· Prices AT CLOSE 2026-07-29 (USD) — end-of-day, never a live or intraday quote
Last $12.32Day −0.61%1Y +13.5%Off 52W high −2.1%Vol (1Y) 6.0%
Daily closing price, split-adjusted to the current basis; 3y shown of 2,773 bars on file. Sampled to 240 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.
| Days to cover2.1d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
ALTY is not in the screener universe.
| YTD+7.3% |
| 1Y+13.5% |
| 3Y+34.9% |
| 5Y+30.7% |
| 10Y+72.1% |
| Since incept. (ann.)+6.2% |
Total return through 2026-07-29 · series begins 2015-07-14. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)6.0% |
| Ann. volatility (3Y)8.7% |
| Sharpe (1Y)2.26 |
| Sharpe (3Y)1.21 |
| Max drawdown (1Y)−4.3% |
| Max drawdown (3Y)−10.1% |
| Beta (3Y vs SPY)0.47 |
Daily simple returns, annualized; drawdown is peak-to-trough within the window. Beta is the OLS slope of monthly returns on SPY's over three years. Each figure is labeled by the window it was measured over — they are not comparable across windows.
| Manager | Shares | Value | % sh out | QoQ |
|---|---|---|---|---|
| LPL Financial LLC | 411,873 | $5M | — | −0.6% |
| KINGSWOOD WEALTH ADVISORS, LLC | 79,238 | $952,057 | — | +50.7% |
| ENVESTNET ASSET MANAGEMENT INC | 51,873 | $623,254 | — | +129.6% |
| BANK OF AMERICA CORP /DE/ | 47,996 | $576,677 | — | +13.9% |
| Cetera Investment Advisers | 39,825 | $478,503 | — | new |
| Triumph Capital Management | 29,228 | $351,177 | — | +0.0% |
| MERCER GLOBAL ADVISORS INC /ADV | 26,675 | $320,503 | — | +0.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 25,030 | $302,738 | — | +28.4% |
Reported 13F long positions as filed for 2026-Q1 (change vs 2025-Q4). 13F covers US-listed long equity only — the sum is a LOWER BOUND on institutional ownership, never a total.
No reported quarters on file for ALTY.
