ALTI | ALTI GLOBAL-A | Owners

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-1.21%
2m
DOW 30$52,867.98
+0.02%
2m
NASDAQ 100$28,958.69
-2.90%
2m
Russell 2000$276.48
+0.25%
2m
Russell 1000$422.30
+0.59%
2m
S&P 400$3,636.94
-0.79%
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S&P 600$1,686.53
+0.65%
2m

ALTI GLOBAL-A (ALTI)

NASDAQ

$2.67$0.00 (0.00%)

Price as of Oct 22, 2026 7:30 PM EDT

$307.8M
Market Cap
-30.88%
1-Year Change
Asset Management
Industry

Top Holders

Institutional

Mutual Funds

Holder	Ownership %	Shares Held	Change (Shares, %)	Report Date
ALLIANZ SE	18.86%	21.7M	0 (0.00%)	Jun 30, 2026
BLACKROCK, INC.	2.76%	3.2M	+534,360 (+16.80%)	Jun 30, 2026
BLACKROCK FUNDING, INC. /DE	2.31%	2.7M	+107,410 (+4.04%)	Dec 31, 2024
VANGUARD GROUP INC	1.90%	2.2M	+148,611 (+6.81%)	Dec 31, 2025
BLACKROCK INC.	1.81%	2.1M	+579,963 (+27.92%)	Jun 30, 2024
VANGUARD CAPITAL MANAGEMENT LLC	1.75%	2.0M	+376,951 (+18.71%)	Jun 30, 2026
GEODE CAPITAL MANAGEMENT, LLC	1.12%	1.3M	+142,256 (+11.03%)	Jun 30, 2026

Holder	Ownership %	Shares Held	Change (Shares, %)	Report Date
VANGUARD INDEX FUNDS	1.71%	2.0M	+368,685 (+18.77%)	Jun 30, 2026
FIDELITY SALEM STREET TRUST	0.47%	542,964	+480,513 (+88.50%)	Jul 31, 2026
VANGUARD SCOTTSDALE FUNDS	0.23%	259,615	+11,881 (+4.58%)	May 31, 2026
SCHWAB STRATEGIC TRUST	0.21%	238,361	-3,270 (-1.37%)	May 31, 2026
SCHWAB CAPITAL TRUST	0.11%	131,355	+26,669 (+20.30%)	Jul 31, 2026
EQ ADVISORS TRUST	0.10%	117,345	+11,122 (+9.48%)	Jun 30, 2026
DFA INVESTMENT DIMENSIONS GROUP INC	0.06%	74,100	+37,496 (+50.60%)	Jul 31, 2026

Current Ownership Distribution

Institutions227.4M (63.95%)
Insiders75.1M (21.13%)
Mutual Funds53.1M (14.92%)
Other0 (0.00%)

Insider Transactions

21.13% (75.1M)
Current InsiderOwnership (%, shares)
2
Number of InsiderBuying (last 12 months)
$5.0M
Amount of InsiderBuying (last 12 months)
0
Number of InsiderSelling (last 12 months)
$0.00
Amount of InsiderSelling (last 12 months)

Insider Name & Title	Type	Date	Transaction Value	Shares	Share Price	Shares After Transactions
TIEDEMANN ADVISORS, LLC	Buy	Oct 01, 2026	$20.0M	1.9M	$10.75	2.3M
TIEDEMANN ADVISORS, LLC	Buy	Oct 01, 2026	$0.00	0	$0.00	2.3M
AlTi Global, Inc.	Buy	Sep 01, 2026	$0.00	0	$0.00	465,142
Wimmer Andreas	Award	Jun 17, 2026	$0.00	34,736	$0.00	34,736
Brophy Warson Tracey	Award	Jun 17, 2026	$0.00	34,736	$0.00	34,736
FURLONG MARK F	Award	Jun 17, 2026	$0.00	34,736	$0.00	34,736
Cetin Nazim	Award	Jun 17, 2026	$0.00	34,736	$0.00	34,736
Bouzarif Ali	Award	Jun 17, 2026	$0.00	34,736	$0.00	34,736
Corio Norma	Award	Jun 17, 2026	$0.00	34,736	$0.00	34,736
Keaney Timothy F	Award	Jun 17, 2026	$0.00	53,684	$0.00	53,684
Brophy Warson Tracey	Exempt	Jun 16, 2026	$0.00	30,732	$0.00	84,520
FURLONG MARK F	Exempt	Jun 16, 2026	$0.00	30,732	$0.00	96,409
Cetin Nazim	Exempt	Jun 16, 2026	$0.00	30,732	$0.00	53,507
Bouzarif Ali	Exempt	Jun 16, 2026	$0.00	30,732	$0.00	84,520
Brophy Warson Tracey	Exempt	Jun 16, 2026	$0.00	30,732	$0.00	0
Corio Norma	Exempt	Jun 16, 2026	$0.00	30,732	$0.00	71,409
Cetin Nazim	Exempt	Jun 16, 2026	$0.00	30,732	$0.00	0
Wimmer Andreas	Exempt	Jun 16, 2026	$0.00	30,732	$0.00	53,507
FURLONG MARK F	Exempt	Jun 16, 2026	$0.00	30,732	$0.00	0
Bouzarif Ali	Exempt	Jun 16, 2026	$0.00	30,732	$0.00	0
Corio Norma	Exempt	Jun 16, 2026	$0.00	30,732	$0.00	0
Keaney Timothy F	Exempt	Jun 16, 2026	$0.00	47,495	$0.00	207,680
Wimmer Andreas	Exempt	Jun 16, 2026	$0.00	30,732	$0.00	0
Keaney Timothy F	Exempt	Jun 16, 2026	$0.00	47,495	$0.00	0
Graham Colleen A Chief Legal, Compl & Risk Ofcr	Award	Mar 31, 2026	$0.00	97,550	$0.00	97,550
Moran Kevin P. President and COO	Award	Mar 31, 2026	$0.00	119,822	$0.00	119,822
Connell Brooke Pres, US Wealth Mgmt	Award	Mar 31, 2026	$0.00	77,506	$0.00	77,506
Weeber Robert Pres, Intl. Wealth Mmgt	Exempt	Feb 15, 2026	$0.00	35,796	$0.00	0
Keenan Patrick T. Principal Accounting Officer	Return	Feb 15, 2026	$0.00	3,166	$0.00	6,332
Weeber Robert Pres, Intl. Wealth Mmgt	Exempt	Feb 15, 2026	$0.00	8,955	$0.00	8,955