Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
Holders:35
Total Value:$106,811,703
Total Shares:10,659,851
Holder Concentration
Across 35 13F filers
Top Holder
8.9%
of institutional value
Top 5
32.0%
of institutional value
Top 10
53.6%
of institutional value
HHI
422
Broadly held
Who Holds ALPXU
Last 1 quarters through Jun 30, 2026
Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory
records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book.
The quarter selector does not change this card.
Jun 30, 2026:
35 filers,
like-for-like change —.
Holder type
Share
Filers
Change
New
Exited
Registered adviser
66.3%
22
new
22
0
Exempt adviser
0.9%
1
new
1
0
Adviser
5.7%
2
new
2
0
Bank
3.2%
1
new
1
0
Insurer
1.2%
1
new
1
0
Non-US
2.7%
1
new
1
0
Unknown
20.0%
7
new
7
0
Style
Share
Filers
Change
New
Exited
Index-like
5.2%
1
new
1
0
Systematic-like
7.1%
3
new
3
0
Concentrated
13.0%
5
new
5
0
Diversified active
74.7%
26
new
26
0
Turnover
Share
Filers
Change
New
Exited
Low turnover
7.1%
2
new
2
0
Medium turnover
38.1%
16
new
16
0
High turnover
51.6%
15
new
15
0
Unknown
3.1%
2
new
2
0
Holding horizon
Share
Filers
Change
New
Exited
Short horizon
51.2%
16
new
16
0
Medium horizon
14.2%
3
new
3
0
Long horizon
9.1%
5
new
5
0
Unknown
25.6%
11
new
11
0
13F book size
Share
Filers
Change
New
Exited
Under $1B
38.7%
13
new
13
0
$1B to $10B
45.7%
14
new
14
0
$10B to $100B
11.1%
6
new
6
0
$100B or more
4.4%
2
new
2
0
Client base
Share
Filers
Change
New
Exited
Pooled investment vehicles
56.9%
18
new
18
0
Registered funds and BDCs
9.4%
4
new
4
0
Unknown
33.7%
13
new
13
0
Private funds
Share
Filers
Change
New
Exited
Hedge funds
60.2%
20
new
20
0
Other private funds
1.9%
1
new
1
0
No private funds
5.2%
2
new
2
0
Unknown
32.8%
12
new
12
0
Location
Share
Filers
Change
New
Exited
United States
87.4%
31
new
31
0
Outside the US
12.6%
4
new
4
0
How the mix is measured
Shares are 13F common shares restated to today's split basis; options and principal amounts are left out.
The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later
quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type
comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster
current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and
book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none
was. Actively managed books are those measured systematic-like, concentrated or diversified active.
Conviction and Crowding
35 13F filers, quarter ended Jun 30, 2026
Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts
filers with high turnover or that advise private funds on Form ADV.
Conviction holders
1
2.86% of filers hold it in their top 10
Holders above 5%
0
median weight 0.124%
Crowding
—
shares outstanding is an issuer-wide count, not one listing's
Private-fund advisers
—
of shares outstanding
Institutional ownership
—
shares outstanding is an issuer-wide count, not one listing's
Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026
Index funds and index ETFs hold 0 shares.
Fund type
Shares
Funds
Index funds
0
0
Index ETFs
0
0
Active ETFs
0
0
Active funds
28,750
1
Unclassified
0
0
All registered funds
28,750
1
How fund types are measured
Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share
positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or
before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have
no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their
advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.
