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Manager record

Atria Investments, Inc

Charlotte, NC · CIK 1535865 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$10.27BReported 13F valueQ3 2026 · as filed
2,136Holdings listed
+2.9%vs prior quartervalue change includes market moves
6Quarters on record
Oct 15Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $8.5B$8.5BQ2 20251,982 holdingsQ3 2025: $8.8B$8.8BQ3 20252,003 holdingsQ4 2025: $8.8B$8.8BQ4 20252,018 holdingsQ1 2026: $8.9B$8.9BQ1 20262,028 holdingsQ2 2026: $10.0B$10.0BQ2 20262,111 holdingsQ3 2026: $10.3B$10.3BQ3 20262,136 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 15 2026 13F-HR · period Q3 2026

$10.27B · 2,136 holdings listed · View original SEC filing ↗
Jul 28 2026 13F-HR · period Q2 2026

$9.98B · 2,111 holdings listed · View original SEC filing ↗
May 05 2026 13F-HR · period Q1 2026

$8.94B · 2,028 holdings listed · View original SEC filing ↗
Feb 05 2026 13F-HR · period Q4 2025

$8.80B · 2,018 holdings listed · View original SEC filing ↗
Nov 06 2025 13F-HR · period Q3 2025

$8.75B · 2,003 holdings listed · View original SEC filing ↗
Aug 04 2025 13F-HR · period Q2 2025

$8.47B · 1,982 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 15, 2026 · Change methodology