13F institutional ownership facts

Institutions tracked

18

Reported value

$0.00

Reported shares

0

Latest filing period

Q2 2026

Top institutional holders

  1. Geode Capital Management · $4,656,550 · <0.01%%
  2. Charles Schwab · $1,333,863 · <0.01%%
  3. UBS Group · $1,106,916 · <0.01%%
  4. Larry Fink - BlackRock · $11,484,436 · <0.01%%
  5. Northern Trust Corp · $1,446,596 · <0.01%%
  6. Cliff Asness - AQR Capital Management · $372,541 · <0.01%%

Data source and limitations

This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.

13F Hub provides research and education data only. It does not provide personalized investment advice.

$ALTI

Institutional Holdings

18

Top Institutions

Top Institutions

1

Geode Capital Management

1,289,528 shares

NaN%

% of Portfolio

2

Charles Schwab

369,491 shares

NaN%

% of Portfolio

3

UBS Group

306,625 shares

NaN%

% of Portfolio

4

Larry Fink - BlackRock

3,181,284 shares

NaN%

% of Portfolio

5

Northern Trust Corp

400,719 shares

NaN%

% of Portfolio

6

Cliff Asness - AQR Capital Management

103,197 shares

NaN%

% of Portfolio

7

State Street Corp

847,248 shares

NaN%

% of Portfolio

8

Nuveen

73,478 shares

NaN%

% of Portfolio

9

Morgan Stanley

103,680 shares

NaN%

% of Portfolio

10

David Solomon - Goldman Sachs

49,624 shares

NaN%

% of Portfolio

11

BNP Paribas

8,155 shares

NaN%

% of Portfolio

12

T. Rowe Price

41,752 shares

NaN%

% of Portfolio

13

Invesco

26,218 shares

NaN%

% of Portfolio

14

Jamie Dimon - JPMorgan Chase

21,141 shares

NaN%

% of Portfolio

15

Legal & General

5,417 shares

NaN%

% of Portfolio

16

Jane Street Group

0 shares

0.00%

% of Portfolio

17

Ken Griffin - Citadel Advisors

0 shares

0.00%

% of Portfolio

18

PNC Financial Services

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

33%

LARGE

26%

MEDIUM

19%

SMALL

22%

Geographic Distribution

North America
63%
Europe
26%
Asia Pacific
8%
Other
5%

Institutional Activity

Buyers

58

Sellers

21

Holders

64

New

15

Exited

13

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Insider TradingPRO

Trading Statistics

Insider Buyers

21

Insider Sellers

21

Purchase Value

$13.9M

Role Distribution

CEO
28%
CFO
15%
Director
30%
VP
12%
Other
5%
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RatingPRO

88

A

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
73
Recent Activity
86
Concentration
69
Momentum
87
Stability
72

Recent Actions

New

13

Increased

31

Decreased

17

Exited

6

Total

50

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