Institutional Holders (2026 Q3)
384 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IALT. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Buttonwood Financial Group, LLC | 7.82% | 516,105 | $15.5M |
| 2 | Integrity Investment Advisors, LLC | 5.07% | 432,923 | $12.9M |
| 3 | Daviman Financial, LLC | 5.00% | 300,968 | $9.0M |
| 4 | Curtis Wealth Management LLC | 4.56% | 189,247 | $5.7M |
| 5 | Archer Investment Management, LLC | 3.89% | 413,677 | $12.4M |
| 6 | Braun-Bostich & Associates Inc. | 3.74% | 219,078 | $6.5M |
| 7 | A4 Wealth Advisors LLC | 3.72% | 190,444 | $5.7M |
| 8 | Sharkey, Howes & Javer | 3.43% | 952,919 | $28.5M |
| 9 | Bedminster, LLC | 3.21% | 128,101 | $3.8M |
| 10 | Peak Wealth Management LLC | 2.83% | 139,445 | $4.2M |
| 11 | Core Wealth Advisors, LLC | 2.73% | 123,386 | $3.7M |
| 12 | Pettinga Financial Advisors LLC | 2.70% | 547,961 | $16.4M |
| 13 | Synergy Investment Management, LLC | 2.63% | 391,903 | $11.7M |
| 14 | Horst & Graben Wealth Management LLC | 2.50% | 643,484 | $19.2M |
| 15 | Kelly Financial Services LLC | 2.50% | 388,331 | $11.6M |
| 16 | Trinity Wealth Management, LLC | 2.45% | 259,113 | $7.7M |
| 17 | Beto Financial Group, LLC | 2.43% | 169,252 | $5.1M |
| 18 | J.E. Simmons & Co., P.C. | 2.42% | 144,947 | $4.3M |
| 19 | Newport Capital Group, LLC | 2.39% | 121,796 | $3.6M |
| 20 | Ehrlich Financial Group | 2.39% | 154,442 | $4.6M |
| 21 | Carr Financial Group Corp | 2.32% | 349,914 | $10.4M |
| 22 | Intentional Wealth Strategies, LLC | 2.23% | 82,704 | $2.5M |
| 23 | Security Financial Services, INC. | 2.22% | 557,707 | $16.7M |
| 24 | Cardinal Point Capital Management ULC | 2.20% | 1,324,545 | $39.6M |
| 25 | WJ Wealth Management, LLC | 2.19% | 180,155 | $5.4M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|