Public Filings

Atria Wealth Solutions, Inc.

CIK 1927543 · EDGAR ↗
sum of disclosed values for 2025-06-30; 0 positions have no disclosed value and are left out of the sum, counted here rather than dropped
$4.4B
every reported holding for this filer and quarter, including ones with no disclosed value
2,098
positions with no comparable holding in the prior quarter (kind new), 2025-06-30
119
positions absent from this quarter's filing after being held last quarter (kind exit), 2025-06-30 — inferred from absence, not a sale record
508
Quarter-end snapshot, filed up to 45 days later — not current holdings. What a 13F covers ↓
FILING WINDOW OPEN
Q3 2026 filings are due by 2026-11-16 — figures for that quarter will change; missing filers are not zeros.

Changes · Quarter ended 2025-06-30. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

by shares · How classified ↗
Period
position matched across quarters by exact reported CUSIP over a registry gap — never a name matchNEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGEderived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zeroreported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricatedPrev valueCurr valuePrev sharesCurr shares
pos:10307TRIM−$118M−231,134$240M$122M427,459196,325
pos:15642TRIM−$62.0M−825,529$149M$87.0M1,375,240549,711
pos:11173TRIM−$43.5M−119,769$128M$84.6M272,963153,194
pos:13215TRIM−$120M−519,637$192M$72.0M865,871346,234
pos:11825TRIM−$51.5M−182,741$121M$69.6M322,488139,747
pos:11570TRIM−$60.2M−117,458$119M$58.8M212,35594,897
sid:sec:prov:fc322b756e10c5adfb425878e834e2d4TRIM−$28.3M−187,778$86.0M$57.7M503,325315,547
sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5TRIM−$41.7M−91,469$95.4M$53.8M185,72794,258
sid:sec:prov:df074602715c1ffe206222b8ce0c038fTRIM−$45.7M−994,055$96.3M$50.6M2,089,4081,095,353
pos:14175TRIM−$53.7M−317,500$103M$49.2M540,702223,202
pos:12944TRIM−$13.8M−64,156$51.8M$38.0M188,383124,227
pos:13746TRIM−$30.0M−385,775$66.7M$36.6M718,261332,486
pos:16249TRIM−$30.7M−168,690$66.1M$35.4M340,714172,024
sid:sec:prov:2ebeed7ba0c3c8f5495a6059ae850775TRIM−$2.8M−179,572$37.8M$34.9M1,057,501877,929
pos:11205TRIM−$31.4M−52,952$64.5M$33.1M121,12468,172
pos:11390TRIM−$29.5M−63,264$62.1M$32.6M107,66244,398
pos:17965TRIM−$35.5M−482,292$67.3M$31.8M916,193433,901
pos:17304TRIM−$22.6M−451,349$51.7M$29.1M1,031,682580,333
pos:17409TRIM−$63.8M−1,318,316$92.9M$29.1M1,827,627509,311
pos:17400TRIM−$48.9M−853,327$77.8M$28.9M1,360,779507,452
pos:11209TRIM−$63.3M−182,456$91.2M$27.9M245,94263,486
sid:sec:prov:17b19445cfc49d8e93d0a978b5f9fc37TRIM−$6.3M−139,980$33.5M$27.2M572,070432,090
pos:13906TRIM−$21.3M−115,297$47.0M$25.7M246,581131,284
pos:14221TRIM−$150K−37,786$24.6M$24.5M374,819337,033
sid:sec:prov:8ffd8920e6e0488aef7958c82490aaf2TRIM−$31.1M−570,906$55.1M$24.0M1,006,091435,185
sid:sec:prov:fd0585629cc2c56c522b14f4ca767dfdADD+$4.7M+91,091$19.1M$23.8M382,937474,028
pos:15142TRIM−$19.7M−146,554$43.4M$23.8M280,875134,321
pos:10984TRIM−$38.4M−491,627$62.0M$23.7M792,651301,024
pos:12549TRIM−$9.1M−182,885$32.3M$23.2M548,074365,189
sid:sec:prov:fbe2069936310c4fd1e930d7bd6a6681TRIM−$3.0M−197,270$26.2M$23.2M765,355568,085
pos:11275TRIM−$20.3M−465,905$43.3M$23.0M887,155421,250
pos:13905TRIM+$1.6M−13,589$21.3M$22.9M394,425380,836
pos:10986TRIM−$59.2M−346,696$81.6M$22.4M472,675125,979
pos:10357TRIM−$18.8M−87,977$40.9M$22.1M157,63369,656
sid:sec:prov:4252b4f3709914f645284b0206172232TRIM−$21.5M−234,119$42.9M$21.4M467,402233,283
sid:sec:prov:e10fb4f0bf62f2cd6470d7f399584bcaTRIM−$841K−8,757$22.0M$21.2M40,64831,891
pos:12580TRIM−$2.6M−71,371$22.5M$19.9M279,994208,623
pos:18039TRIM−$17.0M−82,054$36.7M$19.6M149,52567,471
sid:sec:prov:022b6f6e9b6589eae61ef0e7f47b8f6aTRIM−$1.5M−46,899$20.7M$19.2M222,629175,730
pos:10892TRIM−$11.8M−74,123$30.9M$19.2M149,76975,646
pos:12827TRIM−$5.5M−77,108$24.5M$19.0M146,10168,993
pos:14874TRIM−$10.2M−108,744$29.2M$19.0M311,325202,581
pos:18043TRIM−$4.1M−78,542$22.9M$18.8M371,177292,635
pos:11237TRIM−$24.4M−88,202$43.1M$18.7M149,49961,297
pos:14737TRIM−$9.2M−93,403$27.5M$18.2M277,775184,372
pos:13489TRIM−$13.4M−275,325$31.5M$18.1M608,159332,834
pos:11640ADD+$6.8M+65,565$11.1M$17.9M120,028185,593
sid:sec:prov:f1fd766d326ca552a85c000a4415c3d6TRIM−$10.2M−156,517$27.9M$17.8M369,344212,827
pos:12848TRIM−$15.8M−45,819$33.2M$17.4M94,84449,025
pos:12412TRIM−$28.0M−222,004$45.1M$17.1M349,851127,847
pos:14033TRIM−$22.3M−221,477$39.4M$17.1M376,554155,077
pos:11567TRIM−$14.8M−537,052$31.9M$17.1M1,072,982535,930
sid:sec:prov:da76927ea7bfa34385e39a3ae24e4aebTRIM−$9.5M−188,122$26.3M$16.8M519,371331,249
pos:16868TRIM−$22.8M−410,133$39.4M$16.6M674,437264,304
pos:15938TRIM−$1.7M−26,810$17.9M$16.1M84,54557,735
pos:17821TRIM−$21.3M−148,711$37.1M$15.8M237,73689,025
sid:sec:prov:60ffabd9670c9af8e52da3a6a1a7ffbcTRIM−$502K−2,539$16.0M$15.5M73,16370,624
sid:sec:prov:350119fb274fcd8c7ec4519681c9e3cdTRIM−$16.2M−213,376$31.6M$15.4M412,421199,045
sid:sec:prov:8b57560043266bcb6e19f900348f25bbTRIM−$1.0M−36,049$16.1M$15.0M549,275513,226
pos:13490TRIM−$8.8M−117,238$23.7M$15.0M270,144152,906
pos:17231TRIM−$11.1M−55,013$26.0M$14.9M117,32162,308
pos:10714TRIM−$23.2M−804,607$38.1M$14.8M1,362,043557,436
pos:13208TRIM+$1.7M−2,705$13.0M$14.7M67,34864,643
pos:15702TRIM−$897K−10,717$15.3M$14.4M76,56465,847
sid:sec:prov:5892083dd5422cc02647a9cefd0e22d9TRIM+$510K−16,632$13.8M$14.3M348,161331,529
pos:10164TRIM−$15.4M−247,657$29.6M$14.2M446,532198,875
sid:sec:prov:d8bc14c139fafe82698b371fec6a6071ADD+$1.8M+86,159$12.4M$14.2M576,685662,844
sid:sec:prov:6f9dc5decf4c0d4690493bc1e0555f7cTRIM−$1.7M−15,969$15.7M$13.9M121,657105,688
sid:sec:prov:5a7fcb3dee6c4561333e06d370e28221TRIM−$13.2M−259,311$26.8M$13.6M525,021265,710
sid:sec:prov:6ae77b2275b70f22276189d31e60d3d2ADD+$2.9M+49,574$10.6M$13.5M329,688379,262
pos:14055TRIM−$2.5M−14,011$16.0M$13.4M61,83147,820
pos:12445TRIM−$5.4M−123,774$18.8M$13.4M222,29498,520
sid:sec:prov:57ca25e81d0e6e1a2e81d2252c83645cTRIM−$4.8M−33,948$17.8M$13.0M88,04554,097
pos:16556TRIM−$15.5M−145,909$28.5M$13.0M270,274124,365
pos:17143TRIM−$9.9M−468,262$22.8M$12.9M909,537441,275
pos:14552TRIM−$14.1M−108,796$26.9M$12.7M226,062117,266
pos:14231TRIM−$6.4M−124,598$19.0M$12.5M361,959237,361
pos:11871TRIM−$14.9M−263,452$27.3M$12.4M463,034199,582
pos:13599TRIM−$13.7M−76,662$26.1M$12.4M157,35880,696
pos:10136TRIM−$5.4M−29,496$17.7M$12.3M71,31141,815
sid:sec:prov:7bedc2b3344fa4eb910b9207c8f5d6c3TRIM−$6.7M−155,064$19.0M$12.2M425,908270,844
sid:sec:prov:e80cc45ae7833b901a24570947177154TRIM−$9.9M−179,366$21.9M$12.0M352,267172,901
sid:sec:prov:06dea6e0296cb829fe7369623cd6dcecADD+$9.0M+170,956$2.7M$11.8M55,184226,140
pos:17056TRIM−$4.5M−21,497$16.2M$11.7M59,86738,370
pos:11514TRIM−$8.8M−78,448$20.4M$11.6M145,44066,992
pos:17467TRIM−$2.9M−36,057$14.4M$11.6M86,84150,784
pos:18044TRIM−$5.0M−43,139$16.3M$11.3M138,09094,951
pos:17452TRIM−$3.4M−9,276$14.4M$11.1M34,35025,074
pos:11717TRIM−$12.7M−65,355$23.5M$10.8M140,22274,867
sid:sec:prov:efecb32bb577807f0d7dfd77d5f0f1baTRIM−$40.8M−837,825$51.5M$10.8M1,055,097217,272
sid:sec:prov:7916dbc6e8f00d5f5f4fe14e7699b2feTRIM+$1.8M−2,957$8.9M$10.7M119,727116,770
sid:sec:prov:306e123d9030b6bc2a09c46e657c00d4TRIM−$1.3M−71,151$12.1M$10.7M359,947288,796
pos:10189TRIM−$8.6M−170,167$19.1M$10.6M380,317210,150
sid:sec:prov:63fa5c7c9852af95fc89e071b88157c3TRIM−$13.4M−146,291$23.8M$10.4M263,278116,987
pos:16971TRIM−$9.9M−92,795$20.2M$10.4M195,019102,224
pos:12030TRIM−$32.1M−34,388$42.4M$10.3M44,84110,453
pos:15433TRIM−$7.2M−11,071$17.5M$10.3M18,7997,728
pos:15499TRIM−$18.6M−82,671$28.9M$10.3M137,70555,034
pos:15863TRIM−$21.5M−25,286$31.6M$10.1M38,27312,987
pos:11431TRIM−$4.1M−52,221$14.1M$10.0M172,762120,541

Ticker: no position here maps to a reviewed ticker. Flags: no row carries a flag.

1–20 of the 100 changes on this page

1–100 of 1,908 changes
Mark-to-market only (no share change) · 62

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

position matched across quarters by exact reported CUSIP over a registry gap — never a name matchNEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGEderived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zeroreported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricatedPrev valueCurr valuePrev sharesCurr shares
sid:sec:prov:944ff55ff448ee33451c67709b55e5ddNO CHANGE+$14.3K0$1.8M$1.9M75,00075,000
sid:sec:prov:89a6a1b5d47cdac581769c46beb4eae9NO CHANGE+$66.0K0$894K$960K23,05423,054
pos:17643NO CHANGE+$1.7K0$876K$878K24,27924,279
sid:sec:prov:c9ec1f17e5beec37d4f66c302ec3f1e4NO CHANGE+$49.6K0$792K$842K18,77018,770
sid:sec:prov:9506e20e95b8ca4a36e10ffec46e091eNO CHANGE+$12.4K0$677K$689K70,65170,651
sid:sec:prov:2b4b3e66a8b535adac242920cb464f0eNO CHANGE+$54.2K0$592K$646K23,37223,372
sid:sec:prov:a681c1c89139e362890f6742ec991e0bNO CHANGE+$109K0$525K$634K12,50012,500
sid:sec:prov:e1191ea8320e262dc0ccc91e1eea07a5NO CHANGE+$34.6K0$553K$588K38,00038,000
sid:sec:prov:385930de185d0121c00dfc4d7cb6b29aNO CHANGE+$28.3K0$518K$546K17,65917,659
sid:sec:prov:7e614e56e2d5e4fa48c6ee2756bf0c7cNO CHANGE+$26.2K0$467K$493K19,04919,049
sid:sec:prov:3f4aa75c2e2761662504dbe28cea100aNO CHANGE−$1.8K0$479K$478K23,50023,500
sid:sec:prov:408e0e9ce56a26ee96519aecd3e51f84NO CHANGE+$36.8K0$433K$470K14,30614,306
sid:sec:prov:544cbd6aa78a829d75e3959420cd2d9fNO CHANGE+$19.4K0$448K$468K18,15018,150
sid:sec:prov:795d93bd698aef36d86c0911c9c03979NO CHANGE+$41.9K0$387K$429K6,3996,399
sid:sec:prov:3ff341420d0b3d8afc8675d45e78ca96NO CHANGE+$23.3K0$393K$416K13,85913,859
sid:sec:prov:dd20198a0d4993f0a06169472ecf1d83NO CHANGE+$19.4K0$386K$405K10,24010,240
sid:sec:prov:984237988f5401535a8064757b78e80eNO CHANGE−$2.9K0$407K$404K15,44315,443
sid:sec:prov:6ce2b77cb1dc584b0a0f181d2916600cNO CHANGE+$14.3K0$389K$403K14,30814,308
sid:sec:prov:64e48f3260ab6a47ac13453961c894bfNO CHANGE+$25.3K0$375K$400K13,12413,124
sid:sec:prov:b9d4a43b8e4539c6c8ac2ba4e00d9a6dNO CHANGE+$54.3K0$320K$374K14,00014,000
sid:sec:prov:845309882512cf1fc9cac5bc299d3d1bNO CHANGE+$32.7K0$340K$373K6,8436,843
sid:sec:prov:5333982983e17cafcfd5184f154f2cf0NO CHANGE−$8.8K0$373K$364K113,100113,100
sid:sec:prov:d6f951f1844a691c99b7d2ea4714b2d0NO CHANGE−$16.0K0$354K$338K32,01332,013
pos:18243NO CHANGE+$15.6K0$322K$337K74,50074,500
sid:sec:prov:eccbebd4ae697b4cc5b742610cdbf1ddNO CHANGE+$42.7K0$281K$324K7,1957,195
sid:sec:prov:bfa1a4b6a0d28852e8f6b7958fd3e6a2NO CHANGE−$3.5K0$302K$298K6,2226,222
sid:sec:prov:bccd7ae300e635a7d5e49dcc5410e1c7NO CHANGE+$18.0K0$270K$288K10,45510,455
sid:sec:prov:28cab5eab5a7be282790c4286da490f4NO CHANGE+$13.1K0$272K$285K15,00015,000
sid:sec:prov:896ef741ca50f9ea81cee645823e5addNO CHANGE+$7.3K0$277K$285K53,75053,750
sid:sec:prov:ad674e0817bb7e975902513f8f282fbbNO CHANGE−$111K0$378K$267K17,50017,500
pos:13923NO CHANGE−$18.4K0$285K$267K2,4502,450
pos:14859NO CHANGE+$12.2K0$251K$263K11,06011,060
sid:sec:prov:3eb5ea5d06672427f7480befa6816a43NO CHANGE−$15.7K0$277K$262K9,3419,341
sid:sec:prov:bc8d10018443880b1d2d69bd2bb56a19NO CHANGE+$33.3K0$227K$261K2,6782,678
sid:sec:prov:afd18ad4231bb015e178514710ffe125NO CHANGE+$10.4K0$250K$260K2,9602,960
sid:sec:prov:ea4dc940687b806d696b0e903bcd8910NO CHANGE+$19.2K0$236K$255K11,55011,550
sid:sec:prov:ef9a7f994f1202880027188f55cb4817NO CHANGE+$25.9K0$227K$253K5,0005,000
sid:sec:prov:aaa17390f3f0b986b3620de2f386fd2dNO CHANGE−$8.7K0$250K$241K2,7392,739
sid:sec:prov:7ca001aa0621b0de9ae6fb4bce8a3d21NO CHANGE+$11.6K0$217K$228K7,7497,749
sid:sec:prov:31e8965d94b5cb38e2c05e432aa68970NO CHANGE−$3.7K0$230K$227K19,40919,409
pos:11774NO CHANGE+$17.7K0$208K$226K1,3181,318
pos:13231NO CHANGE+$2.5K0$218K$221K7,0007,000
sid:sec:prov:a7649449e5a21571bbbea6c419c26b0bNO CHANGE+$8.5K0$204K$212K7,7827,782
sid:sec:prov:b5fb87475a6cc894e2b24e3265f767e6NO CHANGE+$4.5K0$197K$202K16,27316,273
pos:15575NO CHANGE−$16.0K0$212K$196K16,63016,630
sid:sec:prov:66539e78767c147e5f5674f15b0e5a40NO CHANGE−$5.9K0$178K$172K16,89916,899
pos:15364NO CHANGE−$14.2K0$158K$144K11,05111,051
pos:12657NO CHANGE+$52.7K0$82.2K$135K12,23612,236
sid:sec:prov:0e5f0a7c3f19b8100ae2d085541a134cNO CHANGE+$17.2K0$113K$130K26,49426,494
sid:sec:prov:cb718938f6023580a17b821149f4b3baNO CHANGE+$37.1K0$82.3K$119K10,00010,000
sid:sec:prov:8d442d8b9dd44cdcfc703fe2cb488046NO CHANGE+$19.8K0$89.2K$109K19,43519,435
sid:sec:prov:d9a83478cf5a545964421b0467e7e904NO CHANGE+$15.3K0$85.4K$101K13,00013,000
sid:sec:prov:6c1fe4268385c1e5eb49cb0e59752671NO CHANGE−$12.5K0$103K$90.8K15,00015,000
pos:11336NO CHANGE+$2.4K0$75.2K$77.6K20,00020,000
sid:sec:prov:a1bd2f883bff3b6e61837a17f4244274NO CHANGE−$1.1K0$78.2K$77.0K10,32710,327
pos:10937NO CHANGE−$4.5K0$80.4K$75.9K10,00010,000
sid:sec:prov:f63a65508fa784133da59cd76e9390beNO CHANGE+$1.0K0$57.6K$58.6K14,39514,395
sid:sec:prov:7d4858b18bb837ac060629e4a5ca94fdNO CHANGE−$8.6K0$31.3K$22.7K14,75014,750
sid:sec:prov:f0cb5def5edf965d4cc1351614b00974NO CHANGE−$1.7K0$18.2K$16.4K10,55310,553
sid:sec:prov:65edff2b596e2ee18f8af43f81d14a25NO CHANGE+$2.7K0$8.9K$11.6K10,00010,000
sid:sec:prov:fe1d304e1636f9774d1a6930ab52a59eNO CHANGE−$10.0K0$20.2K$10.2K10,34710,347
sid:sec:prov:52e3152394c213940f8030929655da75NO CHANGE−$1.7K0$7.3K$5.6K11,20011,200

Ticker: no position here maps to a reviewed ticker. Flags: no row carries a flag.

Holdings without a security ID are counted, not compared. Method ↗

Reported positions

not published in this build

This build does not ship the holdings list, so the per-filer position list is not served here. Public Filings decided on 2026-08-01 to serve this list from its published build; a build that has not published it says so rather than showing an empty table. The primary source is the filing itself:

Open the 13F filings on SEC EDGAR ↗

Book shape

Tick = median of the 8,034 tracked filers with a 2025-06-30 book (the index median: the 7,937 with a complete book). Concentration uses reported 13F long value, not total assets; the index is withheld when any position lacks a value.
share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets
26.3%below median 80.0%
integer Herfindahl–Hirschman index in basis points over disclosed position values
49 bpsbelow median 446 bps
holdings with no disclosed value (undisclosed, or unreadable on the filing) — kept and counted, never shown as zero
2098 / 2098median book 99 positions

1,970 quarter-over-quarter rows

Filing history

PeriodSource
2025-03-31EDGAR ↗
2025-06-30EDGAR ↗
Complete source filings on SEC EDGAR

The filing on EDGAR is the record, including any filed after this build.

Open Atria Wealth Solutions, Inc.'s 13F filings on SEC EDGAR ↗
A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.