Funds holding AlTi Global Inc
84 funds declare a position · 14 ETFs and 70 other funds · 19.8M $ · US02157E1064
Funds report on different dates: each line carries its own.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,103,932 | 4M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 1,024,402 | 3.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 491,851 | 1.8M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 424,807 | 1.5M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2000 Value ETF iShares Trust | 357,721 | 1.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 238,037 | 1.1M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 215,631 | 955.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 213,501 | 945.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 114,151 | 505.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| iShares Micro-Cap ETF iShares Trust | 109,023 | 394.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 95,704 | 338.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 75,441 | 334.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 74,185 | 328.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 73,739 | 266.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 53,221 | 192.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 46,942 | 169.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 45,450 | 160.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 31,051 | 137.6K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 26,000 | 115.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 30,687 | 108.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 26,600 | 96.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 23,697 | 85.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 23,429 | 84.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 17,306 | 76.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 19,578 | 70.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 18,785 | 66.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 18,616 | 65.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 18,087 | 65.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 17,753 | 64.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 17,060 | 61.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 15,029 | 54.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 13,000 | 47.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 12,047 | 43.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 9,827 | 35.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 9,060 | 32.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 8,982 | 31.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 8,450 | 30.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 8,164 | 29.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 7,870 | 27.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 7,547 | 27.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 7,712 | 27.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 6,575 | 23.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 6,465 | 23.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 6,396 | 22.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 6,212 | 22K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 5,772 | 20.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 5,152 | 18.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 4,393 | 15.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 4,363 | 15.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 4,345 | 15.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 3,182 | 14.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 3,720 | 13.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 3,745 | 13.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 3,743 | 13.3K $ | as of Apr 30, 2026 · Original filing | |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 3,525 | 12.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 3,457 | 12.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 3,280 | 11.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| ProShares Ultra Russell2000 ProShares Trust | 2,679 | 11.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 3,349 | 11.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| ProShares UltraPro Russell2000 ProShares Trust | 2,672 | 11.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 3,035 | 11K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 2,884 | 10.2K $ | as of Apr 30, 2026 · Original filing | |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 2,788 | 9.9K $ | as of Apr 30, 2026 · Original filing | |
| ProShares Russell 2000 High Income ETF ProShares Trust | 1,875 | 8.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 2,093 | 7.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 1,542 | 6.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 1,313 | 5.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| SmallCap Value Fund II Principal Funds, Inc | 1,499 | 5.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 1,396 | 5.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 1,058 | 3.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 900 | 3.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 754 | 2.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| ULTRA SMALL CAP PROFUND ProFunds | 491 | 1.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 217 | 785.5 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 192 | 679.7 $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| PROFUND VP ULTRA SMALL CAP ProFunds | 145 | 524.9 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| PROFUND VP SMALL CAP ProFunds | 109 | 394.6 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Russell 2000 Fund Rydex Series Funds | 100 | 362 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| SMALL-CAP PROFUND ProFunds | 79 | 279.7 $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 60 | 217.2 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| ProShares Hedge Replication ETF ProShares Trust | 44 | 194.9 $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 12 | 53.2 $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 12 | 42.5 $ | as of Apr 30, 2026 · Original filing | |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 11 | 39.8 $ | 0.00 % | as of Mar 31, 2026 · Original filing |