| 2.943% |
| 0.01% |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 2.0M | $11.3M | +122.2% | 2.555% | 0.00% |
| 5 | Hillsdale Investment Management Inc. | 1.7M | $9.7M | +70.3% | 2.199% | 0.22% |
| 6 | RENAISSANCE TECHNOLOGIES LLC | 1.5M | $8.7M | -9.3% | 1.960% | 0.01% |
| 7 | STATE STREET CORP | 1.2M | $7.0M | +229.9% | 1.588% | 0.00% |
| 8 | TWO SIGMA INVESTMENTS, LP | 1.2M | $6.8M | -40.3% | 1.547% | 0.00% |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.2M | $6.8M | -57.9% | 1.547% | 0.00% |
| 10 | DIMENSIONAL FUND ADVISORS LP | 1.1M | $6.5M | +73.5% | 1.476% | 0.00% |
| 11 | Connor, Clark & Lunn Investment Management Ltd. | 856K | $4.9M | +122.3% | 1.104% | 0.01% |
| 12 | JACOBS LEVY EQUITY MANAGEMENT, INC | 827K | $4.7M | +333.3% | 1.068% | 0.02% |
| 13 | NORTHERN TRUST CORP | 784K | $4.5M | +275.6% | 1.012% | 0.00% |
| 14 | CREATIVE FINANCIAL DESIGNS INC /ADV | 615K | $3.5M | -20.1% | 0.794% | 0.17% |
| 15 | PANAGORA ASSET MANAGEMENT INC | 584K | $3.3M | — | 0.754% | 0.01% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 575K | $3.3M | +212.7% | 0.742% | 0.00% |
| 17 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 520K | $3.0M | +6.6% | 0.671% | 0.05% |
| 18 | VANGUARD FIDUCIARY TRUST CO | 508K | $2.9M | +7.1% | 0.656% | 0.00% |
| 19 | VANGUARD PORTFOLIO MANAGEMENT LLC | 497K | $2.8M | — | 0.641% | 0.00% |
| 20 | GOLDMAN SACHS GROUP INC | 490K | $2.8M | -18.5% | 0.633% | 0.00% |
| 21 | BNP PARIBAS FINANCIAL MARKETS | 480K | $2.7M | +122.0% | 0.619% | 0.00% |
| 22 | ALGERT GLOBAL LLC | 477K | $2.7M | +294.5% | 0.616% | 0.03% |
| 23 | CITADEL ADVISORS LLC | 467K | $2.7M | -36.2% | 0.603% | 0.00% |
| 24 | JANE STREET GROUP, LLC | 452K | $2.6M | -68.3% | 0.583% | 0.00% |
| 25 | Empowered Funds, LLC | 443K | $2.5M | +7.8% | 0.572% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in ALTO — a direct measure of their conviction.
| 25.83% |
| 3.70 pp |
| $21M |
| 36% |
| Q4 2024 | 75 | 1.3% | 29.53% | 1.13 pp | $33M | 6.8% |
| Q3 2024 | 76 | — | 30.66% | — | $35M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
53 institutions opened new positions in ALTO during Q2 2026, while 23 fully exited. 53 added to existing positions and 25 trimmed.
ALTO institutional ownership rose by 3.82 percentage points quarter-over-quarter, with a net change of +31 holders.
The top 10 institutions account for 59.0% of all reported 13F value in ALTO, and the top 25 account for 83.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.