Who owns LALT (LALT)
Which tracked institutional funds hold LALT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LALT 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
The tracked-fund tape on LALT is one-sided between 2025-Q4 and 2026-Q1: 8 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
LALT’s largest tracked holder by dollar value, Holistic Financial Partners, sizes it at 3.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in LALT 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 25 tracked filers holding LALT, 18 increased or opened the position and 5 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 LALT 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.
Largest adds
- ROYAL BANK OF CANADA$3M
- ENVESTNET ASSET MANAGEMENT INC$2M
- Holistic Financial Partners$1M
- Farther Finance Advisors, LLC$914K
- OSAIC HOLDINGS, INC.$839K
- COMMONWEALTH EQUITY SERVICES, LLC$461K
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 |
|---|---|---|---|---|
| Holistic Financial Partners added | 354,226 | $9M | 18.7% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 308,314 | $7M | 16.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 220,784 | $5M | 11.6% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 174,150 | $4M | 9.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 112,745 | $3M | 5.9% | 2026-Q1 |
| Cetera Investment Advisers added | 85,501 | $2M | 4.5% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 76,161 | $2M | 4.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 68,530 | $2M | 3.6% | 2026-Q1 |
| Van Diest Capital, LLC trimmed | 59,971 | $1M | 3.2% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 45,262 | $1M | 2.4% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 44,360 | $1M | 2.3% | 2026-Q1 |
| ARBOR CAPITAL MANAGEMENT INC /ADV trimmed | 21,685 | $531K | 1.2% | 2026-Q1 |
| Proactive Wealth Strategies LLC new | 15,547 | $378K | 0.8% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 13,643 | $332K | 0.7% | 2026-Q1 |
| Brookwood Investment Group LLC new | 12,698 | $309K | 0.7% | 2026-Q1 |
| LPL Financial LLC new | 8,902 | $216K | 0.5% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 8,455 | $206K | 0.4% | 2026-Q1 |
| Cassaday & Co Wealth Management LLC new | 6,160 | $150K | 0.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 1,002 | $24K | 0.1% | 2026-Q1 |
| Signature Equity Partners, LLC | 737 | $18K | 0.0% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed | 673 | $16K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. | 460 | $11K | 0.0% | 2026-Q1 |
| MORGAN STANLEY added | 410 | $10K | 0.0% | 2026-Q1 |
| N.E.W. Advisory Services LLC new | 379 | $9K | 0.0% | 2026-Q1 |
| US BANCORP \DE\ new | 207 | $5K | 0.0% | 2026-Q1 |
| OneAscent Financial Services LLC new | 159,156 | $3M | 7.3% | 2025-Q1 stale |
| Atria Investments, Inc new | 108,961 | $2M | 5.0% | 2025-Q1 stale |
| CITADEL ADVISORS LLC added | 18,795 | $428K | 0.9% | 2025-Q4 stale |
| JPMORGAN CHASE & CO | 1,922 | $41K | 0.1% | 2025-Q1 stale |
| UBS Group AG added | 1,400 | $30K | 0.1% | 2025-Q2 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.