ALTY
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +20.0% ·
share flow +18.3% ·
net new positions +16.7%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 411.87K | -0.6% | $4.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 51.87K | +129.6% | $623,254 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 48.00K | +13.9% | $576,677 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 48.00K | +13.9% | $576,677 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 39.83K | New | $478,503 | 0.0% | New | 1 | SEC ↗ |
| 6 | Mercer Global Advisors Inc /Adv | 26.68K | 0.0% | $320,503 | 0.0% | Held | 2 | SEC ↗ |
| 7 | Wealth Enhancement Advisory… | 25.03K | +28.4% | $302,738 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Truist Financial Corp | 23.24K | -4.6% | $279,178 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 18.49K | +84.0% | $222,225 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 12.87K | New | $154,598 | 0.0% | New | 1 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 4.59K | +626.9% | $55,117 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 4.59K | +626.9% | $55,117 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | TD Waterhouse Canada Inc. | 330 | +10.4% | $3,970 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 1 | 0.0% | $7 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Cetera Investment Advisers | $478,503 | 0.0% |
| Susquehanna International… | $154,598 | 0.0% |
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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.