Who owns IALT
Which tracked institutional funds hold IALT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IALT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
Conviction spread
IALT’s largest tracked holder by dollar value, ENVESTNET ASSET MANAGEMENT INC, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.3% 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 IALT 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, we do not read how tracked institutions changed their IALT positions: many holders could not be matched across the two filings, most often because the security’s identifier changed and our mapping is incomplete, or because funds are still filing for the newer quarter. 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
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 |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC new | 50,663,703 | $1.4B | 32.6% | 2026-Q2 |
| LPL Financial LLC new | 21,732,229 | $610M | 14.0% | 2026-Q2 |
| JPMORGAN CHASE & CO new | 10,676,181 | $300M | 6.9% | 2026-Q2 |
| MORGAN STANLEY added | 5,509,230 | $155M | 3.5% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. new | 5,023,371 | $141M | 3.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC new | 3,583,114 | $101M | 2.3% | 2026-Q2 |
| Cetera Investment Advisers new | 3,489,256 | $98M | 2.2% | 2026-Q2 |
| Bank of New York Mellon Corp new | 3,176,236 | $89M | 2.0% | 2026-Q2 |
| BlackRock, Inc. added | 2,961,952 | $83M | 1.9% | 2026-Q2 |
| Foundations Investment Advisors, LLC new | 2,729,797 | $77M | 1.8% | 2026-Q2 |
| OneDigital Investment Advisors LLC new | 2,408,810 | $68M | 1.5% | 2026-Q2 |
| Sanctuary Advisors, LLC new | 2,241,899 | $63M | 1.4% | 2026-Q2 |
| Advocacy Wealth Management, LLC new | 2,116,253 | $59M | 1.4% | 2026-Q2 |
| NewEdge Advisors, LLC new | 2,106,903 | $59M | 1.4% | 2026-Q2 |
| Merit Financial Group, LLC new | 1,644,090 | $46M | 1.1% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC new | 1,435,675 | $40M | 0.9% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,210,835 | $34M | 0.8% | 2026-Q2 |
| SK Wealth Management, LLC new | 1,170,248 | $34M | 0.8% | 2026-Q2 |
| JB Capital LLC new | 1,151,918 | $32M | 0.7% | 2026-Q2 |
| STIFEL FINANCIAL CORP new | 1,062,594 | $30M | 0.7% | 2026-Q2 |
| Equitable Holdings, Inc. new | 1,053,590 | $30M | 0.7% | 2026-Q2 |
| JANE STREET GROUP, LLC new | 1,023,364 | $29M | 0.7% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. new | 987,034 | $28M | 0.6% | 2026-Q2 |
| Scarborough Advisors, LLC new | 872,596 | $25M | 0.6% | 2026-Q2 |
| Sharkey, Howes & Javer new | 865,284 | $24M | 0.6% | 2026-Q2 |
| Ascent Group, LLC new | 819,283 | $23M | 0.5% | 2026-Q2 |
| CreativeOne Wealth, LLC new | 748,336 | $21M | 0.5% | 2026-Q2 |
| Arax Advisory Partners new | 665,563 | $19M | 0.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP new | 642,668 | $18M | 0.4% | 2026-Q2 |
| Vise Technologies, Inc. new | 632,999 | $18M | 0.4% | 2026-Q2 |
| Shepherd Financial Partners LLC new | 631,412 | $18M | 0.4% | 2026-Q2 |
| Horst & Graben Wealth Management LLC new | 576,850 | $16M | 0.4% | 2026-Q2 |
| AE Wealth Management LLC new | 571,535 | $16M | 0.4% | 2026-Q2 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors new | 533,574 | $15M | 0.3% | 2026-Q2 |
| Pettinga Financial Advisors LLC new | 529,984 | $15M | 0.3% | 2026-Q2 |
| Goldstein Advisors, LLC new | 526,954 | $15M | 0.3% | 2026-Q2 |
| CFS Investment Advisory Services, LLC new | 515,750 | $14M | 0.3% | 2026-Q2 |
| Security Financial Services, INC. new | 490,881 | $14M | 0.3% | 2026-Q2 |
| Atria Investments, Inc new | 477,706 | $13M | 0.3% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. new | 449,617 | $13M | 0.3% | 2026-Q2 |
| Icon Wealth Advisors, LLC new | 447,483 | $13M | 0.3% | 2026-Q2 |
| Cerity Partners LLC new | 434,013 | $12M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA new | 432,627 | $12M | 0.3% | 2026-Q2 |
| AllGen Financial Advisors, Inc. new | 403,110 | $11M | 0.3% | 2026-Q2 |
| Stone House Investment Management, LLC new | 403,107 | $11M | 0.3% | 2026-Q2 |
| &PARTNERS new | 400,486 | $11M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 397,214 | $11M | 0.3% | 2026-Q2 |
| SteelPeak Wealth, LLC new | 389,659 | $11M | 0.3% | 2026-Q2 |
| Kelly Financial Services LLC new | 366,056 | $10M | 0.2% | 2026-Q2 |
| Perennial Investment Advisors, LLC new | 361,743 | $10M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 347,521 | $10M | 0.2% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. new | 339,171 | $10M | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC new | 334,238 | $9M | 0.2% | 2026-Q2 |
| KWB Wealth new | 328,418 | $9M | 0.2% | 2026-Q2 |
| WEALTH ALLIANCE, LLC new | 319,003 | $9M | 0.2% | 2026-Q2 |
| Mutual Advisors, LLC new | 313,134 | $9M | 0.2% | 2026-Q2 |
| One Wealth Advisors, LLC new | 308,997 | $9M | 0.2% | 2026-Q2 |
| Global Retirement Partners, LLC | 301,882 | $8M | 0.2% | 2026-Q2 |
| Physician Wealth Advisors, Inc. new | 296,245 | $8M | 0.2% | 2026-Q2 |
| Archer Investment Management, LLC new | 293,252 | $8M | 0.2% | 2026-Q2 |
| IFP Advisors, Inc new | 293,056 | $8M | 0.2% | 2026-Q2 |
| Synergy Investment Management, LLC new | 292,255 | $8M | 0.2% | 2026-Q2 |
| Orion Porfolio Solutions, LLC new | 278,073 | $8M | 0.2% | 2026-Q2 |
| Keystone Financial Group new | 274,563 | $8M | 0.2% | 2026-Q2 |
| Trek Financial, LLC new | 261,123 | $7M | 0.2% | 2026-Q2 |
| Trinity Wealth Management, LLC new | 256,529 | $7M | 0.2% | 2026-Q2 |
| ONE Advisory Partners, LLC new | 249,866 | $7M | 0.2% | 2026-Q2 |
| KICKSTAND VENTURES, LLC. new | 247,592 | $7M | 0.2% | 2026-Q2 |
| ASSETMARK, INC new | 243,893 | $7M | 0.2% | 2026-Q2 |
| Modern Wealth Management, LLC new | 241,245 | $7M | 0.2% | 2026-Q2 |
| BEACON FINANCIAL GROUP new | 237,043 | $7M | 0.2% | 2026-Q2 |
| ShoreHaven Wealth Partners, LLC new | 225,653 | $6M | 0.1% | 2026-Q2 |
| Brookstone Capital Management new | 224,403 | $6M | 0.1% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC new | 221,815 | $6M | 0.1% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC new | 221,603 | $6M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 221,473 | $6M | 0.1% | 2026-Q2 |
| Mariner, LLC new | 216,124 | $6M | 0.1% | 2026-Q2 |
| Integrity Investment Advisors, LLC new | 214,441 | $6M | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors new | 209,980 | $6M | 0.1% | 2026-Q2 |
| PAX Financial Group, LLC new | 209,742 | $6M | 0.1% | 2026-Q2 |
| Plancorp, LLC new | 208,544 | $6M | 0.1% | 2026-Q2 |
| Stokes Family Office, LLC new | 203,957 | $6M | 0.1% | 2026-Q2 |
| Midwest Capital Advisors, LLC new | 194,132 | $5M | 0.1% | 2026-Q2 |
| Regal Investment Advisors LLC new | 192,050 | $5M | 0.1% | 2026-Q2 |
| Keystone Financial Services new | 189,907 | $5M | 0.1% | 2026-Q2 |
| Diversify Advisory Services, LLC | 188,096 | $5M | 0.1% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 188,096 | $5M | 0.1% | 2026-Q2 |
| Braun-Bostich & Associates Inc. new | 186,920 | $5M | 0.1% | 2026-Q2 |
| TSA Wealth Managment LLC new | 185,845 | $5M | 0.1% | 2026-Q2 |
| Invst, LLC new | 184,463 | $5M | 0.1% | 2026-Q2 |
| Summit Financial, LLC new | 181,351 | $5M | 0.1% | 2026-Q2 |
| CURTIS WEALTH MANAGEMENT LLC new | 180,588 | $5M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC new | 178,680 | $5M | 0.1% | 2026-Q2 |
| WNY Asset Management, LLC new | 178,259 | $5M | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC new | 177,637 | $5M | 0.1% | 2026-Q2 |
| Beacon Bridge Wealth Partners, LLC new | 176,392 | $5M | 0.1% | 2026-Q2 |
| Legacy Financial Group LLC new | 175,743 | $5M | 0.1% | 2026-Q2 |
| Bay Harbor Wealth Management, LLC new | 175,324 | $5M | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. new | 174,643 | $5M | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC new | 174,490 | $5M | 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.