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
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.