13F Insight
DOSSIER · 13F-HR · Q1 2026

Atria Investments, Inc

$8.9B in tracked AUM across 2,028 positions as of Q1 2026.

AI
CIK 0001535865 · last filed Mar 31, 2026
Total AUM
$8.9B
as of Q1 2026
Holdings
2,028
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 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.

Atria Investments, Inc entered 2026-03-31 with $8.9B in reported 13F holdings, placing it among the institution's recent AUM range. The portfolio maintains a etf tilt, with the top five positions accounting for a meaningful share of the overall book.

Top Holdings

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$168M966K1.9%02
IVV
ISHARES TR
$161M247K1.8%03
VOO
VANGUARD INDEX FDS
$154M258K1.7%04
MSFT
MICROSOFT CORP
$140M379K1.6%05
GLD
SPDR GOLD TR
$115M268K1.3%06
BIL
SPDR SERIES TRUST
$115M1.3M1.3%07
AAPL
APPLE INC
$108M424K1.2%08
AMZN
AMAZON COM INC
$92M444K1.0%09
VGIT
VANGUARD SCOTTSDALE FDS
$89M1.5M1.0%10
IEMG
ISHARES INC
$89M1.3M1.0%

Filing history

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 positionsView →2025Q2Jun 30
$8.5B▲ 8.5%
1,982 positionsLocked2025Q1Mar 31
$7.8B▼ 2.9%
1,890 positionsLocked2024Q4Dec 31
$8.0B▼ 0.2%
1,846 positionsLocked2024Q3Sep 30
$8.1B▲ 4.2%
1,895 positionsLocked2024Q2Jun 30
$7.7B▲ 6.3%
1,907 positionsLocked2024Q1Mar 31
$7.3B▲ 12.4%
963 positionsLocked2023Q4Dec 31
$6.5B▲ 15.1%
891 positionsLocked2023Q3Sep 30
$5.6B▲ 1.4%
842 positionsLocked2023Q2Jun 30
$5.5B▲ 4.8%
825 positionsLocked
Showing 12 of 55