Alti Global Inc (ALTI)

CUSIP: 02157E106 | NYSE | Financial Services · Asset Management | Small Cap | 132 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Beneficial Ownership — 13D / 13G

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

Holder	Shares	% of Class	Change	Event Date	vs 13F
13D/ATiedemann Michael with Michael Glenn Tiedemann 2012 Delaware Trust, Chauncey Close, LLC, CHT Family Trust Article 3rd fbo Michael G. Tiedemann	11,094,465	9.8%	New 5%+ stake	Mar 30, 2026	No 13F filer matched

13D/A

Institutional Holders — Q3 2026

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Geode Capital Management, LLC1,339,657

0.0% of portfolio$4.0M

Bokf, NA357,536

0.0% of portfolio$1.1M

GAM Holding AG240,000

0.1% of portfolio$717.6K

Dimensional Fund Advisors LP224,693

0.0% of portfolio$672.0K

Bank of New York Mellon Corp110,401

0.0% of portfolio$330.1K

Russell Investments Group, Ltd.24,609

0.0% of portfolio$73.6K

Barclays PLC19,738

0.0% of portfolio$59.0K

Granite FO LLC15,180

0.0% of portfolio$45.4K

Simplex Trading, LLC3,994

0.0% of portfolio$11.9K

Citigroup Inc2,458

0.0% of portfolio$7.4K

Sterling Capital Management LLC1,218

0.0% of portfolio$3.6K

EverSource Wealth Advisors, LLC397

0.0% of portfolio$1.2K

Allworth Financial LP139

0.0% of portfolio$502

SJS Investment Consulting Inc.73

0.0% of portfolio$219

Root Financial Partners, LLC57

0.0% of portfolio$170

Essential Partners LLC49

0.0% of portfolio$147

IFP Advisors, Inc45

0.0% of portfolio$135

Farther Finance Advisors, LLC44

0.0% of portfolio$132

Fortitude Family Office, LLC43

0.0% of portfolio$129

Provenance Wealth Advisors, LLC19

0.0% of portfolio$57

Larson Financial Group LLC11

0.0% of portfolio$33

Clearstead Advisors, LLC11

0.0% of portfolio$33

SBI Securities Co., Ltd.7

0.0% of portfolio$21

Dupont Capital Management Corp4

0.0% of portfolio$12

				Style	Turnover	Location	Filed
Geode Capital Management, LLC	1,339,657	$4.0M	0.0%	Index	Very Low	Boston, MA	2026-11-06
Bokf, NA	357,536	$1.1M	0.0%	Core	Low	Tulsa, OK	2026-10-27
GAM Holding AG	240,000	$717.6K	0.1%	Core	Medium	Zurich, Switzerland	2026-11-03
Dimensional Fund Advisors LP	224,693	$672.0K	0.0%	Index	Low	Austin, TX	2026-11-04
Bank of New York Mellon Corp	110,401	$330.1K	0.0%	Core	Low	New York, NY	2026-11-05
Russell Investments Group, Ltd.	24,609	$73.6K	0.0%	Core	Low	Seattle, WA	2026-11-06
Barclays PLC	19,738	$59.0K	0.0%	Core	Medium	London, United Kingdom	2026-11-06
Granite FO LLC	15,180	$45.4K	0.0%	GARP	Very Low	Gilford, NH	2026-10-14
Simplex Trading, LLC	3,994	$11.9K	0.0%	Core	Very High	Chicago, IL	2026-11-04
Citigroup Inc	2,458	$7.4K	0.0%	Core	Medium	New York, NY	2026-11-04
Sterling Capital Management LLC	1,218	$3.6K	0.0%	GARP	Medium	Charlotte, NC	2026-10-22
EverSource Wealth Advisors, LLC	397	$1.2K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Allworth Financial LP	139	$502	0.0%	Index	Low	Folsom, CA	2026-11-06
SJS Investment Consulting Inc.	73	$219	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26
Root Financial Partners, LLC	57	$170	0.0%	ETF	Medium	Encinitas, CA	2026-10-21
Essential Partners LLC	49	$147	0.0%	Value	Medium	Rancho Santa Fe, CA	2026-10-14
IFP Advisors, Inc	45	$135	0.0%	Growth	Low	Tampa, FL	2026-10-16
Farther Finance Advisors, LLC	44	$132	0.0%	Index	Low	San Francisco, CA	2026-10-08
Fortitude Family Office, LLC	43	$129	0.0%	ETF	Medium	Scottsdale, AZ	2026-10-14
Provenance Wealth Advisors, LLC	19	$57	0.0%	ETF	Low	Fort Lauderdale, FL	2026-10-30
Larson Financial Group LLC	11	$33	0.0%	Growth	Low	St Louis, MO	2026-11-05
Clearstead Advisors, LLC	11	$33	0.0%	ETF	Low	Cleveland, OH	2026-11-06
SBI Securities Co., Ltd.	7	$21	0.0%	Agg Growth	Low	Tokyo, Mexico	2026-10-22
Dupont Capital Management Corp	4	$12	0.0%	GARP	Low	Wilmington, DE	2026-10-23