← All institutions

Institutional Holdings

ATEC

Ownership Summary

Institutions Holding
271
Total Shares Held
183,472,559
Total Value Held
$2,618,288,447
Quarter
2026-06-30

Active Positions

Increased Positions
4
35,688,756 shares
Decreased Positions
4
3,134,404 shares
Held Positions
2
159,069 shares
New Positions
258
144,490,330 shares
Sold Out Positions
3
2,002,992 shares
Institution Shares Value Change % of Portfolio Reported
ADVENT CAPITAL MANAGEMENT /DE/ 35,108,000 $33,693,439 ▲ +31,004,000 0.76% 2026-06-30
GEODE CAPITAL MANAGEMENT, LLC 2,828,026 $59,511,256 New position 2025-12-31
EMERALD ADVISERS, LLC 1,637,729 $34,457,818 New position 2025-12-31
Jump Financial, LLC 277,700 $5,842,808 New position 2025-12-31
ARISTEIA CAPITAL, L.L.C. 12,000,000 $11,490,000 New position 0.15% 2026-06-30
EMERALD MUTUAL FUND ADVISERS TRUST 910,053 $19,147,515 New position 2025-12-31
NEW YORK STATE COMMON RETIREMENT FUND 999,603 $21,031,647 New position 2025-12-31
PARADIGM CAPITAL MANAGEMENT INC/NY 1,088,200 $9,412,930 New position 0.26% 2026-06-30
OAKTREE CAPITAL MANAGEMENT LP 9,177,000 $9,144,880 New position 0.13% 2026-06-30
Russell Investments Group, Ltd. 289,529 $6,091,725 New position 2025-12-31
PANAGORA ASSET MANAGEMENT INC 237,754 $5,002,344 New position 2025-12-31
Motley Fool Asset Management LLC 541,370 $11,390,425 New position 2025-12-31
BNP PARIBAS FINANCIAL MARKETS 708,548 $14,907,850 New position 2025-12-31
CONGRESS ASSET MANAGEMENT CO 440,638 $3,811,519 ▲ +4,923 0.02% 2026-06-30
Bank of New York Mellon Corp 329,844 $6,939,910 New position 2025-12-31
GREAT LAKES ADVISORS, LLC 278,717 $5,864,206 New position 2025-12-31
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 110,093 $2,316,357 New position 2025-12-31
KORNITZER CAPITAL MANAGEMENT INC /KS 140,000 $1,211,000 ▲ +40,000 0.03% 2026-06-30
Western Wealth Management, LLC 85,981 $1,809,041 New position 2025-12-31
ALLSTATE CORP 70,646 $611,088 New position 0.01% 2026-06-30
Police & Firemen's Retirement System of New Jersey 31,725 $667,494 New position 2025-12-31
KLP KAPITALFORVALTNING AS 25,300 $532,312 New position 2025-12-31
China Universal Asset Management Co., Ltd. 5,000 $105,200 New position 2025-12-31
AMERIPRISE FINANCIAL INC 28,591 $601,555 New position 2025-12-31
Eldridge Investment Advisors, Inc. 17,585 $369,988 New position 2025-12-31
NEUBERGER BERMAN GROUP LLC 13,020 $112,623 New position 0.00% 2026-06-30
JONES FINANCIAL COMPANIES LLLP 199 $4,187 New position 2025-12-31
NISA INVESTMENT ADVISORS, LLC 1,507 $13,036 ▼ -6,527 0.00% 2026-06-30
LOS ANGELES CAPITAL MANAGEMENT LLC 29,316 $478,730 New position 2025-12-31
Sterling Capital Management LLC 781 $16,432 New position 2025-12-31
MassMutual Private Wealth & Trust, FSB 274 $2,370 New position 0.00% 2026-06-30
HARBOR CAPITAL ADVISORS, INC. 217,382 $1,880 ▼ -319 0.13% 2026-06-30
CX Institutional 26,080 $549 New position 2025-12-31
BESSEMER GROUP INC 520 $5 Unchanged 0.00% 2026-06-30
Covestor Ltd 10 $0 New position 2025-12-31
NEXT CENTURY GROWTH INVESTORS LLC 2,418,298 $50,880,989 New position 2025-12-31
Hood River Capital Management LLC 1,138,350 $23,950,884 New position 2025-12-31
Ares Systematic Credit Ltd 0 $0 Sold out 2026-06-30
Pier Capital, LLC 229,807 $4,835,139 New position 2025-12-31
Campbell & CO Investment Adviser LLC 0 $0 Sold out 2026-06-30
Entropy Technologies, LP 12,593 $264,957 New position 2025-12-31
MARSHALL WACE, LLP 0 $0 Sold out 2026-06-30
NAVELLIER & ASSOCIATES INC 20,641 $434,287 New position 2025-12-31
VAN ECK ASSOCIATES CORP 11,318 $238 New position 2025-12-31
RiverPark Advisors, LLC 15,035 $316,336 New position 2025-12-31
Argent Trust Co 10,671 $224,518 New position 2025-12-31
CHILTON INVESTMENT CO INC. 10,325 $217,238 New position 2025-12-31
BROWN BROTHERS HARRIMAN & CO 1,000 $21,040 New position 2025-12-31
First Command Advisory Services, Inc. 455 $9,573 New position 2025-12-31
HUNTINGTON NATIONAL BANK 394 $8,290 New position 2025-12-31
BlackRock, Inc. 10,157,648 $213,716,915 New position 2025-12-31
VANGUARD GROUP INC 6,883,626 $144,831,491 New position 2025-12-31
UBS Group AG 6,621,460 $139,315,519 New position 2025-12-31
AMERICAN CENTURY COMPANIES INC 6,509,462 $136,959,122 New position 2025-12-31
ROYAL BANK OF CANADA 5,891,110 $123,950,000 New position 2025-12-31
MORGAN STANLEY 4,340,936 $91,333,321 New position 2025-12-31
DEUTSCHE BANK AG\ 3,382,350 $71,164,644 New position 2025-12-31
STATE STREET CORP 2,889,240 $60,789,610 New position 2025-12-31
Nuveen, LLC 2,873,742 $60,463,532 New position 2025-12-31
DRIEHAUS CAPITAL MANAGEMENT LLC 2,858,771 $60,148,542 New position 2025-12-31
MILLENNIUM MANAGEMENT LLC 2,225,927 $46,833,504 New position 2025-12-31
GOLDMAN SACHS GROUP INC 2,120,289 $44,610,881 New position 2025-12-31
BANK OF AMERICA CORP /DE/ 2,017,912 $42,456,870 ▼ -568,675 2025-12-31
TWO SIGMA INVESTMENTS, LP 1,968,209 $41,411,117 New position 2025-12-31
Cerity Partners LLC 1,824,489 $38,387,242 New position 2025-12-31
TWO SIGMA ADVISERS, LP 1,635,100 $34,402,504 New position 2025-12-31
TREMBLANT CAPITAL GROUP 1,624,997 $34,189,937 New position 2025-12-31
Walleye Capital LLC 1,598,847 $33,639,741 New position 2025-12-31
CITADEL ADVISORS LLC 1,553,865 $32,693,319 New position 2025-12-31
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1,450,653 $30,521,739 New position 2025-12-31
NORTHERN TRUST CORP 1,376,771 $28,967,262 New position 2025-12-31
Iron Triangle Partners LP 1,285,685 $27,050,812 New position 2025-12-31
Western Standard LLC 1,255,374 $26,413,069 New position 2025-12-31
Granite Investment Partners, LLC 1,141,113 $24,009,018 New position 2025-12-31
Point72 Asset Management, L.P. 1,099,884 $23,141,559 New position 2025-12-31
Penn Capital Management Company, LLC 1,073,090 $22,629,380 New position 2025-12-31
OBERWEIS ASSET MANAGEMENT INC/ 1,000,400 $21,048,416 New position 2025-12-31
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 995,692 $20,949,360 New position 2025-12-31
MetLife Investment Management, LLC 908,120 $19,106,845 New position 2025-12-31
TUDOR INVESTMENT CORP ET AL 897,603 $18,885,567 ▼ -903,379 2025-12-31
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 890,038 $18,726,000 New position 2025-12-31
RENAISSANCE TECHNOLOGIES LLC 870,131 $18,307,556 New position 2025-12-31
Connor, Clark & Lunn Investment Management Ltd. 864,297 $18,184,809 New position 2025-12-31
KING LUTHER CAPITAL MANAGEMENT CORP 860,155 $18,097,661 New position 2025-12-31
Motley Fool Wealth Management, LLC 837,084 $17,612,250 New position 2025-12-31
JANE STREET GROUP, LLC 813,210 $17,109,939 New position 2025-12-31
Intrinsic Edge Capital Management LLC 749,328 $15,765,861 New position 2025-12-31
First Eagle Investment Management, LLC 676,137 $14,225,922 New position 2025-12-31
M&G Plc 669,266 $14,054,586 New position 2025-12-31
NORGES BANK 649,814 $13,672,087 New position 2025-12-31
Defilade Capital Management, L.P. 626,754 $13,186,904 New position 2025-12-31
Freestone Grove Partners LP 615,420 $12,948,437 New position 2025-12-31
AQR CAPITAL MANAGEMENT LLC 604,088 $12,710,012 New position 2025-12-31
Jefferies Financial Group Inc. 595,937 $12,538,514 New position 2025-12-31
JPMORGAN CHASE & CO 579,066 $12,183,548 New position 2025-12-31
BANK OF MONTREAL /CAN/ 558,826 $11,757,699 New position 2025-12-31
FIRST TRUST ADVISORS LP 545,602 $11,479,466 New position 2025-12-31
FMR LLC 480,632 $10,112,488 New position 2025-12-31
Trexquant Investment LP 419,882 $8,834,317 New position 2025-12-31
Rockefeller Capital Management L.P. 806,456 $8,535,003 New position 2025-12-31
PDT Partners, LLC 400,892 $8,434,768 New position 2025-12-31
Caption Management, LLC 394,000 $8,289,760 New position 2025-12-31
Squarepoint Ops LLC 376,158 $7,914,364 New position 2025-12-31
Lisanti Capital Growth, LLC 372,407 $7,835,443 New position 2025-12-31
SEI INVESTMENTS CO 368,765 $7,758,810 New position 2025-12-31
Invesco Ltd. 317,143 $6,672,688 New position 2025-12-31
PNC FINANCIAL SERVICES GROUP, INC. 313,676 $6,599,744 New position 2025-12-31
ROYCE & ASSOCIATES LP 302,678 $6,368,345 New position 2025-12-31
Rock Springs Capital Management LP 302,500 $6,364,600 New position 2025-12-31
LPL Financial LLC 301,256 $6,338,426 New position 2025-12-31
MERCER GLOBAL ADVISORS INC /ADV 296,389 $6,236,022 New position 2025-12-31
CASTLEARK MANAGEMENT LLC 296,160 $6,231,206 New position 2025-12-31
PRUDENTIAL FINANCIAL INC 294,514 $6,196,575 New position 2025-12-31
Parkman Healthcare Partners LLC 277,181 $5,831,888 New position 2025-12-31
D. E. Shaw & Co., Inc. 270,113 $5,683,178 New position 2025-12-31
OCCUDO QUANTITATIVE STRATEGIES LP 269,798 $5,676,550 New position 2025-12-31
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 265,330 $5,582,544 New position 2025-12-31
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 250,675 $5,274,202 New position 2025-12-31
Swiss National Bank 233,500 $4,912,840 New position 2025-12-31
Voleon Capital Management LP 229,715 $4,833,204 New position 2025-12-31
Engineers Gate Manager LP 229,209 $4,822,557 New position 2025-12-31
Informed Momentum Co LLC 212,278 $4,466,329 New position 2025-12-31
BARCLAYS PLC 209,266 $4,402,956 New position 2025-12-31
FEDERATED HERMES, INC. 205,239 $4,318,229 New position 2025-12-31
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 203,000 $4,271,120 New position 2025-12-31
MARATHON CAPITAL MANAGEMENT 198,900 $4,184,856 New position 2025-12-31
OSSIAM 192,100 $4,041,784 New position 2025-12-31
CANADA PENSION PLAN INVESTMENT BOARD 178,100 $3,747,224 New position 2025-12-31
STATE OF WISCONSIN INVESTMENT BOARD 177,921 $3,743,458 New position 2025-12-31
Universal- Beteiligungs- und Servicegesellschaft mbH 175,423 $3,690,900 New position 2025-12-31
PERKINS CAPITAL MANAGEMENT INC 171,747 $3,613,557 New position 2025-12-31
Blackstone Inc. 161,900 $3,406,376 New position 2025-12-31
Invst, LLC 158,549 $3,335,871 Unchanged 2025-12-31
RHUMBLINE ADVISERS 145,856 $3,068,820 New position 2025-12-31
WELLS FARGO & COMPANY/MN 141,807 $2,983,619 New position 2025-12-31
Verition Fund Management LLC 140,355 $2,953,069 New position 2025-12-31
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 135,769 $2,856,580 New position 2025-12-31
OSAIC HOLDINGS, INC. 135,761 $2,856,375 New position 2025-12-31
Schonfeld Strategic Advisors LLC 125,816 $2,647,167 New position 2025-12-31
ALLIANCEBERNSTEIN L.P. 125,130 $2,632,735 New position 2025-12-31
Legal & General Group Plc 121,676 $2,560,063 New position 2025-12-31
PHILLIPS FINANCIAL MANAGEMENT, LLC 119,166 $2,507,252 New position 2025-12-31
Qube Research & Technologies Ltd 114,009 $2,398,749 New position 2025-12-31
PRINCIPAL FINANCIAL GROUP INC 109,771 $2,309,582 New position 2025-12-31
Cannell & Spears LLC 100,000 $2,104,000 New position 2025-12-31
COURIER CAPITAL LLC 99,000 $2,082,960 New position 2025-12-31
POLEN CAPITAL MANAGEMENT LLC 95,761 $2,014,811 New position 2025-12-31
J. Goldman & Co LP 93,000 $1,956,720 New position 2025-12-31
ENVESTNET ASSET MANAGEMENT INC 82,382 $1,733,307 New position 2025-12-31
F/m Investments LLC 80,695 $1,697,823 New position 2025-12-31
Jain Global LLC 75,511 $1,588,751 New position 2025-12-31
Y-Intercept (Hong Kong) Ltd 75,365 $1,585,680 New position 2025-12-31
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 72,760 $1,530,870 New position 2025-12-31
HighTower Advisors, LLC 68,680 $1,445,027 New position 2025-12-31
FRANKLIN RESOURCES INC 64,774 $1,362,845 New position 2025-12-31
CAPTRUST FINANCIAL ADVISORS 63,921 $1,344,898 New position 2025-12-31
MANUFACTURERS LIFE INSURANCE COMPANY, THE 62,471 $1,314,390 New position 2025-12-31
Gotham Asset Management, LLC 60,146 $1,265,472 New position 2025-12-31
FRED ALGER MANAGEMENT, LLC 58,817 $1,237,510 New position 2025-12-31
IEQ CAPITAL, LLC 58,642 $1,233,828 New position 2025-12-31
FIFTH LANE CAPITAL, LP 58,600 $1,232,944 New position 2025-12-31
Avid Wealth Partners LLC 58,129 $1,223,034 New position 2025-12-31
STIFEL FINANCIAL CORP 58,042 $1,221,204 New position 2025-12-31
DEERFIELD MANAGEMENT COMPANY, L.P. 57,277 $1,205,108 New position 2025-12-31
INTECH INVESTMENT MANAGEMENT LLC 57,096 $1,201,300 New position 2025-12-31
HighMark Wealth Management LLC 54,120 $1,138,684 New position 2025-12-31
FirstWave Capital Management LLC 52,726 $1,109,355 New position 2025-12-31
XTX Topco Ltd 50,826 $1,069,379 New position 2025-12-31
Parallax Volatility Advisers, L.P. 50,000 $1,052,000 New position 2025-12-31
JANUS HENDERSON GROUP PLC 49,743 $1,046,841 New position 2025-12-31
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 45,445 $956,163 New position 2025-12-31
Zurcher Kantonalbank (Zurich Cantonalbank) 43,131 $907,476 New position 2025-12-31
Creative Planning 42,719 $898,808 New position 2025-12-31
PEAK6 LLC 42,443 $893,001 New position 2025-12-31
Valeo Financial Advisors, LLC 41,296 $868,875 New position 2025-12-31
FOCUSED ALPHA, LLC 40,220 $846,229 New position 2025-12-31
M&T BANK CORP 17,686 $843,601 New position 2025-12-31
RAYMOND JAMES FINANCIAL INC 36,148 $760,554 New position 2025-12-31
Numerai GP LLC 35,976 $756,935 New position 2025-12-31
VOYA INVESTMENT MANAGEMENT LLC 35,343 $743,616 New position 2025-12-31
Brevan Howard Capital Management LP 33,796 $711,068 New position 2025-12-31
Graham Capital Management, L.P. 33,476 $704,335 New position 2025-12-31
Arizona State Retirement System 33,262 $699,832 New position 2025-12-31
Susquehanna Portfolio Strategies, LLC 32,375 $681,170 New position 2025-12-31
Walleye Trading LLC 32,300 $679,592 New position 2025-12-31
Versor Investments LP 30,584 $643,487 New position 2025-12-31
OXFORD FINANCIAL GROUP, LTD. LLC 30,000 $631,200 New position 2025-12-31
TRUIST FINANCIAL CORP 29,511 $620,912 New position 2025-12-31
COMMONWEALTH EQUITY SERVICES, LLC 29,372 $617,990 New position 2025-12-31
Cetera Investment Advisers 24,650 $518,637 New position 2025-12-31
Pure Financial Advisors, LLC 24,576 $517,079 New position 2025-12-31
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 23,954 $503,992 New position 2025-12-31
Mitsubishi UFJ Asset Management Co., Ltd. 23,931 $496,808 New position 2025-12-31
Segment Wealth Management, LLC 22,945 $482,763 New position 2025-12-31
DARK FOREST CAPITAL MANAGEMENT LP 22,240 $467,930 New position 2025-12-31
Aquatic Capital Management LLC 21,520 $452,781 New position 2025-12-31
ProShare Advisors LLC 21,470 $451,729 New position 2025-12-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6,590 $449,242 New position 2025-12-31
FIFTH THIRD BANCORP 21,089 $443,713 New position 2025-12-31
AXQ CAPITAL, LP 20,955 $440,893 New position 2025-12-31
NBC SECURITIES, INC. 20,513 $431,593 New position 2025-12-31
Rhenman & Partners Asset Management AB 20,000 $420,800 New position 2025-12-31
Atria Investments, Inc 19,795 $416,487 New position 2025-12-31
Merit Financial Group, LLC 19,696 $414,404 New position 2025-12-31
Lighthouse Financial LLC 18,970 $399,129 New position 2025-12-31
Birchview Capital, LP 18,058 $379,940 New position 2025-12-31
Pictet Asset Management Holding SA 17,461 $367,379 New position 2025-12-31
Quantinno Capital Management LP 15,965 $335,904 New position 2025-12-31
VOLORIDGE INVESTMENT MANAGEMENT, LLC 15,242 $320,692 New position 2025-12-31
OPPENHEIMER ASSET MANAGEMENT INC. 15,075 $317,178 New position 2025-12-31
Mariner, LLC 14,943 $314,302 New position 2025-12-31
Neo Ivy Capital Management 14,589 $306,952 New position 2025-12-31
Belpointe Asset Management LLC 14,050 $295,612 New position 2025-12-31
VICTORY CAPITAL MANAGEMENT INC 13,316 $280,169 New position 2025-12-31
Ballentine Partners, LLC 12,772 $268,723 New position 2025-12-31
PharVision Advisers, LLC 12,179 $256,246 New position 2025-12-31
AlphaQuest LLC 12,069 $253,932 New position 2025-12-31
Avidian Wealth Enterprises, LLC 11,543 $242,865 New position 2025-12-31
Tower Research Capital LLC (TRC) 10,882 $228,957 New position 2025-12-31
EntryPoint Capital, LLC 10,634 $223,739 New position 2025-12-31
R Squared Ltd 10,482 $220,541 New position 2025-12-31
STEPHENS INC /AR/ 10,473 $220,352 New position 2025-12-31
Pathstone Holdings, LLC 9,850 $207,244 New position 2025-12-31
Ameritas Investment Partners, Inc. 9,692 $203,920 New position 2025-12-31
INCEPTIONR LLC 9,654 $203,120 New position 2025-12-31
Tidemark, LLC 9,054 $190,496 New position 2025-12-31
CIBC Private Wealth Group LLC 8,895 $187,151 New position 2025-12-31
Destiny Wealth Partners, LLC 10,000 $156,800 New position 2025-12-31
LAZARD ASSET MANAGEMENT LLC 6,965 $146,544 New position 2025-12-31
CITIGROUP INC 6,100 $128,344 New position 2025-12-31
BNP Paribas Asset Management Holding S.A. 3,176,818 $66,841 New position 2025-12-31
Arax Advisory Partners 3,059 $64,361 New position 2025-12-31
MCF Advisors LLC 2,790 $58,702 New position 2025-12-31
MAI Capital Management 2,518 $52,979 New position 2025-12-31
Larson Financial Group LLC 2,293 $48,245 New position 2025-12-31
COMERICA BANK 2,283 $48,043 New position 2025-12-31
Allworth Financial LP 2,105 $44,290 New position 2025-12-31
State of Wyoming 1,766 $37,157 New position 2025-12-31
EverSource Wealth Advisors, LLC 1,649 $34,695 New position 2025-12-31
US BANCORP \DE\ 959 $20,177 New position 2025-12-31
Quarry LP 917 $19,294 New position 2025-12-31
QUADRANT CAPITAL GROUP LLC 696 $14,644 New position 2025-12-31
Elequin Capital, LP 529 $11,130 New position 2025-12-31
Optiver Holding B.V. 474 $9,973 New position 2025-12-31
Parallel Advisors, LLC 335 $7,048 New position 2025-12-31
Global Retirement Partners, LLC 299 $6,291 New position 2025-12-31
ROTHSCHILD INVESTMENT LLC 227 $4,776 New position 2025-12-31
ALGERT GLOBAL LLC 209,158 $4,401 New position 2025-12-31
Smartleaf Asset Management LLC 194 $4,047 New position 2025-12-31
SBI Securities Co., Ltd. 150 $3,156 New position 2025-12-31
Golden State Wealth Management, LLC 144 $3,030 New position 2025-12-31
IFP Advisors, Inc 118 $2,483 ▲ +70 2025-12-31
Parkside Financial Bank & Trust 105 $2,210 New position 2025-12-31
Physician Wealth Advisors, Inc. 101 $2,126 New position 2025-12-31
Steward Partners Investment Advisory, LLC 100 $2,104 New position 2025-12-31
PRICE T ROWE ASSOCIATES INC /MD/ 93,651 $1,971 New position 2025-12-31
Johnson Financial Group, Inc. 93 $1,957 New position 2025-12-31
CWM, LLC 74,754 $1,572 New position 2025-12-31
HRT FINANCIAL LP 68,430 $1,439 New position 2025-12-31
Sunbelt Securities, Inc. 55 $1,157 New position 2025-12-31
Clearstead Advisors, LLC 31 $653 New position 2025-12-31
PRIVATE TRUST CO NA 28 $590 New position 2025-12-31
Bare Financial Services, Inc 24 $505 New position 2025-12-31
Keating Financial Advisory Services, Inc. 18 $379 New position 2025-12-31
Godfrey Financial Associates, Inc. 15 $316 New position 2025-12-31
Cambridge Investment Research Advisors, Inc. 14,844 $312 New position 2025-12-31
CANADA LIFE ASSURANCE Co 13,073 $275 New position 2025-12-31
KBC Group NV 8,236 $174 New position 2025-12-31
ACADIAN ASSET MANAGEMENT LLC 7,724 $162 New position 2025-12-31
DV Trading LLC 7 $147 New position 2025-12-31
AMALGAMATED BANK 3,691 $78 New position 2025-12-31