Who owns ALTL (ALTL)
Which tracked institutional funds hold ALTL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ALTL company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
4 tracked funds added or opened ALTL while 5 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
ALTL’s largest tracked holder by dollar value, Geneos Wealth Management Inc., sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ALTL 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 2025-Q4 and 2026-Q1, across 40 tracked filers holding ALTL, 9 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 ALTL between the 2025-Q4 and 2026-Q1 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.
Full exits 1
- FOUNDATIONS INVESTMENT ADVISORS, LLC$717K
Largest adds
- GOLDMAN SACHS GROUP INC$1M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1M
- Steward Partners Investment Advisory, LLC$993K
- ROYAL BANK OF CANADA$733K
Largest trims
- Geneos Wealth Management Inc.$942K
- RAYMOND JAMES FINANCIAL INC$916K
- BANK OF AMERICA CORP /DE/$381K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$301K
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 |
|---|---|---|---|---|
| Geneos Wealth Management Inc. trimmed | 285,576 | $13M | 18.8% | 2026-Q1 |
| Lunt Capital Management, Inc. added | 212,734 | $9M | 14.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 154,294 | $7M | 10.2% | 2026-Q1 |
| Soltis Investment Advisors LLC | 102,012 | $4M | 6.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 94,379 | $4M | 6.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 87,334 | $4M | 5.8% | 2026-Q1 |
| LPL Financial LLC trimmed | 62,717 | $3M | 4.1% | 2026-Q1 |
| WBI INVESTMENTS, LLC added | 34,300 | $2M | 2.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 31,026 | $1M | 2.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 28,296 | $1M | 1.9% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 27,739 | $1M | 1.8% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 27,443 | $1M | 1.8% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 24,455 | $1M | 1.6% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 20,044 | $880K | 1.3% | 2026-Q1 |
| GeoWealth Management, LLC trimmed | 19,938 | $875K | 1.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 16,405 | $720K | 1.1% | 2026-Q1 |
| Ergawealth Advisors, Inc. trimmed | 11,664 | $512K | 0.8% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 10,600 | $465K | 0.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 9,106 | $400K | 0.6% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 7,979 | $350K | 0.5% | 2026-Q1 |
| UBS Group AG trimmed | 7,642 | $335K | 0.5% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 7,618 | $334K | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 7,183 | $315K | 0.5% | 2026-Q1 |
| Integrated Advisors Network LLC trimmed | 6,155 | $270K | 0.4% | 2026-Q1 |
| Atria Investments, Inc trimmed | 5,930 | $260K | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 5,684 | $249K | 0.4% | 2026-Q1 |
| Trilogy Capital Inc. trimmed | 5,310 | $233K | 0.4% | 2026-Q1 |
| Sanctuary Advisors, LLC | 5,025 | $221K | 0.3% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 1,551 | $68K | 0.1% | 2026-Q1 |
| Tower Research Capital LLC (TRC) trimmed | 1,052 | $46K | 0.1% | 2026-Q1 |
| CWM, LLC | 400 | $18K | 0.0% | 2026-Q1 |
| Capital Investment Advisory Services, LLC | 202 | $9K | 0.0% | 2026-Q1 |
| Benson Wealth Management INC | 184 | $8K | 0.0% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 161 | $7K | 0.0% | 2026-Q1 |
| Rossby Financial, LCC | 49 | $2K | 0.0% | 2026-Q1 |
| AlphaCore Capital LLC trimmed | 45 | $2K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 45 | $2K | 0.0% | 2026-Q1 |
| FMR LLC | 13 | $570 | 0.0% | 2026-Q1 |
| ASSETMARK, INC | 2 | $88 | 0.0% | 2026-Q1 |
| Allworth Financial LP | 0 | $7 | 0.0% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED added | 71,079 | $3M | 4.0% | 2025-Q2 stale |
| CITADEL ADVISORS LLC added | 31,861 | $1M | 2.0% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 30,907 | $1M | 1.7% | 2025-Q2 stale |
| PFG Advisors added | 22,468 | $954K | 1.4% | 2025-Q3 stale |
| FOUNDATIONS INVESTMENT ADVISORS, LLC trimmed | 16,697 | $717K | 1.1% | 2025-Q4 stale |
| D. E. Shaw & Co., Inc. | 9,843 | $422K | 0.6% | 2025-Q4 stale |
| HRT FINANCIAL LP added | 8,080 | $304K | 0.5% | 2025-Q2 stale |
| Atria Wealth Solutions, Inc. | 7,412 | $258K | 0.4% | 2025-Q1 stale |
| NewEdge Advisors, LLC added | 5,115 | $220K | 0.3% | 2025-Q4 stale |
| Maridea Wealth Management LLC new | 4,613 | $201K | 0.3% | 2025-Q3 stale |
| MAI Capital Management added | 3,527 | $123K | 0.2% | 2025-Q1 stale |
| Sound Income Strategies, LLC | 920 | $41K | 0.1% | 2025-Q4 stale |
| WELLS FARGO & COMPANY/MN trimmed | 830 | $36K | 0.1% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC | 578 | $25K | 0.0% | 2025-Q4 stale |
| Farther Finance Advisors, LLC new | 210 | $9K | 0.0% | 2025-Q3 stale |
| Russell Investments Group, Ltd. | 59 | $3K | 0.0% | 2025-Q4 stale |
| COMERICA BANK trimmed | 45 | $2K | 0.0% | 2025-Q4 stale |
| SIMPLEX TRADING, LLC added | 33 | $1K | 0.0% | 2025-Q2 stale |
| Avondale Wealth Management | 1 | $35 | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
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.