Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Global X Fds (ALTY)

23 + Investors. Track Smart Money conviction in ALTY. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
67%

Smart Money Signals — ALTY

Based on 24 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their ALTY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
24 funds currently hold this stock — 92% of the 3.0-year high of 26 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 67% buying

14 buying7 selling
Last quarter: 14 funds were net buyers (1 opened a brand new position + 13 added to an existing one). Only 7 were sellers (4 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~1 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 5 → 5 → 1. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 25% medium ■ 17% new
14 out of 24 hedge funds have held ALTY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

3 → 3 → 5 → 5 → 1 new funds/Q
New funds entering each quarter: 3 → 5 → 5 → 1. ALTY is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 62% veterans vs 21% newcomers

■ 62% veterans ■ 17% 1-2yr ■ 21% new
Entry-cohort mix of 24 holders: 15 (62%) are 2+ year veterans, 4 entered 1–2 years ago, and 5 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
5 of 24 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in ALTY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ALTY

In 2026 Q2, 14 hedge funds were net buyers of ALTY (1 opened a new position, 13 added to an existing one), while 7 reduced or exited (4 trimmed, 3 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. 60% of total institutional value in ALTY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 24.

Hedge Fund Ownership: ALTY

How many hedge funds hold ALTY — quarterly history vs. share price
Quarterly hedge fund ownership of ALTY vs. share price

Market Analysis: ALTY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ALTY

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: ALTY
23 + Investors

Track Smart Money conviction in ALTY. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 23 26 -11.54%
13F Shares 907K 906K 0.17%
Total Value $11M $11M 3.58%
New Positions 1 5 -4
Increased Positions 13 11 +2
Closed Positions 4 2 +2
Reduced Positions 4 4 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ALTY

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Institutional Holders (2026 Q2)

23 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ALTY. Verified SEC 13F-HR filings.

QUARTER:
Top 23 ALTY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Triumph Capital Management 0.07% 29,308 $364K
2 Luminist Capital LLC 0.04% 2,813 $35K
3 Kingswood Wealth Advisors, LLC 0.03% 50,561 $628K
4 Founders Financial Alliance, LLC 0.01% 6,285 $78K
5 Kovack Advisors, Inc. 0.01% 12,988 $161K
6 Gts Securities LLC 0.01% 27,790 $345K
7 Rehmann Capital Advisory Group 0.01% 10,030 $125K
8 SBI Securities Co., Ltd. 0.00% 11,849 $147K
9 Kingsview Wealth Management, LLC 0.00% 20,513 $255K
10 Realta Investment Advisors 0.00% 563 $7K
11 Private Advisor Group, LLC 0.00% 28,374 $352K
12 LPL Financial LLC 0.00% 412,253 $5.1M
13 Harbour Investments, INC. 0.00% 3,793 $47K
14 Cetera Investment Advisers 0.00% 52,131 $648K
15 Wealth Enhancement Advisory Services, LLC 0.00% 25,030 $310K
16 Mercer Global Advisors Inc /Adv 0.00% 26,675 $331K
17 Truist Financial Corp 0.00% 24,094 $299K
18 Osaic Holdings, INC. 0.00% 24,148 $300K
19 Envestnet Asset Management Inc 0.00% 60,813 $755K
20 Bank of America Corp /de/ 0.00% 58,709 $729K
21 TD Waterhouse Canada Inc. 0.00% 906 $11K
22 Morgan Stanley 0.00% 4,586 $57K
23 Wells Fargo & Company/Mn 0.00% 1 —
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Global X Fds (ALTY)

What does the Smart Money Trend signal show for ALTY?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their ALTY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ALTY?

More buyers than sellers — 67% buying: Last quarter: 14 funds were net buyers (1 opened a brand new position + 13 added to an existing one). Only 7 were sellers (4 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ALTY holders?

Elite ownership — 60% AUM from top-100 funds: 5 of 24 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in ALTY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ALTY?

58% of holders stayed for 2+ years: 14 out of 24 hedge funds have held ALTY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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