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Atlasclear Holdings Inc (ATCH)

CUSIP: 128745205 | NYSE | Financial Services · Capital Markets | Micro Cap | 44 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Geode Capital Management, LLC1,495,777
0.0% of portfolio›$300.1K
HighTower Advisors, LLC1,031,000
0.0% of portfolio›$206.7K
UBS Group AG705,723
0.0% of portfolio›$141.9K
Diversify Wealth Management, LLC61,000
0.0% of portfolio›$10.8K
Diversify Advisory Services, LLC61,000
0.0% of portfolio›$10.8K
Fairway Wealth LLC50,000
0.0% of portfolio›$10.0K
Citigroup Inc27,585
0.0% of portfolio›$5.5K
B. Riley Wealth Advisors, Inc.20,000
0.0% of portfolio›$4.0K
Bank of Montreal20,000
0.0% of portfolio›$4.0K
StoneX Group Inc.17,692
0.0% of portfolio›$3.1K
Apollon Wealth Management, LLC15,500
0.0% of portfolio›$3.1K
LPL Financial LLC10,955
0.0% of portfolio›$2.2K
Soltis Investment Advisors LLC10,305
0.0% of portfolio›$2.1K
Code Waechter LLC10,000
0.0% of portfolio›$2.0K
SBI Securities Co., Ltd.2,435
0.0% of portfolio›$488
Barclays PLC4
0.0% of portfolio›$1
StyleTurnoverLocationFiled
Geode Capital Management, LLC
1,495,777$300.1K0.0%IndexVery LowBoston, MA2026-11-06
HighTower Advisors, LLC
1,031,000$206.7K0.0%IndexLowChicago, IL2026-11-10
UBS Group AG
705,723$141.9K0.0%CoreMediumZurich, Switzerland2026-11-10
Diversify Wealth Management, LLC
61,000$10.8K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
61,000$10.8K0.0%GrowthLowSandy, UT2026-10-20
Fairway Wealth LLC
50,000$10.0K0.0%ETFLowIndependence, OH2026-10-30
Citigroup Inc
27,585$5.5K0.0%CoreMediumNew York, NY2026-11-04
B. Riley Wealth Advisors, Inc.
20,000$4.0K0.0%GrowthLowMemphis, TN2026-10-13
Bank of Montreal
20,000$4.0K0.0%CoreMediumToronto, Australia2026-11-09
StoneX Group Inc.
17,692$3.1K0.0%ETFMediumNew York, NY2026-11-03
Apollon Wealth Management, LLC
15,500$3.1K0.0%GrowthLowMount Pleasant, SC2026-10-23
LPL Financial LLC
10,955$2.2K0.0%IndexVery LowFort Mill, SC2026-11-06
Soltis Investment Advisors LLC
10,305$2.1K0.0%CoreMediumSt. George, UT2026-10-28
Code Waechter LLC
10,000$2.0K0.0%ETFLowTampa, FL2026-10-23
SBI Securities Co., Ltd.
2,435$4880.0%GrowthLowTokyo, Mexico2026-10-22
Barclays PLC
4$10.0%GrowthMediumLondon, United Kingdom2026-11-06