LPL Financial
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LPL Financial’s AtaiBeckley Inc ATAI Stock Holding History

LPL Financial’s Portfolio ATAI Stock Details ATAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$620K Buy
117,676
+94,711
+412% +$399K ﹤0.01% 4837
2026
Q1 		$81.3K Sell
22,965
-548
-2% -$2.06K ﹤0.01% 5713
2025
Q4 		$96.2K Buy
23,513
+1,730
+8% +$8.16K ﹤0.01% 5603
2025
Q3 		$115K Buy
21,783
+2,658
+14% +$10.8K ﹤0.01% 5481
2025
Q2 		$41.9K Buy
19,125
+900
+5% +$1.61K ﹤0.01% 5383
2025
Q1 		$24.8K Buy
18,225
+1,184
+7% +$1.99K ﹤0.01% 5236
2024
Q4 		$22.7K Buy
17,041
+3,354
+25% +$4.46K ﹤0.01% 5184
2024
Q3 		$15.9K Buy
13,687
+500
+4% +$666 ﹤0.01% 5101
2024
Q2 		$17.5K Hold
13,187
– – ﹤0.01% 4943
2024
Q1 		$26K Buy
+13,187
New +$24.3K ﹤0.01% 4824

Other funds holding ATAI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CS
Candriam SCA Strassen, Luxembourg, Luxembourg $22.2B AUM 58.34% 1-Year Est. Return

LPL Financial's ATAI Position: Q2 2026 in Review

LPL Financial increased its AtaiBeckley Inc (ATAI) stake by 412% in Q2 2026, buying an estimated $399K and bringing the position to 117,676 shares worth $620K. The position accounts for ﹤0.01% of the portfolio, ranked #4837.

LPL Financial first reported a position in ATAI in Q1 2024 and has held it in 10 quarters since. 243 funds tracked by Wall St. Rank hold ATAI as of Q2 2026.

  • LPL Financial held 117,676 shares of AtaiBeckley Inc worth $620K as of Q2 2026.
  • LPL Financial bought 94,711 AtaiBeckley Inc shares in Q2 2026, an estimated $399K.
  • AtaiBeckley Inc made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4837 holding.
  • LPL Financial first reported a position in AtaiBeckley Inc in Q1 2024 and has held it in 10 quarters since.
  • 243 funds tracked by Wall St. Rank held AtaiBeckley Inc as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.