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Alti Global Inc (ALTI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares1,339,657 from 1,289,528
Change+50,129 (+4%)
Value$4.0M (-$649.8K)
Filed 2026-11-06
Bokf, NA
UNCHANGED
Shares357,536 from 357,536
Change0 (0%)
Value$1.1M (-$221.7K)
Filed 2026-10-27
GAM Holding AG
INCREASED
Shares240,000 from 175,000
Change+65,000 (+37%)
Value$717.6K (+$85.9K)
Filed 2026-11-03
Dimensional Fund Advisors LP
INCREASED
Shares224,693 from 202,742
Change+21,951 (+11%)
Value$672.0K (-$59.9K)
Filed 2026-11-04
Bank of New York Mellon Corp
INCREASED
Shares110,401 from 109,599
Change+802 (+1%)
Value$330.1K (-$65.6K)
Filed 2026-11-05
Deutsche Bank Ag\
DECREASED
Shares42,685 from 48,971
Change-6,286 (-13%)
Value$127.6K (-$49.2K)
Filed 2026-11-06
Russell Investments Group, Ltd.
INCREASED
Shares24,609 from 24,426
Change+183 (+1%)
Value$73.6K (-$14.6K)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares19,738 from 7,863
Change+11,875 (+151%)
Value$59.0K (+$30.6K)
Filed 2026-11-06
Granite FO LLC
DECREASED
Shares15,180 from 19,430
Change-4,250 (-22%)
Value$45.4K (-$24.8K)
Filed 2026-10-14
Simplex Trading, LLC
NEW
Shares3,994
Change+3,994
Value$11.9K
Filed 2026-11-04
Citigroup Inc
DECREASED
Shares2,458 from 25,621
Change-23,163 (-90%)
Value$7.4K (-$85.1K)
Filed 2026-11-04
Sterling Capital Management LLC
INCREASED
Shares1,218 from 720
Change+498 (+69%)
Value$3.6K (+$1.0K)
Filed 2026-10-22
EverSource Wealth Advisors, LLC
DECREASED
Shares397 from 432
Change-35 (-8%)
Value$1.2K (-$374)
Filed 2026-11-04
Allworth Financial LP
NEW
Shares139
Change+139
Value$502
Filed 2026-11-06
SJS Investment Consulting Inc.
DECREASED
Shares73 from 88
Change-15 (-17%)
Value$219 (-$99)
Filed 2026-10-26
Root Financial Partners, LLC
NEW
Shares57
Change+57
Value$170
Filed 2026-10-21
Essential Partners LLC
INCREASED
Shares49 from 21
Change+28 (+133%)
Value$147 (+$71)
Filed 2026-10-14
IFP Advisors, Inc
DECREASED
Shares45 from 70
Change-25 (-36%)
Value$135 (-$118)
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares44 from 35
Change+9 (+26%)
Value$132 (+$6)
Filed 2026-10-08
Fortitude Family Office, LLC
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$129 (-$26)
Filed 2026-10-14
Provenance Wealth Advisors, LLC
NEW
Shares19
Change+19
Value$57
Filed 2026-10-30
Clearstead Advisors, LLC
DECREASED
Shares11 from 15
Change-4 (-27%)
Value$33 (-$22)
Filed 2026-11-06
Larson Financial Group LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$33 (-$7)
Filed 2026-11-05
SBI Securities Co., Ltd.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$21 (-$4)
Filed 2026-10-22
Dupont Capital Management Corp
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$12 (-$2)
Filed 2026-10-23
Simon Quick Advisors, LLC
CLOSED
Shares0 from 25,938
Change-25,938 (-100%)
Value$0 (-$93.6K)
Filed 2026-10-26
True Wealth Design, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$8)
Filed 2026-10-13
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$4)
Filed 2026-10-29
Allianz SE
N/A
Shares— from 21,707,214
Change-21,707,214 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,181,284
Change-3,181,284 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 2,014,518
Change-2,014,518 (-100%)
Value—
State Street Corp
N/A
Shares— from 847,248
Change-847,248 (-100%)
Value—
BlueCrest Capital Management Ltd
N/A
Shares— from 825,000
Change-825,000 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 773,167
Change-773,167 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 400,719
Change-400,719 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 369,491
Change-369,491 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 338,450
Change-338,450 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 315,755
Change-315,755 (-100%)
Value—
UBS Group AG
N/A
Shares— from 306,625
Change-306,625 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 247,895
Change-247,895 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 176,549
Change-176,549 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 122,390
Change-122,390 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 109,339
Change-109,339 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 103,680
Change-103,680 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 103,197
Change-103,197 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 73,478
Change-73,478 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 49,624
Change-49,624 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 43,323
Change-43,323 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 41,752
Change-41,752 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 38,460
Change-38,460 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 35,379
Change-35,379 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 33,417
Change-33,417 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 32,004
Change-32,004 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 30,561
Change-30,561 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 26,218
Change-26,218 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Oasis Management Co Ltd.A
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 23,106
Change-23,106 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 21,141
Change-21,141 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 17,988
Change-17,988 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 15,982
Change-15,982 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 15,607
Change-15,607 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 15,155
Change-15,155 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 14,735
Change-14,735 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 11,460
Change-11,460 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 11,396
Change-11,396 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 10,065
Change-10,065 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 8,155
Change-8,155 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 5,606
Change-5,606 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 5,417
Change-5,417 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 5,209
Change-5,209 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,827
Change-4,827 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 4,345
Change-4,345 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 1,101
Change-1,101 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 734
Change-734 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 606
Change-606 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED1,339,6571,289,528+50,129+4%$4.7M$4.0M-$649.8K2026-11-06
Bokf, NA
UNCHANGED357,536357,53600%$1.3M$1.1M-$221.7K2026-10-27
GAM Holding AG
INCREASED240,000175,000+65,000+37%$631.8K$717.6K+$85.9K2026-11-03
Dimensional Fund Advisors LP
INCREASED224,693202,742+21,951+11%$731.9K$672.0K-$59.9K2026-11-04
Bank of New York Mellon Corp
INCREASED110,401109,599+802+1%$395.7K$330.1K-$65.6K2026-11-05
Deutsche Bank Ag\
DECREASED42,68548,971-6,286-13%$176.8K$127.6K-$49.2K2026-11-06
Russell Investments Group, Ltd.
INCREASED24,60924,426+183+1%$88.2K$73.6K-$14.6K2026-11-06
Barclays PLC
INCREASED19,7387,863+11,875+151%$28.4K$59.0K+$30.6K2026-11-06
Granite FO LLC
DECREASED15,18019,430-4,250-22%$70.1K$45.4K-$24.8K2026-10-14
Simplex Trading, LLC
NEW3,994—+3,994——$11.9K—2026-11-04
Citigroup Inc
DECREASED2,45825,621-23,163-90%$92.5K$7.4K-$85.1K2026-11-04
Sterling Capital Management LLC
INCREASED1,218720+498+69%$2.6K$3.6K+$1.0K2026-10-22
EverSource Wealth Advisors, LLC
DECREASED397432-35-8%$1.6K$1.2K-$3742026-11-04
Allworth Financial LP
NEW139—+139——$502—2026-11-06
SJS Investment Consulting Inc.
DECREASED7388-15-17%$318$219-$992026-10-26
Root Financial Partners, LLC
NEW57—+57——$170—2026-10-21
Essential Partners LLC
INCREASED4921+28+133%$76$147+$712026-10-14
IFP Advisors, Inc
DECREASED4570-25-36%$253$135-$1182026-10-16
Farther Finance Advisors, LLC
INCREASED4435+9+26%$126$132+$62026-10-08
Fortitude Family Office, LLC
UNCHANGED434300%$155$129-$262026-10-14
Provenance Wealth Advisors, LLC
NEW19—+19——$57—2026-10-30
Clearstead Advisors, LLC
DECREASED1115-4-27%$55$33-$222026-11-06
Larson Financial Group LLC
UNCHANGED111100%$40$33-$72026-11-05
SBI Securities Co., Ltd.
UNCHANGED7700%$25$21-$42026-10-22
Dupont Capital Management Corp
UNCHANGED4400%$14$12-$22026-10-23
Simon Quick Advisors, LLC
CLOSED025,938-25,938-100%$93.6K$0-$93.6K2026-10-26
True Wealth Design, LLC
CLOSED02-2-100%$8$0-$82026-10-13
Caitong International Asset Management Co., Ltd
CLOSED01-1-100%$4$0-$42026-10-29
Allianz SE
N/A—21,707,214-21,707,214-100%$78.4M———
BlackRock, Inc.
N/A—3,181,284-3,181,284-100%$11.5M———
Vanguard Capital Management LLC
N/A—2,014,518-2,014,518-100%$7.3M———
State Street Corp
N/A—847,248-847,248-100%$3.1M———
BlueCrest Capital Management Ltd
N/A—825,000-825,000-100%$3.0M———
AlTi Global, Inc.
N/A—773,167-773,167-100%$2.8M———
Northern Trust Corp
N/A—400,719-400,719-100%$1.4M———
Charles Schwab Investment Management Inc
N/A—369,491-369,491-100%$1.3M———
Vanguard Portfolio Management LLC
N/A—338,450-338,450-100%$1.2M———
Vanguard Fiduciary Trust Co
N/A—315,755-315,755-100%$1.1M———
UBS Group AG
N/A—306,625-306,625-100%$1.1M———
Raymond James Financial Inc
N/A—247,895-247,895-100%$894.9K———
Squarepoint Ops LLC
N/A—176,549-176,549-100%$637.3K———
NewEdge Wealth, LLC
N/A—122,390-122,390-100%$441.8K———
Summit Trail Advisors, LLC
N/A—109,339-109,339-100%$394.7K———
Morgan Stanley
N/A—103,680-103,680-100%$374.3K———
AQR Capital Management LLC
N/A—103,197-103,197-100%$372.5K———
Nuveen, LLC
N/A—73,478-73,478-100%$265.3K———
Goldman Sachs Group Inc
N/A—49,624-49,624-100%$179.1K———
Wells Fargo & Company
N/A—43,323-43,323-100%$156.4K———
Price T Rowe Associates Inc
N/A—41,752-41,752-100%$151.0K———
Alliancebernstein L.P.
N/A—38,460-38,460-100%$139.2K———
Bank of America Corp
N/A—35,379-35,379-100%$127.7K———
Rhumbline Advisers
N/A—33,417-33,417-100%$120.6K———
MetLife Investment Management, LLC
N/A—32,004-32,004-100%$115.5K———
Algert Global LLC
N/A—30,561-30,561-100%$110.3K———
Invesco Ltd.
N/A—26,218-26,218-100%$94.6K———
Toronto Dominion Bank
N/A—25,000-25,000-100%$90.3K———
Oasis Management Co Ltd.A
N/A—25,000-25,000-100%$90.3K———
Flputnam Investment Management Co
N/A—25,000-25,000-100%$90.3K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—23,106-23,106-100%$83.4K———
JPMorgan Chase & Co
N/A—21,141-21,141-100%$76.3K———
Vanguard Global Advisers, LLC
N/A—17,988-17,988-100%$64.9K———
Cerity Partners LLC
N/A—15,982-15,982-100%$57.7K———
XTX Topco Ltd
N/A—15,607-15,607-100%$56.3K———
Police & Firemen's Retirement System of New Jersey
N/A—15,155-15,155-100%$54.7K———
IEQ Capital, LLC
N/A—14,735-14,735-100%$53.2K———
Jump Financial, LLC
N/A—11,460-11,460-100%$41.4K———
Intech Investment Management LLC
N/A—11,396-11,396-100%$41.1K———
Group One Trading LLC
N/A—10,065-10,065-100%$36.3K———
BNP Paribas Financial Markets
N/A—8,155-8,155-100%$29.4K———
Tower Research Capital LLC (TRC)
N/A—5,606-5,606-100%$20.2K———
Legal & General Group Plc
N/A—5,417-5,417-100%$19.6K———
Royal Bank of Canada
N/A—5,209-5,209-100%$19.0K———
FMR LLC
N/A—4,827-4,827-100%$17.4K———
Ameritas Investment Partners, Inc.
N/A—4,345-4,345-100%$15.7K———
New York State Common Retirement Fund
N/A—1,101-1,101-100%$4.0K———
Arax Advisory Partners
N/A—734-734-100%$2.7K———
California State Teachers Retirement System
N/A—606-606-100%$2.2K———
Kilter Group LLC
N/A—200-200-100%$722———
Rothschild Investment LLC
N/A—29-29-100%$105———
Showing 79 of 79 institutions