Filing Research | ATAI - ATAIBECKLEY INC Institutional Holdings

Snapshot holdings

30 / 30 loaded

#		Instrument	quantity
1	JGP Global Gestao de Recursos Ltda.	Shares	500.0KSH	$2.6M
2	STABLEFORD CAPITAL II LLC	Shares	168.3KSH	$887.2K
3	Police & Firemen's Retirement System of New Jersey	Shares	94.5KSH	$498.0K
4	China Universal Asset Management Co., Ltd.	Shares	72.2KSH	$380.4K
5	CHIRON CAPITAL MANAGEMENT, LLC	Shares	50.1KSH	$264.2K
6	SEAVIEW INVESTMENT MANAGERS LLC	Shares	49.9KSH	$263.1K
7	Bright Futures Wealth Management, LLC.	Shares	25.0KSH	$131.8K
8	Wedmont Private Capital	Shares	25.0KSH	$129.3K
9	Strategic Blueprint, LLC	Shares	23.5KSH	$124.0K
10	Regent Peak Wealth Advisors LLC	Shares	20.0KSH	$105.4K
11	Composition Wealth, LLC	Shares	17.9KSH	$94.4K
12	Mirae Asset Global Investments Co., Ltd.	Shares	16.5KSH	$86.8K
13	CRA Financial Services, LLC	Shares	12.9KSH	$68.0K
14	EVOLUTION WEALTH MANAGEMENT INC.	Shares	6.5KSH	$34.1K
15	Crewe Advisors LLC	Shares	5.5KSH	$29.2K
16	SBI Securities Co., Ltd.	Shares	2.1KSH	$11.1K
17	IFP Advisors, Inc	Shares	1.8KSH	$9.5K
18	MassMutual Private Wealth & Trust, FSB	Shares	1.5KSH	$8.1K
19	Lodestone Wealth Management LLC	Shares	1.4KSH	$7.2K
20	SOUTHERN MICHIGAN BANK & TRUST	Shares	1.1KSH	$5.6K
21	Main Street Group, LTD	Shares	1.0KSH	$5.3K
22	Quintet Private Bank (Europe) S.A.	Shares	1.0KSH	$5.3K
23	SJS Investment Consulting Inc.	Shares	267SH	$1.4K
24	Tradewinds Capital Management, LLC	Shares	250SH	$1.3K
25	GAMMA Investing LLC	Shares	159SH	$838
26	LifeSteps Financial, Inc.	Shares	126SH	$664
27	EverSource Wealth Advisors, LLC	Shares	54SH	$285
28	Farther Finance Advisors, LLC	Shares	23SH	$121
29	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	15SH	$80
30	Hunter Perkins Capital Management, LLC	Shares	12.3KSH	$65

Manager changes2026-06-30 vs 2026-03-31

32 / 32 loaded

#		Instrument
1	JGP Global Gestao de Recursos Ltda. new	Shares	+500.0K	+$2.6M	$2.6M
2	STABLEFORD CAPITAL II LLC new	Shares	+168.3K	+$887.2K	$887.2K
3	Police & Firemen's Retirement System of New Jersey new	Shares	+94.5K	+$498.0K	$498.0K
4	CHIRON CAPITAL MANAGEMENT, LLC new	Shares	+50.1K	+$264.2K	$264.2K
5	China Universal Asset Management Co., Ltd. trimmed	Shares	-3.1K	+$113.9K	$380.4K
6	SEAVIEW INVESTMENT MANAGERS LLC unchanged	Shares	0	+$86.4K	$263.1K
7	Bright Futures Wealth Management, LLC. unchanged	Shares	0	+$43.3K	$131.8K
8	Strategic Blueprint, LLC added	Shares	+38	+$40.9K	$124.0K
9	Wedmont Private Capital unchanged	Shares	0	+$35.3K	$129.3K
10	Composition Wealth, LLC added	Shares	+1.1K	+$34.8K	$94.4K
11	Regent Peak Wealth Advisors LLC unchanged	Shares	0	+$34.6K	$105.4K
12	CRA Financial Services, LLC unchanged	Shares	0	+$22.3K	$68.0K
13	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-2.5K	+$19.7K	$86.8K
14	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	+$11.2K	$34.1K
15	Crewe Advisors LLC unchanged	Shares	0	+$9.6K	$29.2K
16	IFP Advisors, Inc new	Shares	+1.8K	+$9.5K	$9.5K
17	MassMutual Private Wealth & Trust, FSB new	Shares	+1.5K	+$8.1K	$8.1K
18	Main Street Group, LTD new	Shares	+1.0K	+$5.3K	$5.3K
19	SBI Securities Co., Ltd. added	Shares	+369	+$5.0K	$11.1K
20	Lodestone Wealth Management LLC added	Shares	+500	+$4.1K	$7.2K
21	SOUTHERN MICHIGAN BANK & TRUST unchanged	Shares	0	+$1.9K	$5.6K
22	Quintet Private Bank (Europe) S.A. unchanged	Shares	0	+$1.7K	$5.3K
23	SJS Investment Consulting Inc. new	Shares	+267	+$1.4K	$1.4K
24	Tradewinds Capital Management, LLC new	Shares	+250	+$1.3K	$1.3K
25	LifeSteps Financial, Inc. new	Shares	+126	+$664	$664
26	EverSource Wealth Advisors, LLC new	Shares	+54	+$285	$285
27	GAMMA Investing LLC unchanged	Shares	0	+$275	$838
28	Farther Finance Advisors, LLC added	Shares	+22	+$117	$121
29	BEACON INVESTMENT ADVISORY SERVICES, INC. new	Shares	+15	+$80	$80
30	Hunter Perkins Capital Management, LLC unchanged	Shares	0	+$21	$65
31	Global Wealth Strategies & Associates exited	Shares	-126	-$446	$0
32	Brummer Multi-Strategy AB exited	Shares	-275.4K	-$974.9K	$0