13F

Stock

AlTi Global, Inc.

ALTI · held by 84 managers

Reported value

$121.2M

Holders

84

+10 new · −4 exited

Holders’ est. mark

−$30M

Price effect on 71 books still in the name

Largest holder

$78.6M

Allianz SE

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Allianz SE21.7M$78.6M−$21.3MCut−$18.1M
BlackRock, Inc.2.65M$9.58M−$2.7MCut−$2.88M
VANGUARD CAPITAL MANAGEMENT LLC1.64M$5.93MHeld
GEODE CAPITAL MANAGEMENT, LLC1.15M$4.15M−$1.15MCut−$1.09M
State Street835.7K$3.03M−$791.8KCut−$576.6K
AlTi Global, Inc.773.2K$2.81M−$778.6KCut−$778.6K
Yorkville Advisors Global, LP773K$2.8M−$662.2KCut−$214K
BOKF, NA357.5K$1.29M−$364.7KCut−$502.9K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC347K$1.26M−$353.9KCut−$397K
NORTHERN TRUST CORP330.7K$1.2M−$325.9KCut−$285.5K
RAYMOND JAMES FINANCIAL INC304.3K$1.1M−$186.8KAdded$251.9K
VANGUARD FIDUCIARY TRUST CO283.4K$1.03MHeld
VANGUARD PORTFOLIO MANAGEMENT LLC249.5K$903.1KHeld
ARP Global Capital Ltd225.1K$814.9KNew
BlueCrest Capital Management Ltd198.9K$720.2KNew
UBS Group AG169.3K$612.9K−$172.7KCut−$267.7K
NewEdge Wealth, LLC122.4K$443.1K−$122.3KCut−$113.2K
Summit Trail Advisors, LLC101K$365.8K−$103.1KCut−$103.1K
GOLDMAN SACHS GROUP INC99.6K$360.4K−$65KAdded$64.8K
Bank of New York Mellon Corp98.8K$357.7K−$100.8KCut−$102.5K
DIMENSIONAL FUND ADVISORS LP97.7K$353.6K−$68.2KAdded$43.6K
Permanens Capital L.P.82.6K$298.9K−$79.4KCut−$62.1K
MORGAN STANLEY68.6K$248.2K−$69.9KCut−$146.1K
Icahn Capital60.3K$218.4K−$38.2KAdded$44.7K
SUSQUEHANNA INTERNATIONAL GROUP, LLP54.4K$196.8K−$55.4KCut−$148.9K
Nuveen, LLC52.1K$188.5K−$53.1KCut−$53.1K
ALLIANCEBERNSTEIN L.P.33.9K$157.1K$0Added$6.96K
Citadel43.3K$156.7K−$44.1KCut−$50.2K
BANK OF AMERICA CORP /DE/42.1K$152.3K−$42.9KCut−$55K
Invesco Ltd.38.8K$140.5K−$39.6KCut−$44.4K
DEUTSCHE BANK AG\36.9K$133.7K−$30.6KCut−$5.61K
RHUMBLINE ADVISERS31.3K$113.5K−$32KCut−$35K
Brevan Howard Capital Management LP26.3K$95.1K−$25.4KCut−$31.4K
SIMON QUICK ADVISORS, LLC25.9K$93.9KNew
JANE STREET GROUP, LLC25.5K$92.2K−$26KCut−$160.4K
FLPUTNAM INVESTMENT MANAGEMENT CO25K$90.5K−$25.5KCut−$25.5K
Oasis Management Co Ltd.25K$90.5K−$25.5KCut−$25.5K
TORONTO DOMINION BANK25K$90.5K−$25.5KCut−$25.5K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.20.6K$74.6K−$20.5KCut−$18.7K
Granite FO LLC19.4K$70.3K−$19.8KCut−$19.8K
XTX Topco Ltd18.6K$67.2K−$13.8KAdded$4.36K
Vanguard Global Advisers, LLC18K$65.1KHeld
MetLife Investment Management, LLC17.8K$64.4K−$16.8KCut−$12K
JPMORGAN CHASE & CO17.6K$63.3K−$18.3KCut−$75.3K
WELLS FARGO & COMPANY/MN16.4K$59.2K−$16.7KCut−$165.9K
Police & Firemen's Retirement System of New Jersey15.2K$54.9K−$15.5KCut−$15.5K
BNP PARIBAS FINANCIAL MARKETS12.9K$46.8K−$10.2KAdded$451
MANUFACTURERS LIFE INSURANCE COMPANY, THE12.3K$44.4K−$12.5KCut−$17.8K
Cerity Partners LLC11.4K$41.4KNew
INTECH INVESTMENT MANAGEMENT LLC10.3K$37.2K−$10.5KCut−$38.3K
SIMPLEX TRADING, LLC10.1K$36.4K−$10.3KCut−$125.3K
BARCLAYS PLC8.69K$31.4K−$8.86KCut−$282.1K
Tower Research Capital LLC (TRC)8.68K$31.4K−$2.28KAdded$21K
GROUP ONE TRADING LLC5.07K$18.3K−$67Added$18K
Fidelity4.39K$15.9K−$4.44KCut−$4.31K
Ameritas Investment Partners, Inc.4.34K$15.7K−$4.43KCut−$4.43K
ROYAL BANK OF CANADA4.23K$15K−$5.02KCut−$11K
CWM, LLC4.11K$14.9K$7.05KAdded$14.9K
Legal & General Group Plc3.88K$14K−$3.95KCut−$3.95K
Russell Investments Group, Ltd.3.79K$13.7K−$3.87KCut−$3.87K
CITIGROUP INC2.9K$10.5K−$1.04KAdded$5.76K
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2.34K$8.48K−$2.39KCut−$3.89K
Sterling Capital Management LLC1.43K$5.18K−$1.46KCut−$6.39K
NEW YORK STATE COMMON RETIREMENT FUND1.1K$3.99K−$1.12KCut−$1.12K
Optiver Holding B.V.416$1.51K−$424Cut−$424
EverSource Wealth Advisors, LLC234$849−$131Added$250
Kilter Group LLC200$724−$204Cut−$204
Essential Partners LLC119$431−$19Added$343
Arax Advisory Partners96$348−$10Added$302
Allworth Financial LP70$254−$9Added$212
IFP Advisors, Inc64$232−$35Added$74
True Wealth Design, LLC33$120−$34Cut−$34
PRICE T ROWE ASSOCIATES INC /MD/27.9K$101−$29Cut−$29
ROTHSCHILD INVESTMENT LLC12$43−$7Added$15
Larson Financial Group LLC11$40−$11Cut−$11
Sunbelt Securities, Inc.10$36−$10Cut−$15
Caitong International Asset Management Co., Ltd8$29New
MAI Capital Management7$26New
SBI Securities Co., Ltd.7$25−$7Cut−$7
PNC Financial Services Group, Inc.5$18−$5Cut−$5
DUPONT CAPITAL MANAGEMENT CORP4$14−$5Cut−$5
Root Financial Partners, LLC4$14New
SJS Investment Consulting Inc.2$8New
Farther Finance Advisors, LLC2$7New

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.