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Security record · archived quarter

LALT

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
11Tracked holders
+3Δ holders
6.72MShares held
$161.40MReported value
+3New positions
−0Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +30.0% · share flow +30.0% · net new positions +20.0%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 11 +3 6.72M $161.40M +3
Q1 2026 8 +1 805.39K $19.57M +2 −1
Q4 2025 7 +1 564.67K $12.87M +1
Q3 2025 1 -1 1 $23 −1
Q2 2025 1 0 18.33K $389,056
Q1 2025 1 0 14.22K $301,739
Q4 2024 1 0 46.87K $984,195
Q3 2024 1 0 28.47K $597,933
Q2 2024 1 11.80K $244,080
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Envestnet Asset Management Inc 2.05M +1715.5% $49.19M 0.0% ▲ Add 3 SEC ↗
2 LPL Financial LLC 2.01M +22476.1% $48.29M 0.0% ▲ Add 2 SEC ↗
3 Cetera Investment Advisers 883.88K +933.8% $21.24M 0.0% ▲ Add 3 SEC ↗
4 Assetmark, Inc 561.55K New $13.49M 0.0% New 1 SEC ↗
5 Royal Bank Of Canada 463.46K +50.3% $11.14M 0.0% ▲ Add 3 SEC ↗
6 Royal Bank Of Canada 463.46K +50.3% $11.14M 0.0% ▲ Add 3 SEC ↗
7 Royal Bank Of Canada 463.46K +50.3% $11.14M 0.0% ▲ Add 3 SEC ↗
8 Royal Bank Of Canada 463.46K +50.3% $11.14M 0.0% ▲ Add 3 SEC ↗
9 Bank of New York Mellon Corp 291.22K New $7.00M 0.0% New 1 SEC ↗
10 Bank of New York Mellon Corp 291.22K New $7.00M 0.0% New 1 SEC ↗
11 Commonwealth Equity Services, Llc 230.58K +4.4% $5.54M 0.0% ▲ Add 3 SEC ↗
12 Osaic Holdings, Inc. 200.75K +192.9% $4.82M 0.0% ▲ Add 3 SEC ↗
13 Osaic Holdings, Inc. 200.75K +192.9% $4.82M 0.0% ▲ Add 3 SEC ↗
14 Mml Investors Services, Llc 28.27K New $679,222 0.0% New 1 SEC ↗
15 Us Bancorp \De\ 207 0.0% $4,974 0.0% Held 2 SEC ↗
16 Morgan Stanley 18 -95.6% $433 0.0% ▼ Trim 4 SEC ↗
17 Morgan Stanley 18 -95.6% $433 0.0% ▼ Trim 4 SEC ↗

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

New buyers

Assetmark, Inc $13.49M 0.0%
Bank of New York Mellon Corp $7.00M 0.0%
Bank of New York Mellon Corp $7.00M 0.0%
Mml Investors Services, Llc $679,222 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 25 holders, 1.64M shares, $39.89M 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: Q2 2026 · Methodology · Get this via the API