ALTY
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -8.3% ·
share flow +4.0% ·
net new positions -9.1%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 412.25K | +0.1% | $5.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 60.81K | +17.2% | $755,442 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 58.71K | +22.3% | $729,287 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 58.71K | +22.3% | $729,287 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Cetera Investment Advisers | 52.13K | +30.9% | $647,588 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Mercer Global Advisors Inc /Adv | 26.68K | 0.0% | $331,365 | 0.0% | Held | 3 | SEC ↗ |
| 7 | Wealth Enhancement Advisory… | 25.03K | 0.0% | $310,122 | 0.0% | Held | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 24.15K | +30.6% | $299,917 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Truist Financial Corp | 24.09K | +3.7% | $299,302 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 4.59K | 0.0% | $56,969 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | TD Waterhouse Canada Inc. | 906 | +174.6% | $11,207 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 1 | 0.0% | $14 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Susquehanna International… | $154,598 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 26 holders, 905.63K shares, $10.60M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.