Atlasclear HoldingsATCH

13F holders, Q3 2025 (September 30)
26holders +16
17new positions
1sold out
$0.51avg. 13F price*

At the end of Q3 2025, 26 institutions reported holding Atlasclear Holdings Inc. (ATCH) in their 13F filings, up 16 from Q2 2025. 17 opened new positions and 1 sold out. The largest holders were UBS Group AG ($416K), HighTower Advisors, LLC ($291K) and Vanguard Group Inc. ($210K).

Company
Atlasclear Holdings Inc.
CUSIP
128745205
Latest filing quarter
Q2 2026

History

Number of 13F holders

0102030 Q4 2024: 1Q4 2024Q1 2025: 9Q1 2025Q2 2025: 10Q2 2025Q3 2025: 26Q3 2025Q4 2025: 24Q4 2025Q1 2026: 25Q1 2026Q2 2026: 29Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions17$628K
Exits1$10K

All 13F filers, Q2 2025 → Q3 2025: 2,519,663 shares bought and 50,220 shares sold, net +2,469,443 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 26 holders

UBS Group AG 0.00% Add +2602.4% 814,747 $416K
HighTower Advisors, LLC 0.00% Add +158.5% 570,000 $291K
Vanguard Group Inc. 0.00% New 411,653 $210K
Virtu Financial LLC 0.01% New 277,879 $142K
Geode Capital Management, LLC 0.00% Add +763.8% 140,302 $72K
Prospera Financial Services Inc 0.00% New 124,000 $63K
Citigroup Inc. 0.00% New 70,766 $36K
Two Sigma Securities, LLC 0.00% New 65,269 $33K
Fairway Wealth LLC 0.01% New 50,000 $26K
Dakota Wealth Management 0.00% New 50,000 $26K
Jane Street Group, LLC 0.00% Add +27.3% 47,903 $24K
Diversify Wealth Management, LLC 0.00% New 61,000 $21K
Synergy Asset Management, LLC 0.00% New 31,303 $16K
Two Sigma Investments, LP 0.00% New 24,266 $12K
Whelan Financial 0.00% New 20,000 $10K
Bank of Montreal 0.00% No change 20,000 $10K
Osaic Holdings, Inc. 0.00% New 13,500 $7K
Soltis Investment Advisors LLC 0.00% New 11,604 $6K
XTX Topco Ltd 0.00% New 11,493 $6K
B. Riley Wealth Advisors, Inc. 0.00% New 10,000 $5K
MML Investors Services, LLC 0.00% New 10,000 $5K
Code Waechter LLC 0.00% No change 10,000 $4K
MAI Capital Management 0.00% New 7,500 $4K
SBI Securities Co., Ltd. 0.00% Add +988.1% 1,099 $560
Tower Research Capital LLC (TRC) 0.00% Reduce -27.6% 526 $268
Bank of America Corp. 0.00% Reduce -12.8% 130 $66

"% of holder's portfolio" is ATCH's weight in each manager's 13F, not the share of Atlasclear Holdings Inc. the manager owns.