L3VLUP
Quarter end
30 Jun 2026
the date the book describes
Filed
2 Sep 2026
latest of these filings; the earliest 3 Aug 2026
Managers listing it
19
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 1 listed it in both
Shares listed
28,813,898
combined, among listed positions
Reported value
$258m
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 12 buyers (opened or added shares) and 9 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +605,032.

Managers listing WLTH in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

19 of 19 holders

ActionFiling
Tiger Global Management LLC15,156,877$136m0.57%Held014 Aug 2026 (the filing on sec.gov)
Wellington Management Group LLP4,213,246$38munder 0.1%Trimmed-553,79514 Aug 2026 (the filing on sec.gov)
Fidelity (FMR LLC)3,767,445$34munder 0.1%Added+648,52513 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC2,336,419$21munder 0.1%Added+414,6292 Sep 2026 (the filing on sec.gov)
Millennium Management LLC811,474$7.3munder 0.1%Added+656,23314 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP556,247$5.1munder 0.1%Trimmed-319,60014 Aug 2026 (the filing on sec.gov)
Marshall Wace LLP563,320$5.0munder 0.1%Added+248,55813 Aug 2026 (the filing on sec.gov)
Woodline Partners LP424,900$3.8munder 0.1%Held014 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc310,573$2.8munder 0.1%Added+285,85214 Aug 2026 (the filing on sec.gov)
Two Sigma Investments LP212,137$1.9munder 0.1%Trimmed-215,58414 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC202,001$1.8munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Quantbot Technologies LP62,425$558kunder 0.1%Newnew12 Aug 2026 (the filing on sec.gov)
Freestone Grove Partners LP57,743$516kunder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Balyasny Asset Management LLC43,492$389kunder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Susquehanna International Group LLP29,414$263kunder 0.1%Trimmed-67,23614 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd22,200$199kunder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Invesco Ltd20,452$183kunder 0.1%Trimmed-75814 Aug 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP13,412$120kunder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Squarepoint Ops LLC10,121$90kunder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
7 in Q4 2025 to 1 in Q2 2026

Tracked managers listing it, at least.

02468Q4 2025Q1 2026Q2 2026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
WLTH by quarter
QuarterHoldersReported valueBuyersSellers
Q4 20257$246m290
Q1 20262$146m1019
Q2 20261$136m129

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

WLTH and V →WLTH and AXP →WLTH and BAC →Choose a stock to compare with WLTH →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own WLTH, latest filings →Back to the 13F Explorer →