IALT Institutional Ownership & Shareholders
ISHRS SYS ALT ACT ETF (IALT) is currently held by 426 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $5.19B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of IALT tracked by InsiderSet, reporting ownership valued at approximately $1.42B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.49B, representing an estimated gain of +4.85% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed IALT value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Lpl Financial Llc, Jpmorgan Chase & Co, and several other long-term asset managers with concentrated positions in ISHRS SYS ALT ACT ETF (IALT).
This page ranks the largest institutional IALT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
426
Total Reported Value
$5.19B
Largest Holder
Envestnet Asset Management Inc
Largest Position
$1.42B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
119
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.33% | 50,663,703 | $1,421,115,799 | $1,490,019,505 | +$68,903,706 | +4.85% | |
| Lpl Financial Llc | 0.14% | 21,732,229 | $609,589,026 | $639,144,855 | +$29,555,829 | +4.85% | |
| Jpmorgan Chase & Co | 0.02% | 10,676,181 | $300,107,467 | $313,986,483 | +$13,879,016 | +4.62% | |
| Morgan Stanley | 0.01% | 5,509,230 | $154,533,925 | $162,026,454 | +$7,492,529 | +4.85% | |
| Envestnet Portfolio Solutions, Inc. | 0.67% | 5,023,371 | $140,905,545 | $147,737,341 | +$6,831,796 | +4.85% | |
| Mml Investors Services, Llc | 0.21% | 3,583,114 | $100,506,341 | $105,379,383 | +$4,873,042 | +4.85% | |
| Cetera Investment Advisers | 0.09% | 3,489,256 | $97,873,615 | $102,619,019 | +$4,745,404 | +4.85% | |
| Bank Of New York Mellon Corp | 0.01% | 3,176,236 | $89,093,431 | $93,413,101 | +$4,319,670 | +4.85% | |
| Janney Montgomery Scott Llc | 0.16% | 2,964,562 | $83,156,000 | $87,187,768 | +$4,031,768 | +4.85% | |
| Blackrock, Inc. | 0.00% | 2,961,952 | $83,082,754 | $87,111,008 | +$4,028,254 | +4.85% | |
| Foundations Investment Advisors, Llc | 0.79% | 2,729,797 | $76,570,814 | $80,283,330 | +$3,712,516 | +4.85% | |
| Onedigital Investment Advisors Llc | 0.57% | 2,408,810 | $67,567,115 | $70,843,102 | +$3,275,987 | +4.85% | |
| Sanctuary Advisors, Llc | 0.29% | 2,241,899 | $62,885,257 | $65,934,250 | +$3,048,993 | +4.85% | |
| Advocacy Wealth Management, Llc | 2.16% | 2,116,253 | $59,360,904 | $62,239,001 | +$2,878,097 | +4.85% | |
| Newedge Advisors, Llc | 0.18% | 2,106,903 | $59,098,624 | $61,964,017 | +$2,865,393 | +4.85% | |
| Commonwealth Equity Services, Llc | 0.07% | 1,845,787 | $55,115,199 | $54,284,596 | -$830,603 | -1.51% | |
| Merit Financial Group, Llc | 0.29% | 1,644,090 | $46,116,721 | $48,352,687 | +$2,235,966 | +4.85% | |
| Trek Financial, Llc | 2.03% | 1,470,116 | $43,897,664 | $43,236,112 | -$661,552 | -1.51% | |
| United Capital Financial Advisors, Llc | 0.22% | 1,435,675 | $40,089,076 | $42,223,202 | +$2,134,126 | +5.32% | |
| Cardinal Point Capital Management Ulc | 2.20% | 1,324,545 | $39,550,914 | $38,954,868 | -$596,046 | -1.51% | |
| Kestra Advisory Services, Llc | 0.11% | 1,298,594 | $38,776,008 | $38,191,650 | -$584,358 | -1.51% | |
| Vise Technologies, Inc. | 0.29% | 1,155,791 | $34,511,911 | $33,991,813 | -$520,098 | -1.51% | |
| Sk Wealth Management, Llc | 7.63% | 1,170,248 | $33,866,989 | $34,416,994 | +$550,005 | +1.62% | |
| Jb Capital Llc | 1.14% | 1,116,282 | $33,332,178 | $32,829,854 | -$502,324 | -1.51% | |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | 1,098,849 | $32,811,631 | $32,317,149 | -$494,482 | -1.51% | |
| Stifel Financial Corp | 0.02% | 1,062,594 | $29,805,873 | $31,250,890 | +$1,445,017 | +4.85% | |
| Equitable Holdings, Inc. | 0.18% | 1,053,590 | $29,553,158 | $30,986,082 | +$1,432,924 | +4.85% | |
| Jane Street Group, Llc | 0.02% | 1,023,364 | $28,705,360 | $30,097,135 | +$1,391,775 | +4.85% | |
| Sharkey, Howes & Javer | 3.43% | 952,919 | $28,454,161 | $28,025,348 | -$428,813 | -1.51% | |
| Amplius Wealth Advisors, Llc | 1.92% | 935,066 | $27,921,071 | $27,500,291 | -$420,780 | -1.51% | |
| Shepherd Financial Partners Llc | 2.04% | 848,817 | $25,345,696 | $24,963,708 | -$381,988 | -1.51% | |
| Ascent Group, Llc | 0.74% | 828,332 | $24,733,979 | $24,361,244 | -$372,735 | -1.51% | |
| Thrivent Financial For Lutherans | 0.04% | 778,017 | $21,835,000 | $22,881,480 | +$1,046,480 | +4.79% | |
| Truist Financial Corp | 0.03% | 707,520 | $21,126,557 | $20,808,163 | -$318,394 | -1.51% | |
| Creativeone Wealth, Llc | 0.45% | 748,336 | $20,990,836 | $22,008,562 | +$1,017,726 | +4.85% | |
| Horst & Graben Wealth Management Llc | 2.50% | 643,484 | $19,214,428 | $18,924,864 | -$289,564 | -1.51% | |
| Arax Advisory Partners | 0.12% | 665,563 | $18,669,039 | $19,574,208 | +$905,169 | +4.85% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.84% | 570,711 | $17,041,444 | $16,784,611 | -$256,833 | -1.51% | |
| Security Financial Services, Inc. | 2.22% | 557,707 | $16,653,118 | $16,402,163 | -$250,955 | -1.51% | |
| Pettinga Financial Advisors Llc | 2.70% | 547,961 | $16,362,124 | $16,115,533 | -$246,591 | -1.51% | |
| Cfs Investment Advisory Services, Llc | 1.05% | 540,019 | $16,249,165 | $15,881,959 | -$367,206 | -2.26% | |
| Capital Analysts, Llc | 0.37% | 571,327 | $16,026,000 | $16,802,727 | +$776,727 | +4.85% | |
| Goldstein Advisors, Llc | 1.40% | 529,290 | $15,804,599 | $15,566,419 | -$238,180 | -1.51% | |
| Integrity Alliance, Llc. | 0.49% | 528,966 | $15,794,946 | $15,556,890 | -$238,056 | -1.51% | |
| Tennessee Valley Asset Management Partners | 1.72% | 526,154 | $15,710,971 | $15,474,189 | -$236,782 | -1.51% | |
| Buttonwood Financial Group, Llc | 7.82% | 516,105 | $15,529,608 | $15,178,648 | -$350,960 | -2.26% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 507,358 | $15,175,092 | $14,921,399 | -$253,693 | -1.67% | |
| Atria Investments, Inc | 0.14% | 483,226 | $14,429,129 | $14,211,677 | -$217,452 | -1.51% | |
| Integrity Investment Advisors, Llc | 5.07% | 432,923 | $12,927,072 | $12,732,265 | -$194,807 | -1.51% | |
| Vestmark Advisory Solutions, Inc. | 0.12% | 449,617 | $12,611,744 | $13,223,236 | +$611,492 | +4.85% |
Frequently asked questions about IALT
Who are the largest institutional holders of IALT?
The largest institutional holders of IALT reported in the latest SEC Form 13F filings include Envestnet Asset Management Inc, Lpl Financial Llc, Jpmorgan Chase & Co, Morgan Stanley, and Envestnet Portfolio Solutions, Inc.. InsiderSet ranks institutional holders by their latest reported IALT position.
What is IALT institutional ownership?
This page tracks IALT positions reported by institutional investment managers through SEC Form 13F. ISHRS SYS ALT ACT ETF (IALT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IALT?
InsiderSet currently tracks 426 institutional managers reporting IALT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IALT shareholders.
How much IALT stock do institutions own?
Institutional investment managers disclosed approximately $5.19B in IALT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IALT institutional ownership last updated?
The latest IALT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IALT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IALT position after the reporting date.
Are institutions buying or selling IALT?
Institutional buying and selling can be analyzed by comparing IALT positions across consecutive 13F reporting periods. InsiderSet's IALT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IALT ownership changes.
How has IALT institutional ownership changed over time?
InsiderSet tracks IALT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.