DOSSIER · 13F-HR · Q2 2026

Atria Investments, Inc

$10.0B in tracked AUM across 2,111 positions as of Q2 2026.

AI

CIK 0001535865 · last filed Jun 30, 2026

Total AUM

$10.0B

as of Q2 2026

Holdings

2,111

—

positions

Whale Score

53

53

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 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 · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

$317M424K3.2%02

VANGUARD INDEX FDS

$207M302K2.1%03

NVIDIA CORPORATION

$194M968K1.9%04

$130M350K1.3%05

STATE STR SPDR S&P 500 ETF T

$127M170K1.3%06

$120M413K1.2%07

VANGUARD INDEX FDS

$119M1.4M1.2%08

$117M316K1.2%09

$102M286K1.0%10

Filing history

$10.0B▲ 11.7%

2,111 positionsView →2026Q1Mar 31

2,028 positionsView →2025Q4Dec 31

2,018 positionsView →2025Q3Sep 30

2,003 positionsView →2025Q2Jun 30

1,982 positionsLocked 2025Q1Mar 31

1,890 positionsLocked 2024Q4Dec 31

1,846 positionsLocked 2024Q3Sep 30

1,895 positionsLocked 2024Q2Jun 30

1,907 positionsLocked 2024Q1Mar 31

963 positionsLocked 2023Q4Dec 31

891 positionsLocked 2023Q3Sep 30

842 positionsLocked

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