Security record · archived quarter
ALTY
name pending profile ingest
10Tracked holders
0Δ holders
560.42KShares held
$6.69MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow 0.0% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 414.19K | — | $4.94M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 42.12K | — | $502,540 | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 42.12K | — | $502,540 | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Mercer Global Advisors Inc /Adv | 26.68K | — | $318,233 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Truist Financial Corp | 24.35K | — | $290,463 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 22.60K | — | $269,586 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wealth Enhancement Advisory… | 19.50K | — | $234,318 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 10.05K | — | $119,894 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 631 | 0.0% | $7,532 | 0.0% | Held | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 631 | 0.0% | $7,532 | 0.0% | Held | 2 | SEC ↗ |
| 11 | TD Waterhouse Canada Inc. | 299 | — | $3,564 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 1 | — | $9 | 0.0% | n/c | 1 | 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
| No tracked exits this quarter. |
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.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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