Atlasclear Holdings Inc (ATCH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Geode Capital Management, LLC

UNCHANGED

Shares1,495,777 from 1,495,777

Change0 (0%)

Value$300.1K (+$5.5K)

Filed 2026-11-06

HighTower Advisors, LLC

INCREASED

Shares1,031,000 from 896,000

Change+135,000 (+15%)

Value$206.7K (+$30.4K)

Filed 2026-11-10

UBS Group AG

DECREASED

Shares705,723 from 824,985

Change-119,262 (-14%)

Value$141.9K (-$20.7K)

Filed 2026-11-10

Diversify Wealth Management, LLC

UNCHANGED

Shares61,000 from 61,000

Change0 (0%)

Value$10.8K (-$177)

Filed 2026-10-20

Diversify Advisory Services, LLC

UNCHANGED

Shares61,000 from 61,000

Change0 (0%)

Value$10.8K (-$177)

Filed 2026-10-20

Fairway Wealth LLC

UNCHANGED

Shares50,000 from 50,000

Change0 (0%)

Value$10.0K (+$185)

Filed 2026-10-30

Citigroup Inc

INCREASED

Shares27,585 from 4,268

Change+23,317 (+546%)

Value$5.5K (+$4.7K)

Filed 2026-11-04

Bank of Montreal

UNCHANGED

Shares20,000 from 20,000

Change0 (0%)

Value$4.0K (+$74)

Filed 2026-11-09

B. Riley Wealth Advisors, Inc.

UNCHANGED

Shares20,000 from 20,000

Change0 (0%)

Value$4.0K (-$86)

Filed 2026-10-13

StoneX Group Inc.

NEW

Shares17,692

Change+17,692

Value$3.1K

Filed 2026-11-03

Apollon Wealth Management, LLC

UNCHANGED

Shares15,500 from 15,500

Change0 (0%)

Value$3.1K (+$58)

Filed 2026-10-23

LPL Financial LLC

INCREASED

Shares10,955 from 10,065

Change+890 (+9%)

Value$2.2K (+$215)

Filed 2026-11-06

Soltis Investment Advisors LLC

DECREASED

Shares10,305 from 11,604

Change-1,299 (-11%)

Value$2.1K (-$218)

Filed 2026-10-28

Code Waechter LLC

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$2.0K (+$37)

Filed 2026-10-23

SBI Securities Co., Ltd.

INCREASED

Shares2,435 from 2,287

Change+148 (+6%)

Value$488 (+$38)

Filed 2026-10-22

Barclays PLC

DECREASED

Shares4 from 2,415

Change-2,411 (-100%)

Value$1 (-$474)

Filed 2026-11-06

Jane Street Group, LLC

N/A

Shares— from 2,287,180

Change-2,287,180 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 2,033,948

Change-2,033,948 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 1,015,647

Change-1,015,647 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 904,586

Change-904,586 (-100%)

Value—

State Street Corp

N/A

Shares— from 432,800

Change-432,800 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 415,562

Change-415,562 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 319,842

Change-319,842 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 80,000

Change-80,000 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 44,888

Change-44,888 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 43,008

Change-43,008 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 34,024

Change-34,024 (-100%)

Value—

Rothschild Wealth LLC

N/A

Shares— from 34,024

Change-34,024 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 21,442

Change-21,442 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 13,500

Change-13,500 (-100%)

Value—

	Status
Geode Capital Management, LLC	UNCHANGED	1,495,777	1,495,777	0	0%	$294.5K	$300.1K	+$5.5K	2026-11-06
HighTower Advisors, LLC	INCREASED	1,031,000	896,000	+135,000	+15%	$176.3K	$206.7K	+$30.4K	2026-11-10
UBS Group AG	DECREASED	705,723	824,985	-119,262	-14%	$162.5K	$141.9K	-$20.7K	2026-11-10
Diversify Wealth Management, LLC	UNCHANGED	61,000	61,000	0	0%	$11.0K	$10.8K	-$177	2026-10-20
Diversify Advisory Services, LLC	UNCHANGED	61,000	61,000	0	0%	$11.0K	$10.8K	-$177	2026-10-20
Fairway Wealth LLC	UNCHANGED	50,000	50,000	0	0%	$9.8K	$10.0K	+$185	2026-10-30
Citigroup Inc	INCREASED	27,585	4,268	+23,317	+546%	$840	$5.5K	+$4.7K	2026-11-04
Bank of Montreal	UNCHANGED	20,000	20,000	0	0%	$3.9K	$4.0K	+$74	2026-11-09
B. Riley Wealth Advisors, Inc.	UNCHANGED	20,000	20,000	0	0%	$4.1K	$4.0K	-$86	2026-10-13
StoneX Group Inc.	NEW	17,692	—	+17,692	—	—	$3.1K	—	2026-11-03
Apollon Wealth Management, LLC	UNCHANGED	15,500	15,500	0	0%	$3.1K	$3.1K	+$58	2026-10-23
LPL Financial LLC	INCREASED	10,955	10,065	+890	+9%	$2.0K	$2.2K	+$215	2026-11-06
Soltis Investment Advisors LLC	DECREASED	10,305	11,604	-1,299	-11%	$2.3K	$2.1K	-$218	2026-10-28
Code Waechter LLC	UNCHANGED	10,000	10,000	0	0%	$2.0K	$2.0K	+$37	2026-10-23
SBI Securities Co., Ltd.	INCREASED	2,435	2,287	+148	+6%	$450	$488	+$38	2026-10-22
Barclays PLC	DECREASED	4	2,415	-2,411	-100%	$475	$1	-$474	2026-11-06
Jane Street Group, LLC	N/A	—	2,287,180	-2,287,180	-100%	$450.1K	—	—	—
Vanguard Capital Management LLC	N/A	—	2,033,948	-2,033,948	-100%	$400.7K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	1,015,647	-1,015,647	-100%	$200.1K	—	—	—
Cary Street Partners Financial LLC	N/A	—	904,586	-904,586	-100%	$178.0K	—	—	—
State Street Corp	N/A	—	432,800	-432,800	-100%	$85.2K	—	—	—
Virtu Financial LLC	N/A	—	415,562	-415,562	-100%	$82.0K	—	—	—
Northern Trust Corp	N/A	—	319,842	-319,842	-100%	$62.9K	—	—	—
Arkadios Wealth Advisors	N/A	—	80,000	-80,000	-100%	$15.7K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	44,888	-44,888	-100%	$8.8K	—	—	—
Susquehanna International Group, LLP	N/A	—	43,008	-43,008	-100%	$8.5K	—	—	—
AQR Capital Management LLC	N/A	—	34,024	-34,024	-100%	$6.7K	—	—	—
Rothschild Wealth LLC	N/A	—	34,024	-34,024	-100%	$6.7K	—	—	—
XTX Topco Ltd	N/A	—	21,442	-21,442	-100%	$4.2K	—	—	—
Osaic Holdings, Inc.	N/A	—	13,500	-13,500	-100%	$2.7K	—	—	—

Showing 30 of 30 institutions