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Institutional Ownership · SEC Form 13F

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.

57
Institutional holders
16,714,201
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
VANGUARD CAPITAL MANAGEMENT LLC new3,410,447$12M11.3%2026-Q1
Bracebridge Capital, LLC2,705,304$9M8.8%2026-Q1
MILLENNIUM MANAGEMENT LLC added2,122,596$7M6.9%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ trimmed1,397,107$5M4.6%2026-Q1
LITTLEJOHN & CO LLC1,318,534$5M4.3%2026-Q1
BlackRock, Inc. added1,245,195$4M4.1%2026-Q1
VANGUARD FIDUCIARY TRUST CO new974,228$3M3.2%2026-Q1
Legal & General Group Plc trimmed504,460$2M1.6%2026-Q1
JPMORGAN CHASE & CO added504,201$2M1.6%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added324,199$1M1.1%2026-Q1
UBS Group AG added322,157$1M1.1%2026-Q1
MORGAN STANLEY trimmed243,277$834K0.8%2026-Q1
FARALLON CAPITAL MANAGEMENT LLC199,675$685K0.7%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new151,935$527K0.5%2026-Q1
GOLDMAN SACHS GROUP INC trimmed148,153$508K0.5%2026-Q1
OAKTREE CAPITAL MANAGEMENT LP trimmed97,982$336K0.3%2026-Q1
Ulland Investment Advisors, LLC added98,100$336K0.3%2026-Q1
Invesco Ltd. added78,447$269K0.3%2026-Q1
Savant Capital, LLC new77,818$267K0.3%2026-Q1
Oaktree Fund Advisors, LLC trimmed76,023$261K0.2%2026-Q1
Aquatic Capital Management LLC added69,821$239K0.2%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added63,200$217K0.2%2026-Q1
Orion Porfolio Solutions, LLC added60,151$206K0.2%2026-Q1
China Universal Asset Management Co., Ltd. added58,612$201K0.2%2026-Q1
Jump Financial, LLC new46,442$159K0.2%2026-Q1
Richmond Brothers, Inc. added44,830$154K0.1%2026-Q1
Tempus Wealth Planning, LLC trimmed44,213$152K0.1%2026-Q1
STIFEL FINANCIAL CORP added42,576$146K0.1%2026-Q1
Steadtrust LLC35,395$121K0.1%2026-Q1
ExodusPoint Capital Management, LP trimmed32,159$110K0.1%2026-Q1
AXQ CAPITAL, LP new24,920$85K0.1%2026-Q1
BARCLAYS PLC added23,832$82K0.1%2026-Q1
Teucrium Investment Advisors, LLC new17,845$61K0.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC new17,276$59K0.1%2026-Q1
Mirae Asset Global Investments Co., Ltd. added17,227$59K0.1%2026-Q1
Quadrature Capital Ltd trimmed16,412$56K0.1%2026-Q1
ProShare Advisors LLC added14,776$51K0.0%2026-Q1
CITIGROUP INC trimmed9,230$32K0.0%2026-Q1
GF FUND MANAGEMENT CO. LTD. added7,004$24K0.0%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added6,981$24K0.0%2026-Q1
Larson Financial Group LLC added6,807$23K0.0%2026-Q1
Tower Research Capital LLC (TRC) added5,288$18K0.0%2026-Q1
WELLS FARGO & COMPANY/MN trimmed5,000$17K0.0%2026-Q1
JONES FINANCIAL COMPANIES LLLP added3,370$10K0.0%2026-Q1
OSAIC HOLDINGS, INC. added3,040$10K0.0%2026-Q1
WOLVERINE ASSET MANAGEMENT LLC trimmed1,284$4K0.0%2026-Q1
Capital Analysts, LLC932$3K0.0%2026-Q1
North Star Investment Management Corp. added818$3K0.0%2026-Q1
EverSource Wealth Advisors, LLC trimmed41$3K0.0%2026-Q1
Sculptor Capital LP33,821$3K0.0%2026-Q1
Rialto Wealth Management, LLC600$2K0.0%2026-Q1
ROYAL BANK OF CANADA trimmed160$1K0.0%2026-Q1
Smartleaf Asset Management LLC trimmed140$4610.0%2026-Q1
Stone House Investment Management, LLC new94$3220.0%2026-Q1
NATIONAL BANK OF CANADA /FI/ new35$1200.0%2026-Q1
SBI Securities Co., Ltd. added20$690.0%2026-Q1
Zurcher Kantonalbank (Zurich Cantonalbank) trimmed11$380.0%2026-Q1
VANGUARD GROUP INC added4,490,099$23M21.5%2025-Q4 stale
HEIGHTS CAPITAL MANAGEMENT, INC new1,090,664$10M9.5%2025-Q2 stale
PointState Capital LP1,049,039$5M5.1%2025-Q4 stale
GILDER GAGNON HOWE & CO LLC new195,345$2M1.7%2025-Q2 stale
NORGES BANK new180,000$2M1.6%2025-Q2 stale
MARSHALL WACE, LLP added136,859$1M1.1%2025-Q3 stale
ROYCE & ASSOCIATES LP trimmed124,346$1M1.0%2025-Q3 stale
NORTHERN TRUST CORP trimmed95,890$785K0.7%2025-Q3 stale
Exome Asset Management LLC trimmed78,372$715K0.7%2025-Q2 stale
JANE STREET GROUP, LLC added92,314$474K0.5%2025-Q4 stale
CITADEL ADVISORS LLC added42,202$346K0.3%2025-Q3 stale
LPL Financial LLC added41,238$338K0.3%2025-Q3 stale
TBH Global Asset Management, LLC35,500$291K0.3%2025-Q3 stale
XTX Topco Ltd new27,246$223K0.2%2025-Q3 stale
SIH Partners, LLLP new19,000$184K0.2%2025-Q1 stale
BANK OF AMERICA CORP /DE/ added35,503$182K0.2%2025-Q4 stale
GWN SECURITIES INC. new19,591$160K0.2%2025-Q3 stale
BALYASNY ASSET MANAGEMENT L.P. trimmed14,134$129K0.1%2025-Q2 stale
Amundi19,416$100K0.1%2025-Q4 stale
Vident Advisory, LLC trimmed10,762$98K0.1%2025-Q2 stale
Mariner, LLC trimmed10,768$88K0.1%2025-Q3 stale
Magnetar Financial LLC new10,462$86K0.1%2025-Q3 stale
Point72 Asset Management, L.P. added14,840$76K0.1%2025-Q4 stale
State of Wyoming new6,606$54K0.1%2025-Q3 stale
Empowered Funds, LLC new3,704$19K0.0%2025-Q4 stale
Steward Partners Investment Advisory, LLC new1,715$14K0.0%2025-Q3 stale
Blue Trust, Inc. added811$8K0.0%2025-Q1 stale
Daiwa Securities Group Inc.1,030$5K0.0%2025-Q4 stale
Lodbrok Capital LLP181,587$5K0.0%2025-Q3 stale
Caitong International Asset Management Co., Ltd added507$5K0.0%2025-Q2 stale
Farther Finance Advisors, LLC new273$2K0.0%2025-Q3 stale
GAMMA Investing LLC new225$2K0.0%2025-Q3 stale
SWAN Capital LLC new100$8190.0%2025-Q3 stale
Allworth Financial LP150$7700.0%2025-Q4 stale
COLDSTREAM CAPITAL MANAGEMENT INC new56$5420.0%2025-Q1 stale
Bare Financial Services, Inc new62$5080.0%2025-Q3 stale
Compagnie Lombard Odier SCmA new00.0%2025-Q3 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

HoldersTotal shares

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.

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