13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
ARB

ALTSHARES TRUST

36 institutions still hold ALTSHARES TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 02210T108·36 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 6.0%
vs prior quarter
13F value held
$111M
73.0% inst. owned
of float
Holders
36
+24 QoQ
filers reporting
Activity
+14 / −54
+882 added · −727 reduced
this quarter
Concentration
16.44%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. #1
top holder share
AI Holders Summary · Q1 2026

36 institutions reported ARB in Q1 2026. CANTOR FITZGERALD INVESTMENT ADVISORS L.P. leads at 16.4% of the visible book. +24 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.
CIK 0001710477
$18M621K1.34%Q1 202602
EP Wealth Advisors, LLC
CIK 0001540569
$12M396K0.06%Q1 202603
NEW YORK LIFE INVESTMENT MANAGEMENT LLC
CIK 0001133639
$11M359K0.09%Q1 202604
LongView Asset Management LLC
CIK 0002053960
$10M356K7.23%Q4 202505
Orion Portfolio Solutions, LLC
CIK 0001802647
$10M366K0.05%Q1 202506
ASSETMARK, INC
CIK 0001344551
$8M268K0.02%Q4 202507
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$7M245K0.00%Q1 202608
Legend Financial Advisors, Inc.
CIK 0001781948
$5M187K3.54%Q1 202609
Orion Porfolio Solutions, LLC
CIK 0001360533
$5M163K0.04%Q1 202610
HighTower Advisors, LLC
CIK 0001462245
$4M141K0.00%Q1 202611
DIVERSIFY WEALTH MANAGEMENT, LLC
CIK 0002030780
$4M128K0.07%Q1 202612
PFG Advisors
CIK 0001694435
$3M87K0.12%Q1 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M76K0.00%Q1 202614
Dynamic Advisor Solutions LLC
CIK 0001599747
$2M72K0.07%Q1 202615
Steward Partners Investment Advisory, LLC
CIK 0001723397
$2M64K0.01%Q1 202616
Advisory Services Network, LLC
CIK 0001573876
$2M64K0.02%Q1 202617
Sonoma Allocations LLC
CIK 0002084965
$2M60K0.61%Q1 202618
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M59K0.00%Q1 202619
Cetera Investment Advisers
CIK 0001666741
$2M54K0.00%Q1 202620
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$1M35K0.00%Q1 2026
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