ALTI / AlTi Global, Inc. - Institutionellt ägande - Köpare

AlTi Global, Inc.
US ˙ NasdaqCM ˙ US02157E1064

Institutionellt ägande och fondägande - Köpare

Större innehavare som har öppnat nya positioner i AlTi Global, Inc. inkluderar Summit Trail Advisors, Llc, Permanens Capital L.P., Raymond James Financial Inc, Kilter Group LLC, Hartland & Co., LLC, och IFP Advisors, Inc .

Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)		 Aktier Δ Aktier
(%)		 Rapporterat
värde
(1000 USD)		 Δ Värde
(%)		 Portföljallokering
(%)
2025-08-13 13F Kilter Group LLC 200 1
2025-08-14 13F Brevan Howard Capital Management LP 27 600 5,01 114 43,04
2025-08-14 13F State Street Corp 680 052 1,65 2 822 38,81
2025-08-28 NP IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 965 699 8,08 4 008 47,53
2025-07-28 NP HDG - ProShares Hedge Replication ETF 46 12,20 0
2025-08-14 13F Raymond James Financial Inc 2 500 10
2025-07-25 NP SCHB - Schwab U.S. Broad Market ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 51 506 0,10 171 −4,49
2025-08-13 13F MetLife Investment Management, LLC 27 868 116
2025-08-13 13F EverSource Wealth Advisors, LLC 119 43,37 0
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 4 345 150,14 18 260,00
2025-08-06 13F True Wealth Design, LLC 68 655,56 0
2025-08-26 NP Profunds - Profund Vp Small-cap 97 22,78 0
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 217 24,71 1
2025-07-24 NP FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 343 574 0,05 1 141 −4,04
2025-08-14 13F/A Barclays Plc 72 187 103,86 0
2025-08-14 13F Wells Fargo & Company/mn 27 312 29,34 113 76,56
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 149 17,32 1
2025-08-05 13F Bank of New York Mellon Corp 90 795 14,49 377 56,02
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 8 803 36,08 37 89,47
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 9 060 69,03 38 131,25
2025-08-14 13F Aqr Capital Management Llc 34 835 155,18 145 251,22
2025-07-29 NP VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 176 552 14,88 586 10,36
2025-06-26 NP FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7 347 28,94 25 13,64
2025-08-15 13F Morgan Stanley 89 507 28,73 371 75,83
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 73 739 31,06 306 78,95
2025-08-27 NP VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 028 434 0,35 4 268 37,01
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 16 823 42,16 70 32,69
2025-08-12 13F Rhumbline Advisers 35 274 7,70 146 47,47
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 100 23,46 0
2025-08-12 13F Legal & General Group Plc 3 876 33,66 16 100,00
2025-08-12 13F Charles Schwab Investment Management Inc 513 025 11,60 2 129 52,40
2025-08-11 13F Vanguard Group Inc 2 348 007 2,74 9 744 40,26
2025-08-12 13F Proequities, Inc. 0 0
2025-07-28 NP VCSLX - Small Cap Index Fund 29 379 123,01 98 115,56
2025-08-14 13F UBS Group AG 515 865 69,41 2 141 131,35
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 88 506 8,28 294 3,90
2025-08-13 13F Northern Trust Corp 371 174 8,06 1 540 47,51
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 15 560 50,19 65 106,45
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 17 753 20,50 74 65,91
2025-08-14 13F Royal Bank Of Canada 43 308 548,71 179 795,00
2025-08-22 NP FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 46 311 23,18 192 68,42
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 8 164 40,15 34 94,12
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 46 942 19,32 195 63,03
2025-08-14 13F Voya Investment Management Llc 14 517 27,81 60 76,47
2025-08-14 13F Permanens Capital L.P. 77 817 323
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 23 280 15,41 97 57,38
2025-08-14 13F Manufacturers Life Insurance Company, The 18 157 25,41 75 70,45
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 7 201 32,23 30 81,25
2025-08-28 NP IWC - iShares Micro-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 95 170 21,58 395 66,24
2025-08-08 13F Geode Capital Management, Llc 1 298 545 15,16 5 390 57,19
2025-06-27 NP RSSL - Global X Russell 2000 ETF 20 358 5,29 70 −8,00
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 19 786 20,35 82 67,35
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 119 17,82 0
2025-08-13 13F Invesco Ltd. 38 169 0,71 158 37,39
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 6 575 22,99 27 68,75
2025-08-08 13F Hartland & Co., LLC 35 0
2025-08-14 13F Bnp Paribas Arbitrage, Sa 4 148 94,38 17 183,33
2025-08-08 13F/A Sterling Capital Management LLC 994 60,32 4 300,00
2025-08-15 13F Tower Research Capital LLC (TRC) 9 644 158,41 40 263,64
2025-08-14 13F Price T Rowe Associates Inc /md/ 17 759 21,91 0
2025-08-12 13F Ameritas Investment Partners, Inc. 4 345 150,14 18 260,00
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 19 578 28,27 81 76,09
2025-07-25 13F Cwm, Llc 1 922 111,91 0
2025-08-08 13F Intech Investment Management Llc 22 000 2,63 91 40,00
2025-08-12 13F BlackRock, Inc. 2 908 333 10,92 12 070 51,43
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 6 465 28,81 27 73,33
2025-08-14 13F Susquehanna International Group, Llp 51 632 19,97 214 64,62
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 3 998 4,60 14 −7,14
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 60 27,66 0
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 3 577 24,46 15 75,00
2025-07-24 13F IFP Advisors, Inc 32 0
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 11 37,50 0
2025-08-14 13F Alliancebernstein L.p. 32 360 48,03 134 103,03
2025-08-11 13F NewEdge Wealth, LLC 119 890 4,09 551 57,14
2025-08-12 13F Dimensional Fund Advisors Lp 38 648 197,64 160 310,26
2025-08-28 NP IWN - iShares Russell 2000 Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 377 033 17,43 1 565 60,25
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 10 940 28,95 45 80,00
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 9 326 25,99 39 72,73
2025-08-14 13F Summit Trail Advisors, Llc 101 039 419
2025-08-14 13F Fmr Llc 4 171 83,66 17 183,33
2025-06-26 NP FSSNX - Fidelity Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 344 831 1,76 1 183 −10,32
2025-07-31 13F Nisa Investment Advisors, Llc 58 0
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