ASX — Ase Technology Hldg Co Ltd Institutional Holders · Q3 2026
Who owns Ase Technology Hldg Co Ltd (ASX)? 20 institutions reported holding $9.56M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Legacy Wealth Asset Management, LLC ($4.7M), GAMMA Investing LLC ($1.3M), Confluence Investment Management LLC ($771,959).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Legacy Wealth Asset Management, LLC | $4.7M | 106,351 | Trimmed |
| 2 | GAMMA Investing LLC | $1.3M | 29,019 | Added |
| 3 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $771,959 | 17,363 | Trimmed |
| 4 | Farther Finance Advisors, LLC | $731,460 | 16,452 | Trimmed |
| 5 | Valeo Financial Advisors, LLC | $544,297 | 12,242 | Added |
| 6 | Hamilton Capital, LLC | $331,805 | 7,463 | Trimmed |
| 7 | RIVERSEDGE ADVISORS, LLC | $253,778 | 5,708 | Trimmed |
| 8 | Athena Wealth Management, LLC | $225,607 | 5,074 | Trimmed |
| 9 | Echo45 Advisors LLC | $212,341 | 4,776 | Added |
| 10 | Grove Bank & Trust | $191,222 | 4,301 | Trimmed |
| 11 | EASTERN BANK | $103,992 | 2,339 | Added |
| 12 | Polaris Financial Partners | $91,000 | 2,037 | New |
| 13 | Retirement Wealth Solutions LLC | $42,237 | 950 | Trimmed |
| 14 | ELEVATION WEALTH PARTNERS, LLC | $13,961 | 314 | Hold |
| 15 | Versant Capital Management, Inc | $11,337 | 255 | Trimmed |
| 16 | GoalVest Advisory LLC | $7,869 | 177 | Hold |
| 17 | CoreCap Advisors, LLC | $6,936 | 156 | Hold |
| 18 | Trust Co | $5,869 | 132 | Hold |
| 19 | Whalen Wealth Management Inc. | $0 | 0 | Exited |
| 20 | CogentBlue Wealth Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30