76 tracked 13F filers disclose a position in ALTI as of the latest SEC 13F filings, a combined $117.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ALLIANZ SE | $78.6M | 21.7M | ▲+4.2% Added · +865K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $9.6M | 2.6M | ▼−1.4% Reduced · −39K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $5.9M | 1.6M | →First observed position No prior filed position | Q1 2026 | |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | $4.2M | 1.1M | ▲+1.5% Added · +17K sh | Q1 2026 | |
| 5 | STATE STREET CORP | $3.0M | 836K | ▲+7.7% Added · +59K sh | Q1 2026 | |
| 6 | AlTi Global, Inc. | $2.8M | 773K | ▼~0% Reduced · −7 sh | Q1 2026 | |
| 7 | BOKF, NA | $1.3M | 358K | ▼−7.7% Reduced · −30K sh | Q1 2026 | |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.3M | 347K | ▼−2.6% Reduced · −9K sh | Q1 2026 | |
| 9 | NORTHERN TRUST CORP | $1.2M | 331K | ▲+3.5% Added · +11K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $1.1M | 304K | ▲+66% Added · +121K sh | Q1 2026 | |
| 11 | VANGUARD FIDUCIARY TRUST CO | $1.0M | 283K | →First observed position No prior filed position | Q1 2026 | |
| 12 | VANGUARD PORTFOLIO MANAGEMENT LLC | $903K | 249K | →First observed position No prior filed position | Q1 2026 | |
| 13 | BlueCrest Capital Management Ltd | $720K | 199K | ▲New +199K sh | Q1 2026 | |
| 14 | UBS Group AG | $613K | 169K | ▼−11% Reduced · −20K sh | Q1 2026 | |
| 15 | NewEdge Wealth, LLC | $443K | 122K | ▲+2.1% Added · +3K sh | Q1 2026 | |
| 16 | Summit Trail Advisors, LLC | $366K | 101K | —Held | Q1 2026 | |
| 17 | GOLDMAN SACHS GROUP INC | $360K | 100K | ▲+56% Added · +36K sh | Q1 2026 | |
| 18 | Bank of New York Mellon Corp | $358K | 99K | ▼−0.4% Reduced · −371 sh | Q1 2026 | |
| 19 | DIMENSIONAL FUND ADVISORS LP | $354K | 98K | ▲+46% Added · +31K sh | Q1 2026 | |
| 20 | Permanens Capital L.P. | $299K | 83K | ▲+6.1% Added · +5K sh | Q1 2026 | |
| 21 | MORGAN STANLEY | $248K | 69K | ▼−19% Reduced · −16K sh | Q1 2026 | |
| 22 | AQR CAPITAL MANAGEMENT LLC | $218K | 60K | ▲+61% Added · +23K sh | Q1 2026 | |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $197K | 54K | ▼−27% Reduced · −20K sh | Q1 2026 | |
| 24 | Nuveen, LLC | $189K | 52K | —Held | Q1 2026 | |
| 25 | CITADEL ADVISORS LLC | $157K | 43K | ▼−2.9% Reduced · −1K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 4 funds opened a new position in ALTI and 11 added to an existing one, while 5 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 23 funds | $4.7B |
| ALPHABET INC-CL AGOOGL | 23 funds | $3.9B |
| BROADCOM INCAVGO | 23 funds | $3.4B |
| JPMORGAN CHASE & COJPM | 23 funds | $2.3B |
| CITIGROUP INCC | 23 funds | $782.3M |
| CISCO SYSTEMS INCCSCO | 23 funds | $680.3M |
| BANK OF AMERICA CORPBAC | 23 funds | $535.9M |
| WELLS FARGO & COWFC | 23 funds | $529.4M |
| HONEYWELL INTERNATIONAL INCHON | 23 funds | $380.7M |
| COMCAST CORP-CLASS ACMCSA | 23 funds | $193.0M |
| NVIDIA CORPNVDA | 22 funds | $9.4B |
| MICROSOFT CORPMSFT | 22 funds | $5.3B |
Ranked by how many of ALTI's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 3, 2025 | Keenan Patrick T. | Principal Accounting Officer | Sell (S) | 5K | $16K |
| Jun 3, 2025 | Graham Colleen A | Chief Legal, Compl & Risk Ofcr | Sell (S) | 23K | $80K |
| Jun 3, 2025 | Tiedemann Michael | Chief Executive Officer, Director | Sell (S) | 42K | $146K |
| Jun 3, 2025 | Connell Brooke | Pres, US Wealth Mgmt | Sell (S) | 21K | $74K |
| Jun 3, 2025 | Moran Kevin P. | President and COO | Sell (S) | 29K | $99K |
| Oct 18, 2024 | Maliagros Spiros | Pres., Strategic Alternatives | Sell (S) | 6K | $26K |
| Oct 17, 2024 | Maliagros Spiros | Pres., Strategic Alternatives | Sell (S) | 2K | $6K |
| Sep 17, 2024 | Maliagros Spiros | Pres., Strategic Alternatives | Sell (S) | 6K | $26K |
| Sep 11, 2024 | Maliagros Spiros | Pres., Strategic Alternatives | Sell (S) | 5K | $22K |
| Sep 10, 2024 | Al-Thani Jassim Abdulaziz | 10% Owner | Buy (P) | 6K | $23K |
| Sep 10, 2024 | Maliagros Spiros | Pres., Strategic Alternatives | Sell (S) | 500 | $2K |
| Sep 9, 2024 | Maliagros Spiros | Pres., Strategic Alternatives | Sell (S) | 6K | $23K |
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ALTI/capital-change-brief"
Use Arkolith's capital_change_brief for ALTI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ALTI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.