Atria Investments, Inc portfolio
Managed by . 2,028 reported positions worth $8.9B as of 2026-03-31, filed with the SEC on 2026-05-05. Parsed from the filing itself, not a reseller.
Every position on this page is a snapshot of 2026-03-31. It was already 35 days old on 2026-05-05, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| BLCR | BLACKROCK ETF TRUST | $20.7M | 503,621 | 0.23% |
| IDEF | BLACKROCK ETF TRUST | $19.3M | 589,600 | 0.22% |
| AZN | ASTRAZENECA PLC | $12.8M | 64,858 | 0.14% |
| TWO RDS SHARED TR | TWO RDS SHARED TR | $8.5M | 907,271 | 0.09% |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $8.0M | 142,632 | 0.09% |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $7.8M | 154,116 | 0.09% |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $7.5M | 155,667 | 0.08% |
| IGRO | ISHARES TR | $6.7M | 79,726 | 0.07% |
| AVSF | AMERICAN CENTY ETF TR | $6.5M | 138,863 | 0.07% |
| CEF | SPROTT ASSET MANAGEMENT LP | $5.7M | 119,227 | 0.06% |
| GSY | INVESCO ACTIVELY MANAGED EXC | $5.6M | 111,325 | 0.06% |
| IDEV | ISHARES TR | $5.4M | 64,678 | 0.06% |
| PNFP | PINNACLE FINL PARTNERS INC | $5.4M | 62,155 | 0.06% |
| CORO | BLACKROCK ETF TRUST | $5.2M | 161,414 | 0.06% |
| LST | MANAGED PORTFOLIO SERIES | $4.6M | 113,760 | 0.05% |
| LMUB | ISHARES TR | $4.4M | 87,141 | 0.05% |
| CVLC | MORGAN STANLEY ETF TRUST | $3.6M | 45,094 | 0.04% |
| AMCR | AMCOR PLC | $3.4M | 85,221 | 0.04% |
| SDCI | USCF ETF TR | $3.2M | 116,377 | 0.04% |
| FDMO | FIDELITY COVINGTON TRUST | $3.0M | 37,429 | 0.03% |
| DUHP | DIMENSIONAL ETF TRUST | $2.3M | 62,809 | 0.03% |
| DDTJ | INNOVATOR ETFS TRUST | $1.9M | 103,524 | 0.02% |
| XME | SPDR SERIES TRUST | $1.9M | 17,432 | 0.02% |
| KIM | KIMCO REALTY CORP | $1.7M | 74,321 | 0.02% |
| BCD | ABRDN ETFS | $1.6M | 45,828 | 0.02% |
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $11.6M | 497,895 | 0.00% |
| AZNN | ASTRAZENECA PLC | $11.5M | 125,545 | 0.00% |
| EMB | ISHARES TR | $9.8M | 101,447 | 0.00% |
| LONZ | PIMCO ETF TR | $8.3M | 164,683 | 0.00% |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $6.9M | 130,639 | 0.00% |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $6.7M | 119,801 | 0.00% |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $6.2M | 164,866 | 0.00% |
| PINNACLE FINL PARTNERS I | PINNACLE FINL PARTNERS INC | $6.0M | 63,047 | 0.00% |
| SEIX | VIRTUS ETF TR II | $5.2M | 222,318 | 0.00% |
| JMOM | J P MORGAN EXCHANGE TRADED F | $2.8M | 41,504 | 0.00% |
| FTHI | FIRST TR EXCHANGE TRADED FD | $2.4M | 100,990 | 0.00% |
| AMCR | AMCOR PLC | $2.3M | 274,339 | 0.00% |
| CAOS | EA SERIES TRUST | $2.0M | 22,433 | 0.00% |
| BSEP | INNOVATOR ETFS TRUST | $2.0M | 39,844 | 0.00% |
| XRT | SPDR SERIES TRUST | $1.8M | 20,880 | 0.00% |
| HIMU | BLACKROCK ETF TRUST II | $1.6M | 33,416 | 0.00% |
| AXTA | AXALTA COATING SYS LTD | $1.5M | 46,360 | 0.00% |
| IHAK | ISHARES TR | $1.4M | 29,048 | 0.00% |
| USHY | ISHARES TR | $1.3M | 35,577 | 0.00% |
| SOFI | SOFI TECHNOLOGIES INC | $1.2M | 46,454 | 0.00% |
| SDA | SEALED AIR CORP NEW | $1.2M | 29,045 | 0.00% |
| IYR | ISHARES TR | $1.1M | 12,111 | 0.00% |
| RBLX | ROBLOX CORP | $1.1M | 13,514 | 0.00% |
| VONV | VANGUARD SCOTTSDALE FDS | $1.0M | 11,261 | 0.00% |
| IWV | ISHARES TR | $1.0M | 2,616 | 0.00% |
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $153.9M | 257,515 | 1.72% | +38% |
| GLD | SPDR GOLD TR | $115.4M | 268,197 | 1.29% | +25% |
| BIL | SPDR SERIES TRUST | $115.1M | 1,256,192 | 1.29% | +590% |
| AAPL | APPLE INC | $107.5M | 423,596 | 1.20% | +5% |
| VGIT | VANGUARD SCOTTSDALE FDS | $89.0M | 1,495,302 | 1.00% | +432% |
| MINT | PIMCO ETF TR | $85.8M | 852,861 | 0.96% | +7308% |
| VUG | VANGUARD INDEX FDS | $82.4M | 188,629 | 0.92% | +21% |
| META | META PLATFORMS INC | $74.4M | 129,961 | 0.83% | +1% |
| IVW | ISHARES TR | $66.1M | 584,236 | 0.74% | +14% |
| GOOG | ALPHABET INC | $64.2M | 223,944 | 0.72% | +3% |
| EFA | ISHARES TR | $58.0M | 597,557 | 0.65% | +34% |
| VTI | VANGUARD INDEX FDS | $53.9M | 167,879 | 0.60% | +56% |
| QLTY | GMO ETF TRUST | $52.4M | 1,448,617 | 0.59% | +680% |
| CVX | CHEVRON CORPORATION | $49.7M | 240,234 | 0.56% | +7% |
| IUSB | ISHARES TR | $49.5M | 1,072,619 | 0.55% | +3% |
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| OEF | ISHARES TR | $863,374 | 2,714 | 0.01% | -98% |
| ICSH | ISHARES TR | $329,503 | 6,509 | 0.00% | -97% |
| TAFI | AB ACTIVE ETFS INC | $402,187 | 15,972 | 0.00% | -96% |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $664,112 | 24,389 | 0.01% | -94% |
| VIGI | VANGUARD WHITEHALL FDS | $536,064 | 6,060 | 0.01% | -93% |
| SHYG | ISHARES TR | $1.7M | 40,956 | 0.02% | -91% |
| FCPI | FIDELITY COVINGTON TRUST | $906,515 | 18,440 | 0.01% | -90% |
| TSPA | T ROWE PRICE ETF INC | $904,726 | 22,120 | 0.01% | -89% |
| RLY | SSGA ACTIVE ETF TR | $265,630 | 7,348 | 0.00% | -88% |
| IPKW | INVESCO EXCH TRADED FD TR II | $584,692 | 10,392 | 0.01% | -87% |
| IQLT | ISHARES TR | $884,801 | 19,139 | 0.01% | -87% |
| DFIV | DIMENSIONAL ETF TRUST | $432,129 | 8,187 | 0.00% | -87% |
| IWM | ISHARES TR | $880,485 | 3,550 | 0.01% | -86% |
| DBC | INVESCO DB COMMDY INDX TRCK | $296,853 | 10,254 | 0.00% | -86% |
| GDE | WISDOMTREE TR | $540,494 | 8,593 | 0.01% | -86% |
Largest 150 of 2,028 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $168.4M | 965,738 | 1.88% | — |
| IVV | ISHARES TR | $161.1M | 246,696 | 1.80% | — |
| VOO | VANGUARD INDEX FDS | $153.9M | 257,515 | 1.72% | — |
| MSFT | MICROSOFT CORP | $140.3M | 378,958 | 1.57% | — |
| GLD | SPDR GOLD TR | $115.4M | 268,197 | 1.29% | — |
| BIL | SPDR SERIES TRUST | $115.1M | 1,256,192 | 1.29% | — |
| AAPL | APPLE INC | $107.5M | 423,596 | 1.20% | — |
| AMZN | AMAZON COM INC | $92.4M | 443,540 | 1.03% | — |
| VGIT | VANGUARD SCOTTSDALE FDS | $89.0M | 1,495,302 | 1.00% | — |
| IEMG | ISHARES INC | $89.0M | 1,276,274 | 1.00% | — |
| QQQ | INVESCO QQQ TR | $86.5M | 149,884 | 0.97% | — |
| MINT | PIMCO ETF TR | $85.8M | 852,861 | 0.96% | — |
| GOOGL | ALPHABET INC | $83.1M | 288,814 | 0.93% | — |
| VUG | VANGUARD INDEX FDS | $82.4M | 188,629 | 0.92% | — |
| SPY | STATE STR SPDR S&P 500 ETF T | $77.0M | 118,413 | 0.86% | — |
| AVGO | BROADCOM INC | $76.1M | 245,852 | 0.85% | — |
| VTV | VANGUARD INDEX FDS | $74.9M | 381,531 | 0.84% | — |
| META | META PLATFORMS INC | $74.4M | 129,961 | 0.83% | — |
| VEA | VANGUARD TAX-MANAGED FDS | $66.7M | 1,040,629 | 0.75% | — |
| IVW | ISHARES TR | $66.1M | 584,236 | 0.74% | — |
| IVE | ISHARES TR | $65.4M | 309,598 | 0.73% | — |
| GOOG | ALPHABET INC | $64.2M | 223,944 | 0.72% | — |
| JPM | JPMORGAN CHASE & CO | $61.4M | 208,695 | 0.69% | — |
| DYNF | BLACKROCK ETF TRUST | $61.2M | 1,051,939 | 0.68% | — |
| JNJ | JOHNSON & JOHNSON | $59.3M | 242,714 | 0.66% | — |
| EFA | ISHARES TR | $58.0M | 597,557 | 0.65% | — |
| VTI | VANGUARD INDEX FDS | $53.9M | 167,879 | 0.60% | — |
| DIA | STATE STR SPDR DOW JONES IND | $53.3M | 114,976 | 0.60% | — |
| QLTY | GMO ETF TRUST | $52.4M | 1,448,617 | 0.59% | — |
| EFV | ISHARES TR | $51.7M | 695,201 | 0.58% | — |
| IEFA | ISHARES TR | $50.4M | 556,362 | 0.56% | — |
| CVX | CHEVRON CORPORATION | $49.7M | 240,234 | 0.56% | — |
| IUSB | ISHARES TR | $49.5M | 1,072,619 | 0.55% | — |
| AGG | ISHARES TR | $49.1M | 494,480 | 0.55% | — |
| KORP | AMERICAN CENTY ETF TR | $46.2M | 991,752 | 0.52% | — |
| V | VISA INC | $44.4M | 146,800 | 0.50% | — |
| TSLA | TESLA INC | $44.1M | 118,578 | 0.49% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $43.5M | 128,594 | 0.49% | — |
| EXMOC | EXXON MOBIL CORP | $41.0M | 241,578 | 0.46% | — |
| QUAL | ISHARES TR | $37.9M | 197,593 | 0.42% | — |
| GBIL | GOLDMAN SACHS ETF TR | $36.1M | 360,083 | 0.40% | — |
| MTUM | ISHARES TR | $35.1M | 146,280 | 0.39% | — |
| LQD | ISHARES TR | $34.6M | 317,778 | 0.39% | — |
| LLY | ELI LILLY & CO | $34.4M | 37,389 | 0.38% | — |
| FSMD | FIDELITY COVINGTON TRUST | $33.9M | 758,543 | 0.38% | — |
| NFLX | NETFLIX INC. | $33.3M | 346,108 | 0.37% | — |
| ABBV | ABBVIE INC | $33.1M | 152,287 | 0.37% | — |
| GRID | FIRST TR EXCHANGE-TRADED FD | $32.4M | 197,827 | 0.36% | — |
| EFG | ISHARES TR | $31.9M | 286,592 | 0.36% | — |
| PM | PHILIP MORRIS INTL INC | $31.4M | 189,984 | 0.35% | — |
| WMT | WALMART INC | $30.7M | 247,223 | 0.34% | — |
| ORCL | ORACLE CORP | $29.6M | 200,998 | 0.33% | — |
| BAI | BLACKROCK ETF TRUST | $29.3M | 889,500 | 0.33% | — |
| THRO | BLACKROCK ETF TRUST | $28.0M | 774,418 | 0.31% | — |
| MA | MASTERCARD INCORPORATED | $27.0M | 54,075 | 0.30% | — |
| VWO | VANGUARD INTL EQUITY INDEX F | $26.6M | 492,893 | 0.30% | — |
| BSV | VANGUARD BD INDEX FDS | $26.4M | 337,328 | 0.30% | — |
| XLK | SELECT SECTOR SPDR TR | $26.3M | 197,928 | 0.29% | — |
| OAIM | UNIFIED SER TR | $25.7M | 596,405 | 0.29% | — |
| GOVT | ISHARES TR | $24.3M | 1,062,852 | 0.27% | — |
| KO | COCA COLA CO | $24.0M | 315,422 | 0.27% | — |
| BNDX | VANGUARD CHARLOTTE FDS | $23.9M | 497,244 | 0.27% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $23.9M | 49,795 | 0.27% | — |
| PHO | INVESCO EXCHANGE TRADED FD T | $23.7M | 353,972 | 0.26% | — |
| SCHF | SCHWAB STRATEGIC TR | $23.6M | 952,201 | 0.26% | — |
| MRK | MERCK & CO INC | $23.4M | 194,417 | 0.26% | — |
| CSCO | CISCO SYS INC | $23.4M | 301,041 | 0.26% | — |
| BND | VANGUARD BD INDEX FDS | $23.0M | 312,565 | 0.26% | — |
| AVUV | AMERICAN CENTY ETF TR | $22.4M | 202,759 | 0.25% | — |
| VBK | VANGUARD INDEX FDS | $21.6M | 71,414 | 0.24% | — |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $21.4M | 358,523 | 0.24% | — |
| VBR | VANGUARD INDEX FDS | $21.2M | 97,589 | 0.24% | — |
| SPSB | SPDR SERIES TRUST | $21.2M | 704,271 | 0.24% | — |
| BLCR | BLACKROCK ETF TRUST | $20.7M | 503,621 | 0.23% | — |
| WFC | WELLS FARGO & CO | $20.3M | 255,573 | 0.23% | — |
| C | CITIGROUP INC | $20.1M | 177,040 | 0.22% | — |
| PG | PROCTER & GAMBLE CO | $20.0M | 138,488 | 0.22% | — |
| HD | HOME DEPOT INC | $19.6M | 59,470 | 0.22% | — |
| JAAA | JANUS DETROIT STR TR | $19.5M | 387,026 | 0.22% | — |
| IDEF | BLACKROCK ETF TRUST | $19.3M | 589,600 | 0.22% | — |
| SPDW | SPDR INDEX SHS FDS | $19.1M | 418,854 | 0.21% | — |
| MCD | MCDONALDS CORP | $19.0M | 61,266 | 0.21% | — |
| IUSG | ISHARES TR | $19.0M | 122,573 | 0.21% | — |
| TJX | TJX COS INC NEW | $19.0M | 118,905 | 0.21% | — |
| ADI | ANALOG DEVICES INC | $18.8M | 59,045 | 0.21% | — |
| TLH | ISHARES TR | $18.7M | 186,094 | 0.21% | — |
| DGRW | WISDOMTREE TR | $18.4M | 209,339 | 0.21% | — |
| PVAL | PUTNAM ETF TRUST | $18.2M | 392,789 | 0.20% | — |
| BAC | BANK AMERICA CORP | $18.2M | 373,799 | 0.20% | — |
| DGRO | ISHARES TR | $18.1M | 257,877 | 0.20% | — |
| BOND | PIMCO ETF TR | $18.0M | 195,474 | 0.20% | — |
| IWF | ISHARES TR | $18.0M | 42,181 | 0.20% | — |
| PH | PARKER-HANNIFIN CORP | $17.8M | 19,908 | 0.20% | — |
| IEF | ISHARES TR | $17.8M | 186,306 | 0.20% | — |
| ISCG | ISHARES TR | $17.8M | 324,060 | 0.20% | — |
| MBB | ISHARES TR | $17.4M | 183,317 | 0.19% | — |
| JCPB | J P MORGAN EXCHANGE TRADED F | $17.3M | 368,352 | 0.19% | — |
| COP | CONOCOPHILLIPS | $17.1M | 129,369 | 0.19% | — |
| ASML | ASML HLDG NV | $16.8M | 12,700 | 0.19% | — |
| AMGN | AMGEN INC | $16.7M | 47,583 | 0.19% | — |
| VB | VANGUARD INDEX FDS | $16.6M | 63,537 | 0.19% | — |
| DIS | DISNEY WALT CO | $16.6M | 172,518 | 0.19% | — |
| UNH | UNITEDHEALTH GROUP INC | $16.5M | 60,953 | 0.18% | — |
| SPYM | SPDR SERIES TRUST | $16.4M | 214,256 | 0.18% | — |
| PEP | PEPSICO INC | $16.3M | 104,952 | 0.18% | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $16.1M | 66,371 | 0.18% | — |
| DDWM | WISDOMTREE TR | $16.1M | 364,294 | 0.18% | — |
| SCHG | SCHWAB STRATEGIC TR | $16.0M | 549,367 | 0.18% | — |
| SCHW | SCHWAB CHARLES CORP | $16.0M | 169,771 | 0.18% | — |
| GS | GOLDMAN SACHS GROUP INC | $15.9M | 18,790 | 0.18% | — |
| VZ | VERIZON COMMUNICATIONS INC | $15.7M | 312,887 | 0.18% | — |
| OACP | UNIFIED SER TR | $15.7M | 690,717 | 0.18% | — |
| AVLV | AMERICAN CENTY ETF TR | $15.6M | 193,529 | 0.17% | — |
| LIN | LINDE PLC | $15.5M | 31,288 | 0.17% | — |
| VGT | VANGUARD WORLD FD | $15.4M | 22,121 | 0.17% | — |
| SHOP | SHOPIFY INC | $15.2M | 128,006 | 0.17% | — |
| GEV | GE VERNOVA INC | $15.1M | 17,334 | 0.17% | — |
| BA | BOEING CO | $15.0M | 75,553 | 0.17% | — |
| RTX | RTX CORPORATION | $14.9M | 77,419 | 0.17% | — |
| VOD | VODAFONE GROUP PLC | $14.9M | 992,842 | 0.17% | — |
| FDX | FEDEX CORP | $14.9M | 41,810 | 0.17% | — |
| ETN | EATON CORP PLC | $14.7M | 41,153 | 0.16% | — |
| PLD | PROLOGIS INC. | $14.7M | 111,224 | 0.16% | — |
| AXP | AMERICAN EXPRESS CO | $14.7M | 48,566 | 0.16% | — |
| VIOV | VANGUARD ADMIRAL FDS INC | $14.5M | 142,489 | 0.16% | — |
| NEE | NEXTERA ENERGY INC | $14.4M | 154,773 | 0.16% | — |
| CB | CHUBB LTD SWITZ | $14.3M | 43,841 | 0.16% | — |
| T | AT&T INC | $14.1M | 486,683 | 0.16% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $14.0M | 28,478 | 0.16% | — |
| BLK | BLACKROCK INC | $13.9M | 14,459 | 0.16% | — |
| IYW | ISHARES TR | $13.8M | 76,288 | 0.15% | — |
| AMAT | APPLIED MATLS INC | $13.8M | 40,483 | 0.15% | — |
| LRCX | LAM RESEARCH CORP | $13.8M | 64,511 | 0.15% | — |
| ISRG | INTUITIVE SURGICAL INC | $13.7M | 29,637 | 0.15% | — |
| PYLD | PIMCO ETF TR | $13.6M | 520,965 | 0.15% | — |
| PNC | PNC FINL SVCS GROUP INC | $13.5M | 64,714 | 0.15% | — |
| ARW | ARROW ELECTRS INC | $13.4M | 93,355 | 0.15% | — |
| XLE | SELECT SECTOR SPDR TR | $13.2M | 216,250 | 0.15% | — |
| APH | AMPHENOL CORP | $13.0M | 102,656 | 0.15% | — |
| BNY | BANK NEW YORK MELLON CORP | $12.9M | 108,506 | 0.14% | — |
| AZN | ASTRAZENECA PLC | $12.8M | 64,858 | 0.14% | — |
| DTD | WISDOMTREE TR | $12.7M | 147,408 | 0.14% | — |
| TT | TRANE TECHNOLOGIES PLC | $12.7M | 30,388 | 0.14% | — |
| BIV | VANGUARD BD INDEX FDS | $12.6M | 163,637 | 0.14% | — |
| TXN | TEXAS INSTRS INC | $12.6M | 64,914 | 0.14% | — |
| LEN | LENNAR CORP | $12.6M | 144,740 | 0.14% | — |
| CME | CME GROUP INC | $12.4M | 42,126 | 0.14% | — |
| GD | GENERAL DYNAMICS CORP | $12.4M | 35,994 | 0.14% | — |
| VRTX | VERTEX PHARMACEUTICALS INC | $12.2M | 27,342 | 0.14% | — |
| VOOG | VANGUARD ADMIRAL FDS INC | $12.2M | 29,930 | 0.14% | — |
This table is the 150 largest positions by value, out of 2,028 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
This page was built from one document: the 2026-03-31 Form 13F info table filed by Atria Investments, Inc (CIK 1535865, accession 0001535865-26-000005). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test
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