A total of 4 institutions have reported a stake in AtlasClear Holdings, Inc. (NYSE:ATCH) as of December 2025, according to recent 13F filings with the SEC.
| Owner Name | Date | Shares Held | Change (QoQ) | Change (%) | Value (USD) |
|---|---|---|---|---|---|
| UBS Group AG | 30 Sep, 2025 | 814,747 | 784,598 | 2,602.40% | $415,521.00 |
| HighTower Advisors, LLC | 30 Sep, 2025 | 570,000 | 349,500 | 158.50% | $290,700.00 |
| VANGUARD GROUP INC | 30 Sep, 2025 | 411,653 | 411,653 | 0.00% | $209,943.00 |
| Virtu Financial LLC | 30 Sep, 2025 | 277,879 | 277,879 | 0.00% | $142.00 |
| GEODE CAPITAL MANAGEMENT, LLC | 30 Sep, 2025 | 140,302 | 124,060 | 763.82% | $71,553.00 |
| Prospera Financial Services Inc | 30 Sep, 2025 | 124,000 | 124,000 | 0.00% | $63,240.00 |
| CITIGROUP INC | 30 Sep, 2025 | 70,766 | 70,766 | 0.00% | $36,091.00 |
| TWO SIGMA SECURITIES, LLC | 30 Sep, 2025 | 65,269 | 65,269 | 0.00% | $33,287.00 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 30 Sep, 2025 | 61,000 | 61,000 | 0.00% | $21,460.00 |
| Dakota Wealth Management | 30 Sep, 2025 | 50,000 | 50,000 | 0.00% | $25,500.00 |
| Fairway Wealth LLC | 30 Sep, 2025 | 50,000 | 50,000 | 0.00% | $25,500.00 |
| JANE STREET GROUP, LLC | 30 Sep, 2025 | 47,903 | 10,274 | 27.30% | $24,431.00 |
| Synergy Asset Management, LLC | 30 Sep, 2025 | 31,303 | 31,303 | 0.00% | $15,965.00 |
| TWO SIGMA INVESTMENTS, LP | 30 Sep, 2025 | 24,266 | 24,266 | 0.00% | $12,376.00 |
| BANK OF MONTREAL /CAN/ | 30 Sep, 2025 | 20,000 | 0 | 0.00% | $10,200.00 |
| Whelan Financial | 30 Sep, 2025 | 20,000 | 20,000 | 0.00% | $10,200.00 |
| OSAIC HOLDINGS, INC. | 30 Sep, 2025 | 13,500 | 13,500 | 0.00% | $6,885.00 |
| Soltis Investment Advisors LLC | 30 Sep, 2025 | 11,604 | 11,604 | 0.00% | $5,918.00 |
| B. Riley Wealth Advisors, Inc. | 30 Sep, 2025 | 10,000 | 10,000 | 0.00% | $5,100.00 |
| Code Waechter LLC | 30 Sep, 2025 | 10,000 | 0 | 0.00% | $4,016.00 |