DOSSIER · 13F Holders · Q3 2026
AWEIX

The Atlantic Trust Disciplined

1 institutions still hold The Atlantic Trust Disciplined as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 00769G493·1 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$45K
visible holders
Holders
1
filers reporting
Concentration
100.00%
Alpine Bank Wealth Management #1
top holder share
AI Holders Summary · Q3 2026

1 institutions reported AWEIX in Q3 2026. Alpine Bank Wealth Management leads at 100.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Alpine Bank Wealth Management
CIK 0001974910
$45K1K0.01%Q3 2026