ALTI GLOBAL INC

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ALTI·02157E106·US·Common Stock·Financial Services - Asset Management-Activist

ALTI (ALTI GLOBAL INC) is held by 47 institutional investors as of Q2 2026. Largest holders: BlackRock, Inc. ($11.5M), VANGUARD CAPITAL MANAGEMENT LLC ($7.3M), GEODE CAPITAL MANAGEMENT, LLC ($4.7M). Net institutional sentiment: Bullish.

47

Holders

(2 Elite)

$38.9M

Total Value

67% (52)

Consensus

35 buying - 17 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)34

Insider (Form 4)66

Activist (13D/13G)70

Congressional (STOCK Act)43

Holder Quality

41

★★★★★

Elite

85

★★★★

Strong

49

★★★

Solid

87

★★

Below

22

★

Weak

Held by 47 funds

2 elite

Who's Trading

Source dates: Price Aug 31, 2026 · Insiders Jul 22, 2025 · Activists Apr 24, 2026 · Congress none

ActivistPYPeter Yu4.9%Apr 24, 2026

ActivistTMTiedemann Michael9.8%Mar 31, 2026

ActivistISIslet Management, LP5.3%Dec 29, 2025

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Top Holders

Top Holders (47)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Increased	3.2M(+20.2%)	$11.5M	0.0%	-6.12%	33
VAVANGUARD CAPITAL MANAGEMENT LLC	Increased	2M(+23.0%)	$7.3M	0.0%	-8.66%	33
GEODE CAPITAL MANAGEMENT, LLC	Increased	1.3M(+12.4%)	$4.7M	0.0%	-25.93%	30
STATE STREET CORP	Increased	847,248(+1.4%)	$3.1M	0.0%	-38.58%	27
NORTHERN TRUST CORP	Increased	400,719(+21.2%)	$1.4M	0.0%	-25.26%	31
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	369,491(+6.5%)	$1.3M	0.0%	-25.64%	27
VPVANGUARD PORTFOLIO MANAGEMENT LLC	Increased	338,450(+35.7%)	$1.2M	0.0%	-7.13%	33
VFVANGUARD FIDUCIARY TRUST CO	Increased	315,755(+11.4%)	$1.1M	0.0%	-10.32%	28
UBS Group AG	Increased	306,625(+81.1%)	$1.1M	0.0%	-0.42%	39
RAYMOND JAMES FINANCIAL INC	Decreased	247,895(-18.5%)	$894,901	0.0%	-12.71%	0
DIMENSIONAL FUND ADVISORS LP	Increased	202,742(+107.6%)	$731,899	0.0%	+2.09%	40
SOSquarepoint Ops LLC	New	176,549	$637,342	0.0%	+11.08%	34
NewEdge Wealth, LLC	Unchanged	122,390	$441,829	0.0%	-8.98%	0
Bank of New York Mellon Corp	Increased	109,599(+10.9%)	$395,653	0.0%	-27.14%	26
MORGAN STANLEY	Increased	103,680(+51.2%)	$374,285	0.0%	-3.07%	22
AQR CAPITAL MANAGEMENT LLC	Increased	103,197(+71.1%)	$372,541	0.0%	+3.15%	35
Nuveen, LLC	Increased	73,478(+41.1%)	$265,255	0.0%	+25.08%	31
GOLDMAN SACHS GROUP INC	Decreased	49,624(-50.2%)	$179,143	0.0%	-4.65%	0
DEUTSCHE BANK AG\	Increased	48,971(+32.6%)	$176,785	0.0%	-8.00%	29
WELLS FARGO & COMPANY/MN	Increased	43,323(+164.9%)	$156,396	0.0%	-1.69%	25

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer