undamentalytics Newsletter

Atlasclear Holdings, Inc.: which funds bought and sold

Institutions that bought and sold Atlasclear Holdings shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 17 institutions that filed 13F reports for both quarters added to or opened positions in Atlasclear Holdings, and 6 cut or closed them. Together they added a net 2.5M shares, +28.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 59K shares (−63.5%); index fund managers were net buyers of 912K shares (+20.8%). 6 opened a new position and 1 sold out entirely.

Bought, Q2 2026 17 institutions, 6 of them new holders Sold, Q2 2026 6 institutions, 1 of them sold out
Net change, all compared +2.5M shares (+28.4%)
Net change, active managers −59K shares (−63.5%), 0 bought, 1 sold

Buyers versus sellers

institutions compared, 30
Active managers and hedge funds 0 bought · 1 sold · −59K
Index fund managers 3 bought · 2 sold · +912K
Other institutions 14 bought · 3 sold · +1.6M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Cary Street Partners Financial LLC +650K +255.3% 905K $178,023
Vanguard Capital Management LLC Index funds +470K +30.0% 2.0M $400,688
Jane Street Group, LLC +414K +22.1% 2.3M $450,117
Virtu Financial LLC +368K +770.0% 416K $82,000
Vanguard Fiduciary Trust Co Index funds +268K +35.8% 1.0M $200,082
State Street Corp Index funds +200K +85.9% 433K $85,175
Hightower Advisors, LLC +62K +7.5% 896K $176,333
Diversify Advisory Services, LLC +61K New position 61K $10,980
Susquehanna International Group, LLP +43K New position 43K $8,464
Arkadios Wealth Advisors +40K +100.0% 80K $15,744
Tower Research Capital LLC (TRC) +26K +137.5% 45K $8,834
Xtx Topco Ltd +21K New position 21K $4,220
Apollon Wealth Management, LLC +16K New position 16K $3,050
LPL Financial LLC +10K New position 10K $1,981
Citigroup Inc +3,478 +440.3% 4,268 $840
Barclays PLC +2,415 New position 2,415 $475
Sbi Securities Co., Ltd. +2,190 +2257.7% 2,287 $450

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
AQR Capital Management LLC Hedge fund −59K −63.5% 34K $6,696
Rothschild Wealth LLC −59K −63.5% 34K $6,696
UBS Group AG −36K −4.1% 825K $162,522
Geode Capital Management, LLC Index funds −13K −0.9% 1.5M $294,510
Northern Trust Corp Index funds −13K −3.8% 320K $62,945
Mai Capital Management −7,500 Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Diversify Advisory Services, LLC 61K $10,980
Susquehanna International Group, LLP 43K $8,464
Xtx Topco Ltd 21K $4,220
Apollon Wealth Management, LLC 16K $3,050
LPL Financial LLC 10K $1,981
Barclays PLC 2,415 $475

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Mai Capital Management 7,500 $1,491

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
29
Ten largest holders
95.2%
of 13F-reported shares
Index fund managers
47.5%
of 13F-reported shares
Active managers and hedge funds
0.3%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 0 1 0 0 −59K −63.5%
Index fund managers 3 2 0 0 +912K +20.8%
Other institutions 14 3 6 1 +1.6M +38.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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