ATLASCLEAR HOLDINGS INC (ATCH)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
Institutions report 11,598,152 shares against 150,337,774 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Share count carried from an earlier filing (cy2026q1i).
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | $450.1K | 2,287,180 | 0.00% | 5q | +22.1%+$81.4K |
| VANGUARD CAPITAL MANAGEMENT LLC | $400.7K | 2,033,948 | 0.00% | 2q | +30.0%+$92.5K |
| GEODE CAPITAL MANAGEMENT, LLC | $294.5K | 1,495,777 | 0.00% | 5q | -0.9%-$2.6K |
| VANGUARD FIDUCIARY TRUST CO | $200.1K | 1,015,647 | 0.00% | 2q | +35.8%+$52.8K |
| CARY STREET PARTNERS FINANCIAL LLC | $178.0K | 904,586 | 0.00% | 2q | +255.3%+$127.9K |
| HighTower Advisors, LLC | $176.3K | 896,000 | 0.00% | 6q | +7.5%+$12.3K |
| STATE STREET CORP | $170.3K | 865,600 | 0.00% | 2q | +271.8%+$124.5K |
| UBS Group AG | $162.5K | 824,985 | 0.00% | 6q | -4.1%-$7.0K |
| Virtu Financial LLC | $82.0K | 415,562 | 0.00% | 4q | +770.0%+$72.6K |
| NORTHERN TRUST CORP | $62.9K | 319,842 | 0.00% | 3q | -3.8%-$2.5K |
| Arkadios Wealth Advisors | $15.7K | 80,000 | 0.00% | 2q | +100.0%+$7.9K |
| Diversify Advisory Services, LLC | $11.0K | 61,000 | 0.00% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $11.0K | 61,000 | 0.00% | 4q | HELD |
| Fairway Wealth LLC | $9.8K | 50,000 | 0.00% | 4q | HELD |
| Tower Research Capital LLC (TRC) | $8.8K | 44,888 | 0.00% | 6q | +137.5%+$5.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $8.5K | 43,008 | 0.00% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $6.7K | 34,024 | 0.00% | 2q | -63.5%-$11.6K |
| Rothschild Wealth LLC | $6.7K | 34,024 | 0.00% | 2q | -63.5%-$11.6K |
| XTX Topco Ltd | $4.2K | 21,442 | 0.00% | new | NEW |
| B. Riley Wealth Advisors, Inc. | $4.1K | 20,000 | 0.00% | 4q | HELD |
| BANK OF MONTREAL /CAN/ | $3.9K | 20,000 | 0.00% | 6q | HELD |
| Apollon Wealth Management, LLC | $3.0K | 15,500 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $2.7K | 13,500 | 0.00% | 4q | HELD |
| Soltis Investment Advisors LLC | $2.3K | 11,604 | 0.00% | 4q | HELD |
| LPL Financial LLC | $2.0K | 10,065 | 0.00% | new | NEW |
| Code Waechter LLC | $2.0K | 10,000 | 0.00% | 6q | HELD |
| CITIGROUP INC | $840 | 4,268 | 0.00% | 4q | +440.3% |
| BARCLAYS PLC | $475 | 2,415 | 0.00% | new | NEW |
| SBI Securities Co., Ltd. | $450 | 2,287 | 0.00% | 7q | +2257.7% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-16 | 2026-09-11 | Material agreement entered | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 29 | $2.3M | 11,598,152 | 6 | 11 | 5 | 0.0% |
| Q1 2026 | 24 | $1.7M | 8,695,970 | 5 | 7 | 3 | 0.0% |
| Q4 2025 | 24 | $2.1M | 8,225,984 | 3 | 10 | 2 | 0.0% |
| Q3 2025 | 26 | $1.4M | 2,854,940 | 17 | 5 | 2 | 0.0% |
| Q2 2025 | 10 | $74.0K | 385,497 | 4 | 2 | 1 | 0.0% |
| Q1 2025 | 9 | $162.0K | 242,011 | 8 | 0 | 1 | 0.0% |
| Q4 2024 | 8 | $105.1K | 656,256 | 2 | 1 | 1 | 0.0% |
| Q3 2024 | 10 | $231.4K | 1,131,635 | 4 | 2 | 1 | 0.0% |
| Q2 2024 | 10 | $789.6K | 759,845 | 5 | 3 | 1 | 0.0% |
| Q1 2024 | 6 | $987.8K | 617,359 | 6 | 0 | 0 | 0.0% |