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Who owns IALTWhat IALT owns — n/a

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Institutional ownership of IALT from SEC Form 13F filings across 205 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

205

13F holders

$4.11B

value, 2026 filers

4716.8%

of shares outstanding (155.5M sh)

196

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of IALT's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1ENVESTNET ASSET MANAGEMENT INCNEW50.7M$1.42B0.3%1537%new
2LPL Financial LLCNEW21.7M$609.6M0.1%659.3%new
3JPMORGAN CHASE & CONEW10.7M$300.1M0.0%323.9%new
4MORGAN STANLEY5.5M$154.5M0.0%167.1%+14566.6%
5Envestnet Portfolio Solutions, Inc.NEW5.0M$140.9M0.7%152.4%new
6PARK AVENUE SECURITIES LLCNEW3.9M$109,2510.7%118.2%new
7MML INVESTORS SERVICES, LLCNEW3.6M$100.5M0.2%108.7%new
8Cetera Investment AdvisersNEW3.5M$97.9M0.1%105.9%new
9Merit Financial Group, LLCNEW3.3M$92.2M0.6%99.8%new
10Bank of New York Mellon CorpNEW3.2M$89.1M0.0%96.4%new
11Janney Montgomery Scott LLCNEW3.0M$83,1560.2%89.9%new
12BlackRock, Inc.3.0M$83.1M0.0%89.9%+5.8%
13Foundations Investment Advisors, LLCNEW2.7M$76.6M0.8%82.8%new
14OneDigital Investment Advisors LLCNEW2.4M$67.6M0.6%73.1%new
15Sanctuary Advisors, LLCNEW2.2M$62.9M0.0%68%new
16NewEdge Advisors, LLCNEW2.1M$59.1M0.2%63.9%new
17COMMONWEALTH EQUITY SERVICES, LLC1.2M$34.0M0.0%36.7%+3806.2%
18SK Wealth Management, LLCNEW1.2M$33.9M7.6%35.5%new
19JB Capital LLCNEW1.2M$32.3M1.1%34.9%new
20STIFEL FINANCIAL CORPNEW1.1M$29.8M0.0%32.2%new
21JANE STREET GROUP, LLCNEW1.0M$28.7M0.0%31%new
22Sumitomo Mitsui Trust Group, Inc.NEW987,034$27.7M0.0%29.9%new
23Thrivent Financial for LutheransNEW778,017$21,8350.0%23.6%new
24Arax Advisory PartnersNEW665,563$18.7M0.1%20.2%new
25TRUIST FINANCIAL CORPNEW642,668$18.0M0.0%19.5%new

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.