AtlasClear Holdings, Inc.
ATCH- Exchange
- NYSE
- Industry
- Finance Services
- SEC CIK
- 0001963088
No open-market purchases or sales by AtlasClear Holdings, Inc. insiders were filed in the last 90 days; 29 institutions reported holding it in 13F filings for Q2 2026, worth $2.20M in total; no superinvestor holds it.
Other share classesATCHW
13F holders, Q1 2026
Institutional positions in AtlasClear Holdings, Inc. as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 25
- +2 vs. Q4 2025
- Shares held
- 8.70M
- +2.78M (+47.0%) vs. Q4 2025
- Total value
- $1.73M
- +$249.9K (+16.8%) vs. Q4 2025
- New holders
- 8
- 7 more added
- Sold out
- 6
- 3 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ATCH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 29 | $2.20M |
| Q1 2026 | 25 | $1.73M |
| Q4 2025 | 24 | $2.06M |
| Q3 2025 | 26 | $1.45M |
| Q2 2025 | 10 | $74.0K |
| Q1 2025 | 9 | $162.0K |
| Q4 2024 | 9 | $105.1K |
| Q3 2024 | 10 | $231.4K |
| Q2 2024 | 10 | $789.6K |
| Q1 2024 | 6 | $987.8K |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding AtlasClear Holdings, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sound Income Strategies, LLC | 1 | $0 | 0.00% | +1 | New |
| SBI Securities Co., Ltd. | 97 | $19 | 0.00% | −1,002−91.2% | Reduced |
| Citigroup Inc | 790 | $157 | 0.00% | +254+47.4% | Added |
| MAI Capital Management | 7,500 | $1.49K | 0.00% | 00.0% | Unchanged |
| Code Waechter LLC | 10,000 | $1.99K | 0.00% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 11,604 | $2.31K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 13,500 | $2.68K | 0.00% | −1,000−6.9% | Reduced |
| National Asset Management, Inc. | 20,000 | $3.71K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 18,902 | $3.76K | 0.00% | +9,170+94.2% | Added |
| Bank of Montreal | 20,000 | $3.98K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 40,000 | $7.95K | 0.00% | +40,000 | New |
| Virtu Financial LLC | 47,768 | $9.00K | 0.00% | −352,521−88.1% | Reduced |
| Fairway Wealth LLC | 50,000 | $9.94K | 0.00% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 61,000 | $17.8K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 93,172 | $18.5K | 0.00% | +93,172 | New |
| Sentinus, LLC | 93,172 | $18.5K | 0.00% | +93,172 | New |
| State Street Corp | 232,800 | $46.3K | 0.00% | +232,800 | New |
| Cary Street Partners Financial LLC | 254,586 | $50.6K | 0.00% | +254,586 | New |
| Northern Trust Corp | 332,381 | $66.1K | 0.00% | +161,756+94.8% | Added |
| Vanguard Fiduciary Trust Co | 747,875 | $148.8K | 0.00% | +747,875 | New |
| HighTower Advisors, LLC | 833,574 | $165.7K | 0.00% | +19,674+2.4% | Added |
| UBS Group AG | 860,583 | $171.3K | 0.00% | +27,198+3.3% | Added |
| Geode Capital Management, LLC | 1,508,963 | $300.1K | 0.00% | +329,648+28.0% | Added |
| Vanguard Capital Management LLC | 1,564,152 | $311.3K | 0.00% | +1,564,152 | New |
| Jane Street Group, LLC | 1,873,551 | $372.5K | 0.00% | +952,300+103.4% | Added |
| Cable Car Capital LLC | 0 | $0 | 0.00% | −1,177,833−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −124,000−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −44,140−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −22,152−100.0% | Sold out |
| Whelan Financial | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −1,096−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |