ATMP · Barclays Bank PLC

$36.68 -0.42 (-1.13%) At close · Aug 28

2.34B

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 37

Total Value: $600,669,383

Total Shares: 17,400,620

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 37 13F filers · Δ vs Mar 31, 2026

Top Holder

95.6%

+0.2 pts

Top 5

97.4%

−0.2 pts

Top 10

98.3%

−0.1 pts

HHI

9,146

Highly concentrated+29

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -1

Institutional value: +0.9%

Shares held: +0.6%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Large CIBC Bancorp USA Inc.	+129,554	16,639,598
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	+3,635	38,836
Mega UBS Group AG	+3,118	37,753
Large MML INVESTORS SERVICES, LLC	+1,764	12,861
Micro Battery Global Advisors, LLC	+907	19,587

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mid Equitable Holdings, Inc.	−2,123	13,539
Large MAI Capital Management	−650	15,460
Mega RAYMOND JAMES FINANCIAL INC	−545	5,818
Large BLAIR WILLIAM & CO/IL	−513	28,574
Small Ameliora Wealth Management Ltd.	−452	12,707

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mid Savant Capital, LLC	164,554	$5,680,404
Mid AlphaCore Capital LLC	17,129	$591,293
Mega WELLS FARGO & COMPANY/MN	15,932	$549,971
Large CAPTRUST FINANCIAL ADVISORS	8,792	$303,499

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mid EXENCIAL WEALTH ADVISORS, LLC	220,566	$7,589,676
Micro Omega Financial Group, LLC	6,981	$240,216
Mega ENVESTNET ASSET MANAGEMENT INC	6,781	$233,334
Large CWM, LLC	300	$10,323
Mega JPMORGAN CHASE & CO	225	$7,742

Filter: New 4 Increased 9 Reduced 6 Sold out 5 Unchanged 18

Showing 37 of 37

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

CIBC Bancorp USA Inc.

$574,398,922

95.63%

16,639,598

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CIBC Private Wealth Advisors, Inc.	8,841,294	$305,201,468	53.1%	Defined
CIBC National Trust Co	7,798,304	$269,197,454	46.9%	Defined

Savant Capital, LLC

$5,680,404

0.95%

164,554

Orion Porfolio Solutions, LLC

$2,565,353

0.43%

74,315

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$1,340,618

0.22%

38,836

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	38,836	$1,340,618	100.0%	Other

BROWN ADVISORY INC

$1,315,212

0.22%

38,100

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Brown Advisory LLC	38,100	$1,315,212	100.0%	Defined

UBS Group AG

$1,303,233

0.22%

37,753

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	37,753	$1,303,233	100.0%	Defined

MORGAN STANLEY

$1,237,196

0.21%

35,840

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	35,840	$1,237,196	100.0%	Defined

BLAIR WILLIAM & CO/IL

$986,374

0.16%

28,574

Cerity Partners LLC

$796,756

0.13%

23,081

Breakwater Capital Group

$714,564

0.12%

20,700

Rockefeller Capital Management L.P.

$702,136

0.12%

20,340

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER & CO. LLC	20,340	$702,136	100.0%	Defined

Battery Global Advisors, LLC

$676,143

0.11%

19,587

River Street Advisors LLC

$633,269

0.11%

18,345

Arlington Trust Co LLC

$604,100

0.10%

17,500

AQR CAPITAL MANAGEMENT LLC

$597,782

0.10%

17,317

AlphaCore Capital LLC

$591,293

0.10%

17,129

WELLS FARGO & COMPANY/MN

$549,971

0.09%

15,932

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	11,998	$414,170	75.3%	Defined
WELLS FARGO CLEARING SERVICES, LLC	3,934	$135,801	24.7%	Defined

MAI Capital Management

$533,679

0.09%

15,460

US BANCORP \DE\

$517,800

0.09%

15,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	15,000	$517,800	100.0%	Other

PCM Encore, LLC

$473,545

0.08%

13,718

Equitable Holdings, Inc.

$467,366

0.08%

13,539

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EQUITABLE ADVISORS, LLC	13,539	$467,366	100.0%	Defined

MML INVESTORS SERVICES, LLC

$443,961

0.07%

12,861

Ameliora Wealth Management Ltd.

$438,645

0.07%

12,707

WAYSTONE ADVISORS LLC

$399,948

0.07%

11,586

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

$325,765

0.05%

9,437

CAPTRUST FINANCIAL ADVISORS

$303,499

0.05%

8,792

Quadcap Wealth Management, LLC

$275,883

0.05%

7,992

Discipline Wealth Solutions, LLC

$272,811

0.05%

7,903

Cresset Asset Management, LLC

$250,925

0.04%

7,269

Commerce Advisors, LLC

$242,675

0.04%

7,030

Mariner, LLC

$241,225

0.04%

6,988

MGO ONE SEVEN LLC

$220,928

0.04%

6,400

COMMERCE BANK

$201,872

0.03%

5,848

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
COMMERCE BANCSHARES INC /MO/	5,848	$201,872	100.0%	Sole

RAYMOND JAMES FINANCIAL INC

$200,837

0.03%

5,818

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	4,493	$155,098	77.2%	Defined
Raymond James Financial Services Advisors, Inc.	1,325	$45,739	22.8%	Defined

FIFTH THIRD BANCORP

$107,460

0.02%

3,113

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	3,113	$107,460	100.0%	Defined

ROYAL BANK OF CANADA

$56,681

0.01%

1,642

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	1,642	$56,681	100.0%	Defined

CVA Family Office, LLC

$552

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Securities LLC	225	$7,742	100.0%	Defined

Key facts CIK 312070 CUSIP 06742C723 13F (30d) 30 filings 30 filers