Atria Investments, Inc
CIK 1535865
13F filing for Q2 2026・No. 572
- Holdings
- US$9.98B
- Quarter change
- +US$1.04B
- Entries
- 2,111
- Net bought (estimate)
- +US$153.63M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 264
- Sold out 181
- Cut 906
- Added 936
- Corporate actions 6
- Unchanged 5
Largest holdings
2,111 stocks worth US$9.98B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Added | 423,685 | US$317.29M | 3.18% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 301,842 | US$207.31M | 2.08% |
| NVDANvidiaCOM | Added | 967,697 | US$193.63M | 1.94% |
| MSFTMicrosoftCOM | Cut | 349,531 | US$130.38M | 1.31% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Added | 170,306 | US$127.18M | 1.27% |
| AAPLAppleCOM | Cut | 413,130 | US$119.54M | 1.20% |
| VUGVANGUARD INDEX FDSGROWTH ETF | AddedSplit 7:1 | 1,382,122 | US$119.06M | 1.19% |
| GLDSPDR GOLD TRGOLD SHS | Added | 316,251 | US$116.5M | 1.17% |
| GOOGLAlphabetCAP STK CL A | Cut | 286,496 | US$102.39M | 1.03% |
| AMZNAmazonCOM | Cut | 422,002 | US$100.58M | 1.01% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 28, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.