Vault-13

ALTI GLOBAL INC ALTI

CL A · Common Stock · CUSIP 02157E106

76 institutional holders -9 vs Q1 2026
34,902,25534.9m shares reported held*
$126.0mreported value*
7 new 38 added 14 reduced 14 sold out net bought ≈ $3.8m (+1.1m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $3.61. Options: 2 managers hold calls ($105.8k notional), 1 hold puts ($35.7k).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q2 23: 44Q3 23: 42Q4 23: 43Q1 24: 42Q2 24: 48Q3 24: 54Q4 24: 58Q1 25: 58Q2 25: 65Q3 25: 74Q4 25: 76Q1 26: 85Q2 26: 7676Q2 23Q1 24Q4 24Q3 25Q2 26
Numbers
QuarterHolders
Q2 202344
Q3 202342
Q4 202343
Q1 202442
Q2 202448
Q3 202454
Q4 202458
Q1 202558
Q2 202565
Q3 202574
Q4 202576
Q1 202685
Q2 202676

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q3 24: 30 bought or addedQ3 24: 14 cut or sold outQ4 24: 31 bought or addedQ4 24: 17 cut or sold outQ4 24Q1 25: 25 bought or addedQ1 25: 21 cut or sold outQ2 25: 41 bought or addedQ2 25: 7 cut or sold outQ2 25Q3 25: 36 bought or addedQ3 25: 24 cut or sold outQ4 25: 35 bought or addedQ4 25: 29 cut or sold outQ4 25Q1 26: 38 bought or addedQ1 26: 28 cut or sold outQ2 26: 45 bought or addedQ2 26: 28 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243014
Q4 20243117
Q1 20252521
Q2 2025417
Q3 20253624
Q4 20253529
Q1 20263828
Q2 20264528

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$100k$200k$300k$400kQ3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $310.9kQ4 25 puts: $0Q4 25P/C 0.00Q1 26 calls: $0Q1 26 puts: $18.1kQ1 26P/C —Q2 26 calls: $105.8kQ2 26 puts: $35.7kQ2 26P/C 0.34
Numbers
QuarterCallsPutsP/C
Q3 2025$0$0—
Q4 2025$310.9k$00.00
Q1 2026$0$18.1k—
Q2 2026$105.8k$35.7k0.34

Biggest buyers

BlueCrest Capital Management Ltd Added +626,053+626.1k
BlackRock, Inc. Added +534,360+534.4k
VANGUARD CAPITAL MANAGEMENT LLC Added +376,951+377.0k
Squarepoint Ops LLC New +176,549+176.5k
GEODE CAPITAL MANAGEMENT, LLC Added +142,256+142.3k
UBS Group AG Added +137,327+137.3k
DIMENSIONAL FUND ADVISORS LP Added +105,061+105.1k
VANGUARD PORTFOLIO MANAGEMENT LLC Added +88,965+89.0k
NORTHERN TRUST CORP Added +70,002+70.0k
AQR CAPITAL MANAGEMENT LLC Added +42,876+42.9k

Biggest sellers

Yorkville Advisors Global, LP Sold out -773,000-773.0k
ARP Global Capital Ltd Sold out -225,100-225.1k
GAM Holding AG Reduced -175,000-175.0k
Permanens Capital L.P. Sold out -82,581-82.6k
RAYMOND JAMES FINANCIAL INC Reduced -56,437-56.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -54,355-54.4k
GOLDMAN SACHS GROUP INC Reduced -49,939-49.9k
CITADEL ADVISORS LLC Sold out -43,279-43.3k
Brevan Howard Capital Management LP Sold out -26,284-26.3k
JANE STREET GROUP, LLC Sold out -25,472-25.5k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP New $69.7k19.3k shares
GROUP ONE TRADING LLC New $36.1k10.0k shares

Biggest puts

GROUP ONE TRADING LLC Added $35.7k9.9k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Tiedemann Michael 13D · may seek influence filed 2026-03-31
Stated purposeOn March 30, 2026, the Board of Directors of the Company and Mr. Tiedemann agreed that Mr. Tiedemann would step down as Chief Executive Officer of the Issuer, effective March 30, 2026. In connection with his departure as Chief Executive Officer, effective March 30, 2026, Mr. Tiedemann resigned from the Board of Directors of the Issuer. Mr. Tiedemann and the other Reporting Persons have discussed and explored, and expect to continue to discuss and explore, various potential alternatives with respect to their investments in the Issuer. In connection with these discussions and in light of the Issuer's announcement, dated December 9, 2025, that it is considering its strategic alternatives, the Reporting Persons have advised the Issuer that the Reporting Persons intend to explore on a confide… Full filing
9.8% 11.1m≈ $40.1m 2026-03-31
Islet Management, LP 13G · passive investor new · filed 2025-12-29 5.3% new 5.4m≈ $19.6m 2025-12-29

Fell to 5% or below in the last year: Yu Peter (4.9%, 2026-04-24)

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
505Q4 24: 0 buyingQ4 24: 1 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 5 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—1$32.0k—
Q1 20250—0——
Q2 20250—5$415.2k—
Q3 20250—0——
Q4 20250—0——
Q1 20260—0——
Q2 20260—0——
Q3 20260—0——

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Allianz SE 0.83% of their portfolio Munich, 2M 21,707,21421.7m $78.4m $78.4m 0.83% Unchanged
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 3,181,2843.2m $11.5m $11.5m 0.00% Added +534.4k +534,360
3 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 2,014,5182.0m $7.3m $7.3m 0.00% Added +377.0k +376,951
4 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 1,289,5281.3m $4.7m $4.7m 0.00% Added +142.3k +142,256
5 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 847,248847.2k $3.1m $3.1m 0.00% Added +11.5k +11,540
6 BlueCrest Capital Management Ltd 0.13% of their portfolio ST HELIER, Y9 825,000825.0k $3.0m $3.0m 0.13% Added +626.1k +626,053
7 AlTi Global, Inc. 0.06% of their portfolio NEW YORK, NY 773,167773.2k $2.8m $2.8m 0.06% Unchanged
8 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 400,719400.7k $1.4m $1.4m 0.00% Added +70.0k +70,002
9 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 369,491369.5k $1.3m $1.3m 0.00% Added +22.5k +22,501
10 BOKF, NA 0.02% of their portfolio TULSA, OK 357,536357.5k $1.3m $1.3m 0.02% Unchanged
11 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 338,450338.4k $1.2m $1.2m 0.00% Added +89.0k +88,965
12 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 315,755315.8k $1.1m $1.1m 0.00% Added +32.4k +32,369
13 UBS Group AG 0.00% of their portfolio ZURICH, V8 306,625306.6k $1.1m $1.1m 0.00% Added +137.3k +137,327
14 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 247,895247.9k $894.9k $894.9k 0.00% Reduced -56.4k -56,437
15 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 202,742202.7k $731.9k $731.9k 0.00% Added +105.1k +105,061
16 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 176,549176.5k $637.3k $637.3k 0.00% New
17 GAM Holding AG 0.05% of their portfolio Zurich, V8 175,000175.0k $631.8k $631.8k 0.05% Reduced -175.0k -175,000
18 NewEdge Wealth, LLC 0.00% of their portfolio STAMFORD, CT 122,390122.4k $441.8k $441.8k 0.00% Unchanged
19 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 109,599109.6k $395.7k $395.7k 0.00% Added +10.8k +10,793
20 Summit Trail Advisors, LLC 0.00% of their portfolio NEW YORK, NY 109,339109.3k $394.7k $394.7k 0.00% Added +8.3k +8,300
21 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 103,680103.7k $374.3k $374.3k 0.00% Added +35.1k +35,109
22 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 103,197103.2k $372.5k $372.5k 0.00% Added +42.9k +42,876
23 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 73,47873.5k $265.3k $265.3k 0.00% Added +21.4k +21,398
24 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 49,62449.6k $179.1k $179.1k 0.00% Reduced -49.9k -49,939
25 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 48,97149.0k $176.8k $176.8k 0.00% Added +12.0k +12,029
26 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 43,32343.3k $156.4k $156.4k 0.00% Added +27.0k +26,971
27 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 41,75241.8k $151.0k $151.0k 0.00% Added +13.9k +13,879
28 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 38,46038.5k $139.2k $139.2k 0.00% Added +4.6k +4,600
29 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 35,37935.4k $127.7k $127.7k 0.00% Reduced -6.7k -6,679
30 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 33,41733.4k $120.6k $120.6k 0.00% Added +2.1k +2,069
31 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 32,00432.0k $115.5k $115.5k 0.00% Added +14.2k +14,209
32 ALGERT GLOBAL LLC 0.00% of their portfolio SAN FRANCISCO, CA 30,56130.6k $110.3k $110.3k 0.00% New
33 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 26,21826.2k $94.6k $94.6k 0.00% Reduced -12.6k -12,588
34 SIMON QUICK ADVISORS, LLC 0.00% of their portfolio MORRISTOWN, NJ 25,93825.9k $93.6k $93.6k 0.00% Unchanged
35 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 25,62125.6k $92.5k $92.5k 0.00% Added +22.7k +22,725
36 TORONTO DOMINION BANK 0.00% of their portfolio TORONTO, ONTARIO, A6 25,00025.0k $90.2k $90.2k 0.00% Unchanged
37 FLPUTNAM INVESTMENT MANAGEMENT CO 0.00% of their portfolio PORTLAND, ME 25,00025.0k $90.2k $90.2k 0.00% Unchanged
38 Oasis Management Co Ltd. 0.01% of their portfolio GRAND CAYMAN, E9 25,00025.0k $90.2k $90.2k 0.01% Unchanged
39 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 24,42624.4k $88.2k $88.2k 0.00% Added +20.6k +20,635
40 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 23,10623.1k $83.4k $83.4k 0.00% Added +2.5k +2,485
41 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 21,14121.1k $76.3k $76.3k 0.00% Added +3.6k +3,557
42 Granite FO LLC 0.04% of their portfolio BEDFORD, NH 19,43019.4k $70.1k $70.1k 0.04% Unchanged
43 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 17,98818.0k $64.9k $64.9k 0.00% Unchanged
44 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 15,98216.0k $57.7k $57.7k 0.00% Added +4.6k +4,554
45 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 15,60715.6k $56.3k $56.3k 0.00% Reduced -3.0k -2,965
46 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 15,15515.2k $54.7k $54.7k 0.00% Unchanged
47 IEQ CAPITAL, LLC 0.00% of their portfolio Foster City, CA 14,73514.7k $53.2k $53.2k 0.00% New
48 Jump Financial, LLC 0.00% of their portfolio Chicago, IL 11,46011.5k $41.4k $41.4k 0.00% New
49 INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio WEST PALM BEACH, FL 11,39611.4k $41.1k $41.1k 0.00% Added +1.1k +1,110
50 GROUP ONE TRADING LLC 0.00% of their portfolio CHICAGO, IL 10,06510.1k $36.3k $36.3k 0.00% Added +5.0k +5,000
51 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 8,1558.2k $29.4k $29.4k 0.00% Reduced -4.8k -4,781
52 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 7,8637.9k $28.4k $28.4k 0.00% Reduced -822 -822
53 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 5,6065.6k $20.2k $20.2k 0.00% Reduced -3.1k -3,071
54 Legal & General Group Plc 0.00% of their portfolio London, X0 5,4175.4k $19.6k $19.6k 0.00% Added +1.5k +1,541
55 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 5,2095.2k $19.0k $19.0k 0.00% Added +975 +975
56 FMR LLC 0.00% of their portfolio BOSTON, MA 4,8274.8k $17.4k $17.4k 0.00% Added +433 +433
57 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 4,3454.3k $15.7k $15.7k 0.00% Unchanged
58 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 1,1011.1k $4.0k $4.0k 0.00% Unchanged
59 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 734734 $2.6k $2.6k 0.00% Added +638 +638
60 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 720720 $2.6k $2.6k 0.00% Reduced -712 -712
61 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 606606 $2.2k $2.2k 0.00% Reduced -1.7k -1,736
62 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 432432 $1.6k $1.6k 0.00% Added +198 +198
63 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 233233 $842 $842 0.00% New
64 Kilter Group LLC 0.00% of their portfolio RHINEBECK, NY 200200 $722 $722 0.00% Unchanged
65 SJS Investment Consulting Inc. 0.00% of their portfolio SYLVANIA, OH 8888 $318 $318 0.00% Added +86 +86
66 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 7070 $253 $253 0.00% Added +6 +6
67 Fortitude Family Office, LLC 0.00% of their portfolio SCOTTSDALE, AZ 4343 $155 $155 0.00% New
68 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 3535 $126 $126 0.00% Added +33 +33
69 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 2929 $105 $105 0.00% Added +17 +17
70 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 2121 $76 $76 0.00% Reduced -98 -98
71 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 1515 $55 $55 0.00% New
72 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 1111 $40 $40 0.00% Unchanged
73 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 77 $25 $25 0.00% Unchanged
74 DUPONT CAPITAL MANAGEMENT CORP 0.00% of their portfolio Wilmington, DE 44 $14 $14 0.00% Unchanged
75 True Wealth Design, LLC 0.00% of their portfolio AKRON, OH 22 $8 $8 0.00% Reduced -31 -31
76 Caitong International Asset Management Co., Ltd 0.00% of their portfolio HONG KONG, K3 11 $4 $4 0.00% Reduced -7 -7