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Ownership — ALTI
Institutional Holdings
Insider Transactions
US Institutional Ownership
31.8%
Institution
Shares
Value
Ownership %
Change
Filing Date
Allianz SE
21.71M
$78.0M
19.58%
--
2026-06-30
BlackRock, Inc.
3.18M
$11.0M
2.87%
+534.4K
2026-06-30
Vanguard Capital Management LLC
2.01M
$7.0M
1.82%
--
2026-06-30
Geode Capital Management, LLC
1.29M
$4.0M
1.16%
+142.3K
2026-06-30
State Street Corp
847.2K
$3.0M
0.76%
+11.5K
2026-06-30
BlueCrest Capital Management Ltd
825.0K
$2.0M
0.74%
+626.1K
2026-06-30
AlTi Global, Inc.
773.2K
$2.0M
0.70%
--
2026-06-30
Northern Trust Corp
400.7K
$1.0M
0.36%
+70.0K
2026-06-30
Charles Schwab Investment Management Inc
369.5K
$1.0M
0.33%
+22.5K
2026-06-30
Sixth Street Partners Management Company, L.P.
369.5K
$1.0M
0.33%
--
2026-06-30
Bokf, NA
357.5K
$1.0M
0.32%
--
2026-06-30
Vanguard Portfolio Management LLC
338.4K
$1.0M
0.31%
--
2026-06-30
Vanguard Fiduciary Trust Co
315.8K
$1.0M
0.28%
--
2026-06-30
UBS Group AG
306.6K
$1.0M
0.28%
+137.3K
2026-06-30
Raymond James Financial Inc
247.9K
--
0.22%
-56.4K
2026-06-30
Dimensional Fund Advisors LP
202.7K
--
0.18%
+105.1K
2026-06-30
Squarepoint Ops LLC
176.5K
--
0.16%
--
2026-06-30
GAM Holding AG
175.0K
--
0.16%
-175.0K
2026-06-30
NewEdge Wealth, LLC
122.4K
--
0.11%
--
2026-06-30
Bank of New York Mellon Corp
109.6K
--
0.10%
+10.8K
2026-06-30
Summit Trail Advisors, LLC
109.3K
--
0.10%
+8.3K
2026-06-30
Morgan Stanley
103.7K
--
0.09%
+35.1K
2026-06-30
AQR Capital Management LLC
103.2K
--
0.09%
+42.9K
2026-06-30
Nuveen, LLC
73.5K
--
0.07%
+21.4K
2026-06-30
Goldman Sachs Group Inc
49.6K
--
0.04%
-49.9K
2026-06-30
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