Position in HRZN
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$49,909
New position
Shares Held
11,855
first reported quarter
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Mar 31, 2026Atria Investments, Inc holds $57,245,901 across 36 Asset Management names. HRZN ranks #36 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
14,459 | $13,905,364 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
119,227 | $5,689,512 | |
| 3 | AMP |
Ameriprise Financial Inc
|
8,329 | $3,701,407 | |
| 4 | SEIC |
Sei Investments Co
|
39,457 | $3,096,190 | |
| 5 | RJF |
Raymond James Financial Inc
|
19,096 | $2,764,909 | |
| 6 | APO |
Apollo Global Management, Inc.
|
23,746 | $2,645,779 | |
| 7 | KKR |
KKR & Co. Inc.
|
26,160 | $2,419,800 | |
| 8 | BX |
Blackstone Inc.
|
20,909 | $2,404,325 |
All Filings in HRZN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $49,909 | 11,855 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||