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Institutional Holdings
ATCHOwnership Summary
Institutions Holding
30
Total Shares Held
10,269,352
Total Value Held
$1,938,335
Quarter
2026-06-30
Active Positions
Increased Positions
8
4,171,571 shares
Decreased Positions
5
2,708,652 shares
Held Positions
7
186,104 shares
New Positions
8
3,203,025 shares
Sold Out Positions
2
7,501 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | 2,287,180 | $450,117 | ▲ +413,629 | 0.00% | 2026-06-30 |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,033,948 | $400,688 | New position | 0.00% | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,495,777 | $294,510 | ▼ -13,186 | 0.00% | 2026-06-30 |
| VANGUARD FIDUCIARY TRUST CO | 1,015,647 | $200,082 | New position | 0.00% | 2026-06-30 |
| CARY STREET PARTNERS FINANCIAL LLC | 904,586 | $178,023 | ▲ +650,000 | 0.00% | 2026-06-30 |
| UBS Group AG | 824,985 | $162,522 | ▼ -35,598 | 0.00% | 2026-06-30 |
| STATE STREET CORP | 432,800 | $85,175 | ▲ +200,000 | 0.00% | 2026-06-30 |
| NORTHERN TRUST CORP | 319,842 | $62,945 | ▼ -12,539 | 0.00% | 2026-06-30 |
| Arkadios Wealth Advisors | 80,000 | $15,744 | ▲ +40,000 | 0.00% | 2026-06-30 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 61,000 | $10,980 | Unchanged | 0.00% | 2026-06-30 |
| Diversify Advisory Services, LLC | 61,000 | $10,980 | New position | 0.00% | 2026-06-30 |
| Fairway Wealth LLC | 50,000 | $9,840 | Unchanged | 0.00% | 2026-06-30 |
| Tower Research Capital LLC (TRC) | 44,888 | $8,834 | ▲ +25,986 | 0.00% | 2026-06-30 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 43,008 | $8,464 | New position | 0.00% | 2026-06-30 |
| Rothschild Wealth LLC | 34,024 | $6,696 | ▼ -59,148 | 0.00% | 2026-06-30 |
| AQR CAPITAL MANAGEMENT LLC | 34,024 | $6,696 | ▼ -59,148 | 0.00% | 2026-06-30 |
| XTX Topco Ltd | 21,442 | $4,220 | New position | 0.00% | 2026-06-30 |
| B. Riley Wealth Advisors, Inc. | 20,000 | $4,096 | Unchanged | 0.00% | 2026-06-30 |
| BANK OF MONTREAL /CAN/ | 20,000 | $3,936 | Unchanged | 0.00% | 2026-06-30 |
| Apollon Wealth Management, LLC | 15,500 | $3,050 | New position | 0.00% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 13,500 | $2,657 | Unchanged | 0.00% | 2026-06-30 |
| Soltis Investment Advisors LLC | 11,604 | $2,284 | Unchanged | 0.00% | 2026-06-30 |
| LPL Financial LLC | 10,065 | $1,981 | New position | 0.00% | 2026-06-30 |
| Code Waechter LLC | 10,000 | $1,968 | Unchanged | 0.00% | 2026-06-30 |
| CITIGROUP INC | 4,268 | $840 | ▲ +3,478 | 0.00% | 2026-06-30 |
| BARCLAYS PLC | 2,415 | $475 | New position | 0.00% | 2026-06-30 |
| SBI Securities Co., Ltd. | 2,287 | $450 | ▲ +2,190 | 0.00% | 2026-06-30 |
| Virtu Financial LLC | 415,562 | $82 | ▲ +367,794 | 0.00% | 2026-06-30 |
| MAI Capital Management | 0 | $0 | Sold out | 2026-06-30 | |
| Sound Income Strategies, LLC | 0 | $0 | Sold out | 2026-06-30 |