HolderBook

ATERIAN INC (ATER)

Institutional ownership reported to the SEC as of Q2 2026, across 23 quarters.

27
Reporting holders
$1.0M
Reported value
3.9%
Of shares outstanding
3.1%
Calls
7.4%
Puts
+0
Holder change

Institutions report 709,677 shares against 17,966,910 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.

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

Download these holders as CSV

FilerValueShares Their book Held Change
RENAISSANCE TECHNOLOGIES LLC$294.4K223,0300.00%5q+358.5%+$230.2K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$137.6K47,8180.00%10q+29.3%+$31.1K
BlackRock, Inc.$95.4K72,2890.00%8qHELD
GEODE CAPITAL MANAGEMENT, LLC$80.7K61,1280.00%10q-54.3%-$96.1K
VANGUARD CAPITAL MANAGEMENT LLC$75.3K57,0470.00%2qHELD
BRIDGEWAY CAPITAL MANAGEMENT, LLC$69.3K52,5000.00%newNEW
JANE STREET GROUP, LLC$65.1K49,3480.00%4q+53.3%+$22.7K
STATE STREET CORP$63.4K48,0140.00%10q+100.0%+$31.7K
XTX Topco Ltd$41.3K31,2800.00%5q-46.0%-$35.2K
VANGUARD FIDUCIARY TRUST CO$34.3K25,9940.00%2qHELD
GROUP ONE TRADING LLC$18.5Koptions only0.00%newOPTIONS
NORTHERN TRUST CORP$17.4K13,1650.00%10q+21.0%+$3.0K
UBS Group AG$16.8K12,7040.00%10q+131.0%+$9.5K
IMC-Chicago, LLC$14.0Koptions only0.00%newOPTIONS
SIMPLEX TRADING, LLC$10.8K6,1720.00%newNEW
Tower Research Capital LLC (TRC)$5.0K3,7950.00%10q+158.9%+$3.1K
JPMORGAN CHASE & CO$3.7K2,7840.00%10qHELD
Vanguard Global Advisers, LLC$2.1K1,5740.00%2qHELD
OSAIC HOLDINGS, INC.$7655810.00%10q+151.5%
SBI Securities Co., Ltd.$4113110.00%7q-1.3%
BNP PARIBAS FINANCIAL MARKETS$96730.00%10qHELD
STANCE CAPITAL LLC$48360.00%2qHELD
PROATHLETE WEALTH MANAGEMENT LLC$27210.00%6qHELD
MERCER GLOBAL ADVISORS INC /ADV$13100.00%newNEW
MORGAN STANLEY$210.00%10qHELD
NATIONAL BANK OF CANADA /FI/$110.00%10qHELD
TD Waterhouse Canada Inc.$110.00%3qHELD

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-10-0213DMichelle Chiam Sin Ling INDIVIDUAL10.0%
2026-10-0213DChang Woei Jiann INDIVIDUAL10.0%
2026-09-2913D/ALazar David E. INDIVIDUAL3.1%
2026-09-1013DLazar David E. INDIVIDUAL95.7%

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.

FiledEvent dateWhatSource
2026-10-052026-10-02Directors or officers departed or appointed Auditor changedfiling
2026-09-292026-09-23Change of control Directors or officers departed or appointedfiling
2026-09-082026-09-02Delisting notice Directors or officers departed or appointedfiling

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202627$1.0M709,67768310.5%
Q1 202627$311.8K530,1014442.6%
Q4 202530$343.3K482,5375782.1%
Q3 202532$656.5K585,4097576.6%
Q2 202530$1.2M644,93073119.8%
Q1 202531$2.2M861,210612419.2%
Q4 202431$2.5M758,962251027.4%
Q3 202431$2.9M748,28375626.3%
Q2 202429$2.6M672,59275328.2%
Q1 202428$2.1M533,286291031.6%
Q4 202345$2.6M6,451,001471312.4%
Q3 202342$2.7M7,330,822231811.8%
Q2 202360$5.1M10,034,6271652510.0%
Q1 202363$14.5M15,021,1579161711.6%
Q4 202270$20.1M14,976,13510241342.4%
Q3 202277$34.0M21,161,30211252219.9%
Q2 202280$42.4M13,842,87023251529.9%
Q1 202278$56.4M19,468,13412232616.6%
Q4 202182$68.8M10,862,86919262135.3%
Q3 202188$228.5M12,602,11428291741.0%
Q2 202186$210.7M11,177,061901022.4%
Q1 20213$392.0K13,4902010.0%
Q4 20201$21.0K1,2700000.0%