Among active 13F managers last quarter, 6 opened and 13 added, while 3 reduced; the largest holder to move was Allianz SE (+4.2%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
79 tracked 13F filers disclose a position in ALTI as of the latest SEC 13F filings, a combined $124.4M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Allianz SE | 21.7M | $78.6M | ▲+4.2% Added · +865K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | 3.2M | $11.5M | ▲+20% Added · +534K sh | Q2 2026 | |
| 3 | Vanguard Capital Management LLC | 2.0M | $7.3M | ▲+23% Added · +377K sh | Q2 2026 | |
| 4 | Geode Capital Management, LLC | 1.3M | $4.7M | ▲+12% Added · +142K sh | Q2 2026 | |
| 5 | State Street Corp | 847K | $3.1M | ▲+1.4% Added · +12K sh | Q2 2026 | |
| 6 | BlueCrest Capital Management Ltd | 825K | $3.0M | ▲+315% Added · +626K sh | Q2 2026 | |
| 7 | AlTi Global, Inc. | 773K | $2.8M | —Held | Q2 2026 | |
| 8 | Bokf, Na | 358K | $1.3M | —Held | Q2 2026 | |
| 9 | Charles Schwab Investment Management Inc | 347K | $1.3M | ▼−2.6% Reduced · −9K sh | Q1 2026 | |
| 10 | Vanguard Portfolio Management LLC | 338K | $1.2M | ▲+36% Added · +89K sh | Q2 2026 | |
| 11 | Northern Trust Corp | 331K | $1.2M | ▲+3.5% Added · +11K sh | Q1 2026 | |
| 12 | Vanguard Fiduciary Trust Co | 316K | $1.1M | ▲+11% Added · +32K sh | Q2 2026 | |
| 13 | Raymond James Financial Inc | 304K | $1.1M | ▲+66% Added · +121K sh | Q1 2026 | |
| 14 | GAM Holding AG | 175K | $632K | ▼−50% Reduced · −175K sh | Q2 2026 | |
| 15 | UBS Group AG | 169K | $613K | ▼−11% Reduced · −20K sh | Q1 2026 | |
| 16 | NewEdge Wealth, LLC | 122K | $442K | —Held | Q2 2026 | |
| 17 | Summit Trail Advisors, LLC | 109K | $395K | ▲+8.2% Added · +8K sh | Q2 2026 | |
| 18 | Goldman Sachs Group Inc | 100K | $360K | ▲+56% Added · +36K sh | Q1 2026 | |
| 19 | Bank of New York Mellon Corp | 99K | $358K | ▼−0.4% Reduced · −371 sh | Q1 2026 | |
| 20 | Dimensional Fund Advisors LP | 98K | $354K | ▲+46% Added · +31K sh | Q1 2026 | |
| 21 | Morgan Stanley | 69K | $248K | ▼−19% Reduced · −16K sh | Q1 2026 | |
| 22 | AQR Capital Management LLC | 60K | $218K | ▲+61% Added · +23K sh | Q1 2026 | |
| 23 | Susquehanna International Group, LLP | 54K | $197K | ▼−27% Reduced · −20K sh | Q1 2026 | |
| 24 | Nuveen, LLC | 52K | $189K | —Held | Q1 2026 | |
| 25 | Bank Of America Corp | 42K | $152K | ▼−5.8% Reduced · −3K 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, 6 funds opened a new position in ALTI and 13 added to an existing one, while 3 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 32 funds | $131.1B |
| Amazon.com IncAMZN | 32 funds | $56.0B |
| Alphabet Inc-CL AGOOGL | 32 funds | $54.0B |
| Micron Technology IncMU | 32 funds | $20.8B |
| JPMorgan Chase & CoJPM | 32 funds | $17.1B |
| Bank Of America CorpBAC | 32 funds | $8.8B |
| Apple IncAAPL | 31 funds | $88.8B |
| Alphabet Inc-CL CGOOG | 31 funds | $46.6B |
| Meta Platforms Inc-Class AMETA | 31 funds | $35.0B |
| Eli Lilly & CoLLY | 31 funds | $28.6B |
| Advanced Micro DevicesAMD | 31 funds | $24.0B |
| Visa Inc-Class A SharesV | 31 funds | $22.2B |
Ranked by how many of ALTI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ALTI.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 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 |
| Jun 3, 2025 | Keenan Patrick T. | Principal Accounting Officer | Sell (S) | 5K | $16K |
| 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 |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 33 | 19 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for ALTI
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.