Atria Investments, Inc EVSM — MORGAN STANLEY ETF TRUST

Ownership history in Atria Investments, Inc  ·  6 quarters on record

AI Ownership Summary

Atria Investments, Inc reported MORGAN STANLEY ETF TRUST (EVSM) in 6 quarterly 13F filings from 2025 Q2 through 2026 Q3. Peak portfolio weight reached 0.07% in 2025 Q3. The latest visible filing shows EVSM 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 EVSM 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 MORGAN STANLEY ETF 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 Q3

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

High-water mark
Peak Conviction
0.07% in 2025 Q3

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

Time in book
Holding Window
2025 Q2 to 2026 Q3

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.

EVSM stock page Atria Investments, Inc fund profile Atria Investments, Inc full holdings
How Atria Investments, Inc held EVSM — position size vs. price
% of Fund (quarterly)    EVSM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 10,311 -3,694 -26.4% 0.00% $507K 2026-10-15 $49.56
2026 Q2 REDUCED 14.4% -1.8% ✅ 14,005 -2,347 -14.4% 0.01% $705K 2026-07-28 $49.74
2026 Q1 REDUCED 82.4% +1.0% ❌ 16,352 -76,643 -82.4% 0.01% $821K 2026-05-05 $49.61
2025 Q4 REDUCED 23.2% +0.3% ❌ 92,995 -28,155 -23.2% 0.05% $4.7M 2026-02-05 $49.63
2025 Q3 ADDED — — — 121,150 +31,625 +35.3% 0.07% $6.1M 2025-11-06 $48.99
2025 Q2 INITIATED — — — 89,525 — — 0.05% $4.5M 2025-08-04 $48.51

🏢 Other funds also holding EVSM

As of 2026 Q3 — sorted by position size

Stronghold Wealth Management L.L.C. 0.42% Oasis Advisors, LLC 0.39% BAKER TILLY WEALTH MANAGEMENT, LLC 3Y 0.2% Farther Finance Advisors, LLC 3Y 0.08% Cooper Financial Group 3Y 7Y 0.06% Dynamic Advisor Solutions LLC 3Y 7Y 0.06% AdvisorNet Financial, Inc 3Y 7Y 0.03% IFP Advisors, Inc 3Y 7Y 0.02% DAVENPORT & Co LLC 3Y 7Y 0.0%

FAQ About Atria Investments, Inc and EVSM

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 EVSM?

Atria Investments, Inc reported EVSM across 6 quarterly 13F filings, from 2025 Q2 through 2026 Q3.

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

The largest reported portfolio weight for EVSM was 0.07% in 2025 Q3.

What is the latest reported EVSM position on this page?

The most recent filing on this page is 2026 Q3, when Atria Investments, Inc reported 10,311 shares, equal to 0.00% of portfolio, with an estimated market value of $507K.

What does the chart on this EVSM ownership page compare?

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

Based on 13F filing dates vs. subsequent EVSM price moves, Atria Investments, Inc correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on EVSM relative to SPY over the holding period was +417.4%.

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