ALTI · AlTi Global, Inc. · Shareholders & Ownership

$2.68 +0.01 (+0.19%) At close · Oct 21

Russell 2000 member Rebalance outlook locked

Market Cap

$406.23M

155.94M

Volume · Oct 21 108.53K Avg daily vol (3M) 182.05K

Every disclosed holder of ALTI in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns ALTI

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	74	34,898,464	22.38%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	4	39,810,797	25.53%	Yes
Remaining	—	81,234,171	52.09%	Rest
Registered funds (N-PORT, not summed)	90	6,365,253	4.08%	No

Shares outstanding: 155,943,432, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of ALTI

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	ALLIANZ SE Insider CIK 1127508 · Jul 2, 2026 10% Owner, issuer-wide, not summed	22,979,542	14.74%	+1,272,329	Jul 2, 2026	10% Owner, issuer-wide, not summed
1.1	Allianz SE 13F CIK 1127508 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	21,707,214	13.92%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
2	TIEDEMANN ADVISORS, LLC Insider CIK 1483232 · Apr 16, 2025 10% Owner, issuer-wide, not summed	12,996,064	8.33%	+4,780	Apr 16, 2025	10% Owner, issuer-wide, not summed
3	Tiedemann Michael 13D CIK 1958484 · Unknown · Mar 30, 2026	11,094,465	7.11%	—	Mar 30, 2026
3.1	Tiedemann Michael Insider CIK 1958484 · Feb 15, 2026 Director, Chief Executive Officer, issuer-wide, not summed	741,305	0.48%	—	Feb 15, 2026	Director, Chief Executive Officer, issuer-wide, not summed
4	Islet Management, LP 13G CIK 1721508 · Registered investment adviser · Nov 17, 2025 Rule 13d-1(c), passive investor	5,422,100	3.48%	—	Nov 17, 2025	Rule 13d-1(c), passive investor
5	Peter Yu 13G CIK 1426890 · Unknown · Apr 22, 2026 Rule 13d-1(c), passive investor	5,309,648	3.40%	-489,586	Apr 22, 2026	Rule 13d-1(c), passive investor
6	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,181,284	2.04%	+534,360	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,219,321	0.78%	+194,919	Jun 30, 2026	iShares Trust, not summed
6.2	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	390,239	0.25%	+32,518	Jun 30, 2026	iShares Trust, not summed
6.3	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	167,926	0.11%	+58,903	Jun 30, 2026	iShares Trust, not summed
6.4	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	163,919	0.11%	—	Jun 30, 2026	iShares Trust, not summed
6.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	73,739	0.05%	0	Jun 30, 2026	Quantitative Master Series LLC, not summed
7	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,014,518	1.29%	+376,951	Jun 30, 2026	carried, not yet filed for the newest quarter
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,428,292	0.92%	+324,360	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,289,528	0.83%	+142,256	Jun 30, 2026	carried, not yet filed for the newest quarter
10	Weeber Robert Insider CIK 1996742 · Feb 15, 2026 Pres, Intl. Wealth Mmgt, issuer-wide, not summed	1,195,215	0.77%	+67,773	Feb 15, 2026	Pres, Intl. Wealth Mmgt, issuer-wide, not summed
11	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	847,248	0.54%	+11,540	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	13,000	0.01%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
11.2	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	1,058	0.00%	0	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
11.3	State Street Balanced Index Fund Fund S000082802 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	754	0.00%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
12	Bouzarif Ali Insider CIK 1958682 · Jun 16, 2026 Director, issuer-wide, not summed	832,817	0.53%	+30,732	Jun 16, 2026	Director, issuer-wide, not summed
13	BlueCrest Capital Management Ltd 13F CIK 1610880 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	825,000	0.53%	+626,053	Jun 30, 2026	carried, not yet filed for the newest quarter
14	AlTi Global, Inc. 13F CIK 1838615 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	773,167	0.50%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
15	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	536,176	0.34%	+44,325	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	400,719	0.26%	+70,002	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	26,616	0.02%	+3,187	Jun 30, 2026	Northern Funds, not summed
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	369,491	0.24%	+22,501	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	212,361	0.14%	-3,270	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
17.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	122,373	0.08%	+26,669	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
17.3	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	26,000	0.02%	0	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
17.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	8,982	0.01%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
18	BOKF, NA 13F CIK 9634 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	357,536	0.23%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
19	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	338,450	0.22%	+88,965	Jun 30, 2026	carried, not yet filed for the newest quarter
20	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	315,755	0.20%	+32,369	Jun 30, 2026	carried, not yet filed for the newest quarter
21	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	306,625	0.20%	+137,327	Jun 30, 2026	carried, not yet filed for the newest quarter
22	Connell Brooke Insider CIK 1996517 · Feb 15, 2026 Pres, US Wealth Mgmt, issuer-wide, not summed	286,423	0.18%	+70,035	Feb 15, 2026	Pres, US Wealth Mgmt, issuer-wide, not summed
23	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	247,895	0.16%	-56,437	Jun 30, 2026	carried, not yet filed for the newest quarter
24	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	223,471	0.14%	+9,970	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
25	Keaney Timothy F Insider CIK 1343297 · Jun 16, 2026 Director, issuer-wide, not summed	207,679	0.13%	+47,495	Jun 16, 2026	Director, issuer-wide, not summed
26	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	202,742	0.13%	+105,061	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	56,903	0.04%	+26,216	Jul 31, 2026	Dimensional ETF Trust, not summed
26.2	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	43,561	0.03%	+24,945	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
26.3	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	11,342	0.01%	+3,630	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
26.4	Dimensional US Core Equity 1 ETF Fund S000081780 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	6,396	0.00%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
26.5	U.S. Social Core Equity 2 Portfolio Fund S000018154 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	4,621	0.00%	—	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
27	Squarepoint Ops LLC 13F CIK 1642575 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	176,549	0.11%	+176,549	Jun 30, 2026	carried, not yet filed for the newest quarter
28	GAM Holding AG 13F CIK 1438848 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	175,000	0.11%	-175,000	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Moran Kevin P. Insider CIK 1959720 · Feb 15, 2026 President and COO, issuer-wide, not summed	156,982	0.10%	+96,671	Feb 15, 2026	President and COO, issuer-wide, not summed
30	Curtin Nancy Ann Insider CIK 1615735 · Mar 30, 2026 Director, issuer-wide, not summed	149,921	0.10%	+128,983	Mar 30, 2026	Director, issuer-wide, not summed
31	Graham Colleen A Insider CIK 1774027 · Feb 15, 2026 Chief Legal, Compl & Risk Ofcr, issuer-wide, not summed	147,093	0.09%	+105,133	Feb 15, 2026	Chief Legal, Compl & Risk Ofcr, issuer-wide, not summed
32	NewEdge Wealth, LLC 13F CIK 1861796 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	122,390	0.08%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	109,599	0.07%	+10,793	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Summit Trail Advisors, LLC 13F CIK 1698478 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	109,339	0.07%	+8,300	Jun 30, 2026	carried, not yet filed for the newest quarter
35	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	103,680	0.07%	+35,109	Jun 30, 2026	carried, not yet filed for the newest quarter
36	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	103,197	0.07%	+42,876	Jun 30, 2026	carried, not yet filed for the newest quarter
37	FURLONG MARK F Insider CIK 1131355 · Jun 16, 2026 Director, issuer-wide, not summed	96,408	0.06%	+30,732	Jun 16, 2026	Director, issuer-wide, not summed
38	Brophy Warson Tracey Insider CIK 1845846 · Jun 16, 2026 Director, issuer-wide, not summed	84,519	0.05%	+30,732	Jun 16, 2026	Director, issuer-wide, not summed
39	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	73,478	0.05%	+21,398	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	66,848	0.04%	+21,398	Jul 31, 2026	TIAA-CREF Funds, not summed
40	Corio Norma Insider CIK 1819942 · Jun 16, 2026 Director, issuer-wide, not summed	71,408	0.05%	+30,732	Jun 16, 2026	Director, issuer-wide, not summed
41	Yarad Stephen D. Insider CIK 1501837 · Feb 15, 2025 Chief Financial Officer, issuer-wide, not summed	66,525	0.04%	+47,572	Feb 15, 2025	Chief Financial Officer, issuer-wide, not summed
42	Cetin Nazim Insider CIK 1824728 · Jun 16, 2026 Director, issuer-wide, not summed	53,506	0.03%	+30,732	Jun 16, 2026	Director, issuer-wide, not summed
43	Wimmer Andreas Insider CIK 2032242 · Jun 16, 2026 Director, issuer-wide, not summed	53,506	0.03%	+30,732	Jun 16, 2026	Director, issuer-wide, not summed
44	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	49,624	0.03%	-49,939	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	23,834	0.02%	+11,787	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
45	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	48,971	0.03%	+12,029	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	DWS Small Cap Index VIP Fund S000006223 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	8,193	0.01%	+1,618	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
46	EQ/2000 Managed Volatility Portfolio Fund S000025800 · Registered fund · Jun 30, 2026 EQ Advisors Trust, not summed	46,942	0.03%	0	Jun 30, 2026	EQ Advisors Trust, not summed
47	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	43,323	0.03%	+26,971	Jun 30, 2026	carried, not yet filed for the newest quarter
48	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	41,752	0.03%	+13,879	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	T. Rowe Price Small-Cap Index Fund Fund S000051327 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	7,654	0.00%	+3,291	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
49	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	38,460	0.02%	+4,600	Jun 30, 2026	carried, not yet filed for the newest quarter
50	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	35,379	0.02%	-6,679	Jun 30, 2026	carried, not yet filed for the newest quarter

10 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 143 holders

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Key facts CIK 1838615 CUSIP 02157E106 13F (30d) 6 filings 6 filers Visit website Investor relations