Who owns ALVO (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-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
6 tracked funds added or opened ALVO while 11 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
ALVO’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp 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 2025-Q4 and 2026-Q1, across 57 tracked filers holding ALVO, 39 increased or opened the position and 20 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 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.
New buyers 3
- VANGUARD CAPITAL MANAGEMENT LLC$12M
- VANGUARD FIDUCIARY TRUST CO$3M
- VANGUARD ASSET MANAGEMENT, Ltd$527K
Full exits 2
- VANGUARD GROUP INC$23M
- PointState Capital LP$5M
Largest adds
- MILLENNIUM MANAGEMENT LLC$5M
- JPMORGAN CHASE & CO$2M
- UBS Group AG$407K
Largest trims
- Bracebridge Capital, LLC$5M
- PRICE T ROWE ASSOCIATES INC /MD/$3M
- LITTLEJOHN & CO LLC$2M
- BlackRock, Inc.$2M
- OAKTREE CAPITAL MANAGEMENT LP$2M
- Legal & General Group Plc$1M
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 |
|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC new | 3,410,447 | $12M | 11.3% | 2026-Q1 |
| Bracebridge Capital, LLC | 2,705,304 | $9M | 8.8% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 2,122,596 | $7M | 6.9% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 1,397,107 | $5M | 4.6% | 2026-Q1 |
| LITTLEJOHN & CO LLC | 1,318,534 | $5M | 4.3% | 2026-Q1 |
| BlackRock, Inc. added | 1,245,195 | $4M | 4.1% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 974,228 | $3M | 3.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 504,460 | $2M | 1.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 504,201 | $2M | 1.6% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 324,199 | $1M | 1.1% | 2026-Q1 |
| UBS Group AG added | 322,157 | $1M | 1.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 243,277 | $834K | 0.8% | 2026-Q1 |
| FARALLON CAPITAL MANAGEMENT LLC | 199,675 | $685K | 0.7% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 151,935 | $527K | 0.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 148,153 | $508K | 0.5% | 2026-Q1 |
| OAKTREE CAPITAL MANAGEMENT LP trimmed | 97,982 | $336K | 0.3% | 2026-Q1 |
| Ulland Investment Advisors, LLC added | 98,100 | $336K | 0.3% | 2026-Q1 |
| Invesco Ltd. added | 78,447 | $269K | 0.3% | 2026-Q1 |
| Savant Capital, LLC new | 77,818 | $267K | 0.3% | 2026-Q1 |
| Oaktree Fund Advisors, LLC trimmed | 76,023 | $261K | 0.2% | 2026-Q1 |
| Aquatic Capital Management LLC added | 69,821 | $239K | 0.2% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 63,200 | $217K | 0.2% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 60,151 | $206K | 0.2% | 2026-Q1 |
| China Universal Asset Management Co., Ltd. added | 58,612 | $201K | 0.2% | 2026-Q1 |
| Jump Financial, LLC new | 46,442 | $159K | 0.2% | 2026-Q1 |
| Richmond Brothers, Inc. added | 44,830 | $154K | 0.1% | 2026-Q1 |
| Tempus Wealth Planning, LLC trimmed | 44,213 | $152K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 42,576 | $146K | 0.1% | 2026-Q1 |
| Steadtrust LLC | 35,395 | $121K | 0.1% | 2026-Q1 |
| ExodusPoint Capital Management, LP trimmed | 32,159 | $110K | 0.1% | 2026-Q1 |
| AXQ CAPITAL, LP new | 24,920 | $85K | 0.1% | 2026-Q1 |
| BARCLAYS PLC added | 23,832 | $82K | 0.1% | 2026-Q1 |
| Teucrium Investment Advisors, LLC new | 17,845 | $61K | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC new | 17,276 | $59K | 0.1% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. added | 17,227 | $59K | 0.1% | 2026-Q1 |
| Quadrature Capital Ltd trimmed | 16,412 | $56K | 0.1% | 2026-Q1 |
| ProShare Advisors LLC added | 14,776 | $51K | 0.0% | 2026-Q1 |
| CITIGROUP INC trimmed | 9,230 | $32K | 0.0% | 2026-Q1 |
| GF FUND MANAGEMENT CO. LTD. added | 7,004 | $24K | 0.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 6,981 | $24K | 0.0% | 2026-Q1 |
| Larson Financial Group LLC added | 6,807 | $23K | 0.0% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 5,288 | $18K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 5,000 | $17K | 0.0% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 3,370 | $10K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 3,040 | $10K | 0.0% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 1,284 | $4K | 0.0% | 2026-Q1 |
| Capital Analysts, LLC | 932 | $3K | 0.0% | 2026-Q1 |
| North Star Investment Management Corp. added | 818 | $3K | 0.0% | 2026-Q1 |
| EverSource Wealth Advisors, LLC trimmed | 41 | $3K | 0.0% | 2026-Q1 |
| Sculptor Capital LP | 33,821 | $3K | 0.0% | 2026-Q1 |
| Rialto Wealth Management, LLC | 600 | $2K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 160 | $1K | 0.0% | 2026-Q1 |
| Smartleaf Asset Management LLC trimmed | 140 | $461 | 0.0% | 2026-Q1 |
| Stone House Investment Management, LLC new | 94 | $322 | 0.0% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ new | 35 | $120 | 0.0% | 2026-Q1 |
| SBI Securities Co., Ltd. added | 20 | $69 | 0.0% | 2026-Q1 |
| Zurcher Kantonalbank (Zurich Cantonalbank) trimmed | 11 | $38 | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC added | 4,490,099 | $23M | 21.5% | 2025-Q4 stale |
| HEIGHTS CAPITAL MANAGEMENT, INC new | 1,090,664 | $10M | 9.5% | 2025-Q2 stale |
| PointState Capital LP | 1,049,039 | $5M | 5.1% | 2025-Q4 stale |
| GILDER GAGNON HOWE & CO LLC new | 195,345 | $2M | 1.7% | 2025-Q2 stale |
| NORGES BANK new | 180,000 | $2M | 1.6% | 2025-Q2 stale |
| MARSHALL WACE, LLP added | 136,859 | $1M | 1.1% | 2025-Q3 stale |
| ROYCE & ASSOCIATES LP trimmed | 124,346 | $1M | 1.0% | 2025-Q3 stale |
| NORTHERN TRUST CORP trimmed | 95,890 | $785K | 0.7% | 2025-Q3 stale |
| Exome Asset Management LLC trimmed | 78,372 | $715K | 0.7% | 2025-Q2 stale |
| JANE STREET GROUP, LLC added | 92,314 | $474K | 0.5% | 2025-Q4 stale |
| CITADEL ADVISORS LLC added | 42,202 | $346K | 0.3% | 2025-Q3 stale |
| LPL Financial LLC added | 41,238 | $338K | 0.3% | 2025-Q3 stale |
| TBH Global Asset Management, LLC | 35,500 | $291K | 0.3% | 2025-Q3 stale |
| XTX Topco Ltd new | 27,246 | $223K | 0.2% | 2025-Q3 stale |
| SIH Partners, LLLP new | 19,000 | $184K | 0.2% | 2025-Q1 stale |
| BANK OF AMERICA CORP /DE/ added | 35,503 | $182K | 0.2% | 2025-Q4 stale |
| GWN SECURITIES INC. new | 19,591 | $160K | 0.2% | 2025-Q3 stale |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 14,134 | $129K | 0.1% | 2025-Q2 stale |
| Amundi | 19,416 | $100K | 0.1% | 2025-Q4 stale |
| Vident Advisory, LLC trimmed | 10,762 | $98K | 0.1% | 2025-Q2 stale |
| Mariner, LLC trimmed | 10,768 | $88K | 0.1% | 2025-Q3 stale |
| Magnetar Financial LLC new | 10,462 | $86K | 0.1% | 2025-Q3 stale |
| Point72 Asset Management, L.P. added | 14,840 | $76K | 0.1% | 2025-Q4 stale |
| State of Wyoming new | 6,606 | $54K | 0.1% | 2025-Q3 stale |
| Empowered Funds, LLC new | 3,704 | $19K | 0.0% | 2025-Q4 stale |
| Steward Partners Investment Advisory, LLC new | 1,715 | $14K | 0.0% | 2025-Q3 stale |
| Blue Trust, Inc. added | 811 | $8K | 0.0% | 2025-Q1 stale |
| Daiwa Securities Group Inc. | 1,030 | $5K | 0.0% | 2025-Q4 stale |
| Lodbrok Capital LLP | 181,587 | $5K | 0.0% | 2025-Q3 stale |
| Caitong International Asset Management Co., Ltd added | 507 | $5K | 0.0% | 2025-Q2 stale |
| Farther Finance Advisors, LLC new | 273 | $2K | 0.0% | 2025-Q3 stale |
| GAMMA Investing LLC new | 225 | $2K | 0.0% | 2025-Q3 stale |
| SWAN Capital LLC new | 100 | $819 | 0.0% | 2025-Q3 stale |
| Allworth Financial LP | 150 | $770 | 0.0% | 2025-Q4 stale |
| COLDSTREAM CAPITAL MANAGEMENT INC new | 56 | $542 | 0.0% | 2025-Q1 stale |
| Bare Financial Services, Inc new | 62 | $508 | 0.0% | 2025-Q3 stale |
| Compagnie Lombard Odier SCmA new | 0 | — | 0.0% | 2025-Q3 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.