Position in TRU
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$335,234
-$86,340 QoQ
Shares Held
4,647
-23.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#346
of 518 holders
Holding Since
Dec 2021
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRU Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Atria Investments, Inc holds $34,203,924 across 10 Financial Data & Stock Exchanges names. TRU ranks #10 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
40,390 | $8,919,323 | |
| 2 | SPGI |
S&P Global Inc.
|
19,874 | $7,657,302 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
36,000 | $4,431,960 | |
| 4 | MSCI |
MSCI Inc.
|
6,426 | $3,598,817 | |
| 5 | MCO |
Moodys Corp /De/
|
7,706 | $3,490,201 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
36,511 | $2,877,797 | |
| 7 | FDS |
Factset Research Systems Inc
|
7,417 | $1,706,503 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
3,271 | $793,773 |
All Filings in TRU
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $335,234 | 4,647 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $421,574 | 6,093 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $555,917 | 6,483 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $533,008 | 6,362 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $818,840 | 9,305 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $741,266 | 8,932 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,201,058 | 12,955 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,381,307 | 13,193 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $764,589 | 10,310 | Shares | Sole | 2024-08-13 | |
| 2023-06-30 | $1,112,286 | 14,200 | Shares | Sole | 2023-08-04 | |
| 2022-06-30 | $1,047,149 | 13,091 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,629,361 | 15,767 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,259,201 | 10,619 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||