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Overview
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Business Summary
Filings
Ownership
Valuation
Ownership — ALTI
Institutional Holdings
Insider Transactions
US Institutional Ownership
29.7%
Institution
Shares
Value
Ownership %
Change
Filing Date
Allianz SE
21.71M
$78.0M
20.67%
+865.3K
2026-03-31
BlackRock, Inc.
2.65M
$9.0M
2.52%
-38.9K
2026-03-31
GEODE CAPITAL MANAGEMENT, LLC
1.15M
$4.0M
1.09%
+16.6K
2026-03-31
STATE STREET CORP
835.7K
$3.0M
0.80%
+59.5K
2026-03-31
AlTi Global, Inc.
773.2K
$2.0M
0.74%
-7
2026-03-31
Yorkville Advisors Global, LP
773.0K
$2.0M
0.74%
+123.8K
2026-03-31
BOKF, NA
357.5K
$1.0M
0.34%
-29.8K
2026-03-31
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
347.0K
$1.0M
0.33%
-9.3K
2026-03-31
NORTHERN TRUST CORP
330.7K
$1.0M
0.31%
+11.2K
2026-03-31
RAYMOND JAMES FINANCIAL INC
304.3K
$1.0M
0.29%
+121.2K
2026-03-31
ARP Global Capital Ltd
225.1K
--
0.21%
--
2026-03-31
BlueCrest Capital Management Ltd
198.9K
--
0.19%
--
2026-03-31
UBS Group AG
169.3K
--
0.16%
-20.5K
2026-03-31
NewEdge Wealth, LLC
122.4K
--
0.12%
+2.5K
2026-03-31
Summit Trail Advisors, LLC
101.0K
--
0.10%
--
2026-03-31
GOLDMAN SACHS GROUP INC
99.6K
--
0.09%
+35.9K
2026-03-31
Bank of New York Mellon Corp
98.8K
--
0.09%
-371
2026-03-31
DIMENSIONAL FUND ADVISORS LP
97.7K
--
0.09%
+30.9K
2026-03-31
Permanens Capital L.P.
82.6K
--
0.08%
+4.8K
2026-03-31
MORGAN STANLEY
68.6K
--
0.07%
-16.4K
2026-03-31
AQR CAPITAL MANAGEMENT LLC
60.3K
--
0.06%
+22.9K
2026-03-31
Nuveen, LLC
52.1K
--
0.05%
--
2026-03-31
CITADEL ADVISORS LLC
43.3K
--
0.04%
-11.5K
2026-03-31
BANK OF AMERICA CORP /DE/
42.1K
--
0.04%
-2.6K
2026-03-31
Invesco Ltd.
38.8K
--
0.04%
-1.0K
2026-03-31
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