5 institutions reported holding $5.7M of ALTSHARES TRUST (EVNT) in SEC 13F filings for 2026-06-30. Largest institutional holders: Sonoma Allocations LLC ($4.9M), ENVESTNET ASSET MANAGEMENT INC ($584,974), GTS SECURITIES LLC ($213,804), MORGAN STANLEY ($15), UBS Group AG ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Sonoma Allocations LLC | $4.9M | 400,995 | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $584,974 | 48,146 | Added |
| 3 | GTS SECURITIES LLC | $213,804 | 17,597 | Added |
| 4 | MORGAN STANLEY | $15 | 1 | Hold |
| 5 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30