← All institutions

Institutional Holdings

ATHE

Ownership Summary

Institutions Holding
18
Total Shares Held
390,170
Total Value Held
$1,992,449
Quarter
2026-06-30

Active Positions

Increased Positions
4
172,901 shares
Decreased Positions
0
0 shares
Held Positions
6
199,695 shares
New Positions
8
17,574 shares
Sold Out Positions
0
0 shares
Institution Shares Value Change % of Portfolio Reported
Twin Lakes Capital Management, LLC 139,258 $747,815 Unchanged 0.29% 2026-06-30
MORGAN STANLEY 63,065 $338,660 ▲ +4,683 0.00% 2026-06-30
GREENLEAF TRUST 62,000 $332,940 ▲ +30,000 0.00% 2026-06-30
HB Wealth Management, LLC 58,460 $313,930 Unchanged 0.00% 2026-06-30
CITADEL ADVISORS LLC 37,597 $201,896 ▲ +17,520 0.00% 2026-06-30
BNP PARIBAS FINANCIAL MARKETS 10,239 $54,983 ▲ +3,430 0.00% 2026-06-30
Providence Capital Advisors, LLC 200 $1,074 New position 0.00% 2026-06-30
Integrated Wealth Concepts LLC 73 $392 New position 0.00% 2026-06-30
OSAIC HOLDINGS, INC. 68 $362 Unchanged 0.00% 2026-06-30
Blue Trust, Inc. 40 $215 Unchanged 0.00% 2026-06-30
HRT FINANCIAL LP 17,292 $92 New position 0.00% 2026-06-30
Steward Partners Investment Advisory, LLC 6 $32 Unchanged 0.00% 2026-06-30
UBS Group AG 5 $27 New position 0.00% 2026-06-30
ACADIAN ASSET MANAGEMENT LLC 1,863 $10 Unchanged 0.00% 2026-06-30
Cranbrook Wealth Management, LLC 1 $6 New position 0.00% 2026-06-30
Caitong International Asset Management Co., Ltd 1 $5 New position 0.00% 2026-06-30
DANSKE BANK A/S 1 $5 New position 0.00% 2026-06-30
CITIGROUP INC 1 $5 New position 0.00% 2026-06-30