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.
How the tape is positioned
The tracked-fund tape on IALT is one-sided between 2026-Q1 and 2026-Q2: 271 added or opened and 1 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
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, across 376 tracked filers holding IALT, 376 increased or opened the position and 4 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 IALT 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 257
- ENVESTNET ASSET MANAGEMENT INC$1.4B
- LPL Financial LLC$610M
- JPMORGAN CHASE & CO$300M
- Envestnet Portfolio Solutions, Inc.$141M
- MML INVESTORS SERVICES, LLC$101M
- Cetera Investment Advisers$98M
Full exits 1
- CENTAURUS FINANCIAL, INC.$776K
Largest adds
- MORGAN STANLEY$154M
- COMMONWEALTH EQUITY SERVICES, LLC$33M
- Private Advisor Group, LLC$9M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$7M
- BlackRock, Inc.$7M
- Spinnaker Investment Group, LLC$3M
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.
| 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 added | 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 |
| &PARTNERS new | 400,486 | $11M | 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 |
| 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 new | 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 |
| Plancorp, LLC new | 208,544 | $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 |
| Stokes Family Office, LLC new | 203,957 | $6M | 0.1% | 2026-Q2 |
| Midwest Capital Advisors, LLC new | 194,132 | $5M | 0.1% | 2026-Q2 |
| Diversify Advisory Services, LLC new | 188,096 | $5M | 0.1% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 188,096 | $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 |
| 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.