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Security record · archived quarter

ALVO

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
27Tracked holders
0Δ holders
15.47MShares held
$37.63MReported value
+4New positions
−4Exits
Rising 5 quarters of rising tracked shares ●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +14.6% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 33 +6 20.29M $58.99M +7 −1
Q1 2026 27 0 15.47M $37.63M +4 −4
Q4 2025 27 -1 14.58M $52.37M +1 −2
Q3 2025 12 +3 13.66M $80.62M +3 −1
Q2 2025 7 +1 13.12M $85.72M +1
Q1 2025 4 +1 8.19M $41.16M +1
Q4 2024 3 -2 6.83M $43.12M −2
Q3 2024 5 +1 7.59M $49.01M +1
Q2 2024 4 7.54M $48.92M
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Vanguard Capital Management Llc 3.41M $11.83M 0.0% n/c 1 SEC ↗
2 Millennium Management 2.12M +494.3% $7.28M 0.0% ▲ Add 8 SEC ↗
3 T. Rowe Price 1.40M -2.6% $4.79M 0.0% ▼ Trim 5 SEC ↗
4 BlackRock (passive) 1.25M +5.9% $4.27M 0.0% ▲ Add 4 SEC ↗
5 BlackRock (passive) 1.25M +5.9% $4.27M 0.0% ▲ Add 4 SEC ↗
6 BlackRock (passive) 1.25M +5.9% $4.27M 0.0% ▲ Add 4 SEC ↗
7 Legal & General Group Plc 504.46K -13.3% $1.71M 0.0% ▼ Trim 2 SEC ↗
8 Legal & General Group Plc 504.46K -13.3% $1.71M 0.0% ▼ Trim 2 SEC ↗
9 JPMorgan Chase 504.20K +1979.3% $1.66M 0.0% ▲ Add 3 SEC ↗
10 Oaktree Capital Management 4.91M -5.7% $1.53M 0.0% ▼ Trim 8 SEC ↗
11 Oaktree Capital Management 4.91M -5.7% $1.53M 0.0% ▼ Trim 8 SEC ↗
12 Geode Capital Management (passive) 324.20K +27.2% $1.11M 0.0% ▲ Add 8 SEC ↗
13 UBS Group AG 322.53K +136.1% $1.11M 0.0% ▲ Add 2 SEC ↗
14 UBS Group AG 322.53K +136.1% $1.11M 0.0% ▲ Add 2 SEC ↗
15 UBS Group AG 322.53K +136.1% $1.11M 0.0% ▲ Add 2 SEC ↗
16 Morgan Stanley 243.28K -4.7% $834,440 0.0% ▼ Trim 3 SEC ↗
17 Morgan Stanley 243.28K -4.7% $834,440 0.0% ▼ Trim 3 SEC ↗
18 Morgan Stanley 243.28K -4.7% $834,440 0.0% ▼ Trim 3 SEC ↗
19 Morgan Stanley 243.28K -4.7% $834,440 0.0% ▼ Trim 3 SEC ↗
20 Morgan Stanley 243.28K -4.7% $834,440 0.0% ▼ Trim 3 SEC ↗
21 Morgan Stanley 243.28K -4.7% $834,440 0.0% ▼ Trim 3 SEC ↗
22 Goldman Sachs Group 148.15K -42.9% $508,165 0.0% ▼ Trim 3 SEC ↗
23 Invesco Ltd. 78.45K +6.9% $269,073 0.0% ▲ Add 2 SEC ↗
24 Renaissance Technologies 63.20K +146.9% $216,776 0.0% ▲ Add 3 SEC ↗
25 Stifel Financial Corp 42.58K +102.8% $146,034 0.0% ▲ Add 2 SEC ↗
26 Barclays Plc 23.83K +54.2% $81,744 0.0% ▲ Add 2 SEC ↗
27 Barclays Plc 23.83K +54.2% $81,744 0.0% ▲ Add 2 SEC ↗
28 Commonwealth Equity Services, Llc 17.28K New $59,260 0.0% New 1 SEC ↗
29 Mirae Asset Global Investments Co.… 17.23K +13.2% $59,089 0.0% ▲ Add 2 SEC ↗
30 ProShare Advisors LLC 14.78K +6.9% $50,682 0.0% ▲ Add 2 SEC ↗
31 Citigroup Inc 9.23K -35.8% $31,659 0.0% ▼ Trim 2 SEC ↗
32 Bnp Paribas Financial Markets 6.98K +3.4% $23,945 0.0% ▲ Add 2 SEC ↗
33 Jane Street Group, Llc 56.25K -62.1% $17,438 0.0% ▼ Trim 2 SEC ↗
34 Wells Fargo & Company/Mn 5.00K New $17,150 0.0% New 1 SEC ↗
35 Jones Financial Companies Lllp 3.37K New $10,481 0.0% New 1 SEC ↗
36 Osaic Holdings, Inc. 3.04K +152.1% $10,426 0.0% ▲ Add 2 SEC ↗
37 Royal Bank Of Canada 160 -5.3% $1,000 0.0% ▼ Trim 2 SEC ↗
38 National Bank Of Canada /Fi/ 35 New $120 0.0% New 1 SEC ↗
39 Zurcher Kantonalbank (Zurich… 11 -98.1% $38 0.0% ▼ Trim 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Commonwealth Equity Services… $59,260 0.0%
Wells Fargo & Company/Mn $17,150 0.0%
Jones Financial Companies Lllp $10,481 0.0%
National Bank Of Canada /Fi/ $120 0.0%

Exited

Bank Of America Corp /De/ $182,323 was 0.0%
Amundi $99,604 was 0.0%
Point72 Asset Management $76,129 was 0.0%
Daiwa Securities Group Inc. $5,000 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 6 holders, 5.03M shares, $1.43M 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: Q1 2026 · Methodology · Get this via the API