Atria Investments’s iShares Defense Industrials Active ETF IDEF Stock Holding History

Atria Investments’s Portfolio IDEF Stock Details IDEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22.4M	Buy	705,138 +115,538	+20%	+$3.82M	0.22%	85
2026 Q1	$19.3M	Buy	+589,600	New	+$20.5M	0.22%	80

Other funds holding IDEF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Atria Investments's IDEF Position: Q2 2026 in Review

Atria Investments increased its iShares Defense Industrials Active ETF (IDEF) stake by 20% in Q2 2026, buying an estimated $3.82M and bringing the position to 705,138 shares worth $22.4M. The position accounts for 0.22% of the portfolio, ranked #85.

Atria Investments first reported a position in IDEF in Q1 2026 and has held it in 2 quarters since. 266 funds tracked by Wall St. Rank hold IDEF as of Q2 2026.

Atria Investments held 705,138 shares of iShares Defense Industrials Active ETF worth $22.4M as of Q2 2026.
Atria Investments bought 115,538 iShares Defense Industrials Active ETF shares in Q2 2026, an estimated $3.82M.
iShares Defense Industrials Active ETF made up 0.22% of Atria Investments's portfolio in Q2 2026, its #85 holding.
Atria Investments first reported a position in iShares Defense Industrials Active ETF in Q1 2026 and has held it in 2 quarters since.
266 funds tracked by Wall St. Rank held iShares Defense Industrials Active ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.