Atria Investments, Inc ETF holdings
Charlotte, NC
Reported $5.3B in 790 ETFs in its Form 13F for June 30, 2026.
ETF value
$5.3B
ETFs held
790
Change from prior quarter
+16.3%
With price moves
ETFs as a share of its 13F
52.8%
of $10.0B
Top 10 of 790 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $317.3M | 423,685 | +176,989 shares |
| VOO | Vanguard S&P 500 ETF | $207.3M | 301,842 | +44,327 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $127.2M | 170,306 | +51,893 shares |
| VUG | Vanguard Morningstar Growth ETF | $119.1M | 1,382,122 | +1,193,493 shares |
| GLD | SPDR Gold Shares | $116.5M | 316,251 | +48,054 shares |
| VGIT | Vanguard Intermediate-Term Treasury ETF | $92.7M | 1,572,298 | +76,996 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $89.8M | 242,650 | +74,771 shares |
| VTV | Vanguard Morningstar Value ETF | $88.9M | 407,990 | +26,459 shares |
| IVW | iShares S&P 500 Growth ETF | $83.0M | 603,475 | +19,239 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $82.6M | 997,377 | −278,897 shares |
780 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001535865. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Atria Investments, Inc own?
Atria Investments, Inc reported 790 ETF positions worth $5.3B in its Form 13F for June 30, 2026. The largest was IVV, at $317.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.