Atria Investments, Inc BITC — BITWISE FUNDS TRUST

Ownership history in Atria Investments, Inc  ·  5 quarters on record

AI Ownership Summary

Atria Investments, Inc reported BITWISE FUNDS TRUST (BITC) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q2. The latest visible filing shows BITC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BITC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Atria Investments, Inc's position in BITWISE FUNDS TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BITC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BITC stock page Atria Investments, Inc fund profile Atria Investments, Inc full holdings
How Atria Investments, Inc held BITC — position size vs. price
% of Fund (quarterly)    BITC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 6,244 +533 +9.3% 0.00% $227K 2026-05-05 $41.62
2025 Q4 ADDED — — — 5,711 +964 +20.3% 0.00% $208K 2026-02-05 $36.16
2025 Q3 REDUCED 65.9% -16.9% ✅ 4,747 -9,185 -65.9% 0.00% $215K 2025-11-06 $39.41
2025 Q2 ADDED — — — 13,932 +2,169 +18.4% 0.01% $632K 2025-08-04 $47.52
2025 Q1 INITIATED — — — 11,763 — — 0.01% $489K 2025-05-06 $41.98

🏢 Other funds also holding BITC

As of 2026 Q1 — sorted by position size

Ankerstar Wealth, LLC 0.01% FLOW TRADERS U.S. LLC 3Y 7Y 0.01% GILPIN WEALTH MANAGEMENT, LLC 0.01% Physician Wealth Advisors, Inc. 3Y 0.0% Destiny Wealth Partners, LLC 3Y 0.0% Mariner, LLC 3Y 7Y 0.0% JANE STREET GROUP, LLC 3Y 7Y 0.0% SUSQUEHANNA INTERNATIONAL GROUP, LLP 3Y 7Y 0.0% HUNTINGTON NATIONAL BANK 3Y 7Y 0.0% Sound Income Strategies, LLC 3Y 7Y 0.0%

FAQ About Atria Investments, Inc and BITC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Atria Investments, Inc reported owning BITC?

Atria Investments, Inc reported BITC across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported BITC position in Atria Investments, Inc's portfolio?

The largest reported portfolio weight for BITC was 0.01% in 2025 Q2.

What is the latest reported BITC position on this page?

The most recent filing on this page is 2026 Q1, when Atria Investments, Inc reported 6,244 shares, equal to 0.00% of portfolio, with an estimated market value of $227K.

What does the chart on this BITC ownership page compare?

The chart compares Atria Investments, Inc's quarterly BITC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Atria Investments, Inc time their BITC position?

Based on 13F filing dates vs. subsequent BITC price moves, Atria Investments, Inc correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on BITC relative to SPY over the holding period was -24.4%.

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