ALTI Global, Inc. ALTI
$3.70
+0.3% 52w: $2.81 – $5.19
Latest 13F among current holders filed 33 days ago (Jun 2, 2026)
Price — last 12 months
research preview data2.814.005.19
Jun 20, 2025 Jul 2, 2026
Institutional holders
84
+7 QoQ
13F value
$121.3M
-18.5% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
0.4×
$8K calls / $18K puts
Institutional value by quarter
Number of holders
Who owns ALTI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Allianz SE | Wealth advisor | 21.7M | $78.6M | 0.9% | +4.2% |
| BlackRock, Inc. | Index provider | 2.6M | $9.6M | 0.0% | -1.4% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 1.6M | $5.9M | 0.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 1.1M | $4.2M | 0.0% | +1.5% |
| STATE STREET CORP | Index provider | 835.7K | $3.0M | 0.0% | +7.7% |
| AlTi Global, Inc. | Wealth advisor | 773.2K | $2.8M | 0.1% | 0.0% |
| Yorkville Advisors Global, LP ★2 | Fundamental concentrated | 773.0K | $2.8M | 1.9% | +19.1% |
| BOKF, NA | Diversified mechanical | 357.5K | $1.3M | 0.0% | -7.7% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 347.0K | $1.3M | 0.0% | -2.6% |
| NORTHERN TRUST CORP | Index provider | 330.7K | $1.2M | 0.0% | +3.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 304.3K | $1.1M | 0.0% | +66.2% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 283.4K | $1.0M | 0.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 249.5K | $903K | 0.0% | — |
| ARP Global Capital Ltd | Wealth advisor | 225.1K | $815K | 0.5% | New |
| BlueCrest Capital Management Ltd ★2 | Fundamental diversified | 198.9K | $720K | 0.1% | New |
| UBS Group AG | Bank broker | 169.3K | $613K | 0.0% | -10.8% |
| NewEdge Wealth, LLC | Other | 122.4K | $443K | 0.0% | +2.1% |
| Summit Trail Advisors, LLC | Other | 101.0K | $366K | 0.0% | Held |
| GOLDMAN SACHS GROUP INC | Bank broker | 99.6K | $360K | 0.0% | +56.3% |
| Bank of New York Mellon Corp | Diversified mechanical | 98.8K | $358K | 0.0% | -0.4% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 97.7K | $354K | 0.0% | +46.2% |
| Permanens Capital L.P. | Wealth advisor | 82.6K | $299K | 0.0% | +6.1% |
| MORGAN STANLEY | Bank broker | 68.6K | $248K | 0.0% | -19.3% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 60.3K | $218K | 0.0% | +61.2% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 54.4K | $197K | 0.0% | -27.0% |
| Nuveen, LLC | Diversified mechanical | 52.1K | $189K | 0.0% | Held |
| ALLIANCEBERNSTEIN L.P. | Long only active | 33.9K | $157K | 0.0% | +4.6% |
| CITADEL ADVISORS LLC | Multistrat pod | 43.3K | $157K | 0.0% | -2.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 42.1K | $152K | 0.0% | -5.8% |
| Invesco Ltd. | Index provider | 38.8K | $140K | 0.0% | -2.6% |
| DEUTSCHE BANK AG\ | Bank broker | 36.9K | $134K | 0.0% | +23.0% |
| RHUMBLINE ADVISERS | Diversified mechanical | 31.3K | $113K | 0.0% | -2.1% |
| PRICE T ROWE ASSOCIATES INC /MD/ | Diversified mechanical | 27.9K | $101K | 0.0% | Held |
| Brevan Howard Capital Management LP | Diversified mechanical | 26.3K | $95K | 0.0% | -4.8% |
| SIMON QUICK ADVISORS, LLC | Wealth advisor | 25.9K | $94K | 0.0% | New |
| JANE STREET GROUP, LLC | Market maker | 25.5K | $92K | 0.0% | -53.2% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | Other | 25.0K | $91K | 0.0% | Held |
| TORONTO DOMINION BANK | Bank broker | 25.0K | $91K | 0.0% | Held |
| Oasis Management Co Ltd. ★2 | Fundamental diversified | 25.0K | $91K | 0.0% | Held |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Index provider | 20.6K | $75K | 0.0% | +2.5% |
| Granite FO LLC | Wealth advisor | 19.4K | $70K | 0.0% | Held |
| XTX Topco Ltd | Market maker | 18.6K | $67K | 0.0% | +37.1% |
| Vanguard Global Advisers, LLC | Diversified mechanical | 18.0K | $65K | 0.0% | — |
| MetLife Investment Management, LLC | Insurance | 17.8K | $64K | 0.0% | +8.1% |
| JPMORGAN CHASE & CO | Bank broker | 17.6K | $63K | 0.0% | -41.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 16.4K | $59K | 0.0% | -66.3% |
| Police & Firemen's Retirement System of New Jersey | Diversified mechanical | 15.2K | $55K | 0.0% | Held |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 12.9K | $47K | 0.0% | +29.4% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Diversified mechanical | 12.3K | $44K | 0.0% | -8.5% |
| Cerity Partners LLC | Diversified mechanical | 11.4K | $41K | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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