Atria Wealth Solutions, Inc.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 4,123
Total Value: 8296260138
Accession Number: 0001420506-25-000956
Form Type: 13F-HR
CIK: 0001927543
Manager Name: Atria Wealth Solutions, Inc.

Data Enrichment

60% identified

2,461 identified1,662 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

4,123 positions • $8,296,260.138K total value

4,123 positions

Manager:

SEC FilingSEC DataHachi Filing

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PRINCIPAL FINANCIAL GROUP INC

PFG|74251V102

5088

Value:

$429.3M

66538H534

11154(+21.9%)

Value:

$429.1M(+20.5%)

LINCOLN NATIONAL CORP

LNC|534187109

11948(-9.0%)

Value:

$429.1M(+3.0%)

Gaming & Leisure Properties, Inc.

GLPI|36467J108

8427(+4.6%)

Value:

$428.9M(+10.5%)

TIPTREE INC.

TIPT|88822Q103

17780(-4.8%)

Value:

$428.3M(+9.9%)

WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP

WAB|929740108

2356(-75.2%)

Value:

$427.3M(-76.3%)

DECKERS OUTDOOR CORP

DECK|243537107

3818(-42.2%)

Value:

$426.9M(-68.2%)

464287739

IYR|464287739

4453(+3.2%)

Value:

$426.3M(+6.2%)

33740U778

17918(-40.1%)

Value:

$426.2M(-41.9%)

INSMED Inc

INSM|457669307

5543

Value:

$422.9M

Fox Corp

FOX|35137L204

8019

Value:

$422.7M

14020R107

16331

Value:

$422.3M

92206C599

1705(+0.0%)

Value:

$420.8M(-5.0%)

46138G615

12489(-39.7%)

Value:

$420.2M(-48.3%)

33739P889

10431(-6.6%)

Value:

$419.2M(+0.4%)

00888H760

12704(-0.2%)

Value:

$416.8M(-1.3%)

92647N691

8601(+0.2%)

Value:

$416.5M(+1.0%)

Runway Growth Finance Corp.

RWAY|78163D100

40100(-46.4%)

Value:

$415.0M(-49.4%)

RBC Bearings INC

RBC|75524B104

1288

Value:

$414.4M

WEST FRASER TIMBER CO., LTD

WFG|952845105

5368(+86.5%)

Value:

$413.2M(+65.2%)

Instrument	Shares		Other Manager	Value
Principal Financial Group Inc(PFGcusip74251V102)	5.1K	QoQ NEW(+5.1K) YoY NEW(+5.1K)	All Managers (Combined)	$429.3K	QoQ NEW(+$429.3K) YoY NEW(+$429.3K)
(cusip66538H534)✕	11.2K	QoQ +21.90% (+2.0K) YoY -78.66% (-41.1K)	All Managers (Combined)	$429.1K	QoQ +20.54% (+$73.1K) YoY -78.93% (-$1.6M)
Lincoln National Corp(LNCcusip534187109)	11.9K	QoQ -9.00% (-1.2K) YoY NEW(+11.9K)	All Managers (Combined)	$429.1K	QoQ +3.04% (-$12.7K) YoY NEW(+$429.1K)
Gaming & Leisure Properties, Inc.(GLPIcusip36467J108)	8.4K	QoQ +4.60% (+371) YoY -10.57% (-997)	All Managers (Combined)	$428.9K	QoQ +10.54% (+$40.9K) YoY -2.70% (-$11.9K)
Tiptree Inc.(TIPTcusip88822Q103)	17.8K	QoQ -4.81% (-900) YoY -8.25% (-1.6K)	All Managers (Combined)	$428.3K	QoQ +9.92% (-$38.7K) YoY +27.90% (-$93.4K)
Westinghouse Air Brake Technologies Corp(WABcusip929740108)	2.4K	QoQ -75.22% (-7.2K) YoY -80.28% (-9.6K)	All Managers (Combined)	$427.3K	QoQ -76.29% (-$1.4M) YoY -75.45% (-$1.3M)
Deckers Outdoor Corp(DECKcusip243537107)	3.8K	QoQ -42.20% (-2.8K) YoY +91.28% (-1.8K)	All Managers (Combined)	$426.9K	QoQ -68.18% (-$914.7K) YoY -77.28% (-$1.5M)
(IYRcusip464287739)	4.5K	QoQ +3.22% (+139) YoY -20.38% (-1.1K)	All Managers (Combined)	$426.3K	QoQ +6.18% (+$24.8K) YoY -15.20% (-$76.5K)
(cusip33740U778)✕	17.9K	QoQ -40.15% (-12.0K) YoY -40.74% (-12.3K)	All Managers (Combined)	$426.2K	QoQ -41.89% (-$307.4K) YoY -37.41% (-$254.8K)
Insmed Inc(INSMcusip457669307)	5.5K	QoQ NEW(+5.5K) YoY NEW(+5.5K)	All Managers (Combined)	$422.9K	QoQ NEW(+$422.9K) YoY NEW(+$422.9K)
Fox Corp(FOXcusip35137L204)	8.0K	QoQ NEW(+8.0K) YoY NEW(+8.0K)	All Managers (Combined)	$422.7K	QoQ NEW(+$422.7K) YoY NEW(+$422.7K)
(cusip14020R107)✕	16.3K	QoQ NEW(+16.3K) YoY NEW(+16.3K)	All Managers (Combined)	$422.3K	QoQ NEW(+$422.3K) YoY NEW(+$422.3K)
(cusip92206C599)✕	1.7K	QoQ 0.00% (-0) YoY +37.38% (+464)	All Managers (Combined)	$420.8K	QoQ -4.96% (-$22.0K) YoY +45.59% (+$131.8K)
(cusip46138G615)✕	12.5K	QoQ -39.69% (-8.2K) YoY -41.01% (-8.7K)	All Managers (Combined)	$420.2K	QoQ -48.26% (-$392.0K) YoY -48.57% (-$396.9K)
(cusip33739P889)✕	10.4K	QoQ -6.62% (-740) YoY -73.34% (-28.7K)	All Managers (Combined)	$419.2K	QoQ +0.42% (-$1.8K) YoY -70.06% (-$981.2K)
(cusip00888H760)✕	12.7K	QoQ -0.19% (-25) YoY NEW(+12.7K)	All Managers (Combined)	$416.8K	QoQ -1.34% (-$5.7K) YoY NEW(+$416.8K)
(cusip92647N691)✕	8.6K	QoQ +0.20% (+18) YoY -1.31% (-115)	All Managers (Combined)	$416.5K	QoQ +1.03% (+$4.3K) YoY +5.63% (-$22.2K)
Runway Growth Finance Corp.(RWAYcusip78163D100)	40.1K	QoQ -46.41% (-34.7K) YoY -19.88% (-10.0K)	All Managers (Combined)	$415.0K	QoQ -49.39% (-$405.1K) YoY -31.58% (-$191.6K)
Rbc Bearings Inc(RBCcusip75524B104)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$414.4K	QoQ NEW(+$414.4K) YoY NEW(+$414.4K)
West Fraser Timber Co., Ltd(WFGcusip952845105)	5.4K	QoQ +86.45% (+2.5K) YoY NEW(+5.4K)	All Managers (Combined)	$413.2K	QoQ +65.16% (+$163.0K) YoY NEW(+$413.2K)