§ 13F · FUND PROFILE
Atria Investments, Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $8.8B (13F)Positions · 2003Turnover · — · Q1Filed · May 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$212M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 966K | $168M | 1.9% | −2% |
| 2 | IVV | ISHARES TR | 247K | $161M | 1.8% | −2% |
| 3 | VOO | VANGUARD INDEX FDS | 258K | $154M | 1.7% | +38% |
| 4 | MSFT | MICROSOFT CORP | 379K | $140M | 1.6% | −7% |
| 5 | GLD | SPDR GOLD TR | 268K | $115M | 1.3% | +25% |
| 6 | BIL | SPDR SERIES TRUST | 1.26M | $115M | 1.3% | +590% |
| 7 | AAPL | APPLE INC | 424K | $108M | 1.2% | +5% |
| 8 | AMZN | AMAZON COM INC | 444K | $92M | 1.0% | −11% |
| 9 | VGIT | VANGUARD SCOTTSDALE FDS | 1.50M | $89M | 1.0% | +432% |
| 10 | IEMG | ISHARES INC | 1.28M | $89M | 1.0% | −9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ATRIA SIGNAL
AC read
Atria Investments, Inc is a Other fund managing $8.8 billion in assets. The fund runs a massive portfolio of 2,003 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed