Security record · archived quarter
ALTI
name pending profile ingest
43Tracked holders
0Δ holders
8.40MShares held
$30.43MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.6% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 35 | -6 | 9.92M | $35.82M | +1 | −7 |
| Q1 2026 | 43 | 0 | 8.40M | $30.43M | +1 | −1 |
| Q4 2025 | 43 | 0 | 8.90M | $41.28M | n/a | n/a |
| Q3 2025 | 12 | +2 | 6.93M | $24.66M | +2 | n/a |
| Q2 2025 | 7 | -1 | 7.29M | $30.26M | n/a | −1 |
| Q1 2025 | 5 | +2 | 1.89M | $5.75M | +2 | n/a |
| Q4 2024 | 3 | 0 | 1.78M | $7.86M | n/a | n/a |
| Q3 2024 | 2 | -1 | 1.09M | $4.08M | n/a | −1 |
| Q2 2024 | 3 | n/a | 801.63K | $4.18M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 2.65M | -1.4% | $9.58M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 2 | Vanguard Capital Management Llc | 1.64M | n/a | $5.93M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 1.15M | +1.5% | $4.15M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 4 | State Street Global Advisors ✦ (passive) | 835.71K | +7.7% | $3.03M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 5 | Charles Schwab Investment… | 346.99K | -2.6% | $1.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Northern Trust Corp | 330.72K | +3.5% | $1.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Raymond James Financial Inc | 304.33K | +66.2% | $1.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 169.30K | -10.8% | $612,859 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Goldman Sachs Group ✦ | 99.56K | +56.3% | $360,419 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Bank of New York Mellon Corp | 98.81K | -0.4% | $357,678 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Dimensional Fund Advisors Lp | 97.68K | +46.2% | $353,556 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 12 | Morgan Stanley ✦ | 68.57K | -19.3% | $248,228 | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 13 | AQR Capital Management ✦ | 60.32K | +61.2% | $218,362 | 0.0% | ▲ Add | 5 | SEC ↗ ×7 |
| 14 | Susquehanna International Group, Llp | 54.35K | -27.0% | $196,765 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Nuveen, LLC | 52.08K | 0.0% | $188,530 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 16 | Alliancebernstein L.P. | 33.86K | +4.6% | $157,110 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 43.28K | -2.9% | $156,670 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 42.06K | -5.8% | $152,250 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Invesco Ltd. | 38.81K | -2.6% | $140,477 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Deutsche Bank Ag\ | 36.94K | +23.0% | $133,730 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Rhumbline Advisers | 31.35K | -2.0% | $113,475 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | T. Rowe Price ✦ | 27.87K | 0.0% | $101,000 | 0.0% | Held | 8 | SEC ↗ |
| 23 | Jane Street Group, Llc | 25.47K | -53.2% | $92,209 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Toronto Dominion Bank | 25.00K | 0.0% | $90,500 | 0.0% | Held | 2 | SEC ↗ |
| 25 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 20.62K | +2.5% | $74,648 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 17.58K | -41.1% | $63,302 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 16.35K | -66.3% | $59,194 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Bnp Paribas Financial Markets | 12.94K | +29.4% | $46,828 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Manufacturers Life Insurance… | 12.26K | -8.5% | $44,363 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Cerity Partners LLC | 11.43K | New | $41,369 | 0.0% | New | 1 | SEC ↗ ×2 |
| 31 | Simplex Trading, Llc | 10.06K | -71.2% | $36,402 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Barclays Plc | 8.69K | -87.2% | $31,440 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 33 | Group One Trading Llc | 5.07K | +7692.3% | $18,335 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 4.39K | +0.9% | $15,906 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | Royal Bank Of Canada | 4.23K | -23.0% | $15,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 36 | Cwm, Llc | 4.11K | +110.6% | $14,871 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Legal & General Group Plc | 3.88K | 0.0% | $14,031 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Russell Investments Group, Ltd. | 3.79K | 0.0% | $13,723 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 39 | Citigroup Inc | 2.90K | +184.5% | $10,484 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 40 | California State Teachers… | 2.34K | -12.1% | $8,478 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | New York State Common Retirement… | 1.10K | 0.0% | $3,986 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Optiver Holding B.V. | 416 | 0.0% | $1,506 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 5 | 0.0% | $18 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Cerity Partners LLC | $41,369 | 0.0% |
Exited
| Millennium Management | $54,181 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 78 holders, 31.30M shares, $113.62M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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