13F QoQ Ownership Changes
ALAR Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 3 new · 4 added · 14 reduced · 7 exited
New Positions(3)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Altshuler Shaham Ltd | 554,363 | +554,363 | $488.5K | +$488.5K | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,759 | +11,759 | $100.9K | +$100.9K | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5 | +5 | $43 | +$43 | — |
Added To(4)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| UBS Group AG | 17,555 | +13,353 | $150.6K | +$87.7K | 317.8% |
| RENAISSANCE TECHNOLOGIES LLC | 17,500 | +4,500 | $150.2K | -$44.6K | 34.6% |
| RHUMBLINE ADVISERS | 5,834 | +812 | $50.0K | -$25.0K | 16.2% |
| SBI Securities Co., Ltd. | 859 | +2 | $7.4K | -$5.5K | 0.2% |
Reduced(14)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| MORGAN STANLEY | 25,025 | -9,079 | $214.7K | -$296.2K | -26.6% |
| XTX Topco Ltd | 10,331 | -4,998 | $88.6K | -$140.4K | -32.6% |
| OSAIC HOLDINGS, INC. | 7,020 | -2,919 | $60.2K | -$89.3K | -29.4% |
| Royal Bank of Canada | 1,300 | -8,922 | $11.0K | -$85.0K | -87.3% |
| GAMMA Investing LLC | 7,977 | -1,423 | $68.4K | -$72.4K | -15.1% |
| WELLS FARGO & COMPANY/MN | 4,265 | 0 | $36.6K | -$27.3K | 0.0% |
| Steward Partners Investment Advisory, LLC | 3,124 | 0 | $26.8K | -$20.0K | 0.0% |
| US BANCORP \DE\ | 1,937 | 0 | $16.6K | -$12.4K | 0.0% |
| JNBA Financial Advisors | 500 | 0 | $4.3K | -$3.2K | 0.0% |
| JONES FINANCIAL COMPANIES LLLP | 150 | -150 | $1.3K | -$3.2K | -50.0% |
| EverSource Wealth Advisors, LLC | 50 | -155 | $429 | -$2.6K | -75.6% |
| Sunbelt Securities, Inc. | 170 | 0 | $1.5K | -$1.1K | 0.0% |
| Center for Financial Planning, Inc. | 69 | 0 | $593 | -$441 | 0.0% |
| Sound Income Strategies, LLC | 33 | 0 | $299 | -$185 | 0.0% |
Sold Out(7)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | 0 | -16,457 | $0 | -$246.5K | — |
| TOTH FINANCIAL ADVISORY CORP | 0 | -1,000 | $0 | -$15.0K | — |
| PRIVATE TRUST CO NA | 0 | -500 | $0 | -$7.5K | — |
| Westside Investment Management, Inc. | 0 | -300 | $0 | -$4.5K | — |
| Darwin Wealth Management, LLC | 0 | -145 | $0 | -$1.5K | — |
| CoreCap Advisors, LLC | 0 | -73 | $0 | -$1.1K | — |
| PRINCIPAL SECURITIES, INC. | 0 | -11 | $0 | -$165 | — |