Atria Investments, Inc

Position in SEIC — Sei Investments Co

CIK 1535865 Charlotte, NC

Position in SEIC

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$3,096,190

-$147,536 QoQ

Shares Held

39,457

-0.2% QoQ

Ownership

0.033%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Atria Investments, Inc holds $57,245,901 across 36 Asset Management names. SEIC ranks #4 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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 This page	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

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,096,190	39,457	-0.2%	Shares	Sole	2026-05-05
2025-12-31	$3,243,726	39,548	-1.5%	Shares	Sole	2026-02-05
2025-09-30	$3,405,709	40,138	+2.1%	Shares	Sole	2025-11-06
2025-06-30	$3,532,127	39,307	-2.5%	Shares	Sole	2025-08-04
2025-03-31	$3,129,653	40,315	+11.8%	Shares	Sole	2025-05-06
2024-12-31	$2,973,239	36,048	+1.0%	Shares	Sole	2025-02-06
2024-09-30	$2,468,699	35,680	-1.6%	Shares	Sole	2024-11-01
2024-06-30	$2,346,694	36,276	+0.4%	Shares	Sole	2024-08-13
2024-03-31	$2,597,387	36,125	+4.3%	Shares	Sole	2024-05-21
2023-12-31	$2,200,609	34,628	-0.3%	Shares	Sole	2024-02-14
2023-09-30	$2,092,149	34,736	+2.0%	Shares	Sole	2023-11-07
2023-06-30	$2,029,762	34,045	-6.1%	Shares	Sole	2023-08-04
2023-03-31	$2,086,014	36,247	+2.6%	Shares	Sole	2023-05-10
2022-12-31	$2,058,922	35,316	+0.7%	Shares	Sole	2023-01-31
2022-09-30	$1,720,134	35,069	-2.3%	Shares	Sole	2022-11-01
2022-06-30	$1,939,480	35,903	+3.0%	Shares	Sole	2022-08-11
2022-03-31	$2,099,041	34,862	-2.0%	Shares	Sole	2022-05-02
2021-12-31	$2,168,428	35,583	+4.4%	Shares	Sole	2022-02-04
2021-09-30	$2,021,240	34,085	-3.6%	Shares	Sole	2021-11-16
2021-06-30	$2,190,701	35,351	+4.9%	Shares	Sole	2021-08-10
2021-03-31	$2,053,828	33,708	+0.1%	Shares	Sole	2021-05-11
2020-12-31	$1,936,221	33,691	-1.0%	Shares	Sole	2021-02-12
2020-09-30	$1,725,240	34,015	+0.8%	Shares	Sole	2020-11-05
2020-06-30	$1,855,355	33,746	—	Shares	Sole	2020-09-22
No filing history on record for this holder in this stock.