LPL Financial
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LPL Financial’s ATLASCLEAR HOLDINGS INC ATCH Stock Holding History

LPL Financial’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
Q3 		$2.2K Buy
10,955
+890
+9% +$166 ﹤0.01% 6291
2026
Q2 		$1.98K Buy
+10,065
New +$2.4K ﹤0.01% 6197

Other funds holding ATCH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Cary Street Partners
Cary Street Partners Richmond, Virginia $4.9B AUM 17.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Fairway Wealth
Fairway Wealth Independence, Ohio $462M AUM 11.37% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LPL Financial's ATCH Position: Q3 2026 in Review

LPL Financial increased its ATLASCLEAR HOLDINGS INC (ATCH) stake by 8.8% in Q3 2026, buying an estimated $166 and bringing the position to 10,955 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #6291.

LPL Financial first reported a position in ATCH in Q2 2026 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold ATCH as of Q3 2026.

  • LPL Financial held 10,955 shares of ATLASCLEAR HOLDINGS INC worth $2.2K as of Q3 2026.
  • LPL Financial bought 890 ATLASCLEAR HOLDINGS INC shares in Q3 2026, an estimated $166.
  • ATLASCLEAR HOLDINGS INC made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #6291 holding.
  • LPL Financial first reported a position in ATLASCLEAR HOLDINGS INC in Q2 2026 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held ATLASCLEAR HOLDINGS INC as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.