Tuesday, February 24, 2026 · U.S. Tokenization Intelligence
AMERICA TOKENIZATION
The Vanderbilt Terminal for U.S. Asset Tokenization
INDEPENDENT INTELLIGENCE FOR THE AMERICAN TOKENIZATION ECONOMY
US Tokenized RWA Market $36B+ +380% since 2022
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BUIDL Fund AUM $2.5B BlackRock · Largest tokenized fund
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SEC-Registered Platforms 12+ ATS + Transfer Agent licenses
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Tokenized US Treasuries $9B+ +256% YoY
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US VC into Tokenization $34B 2025 total · doubled YoY
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Broadridge DLR Daily Volume $384B +490% YoY · Dec 2025
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Securitize AUM $4B+ +841% revenue growth 2025
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Tokenized Private Credit $19B+ Figure Technologies leads at $15B
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US Tokenized RWA Market $36B+ +380% since 2022
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BUIDL Fund AUM $2.5B BlackRock · Largest tokenized fund
·
SEC-Registered Platforms 12+ ATS + Transfer Agent licenses
·
Tokenized US Treasuries $9B+ +256% YoY
·
US VC into Tokenization $34B 2025 total · doubled YoY
·
Broadridge DLR Daily Volume $384B +490% YoY · Dec 2025
·
Securitize AUM $4B+ +841% revenue growth 2025
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Tokenized Private Credit $19B+ Figure Technologies leads at $15B
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ATS & Broker-Dealer License Tracker

Every SEC-registered Alternative Trading System approved for digital securities trading in the US — who's licensed, pending, and what their approval means for secondary market liquidity.

Secondary market liquidity is the most important unsolved problem in tokenized securities. You can tokenize any asset in 90 days — tokenizing a Manhattan office building, a private equity fund, or a corporate bond is now a solved technical and legal problem. What you cannot reliably do is sell it afterwards. The bottleneck is not technology or legal structure; it is the scarcity of registered venues where tokenized securities can trade. The SEC has registered over 40 Alternative Trading Systems for traditional securities; fewer than 12 are authorized to trade digital securities, and most of those operate at volumes that would be considered illiquid by any institutional standard.

DIGITAL SECURITIES ATS LICENSES
12+
SEC-registered ATS platforms authorized to trade digital securities as of Q1 2026 · vs. 40+ total ATS for traditional securities · Source: SEC ATS database, FINRA BrokerCheck

The ATS regulatory framework was designed in 1998 under Regulation ATS — long before blockchain existed. Operating an ATS requires SEC registration, FINRA membership, compliance with Regulation SCI (systems integrity), and adherence to Regulation SP (privacy). For digital securities, an additional layer of complexity applies: the platform must have a mechanism to interact with the blockchain on which the security is recorded. Most traditional ATS operators lack this capability and have not invested in building it.

Licensed Digital Securities ATS Platforms

PlatformLicense TypeYear ApprovedAsset FocusEst. Daily VolumeStatus
tZEROATS + BD (FINRA)2019Digital securities, tokenized equity/debt$10–20MActive
INX DigitalATS + BD2020Crypto + digital securities$5–15MActive
Securitize MarketsATS2021PE, RE, tokenized fundsLimited (private)Active (restricted)
MERJ ExchangeATS2020Multi-asset digital securitiesLimitedActive
PrometheumSpecial Purpose BD2023Crypto securitiesMinimalActive (controversial)
Dinosaur Financial GroupBD2021Digital securitiesLimitedActive
North Capital Private SecuritiesBD / Portal2016+Reg D / Reg CF digital offeringsIssuance onlyActive
Texture CapitalBD2022Alternative investments, tokenizedLimitedActive
DealMaker SecuritiesBD2020Reg A+ / Reg CFIssuance focusActive
Entoro SecuritiesBD2020Digital securities, structured productsLimitedActive
OpenDeal (Republic)BD2016+Reg CF, digital assetsIssuance + limited secondaryActive
ArchaxATS (UK-linked)2023+Institutional digital securitiesInstitutionalActive

The Prometheum Controversy

Prometheum’s 2023 approval as a “Special Purpose Broker-Dealer” for crypto securities became the most controversial ATS-adjacent licensing event of the Gensler era. The SEC approved Prometheum to custody and trade crypto assets that are classified as securities — but Prometheum’s approval was widely viewed as a political maneuver: the company testified before Congress in support of the SEC’s position that crypto assets are securities, and critics alleged the approval was designed to demonstrate that a compliant pathway existed (even if commercially unviable). As of Q1 2026, Prometheum has traded minimal volume and its business model remains unclear.

DAILY TRADING VOLUME (AGGREGATE)
$30–50M
Estimated aggregate daily volume across all digital securities ATS platforms · vs. NYSE daily volume of $20B+ · Source: Company disclosures, tZERO public data

Why 12 Licenses Is Not Enough

The math is straightforward. If the tokenized RWA market reaches $500 billion — a conservative 2030 estimate — and trading turnover reaches even 10% annually (extremely low by equity standards), that represents $50 billion in annual trading volume, or roughly $200 million per trading day. Twelve ATS platforms with combined daily volume of $30–50 million cannot handle $200 million per day without massive capacity expansion and, more importantly, institutional market makers willing to provide liquidity.

The structural problem: institutional algorithmic trading firms (Virtu, Citadel Securities, Jane Street) provide liquidity on traditional exchanges because the markets are large enough to generate revenue from bid-ask spreads at 1–5 basis points. Tokenized securities markets are too small and too illiquid — spreads of 200–500 basis points — to attract these firms. Without institutional market makers, spreads remain wide. Wide spreads keep institutional investors out. It is a liquidity catch-22 that requires either regulatory mandates for market-making or a critical mass event — a $10 billion secondary market transaction — to break the cycle.

What Needs to Happen for Real Liquidity

Three structural changes would transform secondary market conditions by 2028. First, broker-dealer on-ramps: the 5,000+ registered broker-dealers in the US do not currently interact with tokenized securities. If even 100 integrated a digital securities custody and trading capability, order flow would increase 10x. Second, Reg A+ at scale: Regulation A+ allows tokenized offerings up to $75 million to non-accredited investors. More non-accredited investors means a larger investor base, which means more potential trading counterparties. Third, cross-platform settlement: currently, a security on tZERO cannot easily trade on INX. Interoperability protocols (ERC-3643, Polymath’s standard) could create a unified liquidity pool across platforms.

Timeline for meaningful improvement: 2027–2029, contingent on continued regulatory clarity under the Atkins SEC.

Related Trackers: SEC Enforcement Tracker · Secondary Market Liquidity · State Regulation Scorecard