Name: Atria Investments, Inc 13F Holdings
Creator: 13F Insight

AI Analysis · Q3 2026

Atria Investments, Inc reported $8.9B in 13F holdings for the quarter ending 2026-03-31, concentrated in etf with leading positions in NVDA, IVV, VOO. Notable moves this quarter: VOO INCREASED (+$36.6M); GLD INCREASED (+$30.6M). 10 new positions initiated, 10 closed out, reflecting 60 total changes from the prior quarter.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight

Filing history

2026Q3Sep 30

$10.3B▲ 2.9%

2,136 positionsView →2026Q2Jun 30

$10.0B▲ 11.7%

2,111 positionsView →2026Q1Mar 31

$8.9B▲ 1.6%

2,028 positionsView →2025Q4Dec 31

$8.8B▲ 0.5%

2,018 positionsView →2025Q3Sep 30

$8.8B▲ 3.3%

2,003 positionsLocked 2025Q2Jun 30

$8.5B▲ 8.5%

1,982 positionsLocked 2025Q1Mar 31

$7.8B▼ 2.9%

1,890 positionsLocked 2024Q4Dec 31

$8.0B▼ 0.2%

1,846 positionsLocked 2024Q3Sep 30

$8.1B▲ 4.2%

1,895 positionsLocked 2024Q2Jun 30

$7.7B▲ 6.3%

1,907 positionsLocked 2024Q1Mar 31

$7.3B▲ 12.4%

963 positionsLocked 2023Q4Dec 31

$6.5B▲ 15.1%

891 positionsLocked

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