Atria Investments, Inc FXED TIDAL ETF TR

Ownership history in Atria Investments, Inc  ·  8 quarters on record

AI Ownership Summary

Atria Investments, Inc reported TIDAL ETF TR (FXED) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows FXED at 0.01% 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 FXED 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 TIDAL ETF TR, 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

FXED was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q3

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

Time in book
Holding Window
2024 Q2 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.

How Atria Investments, Inc held FXED — position size vs. price
% of Fund (quarterly)    FXED price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 31,257 +3,569 +12.9% 0.01% $538K 2026-05-05 $17.67
2025 Q4 ADDED 27,688 +311 +1.1% 0.01% $496K 2026-02-05 $17.58
2025 Q3 ADDED 27,377 +7,142 +35.3% 0.01% $505K 2025-11-06 $17.32
2025 Q2 ADDED 20,235 +1,483 +7.9% 0.00% $366K 2025-08-04 $17.25
2025 Q1 REDUCED 43.8% +1.0% 18,752 -14,599 -43.8% 0.00% $340K 2025-05-06 $16.38
2024 Q4 ADDED 33,351 +223 +0.7% 0.01% $605K 2025-02-06 $16.90
2024 Q3 ADDED 33,128 +2,411 +7.8% 0.01% $635K 2024-11-01 $16.69
2024 Q2 INITIATED 30,717 0.01% $564K 2024-08-13 $16.31

FAQ About Atria Investments, Inc and FXED

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 FXED?

Atria Investments, Inc reported FXED across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

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

The largest reported portfolio weight for FXED was 0.01% in 2024 Q3.

What is the latest reported FXED position on this page?

The most recent filing on this page is 2026 Q1, when Atria Investments, Inc reported 31,257 shares, equal to 0.01% of portfolio, with an estimated market value of $538K.

What does the chart on this FXED ownership page compare?

The chart compares Atria Investments, Inc's quarterly FXED 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 FXED position?

Based on 13F filing dates vs. subsequent FXED price moves, Atria Investments, Inc correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on FXED relative to SPY over the holding period was -12.5%.

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