Atria Investments, Inc
Follow13F filer, CIK 1535865, Charlotte, NC
Atria Investments, Inc reported $8,937,171,197 across 2,028 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-05. Its ten largest share positions make up 13.79% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001535865-26-000005
- Period
- 2026-03-31
- Reported value
- $8.94B
- Holdings
- 2,028
- Top 10 weight
- 13.79%
- New
- 173
- Sold out
- 163
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| BILadded | +1,074,082 | $98.4M |
| MINTadded | +841,349 | $84.6M |
| VGITadded | +1,214,442 | $72.3M |
| QLTYadded | +1,262,902 | $45.7M |
| VOOadded | +70,575 | $42.2M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| OEFreduced | -148,765 | -$47.3M |
| FIXDreduced | -437,043 | -$19.1M |
| SHYGreduced | -417,864 | -$17.7M |
| VEAreduced | -201,539 | -$12.9M |
| BSJQexited | -497,895 | -$11.6M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 2,028 share positions
Sold out in Q1 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| BSJQINVESCO EXCH TRD SLF IDX FD | 497,895 | $11.6M | shares |
| AZNASTRAZENECA PLC-SPONS ADR | 125,545 | $11.5M | shares |
| EMBISHARES TR | 101,447 | $9.77M | shares |
| LONZPIMCO ETF TR | 164,683 | $8.28M | shares |
| FAUGFIRST TR EXCHNG TRADED FD VI | 130,639 | $6.92M | shares |
| FJULFIRST TR EXCHNG TRADED FD VI | 119,801 | $6.7M | shares |
| GDECFIRST TR EXCHNG TRADED FD VI | 164,866 | $6.24M | shares |
| PNFPPINNACLE FINANCIAL PARTNERS | 63,047 | $6.02M | shares |
| SEIXVIRTUS ETF TR II | 222,318 | $5.19M | shares |
| JMOMJ P MORGAN EXCHANGE TRADED F | 41,504 | $2.83M | shares |
| FTHIFIRST TR EXCHANGE TRADED FD | 100,990 | $2.39M | shares |
| AMCOR PLCAMCOR PLC | 274,339 | $2.29M | shares |
| CAOSEA SERIES TRUST | 22,433 | $2.01M | shares |
| BSEPINNOVATOR ETFS TRUST | 39,844 | $1.96M | shares |
| XRTSPDR SERIES TRUST | 20,880 | $1.78M | shares |
| HIMUBLACKROCK ETF TRUST II | 33,416 | $1.63M | shares |
| AXTAAXALTA COATING SYS LTD | 46,360 | $1.5M | shares |
| IHAKISHARES TR | 29,048 | $1.4M | shares |
| USHYISHARES TR | 35,577 | $1.33M | shares |
| SOFISOFI TECHNOLOGIES INC | 46,454 | $1.22M | shares |
| SEESEALED AIR CORP NEW | 29,045 | $1.2M | shares |
| IYRISHARES TR | 12,111 | $1.14M | shares |
| RBLXROBLOX CORP | 13,514 | $1.1M | shares |
| VONVVANGUARD SCOTTSDALE FDS | 11,261 | $1.04M | shares |
| IWVISHARES TR | 2,616 | $1.01M | shares |
| XBJLINNOVATOR ETFS TRUST | 25,773 | $986K | shares |
| XBJAINNOVATOR ETFS TRUST | 30,801 | $985K | shares |
| XBOCINNOVATOR ETFS TRUST | 29,177 | $979K | shares |
| XBAPINNOVATOR ETFS TRUST | 25,271 | $977K | shares |
| AIQGLOBAL X FDS | 19,132 | $973K | shares |
| XHLFBONDBLOXX ETF TRUST | 18,717 | $941K | shares |
| ACMAECOM | 8,999 | $858K | shares |
| ZECPZACKS TRUST | 24,477 | $851K | shares |
| SPHDINVESCO EXCH TRADED FD TR II | 16,875 | $810K | shares |
| CGWINVESCO EXCH TRADED FD TR II | 12,823 | $808K | shares |
| IWCISHARES TR | 4,392 | $693K | shares |
| RVNUDBX ETF TR | 27,717 | $680K | shares |
| RLRALPH LAUREN CORP | 1,700 | $601K | shares |
| UUNITY SOFTWARE INC | 13,019 | $575K | shares |
| CPNGCOUPANG INC | 23,541 | $555K | shares |
| BOXBOX INC | 17,807 | $533K | shares |
| AFRMAFFIRM HLDGS INC | 7,088 | $528K | shares |
| AALAMERICAN AIRLINES GROUP INC | 34,335 | $526K | shares |
| CRUSCIRRUS LOGIC INC | 4,396 | $521K | shares |
| MDLVEA SERIES TRUST | 18,087 | $513K | shares |
| USIGISHARES TR | 9,802 | $507K | shares |
| TEAMATLASSIAN CORPORATION | 3,100 | $503K | shares |
| FXOFIRST TR EXCHANGE-TRADED FD | 8,321 | $502K | shares |
| ESGVVANGUARD WORLD FD | 4,043 | $489K | shares |
| NATLNCR ATLEOS CORPORATION | 12,765 | $486K | shares |
| CMACOMERICA INC | 5,530 | $481K | shares |
| FDISFIDELITY COVINGTON TRUST | 4,645 | $475K | shares |
| TIGRUP FINTECH HLDG LTD | 48,634 | $465K | shares |
| EGEVEREST GROUP LTD | 1,349 | $458K | shares |
| SIVRABRDN SILVER ETF TRUST | 6,469 | $438K | shares |
| QIAGEN N.V.QIAGEN N.V. | 9,652 | $434K | shares |
| WINGWINGSTOP INC | 1,801 | $429K | shares |
| JMSTJ P MORGAN EXCHANGE TRADED F | 8,032 | $409K | shares |
| FNCLFIDELITY COVINGTON TRUST | 5,122 | $398K | shares |
| FTMNPUTNAM ETF TRUST | 44,639 | $395K | shares |
| PIPRPIPER SANDLER COS | 1,142 | $388K | shares |
| JULUAIM ETF PRODUCTS TRUST | 12,999 | $386K | shares |
| REVGREV GROUP INC | 6,265 | $381K | shares |
| KNFKNIFE RIVER CORP | 5,341 | $376K | shares |
| FORMFORMFACTOR INC | 6,710 | $374K | shares |
| QUIZZACKS TRUST | 14,058 | $373K | shares |
| HYDBISHARES TR | 7,795 | $369K | shares |
| BWEBBITWISE FUNDS TRUST | 5,127 | $363K | shares |
| SMIZZACKS TRUST | 9,791 | $362K | shares |
| BTCGRAYSCALE BITCOIN MINI TR ET | 9,187 | $356K | shares |
| TFLOISHARES TR | 7,026 | $355K | shares |
| JEFJEFFERIES FINANCIAL GROUP IN | 5,549 | $344K | shares |
| HUMHUMANA INC | 1,331 | $341K | shares |
| RIVNRIVIAN AUTOMOTIVE INC | 17,135 | $338K | shares |
| CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL | 756 | $337K | shares |
| AGYSAGILYSYS INC | 2,826 | $336K | shares |
| URTHISHARES INC | 1,780 | $331K | shares |
| GNTXGENTEX CORP | 14,196 | $330K | shares |
| OSONESTREAM INC | 17,949 | $330K | shares |
| LNNLINDSAY CORP | 2,726 | $321K | shares |
| TELFYTELEFONICA SA-SPON ADR | 78,952 | $320K | shares |
| BAHBOOZ ALLEN HAMILTON HLDG COR | 3,777 | $319K | shares |
| NTNXNUTANIX INC | 5,991 | $310K | shares |
| HIMSHIMS & HERS HEALTH INC | 9,430 | $306K | shares |
| GRALGRAIL INC | 3,577 | $306K | shares |
| FXGFIRST TR EXCHANGE-TRADED FD | 4,956 | $301K | shares |
| EXLSEXLSERVICE HLDGS INC | 6,773 | $287K | shares |
| AORTARTIVION INC | 6,157 | $281K | shares |
| TEXNISHARES TR | 10,351 | $280K | shares |
| TOWNTOWNEBANK PORTSMOUTH VA | 8,324 | $278K | shares |
| EQHEQUITABLE HLDGS INC | 5,817 | $277K | shares |
| DBXDROPBOX INC | 9,948 | $277K | shares |
| PRMBPRIMO BRANDS CORPORATION | 16,850 | $276K | shares |
| CBSHCOMMERCE BANCSHARES INC | 5,236 | $274K | shares |
| CNMDCONMED CORP | 6,698 | $272K | shares |
| SMMDISHARES TR | 3,627 | $272K | shares |
| PTLCPACER FDS TR | 4,885 | $272K | shares |
| EZPZFRANKLIN CRYPTO INDEX ETF | 11,816 | $268K | shares |
| DAVEDAVE INC | 1,204 | $267K | shares |
| TAXFAMERICAN CENTY ETF TR | 5,285 | $266K | shares |
| MMACYS INC | 12,042 | $266K | shares |
| PLUSEPLUS INC | 3,027 | $266K | shares |
| BLBLACKLINE INC | 4,770 | $264K | shares |
| ENVAENOVA INTL INC | 1,647 | $259K | shares |
| DOCSDOXIMITY INC | 5,807 | $257K | shares |
| XMTRXOMETRY INC | 4,320 | $257K | shares |
| ATRCATRICURE INC | 6,476 | $256K | shares |
| XAPRFIRST TR EXCHNG TRADED FD VI | 7,002 | $255K | shares |
| FXUFIRST TR EXCHANGE-TRADED FD | 5,592 | $252K | shares |
| URBNURBAN OUTFITTERS INC | 3,338 | $251K | shares |
| ROMPROSHARES TR | 2,654 | $250K | shares |
| ANAUTONATION INC | 1,203 | $248K | shares |
| LULULULULEMON ATHLETICA INC | 1,194 | $248K | shares |
| AESRTWO RDS SHARED TR | 14,590 | $247K | shares |
| CWANCLEARWATER ANALYTICS HLDGS I | 10,112 | $244K | shares |
| AVTRAVANTOR INC | 21,275 | $244K | shares |
| PRGSPROGRESS SOFTWARE CORP | 5,641 | $242K | shares |
| XMARFIRST TR EXCHNG TRADED FD VI | 6,056 | $242K | shares |
| LOGILOGITECH INTL S A | 2,404 | $241K | shares |
| ONTONTERRIS INC | 9,653 | $240K | shares |
| CRNXCRINETICS PHARMACEUTICALS IN | 5,139 | $239K | shares |
| CARTMAPLEBEAR INC | 5,297 | $238K | shares |
| KWEBKRANESHARES TRUST | 6,945 | $236K | shares |
| VSGXVANGUARD WORLD FD | 3,278 | $235K | shares |
| SHYMBLACKROCK ETF TRUST II | 10,563 | $235K | shares |
| JDJD.COM INC | 8,047 | $231K | shares |
| MTARCELORMITTAL SA LUXEMBOURG | 5,060 | $231K | shares |
| WTAIWISDOMTREE TR | 7,769 | $226K | shares |
| HIWHIGHWOODS PPTYS INC | 8,750 | $226K | shares |
| STEPSTEPSTONE GROUP INC | 3,499 | $225K | shares |
| WCLDWISDOMTREE TR | 6,277 | $220K | shares |
| ERIEERIE INDTY CO | 762 | $218K | shares |
| GAPRFIRST TR EXCHNG TRADED FD VI | 5,399 | $216K | shares |
| FAFFIRST AMERN FINL CORP | 3,514 | $216K | shares |
| COCOVITA COCO CO INC | 4,061 | $215K | shares |
| ORAORMAT TECHNOLOGIES INC | 1,947 | $215K | shares |
| CADECADENCE BANK | 5,013 | $215K | shares |
| ENRENERGIZER HLDGS INC | 10,755 | $214K | shares |
| ZSZSCALER INC | 949 | $213K | shares |
| DAPRFIRST TR EXCHNG TRADED FD VI | 5,420 | $213K | shares |
| MRCYMERCURY SYS INC | 2,909 | $212K | shares |
| CDPCOPT DEFENSE PROPERTIES | 7,565 | $210K | shares |
| AGOASSURED GUARANTY LTD | 2,336 | $210K | shares |
| CPSFCALAMOS ETF TR | 8,099 | $207K | shares |
| GENGEN DIGITAL INC | 7,620 | $207K | shares |
| CIBGRUPO CIBEST SA | 3,252 | $207K | shares |
| SPSCSPS COMM INC | 2,290 | $204K | shares |
| HYFIAB ACTIVE ETFS INC | 5,429 | $204K | shares |
| SLDESLIDE INS HLDGS INC | 10,443 | $203K | shares |
| TDCTERADATA CORP DEL | 6,657 | $203K | shares |
| ICFIICF INTL INC | 2,368 | $202K | shares |
| FENIFIDELITY COVINGTON TRUST | 5,471 | $200K | shares |
| CALCCALCIMEDICA INC | 28,781 | $190K | shares |
| RPHSTWO RDS SHARED TR | 18,454 | $188K | shares |
| OWLBLUE OWL CAPITAL INC | 12,227 | $183K | shares |
| GLDDGREAT LAKES DREDGE & DOCK CO | 13,531 | $178K | shares |
| ADFITWO RDS SHARED TR | 19,360 | $166K | shares |
| BTALAGF INVTS TR | 10,318 | $148K | shares |
| TNGXTANGO THERAPEUTICS INC | 14,822 | $131K | shares |
| ALITALIGHT INC | 50,811 | $99.1K | shares |
| ADTADT INC DEL | 10,368 | $83.7K | shares |
| PACBPACIFIC BIOSCIENCES CALIF IN | 27,496 | $51.4K | shares |
| CHMICHERRY HILL MTG INVT CORP | 14,911 | $38K | shares |
How Q1 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001535865-26-000005 | base | 2026-05-05 | acceptance time not in the bulk data set |