Position in TW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$989,524
-$143,777 QoQ
Shares Held
9,929
+3.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#288
of 560 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Atria Investments, Inc holds $73,052,567 across 20 Capital Markets names. TW ranks #11 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
18,998 | $19,214,007 | |
| 2 | MS |
Morgan Stanley
|
75,523 | $15,787,327 | |
| 3 | SCHW |
Schwab Charles Corp
|
153,187 | $14,134,564 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
74,186 | $6,457,149 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
12,538 | $3,531,703 | |
| 6 | SNEX |
StoneX Group Inc.
|
29,040 | $3,441,240 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
19,122 | $1,917,554 | |
| 8 | SF |
Stifel Financial Corp
|
20,044 | $1,398,469 |
All Filings in TW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $989,524 | 9,929 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,133,301 | 9,632 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $764,932 | 7,113 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $936,560 | 8,439 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,535,443 | 10,488 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,000,768 | 6,741 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $297,973 | 2,276 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $252,410 | 2,041 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||