 0.5% | 2026-Q2 |
| Golden State Wealth Management, LLC added | 98,294 | $3M | 0.5% | 2026-Q2 |
| Arrowroot Family Office, LLC added | 96,147 | $3M | 0.5% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 94,643 | $3M | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 90,587 | $3M | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 88,970 | $3M | 0.4% | 2026-Q2 |
| O'ROURKE & COMPANY, Inc added | 84,979 | $2M | 0.4% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 83,065 | $2M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 79,814 | $2M | 0.4% | 2026-Q2 |
| KWB Wealth new | 78,477 | $2M | 0.4% | 2026-Q2 |
| Patten Group, Inc. added | 74,865 | $2M | 0.4% | 2026-Q2 |
| Breakwater Investment Management added | 72,459 | $2M | 0.4% | 2026-Q2 |
| Global Retirement Partners, LLC added | 72,332 | $2M | 0.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 70,795 | $2M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 66,186 | $2M | 0.3% | 2026-Q2 |
| LAKE STREET PRIVATE WEALTH, LLC added | 64,944 | $2M | 0.3% | 2026-Q2 |
| Lunt Capital Management, Inc. added | 63,187 | $2M | 0.3% | 2026-Q2 |
| Weaver Consulting Group added | 61,910 | $2M | 0.3% | 2026-Q2 |
| Fermata Advisors, LLC added | 61,186 | $2M | 0.3% | 2026-Q2 |
| SHEETS SMITH WEALTH MANAGEMENT added | 52,862 | $2M | 0.3% | 2026-Q2 |
| Oregon Pacific Wealth Management, LLC added | 50,282 | $1M | 0.2% | 2026-Q2 |
| Belpointe Asset Management LLC added | 50,007 | $1M | 0.2% | 2026-Q2 |
| Worth Financial Advisory Group, LLC new | 49,599 | $1M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 49,186 | $1M | 0.2% | 2026-Q2 |
| PUFF WEALTH MANAGEMENT, LLC added | 48,056 | $1M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 48,017 | $1M | 0.2% | 2026-Q2 |
| Fiduciary Alliance LLC added | 46,019 | $1M | 0.2% | 2026-Q2 |
| Western Wealth Management, LLC added | 43,113 | $1M | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 41,004 | $1M | 0.2% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC added | 40,820 | $1M | 0.2% | 2026-Q2 |
| LifeGoal Investments, LLC new | 40,275 | $1M | 0.2% | 2026-Q2 |
| Brookwood Investment Group LLC added | 40,148 | $1M | 0.2% | 2026-Q2 |
| Noble Wealth Partners LLC new | 38,008 | $1M | 0.2% | 2026-Q2 |
| MORGAN STANLEY added | 37,612 | $1M | 0.2% | 2026-Q2 |
| Paragon Private Wealth Management, LLC added | 36,363 | $1M | 0.2% | 2026-Q2 |
| Independent Wealth Advisors LLC added | 34,117 | $999K | 0.2% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 33,770 | $988K | 0.2% | 2026-Q2 |
| Advyzon Investment Management, LLC added | 33,001 | $966K | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 32,721 | $958K | 0.2% | 2026-Q2 |
| SteelPeak Wealth, LLC new | 31,499 | $922K | 0.2% | 2026-Q2 |
| Fearless Solutions, LLC dba Best Invest added | 29,845 | $874K | 0.1% | 2026-Q2 |
| JFS WEALTH ADVISORS, LLC added | 29,781 | $872K | 0.1% | 2026-Q2 |
| International Private Wealth Advisors LLC trimmed | 28,005 | $820K | 0.1% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP new | 27,911 | $817K | 0.1% | 2026-Q2 |
| Perennial Investment Advisors, LLC added | 27,721 | $811K | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 25,551 | $748K | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC added | 25,378 | $743K | 0.1% | 2026-Q2 |
| Focus Partners Wealth new | 25,248 | $739K | 0.1% | 2026-Q2 |
| Clarity Retirement & Wealth, LLC trimmed | 25,030 | $733K | 0.1% | 2026-Q2 |
| Ethic Inc. new | 24,888 | $728K | 0.1% | 2026-Q2 |
| SILVERLAKE WEALTH MANAGEMENT LLC added | 24,766 | $725K | 0.1% | 2026-Q2 |
| CHOREO, LLC new | 22,924 | $671K | 0.1% | 2026-Q2 |
| Providence First Trust Co new | 22,325 | $653K | 0.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 22,229 | $651K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 22,028 | $645K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. new | 21,618 | $633K | 0.1% | 2026-Q2 |
| BNB Wealth Management, LLC added | 21,463 | $628K | 0.1% | 2026-Q2 |
| OakTrust Wealth Advisors, LLC trimmed | 20,507 | $600K | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC new | 20,419 | $598K | 0.1% | 2026-Q2 |
| Riverbend Wealth Management, LLC new | 19,343 | $566K | 0.1% | 2026-Q2 |
| Trademark Financial Management, LLC new | 18,849 | $552K | 0.1% | 2026-Q2 |
| WJ Wealth Management, LLC new | 17,400 | $509K | 0.1% | 2026-Q2 |
| PARSONS CAPITAL MANAGEMENT INC/RI new | 16,791 | $491K | 0.1% | 2026-Q2 |
| Sound Income Strategies, LLC added | 16,507 | $483K | 0.1% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC new | 16,469 | $482K | 0.1% | 2026-Q2 |
| Maridea Wealth Management LLC added | 15,405 | $451K | 0.1% | 2026-Q2 |
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.