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Diversify Advisory Services’s AtlasClear ATCH Stock Holding History

Diversify Advisory Services’s Portfolio ATCH Stock Details ATCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11K Buy
+61,000
New +$14.5K ﹤0.01% 1250

Other funds holding ATCH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
FW
Fairway Wealth Independence, Ohio $437M AUM 19.74% 1-Year Est. Return

Diversify Advisory Services's ATCH Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in AtlasClear (ATCH) in Q2 2026: 61,000 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #1250 among its holdings.

21 funds tracked by Wall St. Rank hold ATCH as of Q2 2026.

  • Diversify Advisory Services held 61,000 shares of AtlasClear worth $11K as of Q2 2026.
  • AtlasClear was a new Diversify Advisory Services position in Q2 2026.
  • AtlasClear made up ﹤0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1250 holding.
  • 21 funds tracked by Wall St. Rank held AtlasClear as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.