AtlasClear Holdings, Inc. - ATCH
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | History | No change | 2,287,180 | 450 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 2,033,948 | 400 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,495,777 | 294 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 1,015,647 | 200 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 904,586 | 178 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HighTower Advisors, LLC | History | No change | 896,000 | 176 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | No change | 824,985 | 162 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 432,800 | 85 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Virtu Financial LLC | History | No change | 415,562 | 82 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 319,842 | 62 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arkadios Wealth Advisors | History | No change | 80,000 | 15 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Diversify Advisory Services, LLC | History | No change | 61,000 | 10 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 61,000 | 10 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Fairway Wealth LLC | History | No change | 50,000 | 9 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 43,008 | 8 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 44,888 | 8 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 34,024 | 6 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rothschild Wealth LLC | History | No change | 34,024 | 6 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 20,000 | 4 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| XTX Topco Ltd | History | No change | 21,442 | 4 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 20,000 | 3 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apollon Wealth Management, LLC | History | No change | 15,500 | 3 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 13,500 | 2 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Soltis Investment Advisors LLC | History | No change | 11,604 | 2 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LPL Financial LLC | History | No change | 10,065 | 1 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Code Waechter LLC | History | No change | 10,000 | 1 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BARCLAYS PLC | History | No change | 2,415 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 4,268 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SBI Securities Co., Ltd. | History | No change | 2,287 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |