Atria Investments, Inc
Follow13F filer, CIK 1535865, Charlotte, NC
Atria Investments, Inc reported $10,265,746,580 across 2,136 holdings for the quarter ended 2026-09-30, in a 13F-HR filed 2026-10-15. Its ten largest share positions make up 16.34% of the portfolio.
Accepted , ingested 13F-HR 0001535865-26-000012
- Period
- 2026-09-30
- Reported value
- $10.3B
- Holdings
- 2,136
- Top 10 weight
- 16.34%
- New
- 174
- Sold out
- 149
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| MSFTadded | +87,420 | $44.8M |
| XOMnew | +223,412 | $36.4M |
| ACWXadded | +398,511 | $30.1M |
| AAPLadded | +73,827 | $24.6M |
| NVDAadded | +104,816 | $23.9M |
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 |
|---|---|---|
| DIAreduced | -99,049 | -$50.4M |
| VOOreduced | -71,793 | -$50.3M |
| SPYreduced | -65,356 | -$49.8M |
| EFAreduced | -367,433 | -$38.2M |
| FSMDreduced | -699,327 | -$34.4M |
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 2,136 share positions
Sold out in Q3 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| XOMEXXON MOBIL CORP | 208,034 | $28.4M | shares |
| DFARDIMENSIONAL ETF TRUST | 318,109 | $8.32M | shares |
| FFEBFIRST TR EXCHNG TRADED FD VI | 126,931 | $7.74M | shares |
| GMAYFIRST TR EXCHNG TRADED FD VI | 177,069 | $7.62M | shares |
| XLGINVESCO EXCHANGE TRADED FD T | 93,174 | $5.71M | shares |
| DFAXDIMENSIONAL ETF TRUST | 145,877 | $5.37M | shares |
| LDURPIMCO ETF TR | 54,610 | $5.22M | shares |
| DUHPDIMENSIONAL ETF TRUST | 106,446 | $4.44M | shares |
| OKEONEOK INC NEW | 31,072 | $2.7M | shares |
| AVBAVALONBAY CMNTYS INC | 11,311 | $2.13M | shares |
| DTMDT MIDSTREAM INC | 11,398 | $1.67M | shares |
| GSGISHARES S&P GSCI COMMODITY- | 50,770 | $1.45M | shares |
| UCTTULTRA CLEAN HLDGS INC | 10,163 | $1.45M | shares |
| VRIGINVESCO ACTIVELY MANAGED EXC | 56,135 | $1.41M | shares |
| CHHCHOICE HOTELS INTL INC | 12,516 | $1.38M | shares |
| TMHCTAYLOR MORRISON HOME CORP | 19,201 | $1.38M | shares |
| TEVATEVA PHARMACEUTICAL INDS LTD | 39,602 | $1.34M | shares |
| EWWISHARES INC | 17,383 | $1.31M | shares |
| EWUISHARES TR | 26,088 | $1.2M | shares |
| OSKOSHKOSH CORP | 7,391 | $1.13M | shares |
| BSCVINVESCO EXCH TRD SLF IDX FD | 66,402 | $1.09M | shares |
| BSCWINVESCO EXCH TRD SLF IDX FD | 53,013 | $1.09M | shares |
| BSCXINVESCO EXCH TRD SLF IDX FD | 51,551 | $1.09M | shares |
| BSCZINVESCO EXCH TRD SLF IDX FD | 53,015 | $1.09M | shares |
| BSCYINVESCO EXCH TRD SLF IDX FD | 52,500 | $1.08M | shares |
| DOLWISDOMTREE TR | 13,937 | $1.04M | shares |
| OLEDUNIVERSAL DISPLAY CORP | 11,867 | $1.03M | shares |
| ORAORMAT TECHNOLOGIES INC | 8,031 | $875K | shares |
| IWVISHARES TR | 2,004 | $855K | shares |
| JNKSPDR SERIES TRUST | 8,118 | $782K | shares |
| GTESGATES INDL CORP PLC | 26,709 | $747K | shares |
| IIIVI3 VERTICALS INC | 34,560 | $738K | shares |
| ATKRATKORE INC | 9,547 | $726K | shares |
| IEZISHARES TR | 26,947 | $725K | shares |
| ACLSAXCELIS TECHNOLOGIES INC | 3,666 | $695K | shares |
| WBSWEBSTER FINL CORP | 8,892 | $680K | shares |
| FTXOFIRST TR EXCHANGE TRADED FD | 15,902 | $657K | shares |
| GFIGOLD FIELDS LTD | 19,498 | $655K | shares |
| XSEPFIRST TR EXCHNG TRADED FD VI | 14,072 | $625K | shares |
| FCPIFIDELITY COVINGTON TRUST | 11,402 | $623K | shares |
| EAELECTRONIC ARTS INC | 2,965 | $608K | shares |
| HCSGHEALTHCARE SVCS GROUP INC | 24,291 | $597K | shares |
| UTIUNIVERSAL TECHNICAL INST INC | 12,805 | $548K | shares |
| BDYNBLACKROCK ETF TRUST | 18,464 | $512K | shares |
| IPKWINVESCO EXCH TRADED FD TR II | 9,008 | $507K | shares |
| XOCTFIRST TR EXCHNG TRADED FD VI | 12,510 | $494K | shares |
| IGEISHARES TR | 8,727 | $490K | shares |
| AMKRAMKOR TECHNOLOGY INC | 5,665 | $488K | shares |
| TDTFFLEXSHARES TR | 20,080 | $477K | shares |
| XNOVFIRST TR EXCHNG TRADED FD VI | 12,011 | $476K | shares |
| JHGJANUS HENDERSON GROUP PLC | 8,641 | $449K | shares |
| ERICTELEFONAKTIEBOLAGET LM ERICS | 39,201 | $437K | shares |
| XRLXFUNDX INVT TR | 8,623 | $427K | shares |
| AAOIAPPLIED OPTOELECTRONICS INC | 2,820 | $418K | shares |
| BDVLBLACKROCK ETF TRUST | 15,869 | $412K | shares |
| RPVINVESCO EXCHANGE TRADED FD T | 3,575 | $407K | shares |
| NVMINOVA LTD | 733 | $398K | shares |
| EDGFADVISORS INNER CIRCLE FD II | 16,041 | $395K | shares |
| EVREVERCORE INC | 1,099 | $375K | shares |
| GSEPFIRST TR EXCHNG TRADED FD VI | 9,108 | $373K | shares |
| IONSIONIS PHARMACEUTICALS INC | 4,690 | $372K | shares |
| AMNAMN HEALTHCARE SVCS INC | 11,439 | $370K | shares |
| SPHBINVESCO EXCH TRADED FD TR II | 2,366 | $368K | shares |
| LBRTLIBERTY ENERGY INC | 13,974 | $366K | shares |
| CDNLCARDINAL INFRASTRUCTURE GROU | 3,811 | $359K | shares |
| LGNLEGENCE CORP | 4,188 | $357K | shares |
| VICRVICOR CORP | 939 | $357K | shares |
| RLRALPH LAUREN CORP | 880 | $353K | shares |
| REZIRESIDEO TECHNOLOGIES INC | 11,192 | $348K | shares |
| FIDFIRST TR EXCHANGE TRADED FD | 16,085 | $345K | shares |
| ALAITHE ALGER ETF TRUST | 7,536 | $344K | shares |
| SMMDISHARES TR | 3,703 | $339K | shares |
| MSMMSC INDL DIRECT INC | 2,851 | $339K | shares |
| URTHISHARES INC | 1,668 | $338K | shares |
| HYTRNORTHERN LTS FD TR III | 15,667 | $335K | shares |
| VECOVEECO INSTRS INC DEL | 4,402 | $334K | shares |
| BROSDUTCH BROS INC | 4,607 | $331K | shares |
| BBWIBATH & BODY WORKS INC | 13,951 | $323K | shares |
| OPPEWISDOMTREE TR | 5,771 | $322K | shares |
| SCHLSCHOLASTIC CORP | 6,949 | $320K | shares |
| FXUFIRST TR EXCHANGE-TRADED FD | 6,392 | $315K | shares |
| AOMISHARES TR | 6,271 | $313K | shares |
| ONONON HLDG AG | 8,820 | $312K | shares |
| DBVTDBV TECHNOLOGIES S A | 18,902 | $310K | shares |
| DBRGDIGITALBRIDGE GROUP INC | 19,504 | $308K | shares |
| FTVFORTIVE CORP | 4,977 | $304K | shares |
| TCBITEXAS CAP BANCSHARES INC | 2,941 | $304K | shares |
| EDGUADVISORS INNER CIRCLE FD II | 9,440 | $302K | shares |
| FTSFORTIS INC | 5,259 | $301K | shares |
| VIAVVIAVI SOLUTIONS INC | 6,184 | $295K | shares |
| BUFFINNOVATOR ETFS TRUST | 5,381 | $283K | shares |
| CENTACENTRAL GARDEN & PET CO | 7,233 | $280K | shares |
| IHDGWISDOMTREE TR | 5,349 | $280K | shares |
| DAVEDAVE INC | 751 | $280K | shares |
| UPWPROSHARES TR | 11,646 | $280K | shares |
| WDWALKER & DUNLOP INC | 5,095 | $279K | shares |
| CPRXCATALYST PHARMACEUTICALS INC | 8,824 | $277K | shares |
| CHEFCHEFS WHSE INC | 2,762 | $265K | shares |
| AVAAVISTA CORP | 6,403 | $262K | shares |
| MDLVEA SERIES TRUST | 8,263 | $254K | shares |
| HYDVANECK ETF TRUST | 4,898 | $252K | shares |
| PPLIPEOPLE INC | 5,428 | $251K | shares |
| SGHCSUPER GROUP SGHC LIMITED | 18,375 | $249K | shares |
| BSJTINVESCO EXCH TRD SLF IDX FD | 11,690 | $247K | shares |
| KEYKEYCORP | 10,358 | $239K | shares |
| CVIEMORGAN STANLEY ETF TRUST | 2,801 | $238K | shares |
| NBSDNEUBERGER BERMAN ETF TRUST | 4,701 | $237K | shares |
| TUTELUS CORPORATION | 22,345 | $236K | shares |
| LXPLXP INDUSTRIAL TRUST | 4,383 | $236K | shares |
| EFSCENTERPRISE FINL SVCS CORP | 3,556 | $234K | shares |
| LOGILOGITECH INTL S A | 2,486 | $234K | shares |
| BBAGJ P MORGAN EXCHANGE TRADED F | 5,004 | $230K | shares |
| HIWHIGHWOODS PPTYS INC | 7,567 | $228K | shares |
| INIOINNIO NV | 5,747 | $227K | shares |
| FIZZNATIONAL BEVERAGE CORP | 7,240 | $226K | shares |
| IBTPISHARES TR | 8,871 | $225K | shares |
| APLDAPPLIED DIGITAL CORP | 6,018 | $224K | shares |
| SIRISIRIUSXM HOLDINGS INC | 7,598 | $224K | shares |
| CWCOCONSOLIDATED WATER CO INC | 7,593 | $224K | shares |
| NTLAINTELLIA THERAPEUTICS INC | 13,098 | $222K | shares |
| TREXTREX INC | 4,417 | $221K | shares |
| FWONALIBERTY MEDIA CORP DEL | 2,509 | $220K | shares |
| FGF&G ANNUITIES & LIFE INC | 8,173 | $217K | shares |
| TRNOTERRENO RLTY CORP | 3,353 | $217K | shares |
| SPHRSPHERE ENTERTAINMENT CO | 1,244 | $215K | shares |
| CEFSEXCHANGE LISTED FDS TR | 8,390 | $215K | shares |
| CHWYCHEWY INC | 10,920 | $215K | shares |
| ESGVVANGUARD WORLD FD | 1,620 | $214K | shares |
| CRNXCRINETICS PHARMACEUTICALS IN | 5,692 | $213K | shares |
| FTAIFTAI AVIATION LTD | 783 | $212K | shares |
| DNTHDIANTHUS THERAPEUTICS INC | 2,171 | $212K | shares |
| LOBLIVE OAK BANCSHARES INC | 5,150 | $210K | shares |
| CSTMCONSTELLIUM SE | 6,573 | $209K | shares |
| IEVISHARES TR | 2,813 | $205K | shares |
| TOCTINNOVATOR ETFS TRUST | 7,573 | $205K | shares |
| ROCKGIBRALTAR INDS INC | 4,467 | $201K | shares |
| LADLITHIA MTRS INC | 690 | $201K | shares |
| FOCTFIRST TR EXCHNG TRADED FD VI | 3,831 | $200K | shares |
| AESAES CORP | 12,177 | $179K | shares |
| MARAMARA HOLDINGS INC | 11,908 | $165K | shares |
| AHCOADAPTHEALTH CORP | 15,653 | $163K | shares |
| VSTSVESTIS CORPORATION | 10,798 | $157K | shares |
| PGXINVESCO EXCH TRADED FD TR II | 13,450 | $146K | shares |
| KURAKURA ONCOLOGY INC | 12,493 | $137K | shares |
| PHKPIMCO HIGH INCOME FD | 21,856 | $102K | shares |
| MYGNMYRIAD GENETICS INC | 14,654 | $83.7K | shares |
| CMTGCLAROS MTG TR INC | 33,372 | $78.4K | shares |
| OSGOCTAVE SPECIALTY GROUP INC | 12,473 | $77.8K | shares |
| INCRINTERCURE LTD | 11,957 | $13.2K | shares |
How Q3 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 0001535865-26-000012 | base | 2026-10-15 |
Filings
Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001535865-26-000012 | Quarter ended 2026-09-30 | 2026-10-15 | ||
| 13F-HR 0001535865-26-000010 | Quarter ended 2026-06-30 | 2026-07-28 | acceptance time not in the bulk data set | |
| 13F-HR 0001535865-26-000005 | Quarter ended 2026-03-31 | 2026-05-05 | acceptance time not in the bulk data set | |
| 13F-HR 0001535865-26-000003 | Quarter ended 2025-12-31 | 2026-02-05 | acceptance time not in the bulk data set | |
| 13F-HR 0001535865-25-000016 | Quarter ended 2025-09-30 | 2025-11-06 | acceptance time not in the bulk data set | |
| 13F-HR 0001535865-25-000014 | Quarter ended 2025-06-30 | 2025-08-04 | acceptance time not in the bulk data set | |
| 13F-HR 0001535865-25-000009 | Quarter ended 2025-03-31 | 2025-05-06 | acceptance time not in the bulk data set | |
| 13F-HR 0001535865-25-000002 | Quarter ended 2024-12-31 | 2025-02-06 | acceptance time not in the bulk data set | |
| 13F-HR 0001535865-24-000019 | Quarter ended 2024-09-30 | 2024-11-01 | acceptance time not in the bulk data set | |
| 13F-HR 0001535865-24-000013 | Quarter ended 2024-06-30 | 2024-08-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001535865-24-000011 | Quarter ended 2024-03-31 | 2024-05-21 | acceptance time not in the bulk data set | |
| 13F-HR 0001535865-24-000006 | Quarter ended 2023-12-31 | 2024-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001172661-23-003639 | Quarter ended 2023-09-30 | 2023-11-07 | acceptance time not in the bulk data set | |
| 13F-HR 0001172661-23-002759 | Quarter ended 2023-06-30 | 2023-08-04 | acceptance time not in the bulk data set | |
| 13F-HR 0001172661-23-001980 | Quarter ended 2023-03-31 | 2023-05-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001172661-23-000370 | Quarter ended 2022-12-31 | 2023-01-31 | acceptance time not in the bulk data set | |
| 13F-HR 0001172661-22-002266 | Quarter ended 2022-09-30 | 2022-11-01 | acceptance time not in the bulk data set | |
| 13F-HR 0001172661-22-001786 | Quarter ended 2022-06-30 | 2022-08-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-22-001633 | Quarter ended 2022-03-31 | 2022-05-02 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-22-000510 | Quarter ended 2021-12-31 | 2022-02-04 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-21-003409 | Quarter ended 2021-09-30 | 2021-11-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-21-002325 | Quarter ended 2021-06-30 | 2021-08-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-21-001560 | Quarter ended 2021-03-31 | 2021-05-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-21-000673 | Quarter ended 2020-12-31 | 2021-02-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-20-002762 | Quarter ended 2020-09-30 | 2020-11-05 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001085146-20-002415 | Quarter ended 2020-06-30 | 2020-09-22 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-20-002173 | Quarter ended 2020-06-30 | 2020-08-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-20-001601 | Quarter ended 2020-03-31 | 2020-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-20-000572 | Quarter ended 2019-12-31 | 2020-02-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-19-002976 | Quarter ended 2019-09-30 | 2019-11-14 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001085146-19-002396 | Quarter ended 2019-06-30 | 2019-08-26 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-19-002181 | Quarter ended 2019-06-30 | 2019-08-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-19-001602 | Quarter ended 2019-03-31 | 2019-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-19-000532 | Quarter ended 2018-12-31 | 2019-02-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-18-002254 | Quarter ended 2018-09-30 | 2018-10-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-18-001684 | Quarter ended 2018-06-30 | 2018-07-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-18-001174 | Quarter ended 2018-03-31 | 2018-04-30 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-18-000120 | Quarter ended 2017-12-31 | 2018-01-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-17-002037 | Quarter ended 2017-09-30 | 2017-10-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-17-001468 | Quarter ended 2017-06-30 | 2017-07-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-17-000970 | Quarter ended 2017-03-31 | 2017-04-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-17-000122 | Quarter ended 2016-12-31 | 2017-01-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-16-004483 | Quarter ended 2016-09-30 | 2016-10-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-16-003958 | Quarter ended 2016-06-30 | 2016-07-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-16-003474 | Quarter ended 2016-03-31 | 2016-04-19 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-16-002604 | Quarter ended 2015-12-31 | 2016-01-14 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001085146-15-002394 | Quarter ended 2015-09-30 | 2015-11-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-15-002284 | Quarter ended 2015-09-30 | 2015-11-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-15-001553 | Quarter ended 2015-06-30 | 2015-08-03 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-15-000918 | Quarter ended 2015-03-31 | 2015-04-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-15-000058 | Quarter ended 2014-12-31 | 2015-01-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-14-002173 | Quarter ended 2014-09-30 | 2014-11-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-14-001365 | Quarter ended 2014-06-30 | 2014-07-21 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-14-001053 | Quarter ended 2014-03-31 | 2014-05-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-14-000033 | Quarter ended 2013-12-31 | 2014-01-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-13-001756 | Quarter ended 2013-09-30 | 2013-10-28 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-13-001212 | Quarter ended 2013-06-30 | 2013-07-24 | acceptance time not in the bulk data set |