ATCH · Company research
AtlasClear Holdings, Inc. (ATCH): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
39records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Apollon Wealth Management, LLC | 1764387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15500 | 3050 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44888 | 8834 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2033948 | 400688 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| LPL Financial LLC | 1403438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10065 | 1981 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Diversify Advisory Services, LLC | 2021232 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 61000 | 10980 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Rothschild Wealth LLC | 1811345 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34024 | 6696 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| B. Riley Wealth Advisors, Inc. | 1464811 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20000 | 4096 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| JANE STREET GROUP, LLC | 1595888 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1475522 | 290383 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1015647 | 200082 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 2030780 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 61000 | 10980 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| BARCLAYS PLC | 312069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2415 | 475 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NORTHERN TRUST CORP | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 319842 | 62945 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13500 | 2657 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 432800 | 85175 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43008 | 8464 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| XTX Topco Ltd | 1828301 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21442 | 4220 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HighTower Advisors, LLC | 1462245 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 896000 | 176333 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Virtu Financial LLC | 1533964 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 415562 | 82 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4268 | 840 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 824985 | 162522 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Fairway Wealth LLC | 2019393 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50000 | 9840 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Arkadios Wealth Advisors | 1800798 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80000 | 15744 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| State Street Corporation | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 432800 | 85175000 | — | — | — | Sep 22, 2026 | SEC_13F_HR |
| Northern Trust Corp | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 319842 | 62945000 | — | — | — | Aug 13, 2026 | SEC_13F_HR |
| Citigroup Inc. | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4268 | 840000 | — | — | — | Aug 3, 2026 | SEC_13F_HR |
| SBI Securities Co., Ltd. | 1851815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2287 | 450 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Soltis Investment Advisors LLC | 1802530 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11604 | 2284 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1201709 | 236638 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CARY STREET PARTNERS FINANCIAL LLC | 1475045 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 904586 | 178023 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Code Waechter LLC | 2039212 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10000 | 1968 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| BANK OF MONTREAL /CAN/ | 927971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20000 | 3936 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| AQR CAPITAL MANAGEMENT LLC | 1167557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34024 | 6696 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Citigroup Inc. | 831001 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 790 | 157000 | — | — | — | May 11, 2026 | SEC_13F_HR |
| State Street Corporation | 93751 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 232800 | 46281000 | — | — | — | May 15, 2026 | SEC_13F_HR |
| Northern Trust Corp | 73124 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 332381 | 66077000 | — | — | — | May 14, 2026 | SEC_13F_HR |
| Northern Trust Corp | 73124 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 170625 | 42810000 | — | — | — | Feb 17, 2026 | SEC_13F_HR |
| Citigroup Inc. | 831001 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 536 | 134000 | — | — | — | Feb 13, 2026 | SEC_13F_HR |
| Dakota Wealth Management | 1631353 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 50000 | 25500 | — | — | — | Aug 26, 2026 | SEC_13F_DATASET |
| Citigroup Inc. | 831001 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 70766 | 36091000 | — | — | — | Nov 10, 2025 | SEC_13F_HR |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.