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AlTi Global
ALTI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Allianz
1
Allianz
Germany
USD 78.4 M – – –
BlackRock
2
BlackRock
New York
USD 11.5 M +USD 1.85 M +534,360 +20%
Vanguard Capital Management
3
Vanguard Capital Management
Pennsylvania
USD 7.27 M +USD 1.3 M +376,951 +23%
Geode Capital Management
4
Geode Capital Management
Massachusetts
USD 4.66 M +USD 492 k +142,256 +12%
State Street
5
State Street
Massachusetts
USD 3.06 M +USD 39.9 k +11,540 +1%
BlueCrest Capital Management
6
BlueCrest Capital Management
Jersey
USD 2.98 M +USD 2.17 M +626,053 +315%
AlTi Global
7
AlTi Global
New York
USD 2.79 M – – –
Northern Trust
8
Northern Trust
Illinois
USD 1.45 M +USD 242 k +70,002 +21%
Charles Schwab
9
Charles Schwab
California
USD 1.33 M +USD 77.8 k +22,501 +6%
BOK Financial
10
BOK Financial
Oklahoma
USD 1.29 M – – –
Vanguard Portfolio Management
11
Vanguard Portfolio Management
Pennsylvania
USD 1.22 M +USD 308 k +88,965 +36%
Vanguard Fiduciary Trust
12
Vanguard Fiduciary Trust
Pennsylvania
USD 1.14 M +USD 112 k +32,369 +11%
UBS Group
13
UBS Group
Switzerland
USD 1.11 M +USD 475 k +137,327 +81%
Raymond James Financial
14
Raymond James Financial
Florida
USD 895 k -USD 195 k -56,437 -19%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
USD 732 k +USD 363 k +105,061 +108%
Squarepoint
16
Squarepoint
New York
USD 637 k +USD 611 k +176,549 Nuevas
GAM Holding
17
GAM Holding
Switzerland
USD 632 k -USD 605 k -175,000 -50%
NewEdge Wealth
18
NewEdge Wealth
Pennsylvania
USD 442 k – – –
Bank of New York Mellon
19
Bank of New York Mellon
New York
USD 396 k +USD 37.3 k +10,793 +11%
Summit Trail Advisors
20
Summit Trail Advisors
New York
USD 395 k +USD 28.7 k +8,300 +8%
Morgan Stanley
21
Morgan Stanley
New York
USD 374 k +USD 121 k +35,109 +51%
AQR Capital Management
22
AQR Capital Management
Connecticut
USD 373 k +USD 148 k +42,876 +71%
Nuveen
23
Nuveen
North Carolina
USD 265 k +USD 74 k +21,398 +41%
Goldman Sachs
24
Goldman Sachs
New York
USD 179 k -USD 173 k -49,939 -50%
Deutsche Bank
25
Deutsche Bank
Germany
USD 177 k +USD 41.6 k +12,029 +33%
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