Who owns ALVO
Which tracked institutional funds hold ALVO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ALVO company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 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 ALVO is one-sided between 2026-Q1 and 2026-Q2: 16 added or opened and 0 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
ALVO’s largest tracked holder by dollar value, Rubric Capital Management LP, sizes it at 0.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ALVO 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 69 tracked filers holding ALVO, 42 increased or opened the position and 25 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 ALVO 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 5
- Rubric Capital Management LP$58M
- CITADEL ADVISORS LLC$6M
- ROYCE & ASSOCIATES LP$2M
- SONA ASSET MANAGEMENT (US) LLC$1M
- Hudson Bay Capital Management LP$879K
Largest adds
- FARALLON CAPITAL MANAGEMENT, L.L.C.$10M
- MILLENNIUM MANAGEMENT LLC$8M
- Bracebridge Capital, LLC$6M
- VANGUARD CAPITAL MANAGEMENT LLC$2M
- MORGAN STANLEY$2M
- Legal & General Group Plc$946K
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 |
|---|---|---|---|---|
| Rubric Capital Management LP new | 15,677,093 | $58M | 28.6% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 4,263,644 | $16M | 7.8% | 2026-Q2 |
| Bracebridge Capital, LLC added | 4,038,637 | $15M | 7.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 3,689,612 | $14M | 6.9% | 2026-Q2 |
| FARALLON CAPITAL MANAGEMENT, L.L.C. added | 2,859,675 | $11M | 5.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 1,728,002 | $6M | 3.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 1,418,392 | $5M | 2.6% | 2026-Q2 |
| BlackRock, Inc. added | 1,327,282 | $5M | 2.4% | 2026-Q2 |
| LITTLEJOHN & CO LLC | 1,318,534 | $5M | 2.4% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 998,597 | $4M | 1.9% | 2026-Q2 |
| Legal & General Group Plc added | 696,048 | $3M | 1.3% | 2026-Q2 |
| MORGAN STANLEY added | 670,041 | $2M | 1.2% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 558,144 | $2M | 1.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 529,689 | $2M | 1.0% | 2026-Q2 |
| SONA ASSET MANAGEMENT (US) LLC new | 360,000 | $1M | 0.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 297,261 | $1M | 0.5% | 2026-Q2 |
| UBS Group AG trimmed | 253,482 | $935K | 0.5% | 2026-Q2 |
| Hudson Bay Capital Management LP new | 238,107 | $879K | 0.4% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd | 151,935 | $575K | 0.3% | 2026-Q2 |
| Lighthouse Investment Partners, LLC new | 125,000 | $461K | 0.2% | 2026-Q2 |
| OAKTREE CAPITAL MANAGEMENT LP | 97,982 | $362K | 0.2% | 2026-Q2 |
| Invesco Ltd. added | 90,477 | $334K | 0.2% | 2026-Q2 |
| Savant Capital, LLC added | 83,732 | $309K | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 78,951 | $291K | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 77,172 | $285K | 0.1% | 2026-Q2 |
| Oaktree Fund Advisors, LLC | 76,023 | $281K | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 71,788 | $265K | 0.1% | 2026-Q2 |
| Quadrature Capital Ltd added | 66,599 | $246K | 0.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 49,700 | $183K | 0.1% | 2026-Q2 |
| China Universal Asset Management Co., Ltd. trimmed | 49,663 | $183K | 0.1% | 2026-Q2 |
| Richmond Brothers, Inc. | 44,830 | $165K | 0.1% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL new | 44,465 | $164K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 37,953 | $140K | 0.1% | 2026-Q2 |
| Steadtrust LLC | 35,395 | $131K | 0.1% | 2026-Q2 |
| AXQ CAPITAL, LP trimmed | 24,806 | $92K | 0.0% | 2026-Q2 |
| BARCLAYS PLC added | 24,357 | $90K | 0.0% | 2026-Q2 |
| Centiva Capital, LP new | 21,724 | $80K | 0.0% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 21,468 | $79K | 0.0% | 2026-Q2 |
| Teucrium Investment Advisors, LLC trimmed | 17,271 | $64K | 0.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 15,300 | $56K | 0.0% | 2026-Q2 |
| PRELUDE CAPITAL MANAGEMENT, LLC new | 14,127 | $52K | 0.0% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 13,956 | $51K | 0.0% | 2026-Q2 |
| Vanguard Personalized Indexing Management, LLC new | 13,012 | $48K | 0.0% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC new | 11,685 | $43K | 0.0% | 2026-Q2 |
| XTX Topco Ltd trimmed | 11,365 | $42K | 0.0% | 2026-Q2 |
| Ascent Group, LLC new | 10,445 | $39K | 0.0% | 2026-Q2 |
| ProShare Advisors LLC trimmed | 10,233 | $38K | 0.0% | 2026-Q2 |
| CITIGROUP INC trimmed | 7,339 | $27K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ new | 7,281 | $27K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 7,167 | $26K | 0.0% | 2026-Q2 |
| GF FUND MANAGEMENT CO. LTD. trimmed | 6,988 | $26K | 0.0% | 2026-Q2 |
| Larson Financial Group LLC trimmed | 5,187 | $19K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 5,000 | $18K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 4,529 | $17K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 3,612 | $13K | 0.0% | 2026-Q2 |
| Sculptor Capital LP | 33,821 | $5K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 1,420 | $5K | 0.0% | 2026-Q2 |
| North Star Investment Management Corp. trimmed | 645 | $2K | 0.0% | 2026-Q2 |
| Stone House Investment Management, LLC added | 559 | $2K | 0.0% | 2026-Q2 |
| Bare Financial Services, Inc added | 280 | $1K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 173 | $1K | 0.0% | 2026-Q2 |
| Silver Grove Financial Group, Inc. new | 255 | $941 | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 206 | $760 | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC new | 191 | $705 | 0.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 156 | $573 | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 140 | $521 | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. | 20 | $74 | 0.0% | 2026-Q2 |
| Caitong International Asset Management Co., Ltd trimmed | 14 | $52 | 0.0% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11 | $41 | 0.0% | 2026-Q2 |
| Ulland Investment Advisors, LLC added | 98,100 | $336K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Aquatic Capital Management LLC added | 69,821 | $239K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| RENAISSANCE TECHNOLOGIES LLC added | 63,200 | $217K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Jump Financial, LLC new | 46,442 | $159K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Tempus Wealth Planning, LLC trimmed | 44,213 | $152K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| ExodusPoint Capital Management, LP trimmed | 32,159 | $110K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 1,284 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Capital Analysts, LLC | 932 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Rialto Wealth Management, LLC | 600 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD GROUP INC added | 4,490,099 | $23M | 11.1% | 2025-Q4 stale (2 quarters behind) |
| PointState Capital LP | 1,049,039 | $5M | 2.7% | 2025-Q4 stale (2 quarters behind) |
| Amundi | 19,416 | $100K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Point72 Asset Management, L.P. new | 14,840 | $76K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Empowered Funds, LLC new | 3,704 | $19K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Daiwa Securities Group Inc. | 1,030 | $5K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| NORTHERN TRUST CORP trimmed | 95,890 | $785K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| LPL Financial LLC added | 41,238 | $338K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| TBH Global Asset Management, LLC | 35,500 | $291K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| GWN SECURITIES INC. new | 19,591 | $160K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Mariner, LLC trimmed | 10,768 | $88K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Magnetar Financial LLC new | 10,462 | $86K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| State of Wyoming new | 6,606 | $54K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Steward Partners Investment Advisory, LLC new | 1,715 | $14K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Lodbrok Capital LLP | 181,587 | $5K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Farther Finance Advisors, LLC new | 273 | $2K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| HEIGHTS CAPITAL MANAGEMENT, INC new | 1,090,664 | $10M | 4.9% | 2025-Q2 stale (4 quarters behind) |
| GILDER GAGNON HOWE & CO LLC new | 195,345 | $2M | 0.9% | 2025-Q2 stale (4 quarters behind) |
| NORGES BANK new | 180,000 | $2M | 0.8% | 2025-Q2 stale (4 quarters behind) |
| Exome Asset Management LLC trimmed | 78,372 | $715K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| BALYASNY ASSET MANAGEMENT L.P. new | 14,134 | $129K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Vident Advisory, LLC trimmed | 10,762 | $98K | 0.0% | 2025-Q2 stale (4 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.