Atomi Financial Group, Inc. Reduced Holdings in Q3 2025

Atomi Financial Group, Inc.

  • $3.09 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-559
- 6.91%
$100.37 - $100.74 $56.1K - $56.3K
7.54K $759M
EFX
Equifax Inc

Industrials
-180
- 6.43%
$234.03 - $265.73 $42.1K - $47.8K
2.62K $672M
EUFN
Ishares Msci Europe Financials

ETFs
-2.47K
- 20.32%
$31.4 - $34.74 $77.4K - $85.7K
9.67K $332M
OKTA
Okta, Inc.

Technology
-213
- 5.8%
$88.51 - $101.1 $18.9K - $21.5K
3.46K $317M
IGF
Ishares Global Infrastructure

ETFs
-1.04K
- 13.37%
$58.29 - $61.43 $60.6K - $63.9K
6.74K $412M
ABEV
Ambev S.A.

Consumer Defensive
-9K
- 5.81%
$2.15 - $2.49 $19.3K - $22.4K
146K $325M
CPRT
Copart Inc

Consumer Cyclical
-500
- 8.38%
$44.6 - $49.97 $22.3K - $25K
5.47K $246M
IGR
Cbre Global Real Estate Income Fund

Financial Services
-6.19K
- 6.14%
$4.81 - $5.36 $29.8K - $33.2K
94.6K $486M
UMC
United Microelectronics Corp

Technology
-5.59K
- 11.09%
$6.58 - $7.86 $36.8K - $43.9K
44.8K $339M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
-2.05K
- 4.73%
$21.89 - $22.2 $44.8K - $45.4K
41.2K $910M
AJG
Arthur J. Gallagher & Co.

Financial Services
-79
- 4.84%
$284.17 - $319.49 $22.4K - $25.2K
1.55K $481M
WIT
Wipro LTD

Technology
-9.91K
- 25.24%
$2.63 - $3.11 $26.1K - $30.8K
29.4K $77.2M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-1.94K
- 20.85%
$34.31 - $38.09 $66.4K - $73.7K
7.35K $279M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-1.36K
- 11.41%
$42.43 - $45.05 $57.7K - $61.2K
10.6K $464M
GOOD
Gladstone Commercial Corp

Real Estate
-1.15K
- 9.09%
$12.21 - $14.62 $14.1K - $16.9K
11.5K $142M
NTRA
Natera, Inc.

Healthcare
-129
- 5.65%
$133.66 - $181.11 $17.2K - $23.4K
2.15K $347M
STAG
Stag Industrial, Inc.

Real Estate
-858
- 10.86%
$34.28 - $36.97 $29.4K - $31.7K
7.04K $248M
DOX
Amdocs LTD

Technology
-171
- 6.53%
$81.2 - $92.62 $13.9K - $15.8K
2.45K $201M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-177
- 0.42%
$13.6 - $15.52 $2.41K - $2.75K
42.2K $617M
WTRG
Essential Utilities, Inc.

Utilities
-1.72K
- 13.73%
$36.73 - $39.9 $63.2K - $68.7K
10.8K $431M
ZS
Zscaler, Inc.

Technology
-9
- 0.42%
$267.68 - $316.5 $2.41K - $2.85K
2.15K $643M
BCPC
Balchem Corp

Basic Materials
-103
- 5.53%
$148.82 - $165.12 $15.3K - $17K
1.76K $264M
EQT
Eqt Corp

Energy
-240
- 5.1%
$49.19 - $59.19 $11.8K - $14.2K
4.46K $243M
VGSH
Vanguard

ETFs
-535
- 4.53%
$58.43 - $58.88 $31.3K - $31.5K
11.3K $664M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
-890
- 16.24%
$71.0 - $90.32 $63.2K - $80.4K
4.59K $354M
CME
Cme Group Inc.

Financial Services
-13
- 0.27%
$258.83 - $287.1 $3.36K - $3.73K
4.87K $1.32B
TAXF
American Centy ETF Tr Diversif

ETFs
-689
- 12.08%
$48.42 - $50.27 $33.4K - $34.6K
5.02K $252M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-634
- 9.69%
$50.9 - $52.37 $32.3K - $33.2K
5.91K $309M
Victory Portfolios Ii
-1.54K
- 10.71%
N/A
12.9K $482M
ADC
Agree Realty Corp

Real Estate
-270
- 7.1%
$70.53 - $75.05 $19K - $20.3K
3.53K $251M
CPT
Camden Property Trust

Real Estate
-114
- 4.82%
$104.05 - $115.69 $11.9K - $13.2K
2.25K $240M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-1.18K
- 9.25%
$22.64 - $23.22 $26.6K - $27.3K
11.5K $267M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-860
- 12.8%
$195.29 - $223.85 $168K - $193K
5.86K $1.3B
PPA
Invesco Exchange Traded Fd Tr

ETFs
-1.15K
- 10.18%
$139.82 - $155.45 $160K - $178K
10.1K $1.57B
EWX
Spdr S&P Emerging Markets Smal

ETFs
-1.19K
- 10.96%
$61.93 - $68.12 $73.6K - $80.9K
9.65K $649M
ASAN
Asana, Inc.

Technology
-1.5K
- 7.75%
$12.8 - $15.35 $19.2K - $23K
17.8K $238M
SPG
Simon Property Group Inc

Real Estate
-911
- 16.52%
$159.93 - $187.67 $146K - $171K
4.61K $864M
TFLO
Ishares Treasury Floating Rate

ETFs
-425
- 8.43%
$50.45 - $50.65 $21.4K - $21.5K
4.62K $234M
DDOG
Datadog, Inc.

Technology
-590
- 7.35%
$124.52 - $155.15 $73.5K - $91.5K
7.43K $1.06B
ERIC
Ericsson Lm Telephone CO

Technology
-601
- 1.59%
$7.2 - $8.55 $4.33K - $5.14K
37.1K $307M
HDV
Ishares Core High Dividend ETF

ETFs
-284
- 6.43%
$118.16 - $123.66 $33.6K - $35.1K
4.13K $506M
XYLD
Global X Fds S&P 500 Covered C

ETFs
-343
- 4.06%
$38.52 - $39.39 $13.2K - $13.5K
8.1K $318M
CUBE
Cube Smart

Real Estate
-7
- 0.13%
$38.71 - $43.34 $271 - $303
5.54K $225M
NTR
Nutrien Ltd.

Basic Materials
-196
- 3.76%
$55.69 - $62.11 $10.9K - $12.2K
5.02K $295M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-5.58K
- 1.06%
$45.6 - $46.92 $254K - $262K
521K $24.3B
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-198
- 6.14%
$72.91 - $77.23 $14.4K - $15.3K
3.03K $231M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
-421
- 7.45%
$41.26 - $43.63 $17.4K - $18.4K
5.23K $227M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-321
- 3.91%
$64.17 - $68.19 $20.6K - $21.9K
7.89K $537M
DFJ
Wisdomtree Tr Japan Smallcap D

ETFs
-717
- 10.58%
$84.46 - $96.68 $60.6K - $69.3K
6.06K $575M
Activity Summary
Buys All Purchases 834 New Holdings 134 Increased Positions 700 Sells All Sells 288 Reductions 288 Sold out 0 Options Calls 7 Puts 1
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