Fund shareholders of Alpha Metallurgical Resources Inc
ISIN US0207641061 · United States · LEI 254900VEBGZO2PY8R678
- Fund shareholders
- 257
- Of which ETFs
- 77 180 other funds
- Value held
- ≈ 998.3M $ 997.8M $ · 501K €
- Share of capital
- 40.7 % of 12.7M shares on Jul 31, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| S&P SmallCap Index Fund SHELTON FUNDS | 372 | 60.5K $ | 0.11 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 371 | 69.2K $ | 0.09 % | 0.00 % | as of Apr 30, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 370 | 75.9K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 360 | 73.9K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Quality ETF American Century ETF Trust | 328 | 53.3K $ | 0.03 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 318 | 65.3K $ | 0.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 304 | 62.4K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 291 | 47.3K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS | 283 | 58.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 278 | 57.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALLCAP VALUE ProFunds | 272 | 55.8K $ | 0.29 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Venerable US Small Cap Fund Venerable Variable Insurance Trust | 269 | 55.2K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 258 | 53K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 258 | 48.1K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 256 | 52.5K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| American Century Small Cap Value Insights ETF American Century ETF Trust | 256 | 41.6K $ | 0.47 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Applied Finance IVS US SMID ETF ETF Opportunities Trust | 216 | 44.3K $ | 0.28 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 214 | 39.9K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 212 | 39.5K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 207 | 42.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 200 | 41.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 192 | 35.8K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 188 | 38.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 130 | 24.2K $ | 0.04 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III | 125 | 23.3K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 123 | 22.9K $ | 0.20 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Ultra SmallCap600 ProShares Trust | 118 | 19.2K $ | 0.08 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 101 | 18.8K $ | 0.12 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PGIM Balanced Fund Prudential Investment Portfolios, Inc. | 100 | 20.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Themes US Small Cap Cash Flow Champions ETF Themes ETF Trust | 99 | 20.3K $ | 0.73 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds | 87 | 17.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 82 | 16.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP VALUE PROFUND ProFunds | 74 | 13.8K $ | 0.23 % | 0.00 % | as of Apr 30, 2026 ↗ |
| JNL/T. Rowe Price Balanced Fund JNL Series Trust | 73 | 15K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 65 | 13.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 57 | 11.7K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 57 | 10.6K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 55 | 11.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds | 55 | 8.9K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST | 49 | 10.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 39 | 8K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 36 | 6.7K $ | 0.09 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 29 | 6K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Putnam VT Global Asset Allocation Fund Putnam Variable Trust | 26 | 5.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 26 | 5.3K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis Inflation Focused Equity ETF American Century ETF Trust | 25 | 4.1K $ | 0.05 % | 0.00 % | as of Feb 28, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 21 | 3.9K $ | 0.05 % | 0.00 % | as of Apr 30, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 21 | 3.9K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 17 | 3.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 16 | 3.3K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 15 | 3.1K $ | 0.10 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 12 | 2K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 4 | 821.1 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 4 | 650.6 $ | 0.06 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 3 | 615.8 $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AZVALOR MANAGERS, FI AZVALOR ASSET MANAGEMENT, SGIIC, S.A. | 370.6K € | 0.21 % | as of Dec 31, 2025 ↗ | ||
| ARWEN CAPITAL, S.I.C.A.V, S.A. RENTA 4 GESTORA, S.G.I.I.C., S.A. | 130.3K € | 2.55 % | as of Dec 31, 2025 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Range Global Coal Index ETF EXCHANGE TRADED CONCEPTS TRUST | 7.64 % | as of Feb 28, 2026 ↗ |
| Pabrai Wagons ETF Professionally Managed Portfolios | 5.40 % | as of Mar 31, 2026 ↗ |
| ARWEN CAPITAL, S.I.C.A.V, S.A. RENTA 4 GESTORA, S.G.I.I.C., S.A. | 2.55 % | as of Dec 31, 2025 ↗ |
| State Street(R) SPDR(R) S&P(R) Metals & Mining ETF SPDR SERIES TRUST | 2.32 % | as of Mar 31, 2026 ↗ |
| Invesco S&P SmallCap Materials ETF Invesco Exchange-Traded Fund Trust II | 1.91 % | as of Feb 28, 2026 ↗ |
| Goehring & Rozencwajg Resources Fund GOEHRING & ROZENCWAJG INVESTMENT FUNDS | 1.70 % | as of Feb 28, 2026 ↗ |
| Invesco Dorsey Wright Energy Momentum ETF Invesco Exchange-Traded Fund Trust | 1.24 % | as of Apr 30, 2026 ↗ |
| Distillate Small/Mid Cash Flow ETF ETF Series Solutions | 1.12 % | as of Mar 31, 2026 ↗ |
| Themes US Small Cap Cash Flow Champions ETF Themes ETF Trust | 0.73 % | as of Mar 31, 2026 ↗ |
| Acquirers Small and Micro Deep Value ETF ETF Series Solutions | 0.73 % | as of Feb 28, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 255 | +2 | 5,158,615 | +4.3 % |
| 2026Q1 | 253 | -5 | 4,945,273 | -2.7 % |
| 2025Q4 | 258 | -7 | 5,081,991 | -6.0 % |
| 2025Q3 | 265 | -7 | 5,408,080 | +2.5 % |
| 2025Q2 | 272 | -14 | 5,276,135 | -10.2 % |
| 2025Q1 | 286 | +5 | 5,876,626 | +13.9 % |
| 2024Q4 | 281 | -29 | 5,159,300 | -15.9 % |
| 2024Q3 | 310 | -13 | 6,136,791 | -2.7 % |
| 2024Q2 | 323 | +29 | 6,304,224 | -0.5 % |
| 2024Q1 | 294 | +35 | 6,335,862 | +32.7 % |
| 2023Q4 | 259 | 4,775,670 |
Institutional managers
256 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 1,872,787 | 384.4M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 913,801 | 187.6M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 721,872 | 148.2M $ | as of Mar 31, 2026 |
| CONTINENTAL GENERAL INSURANCE CO | 644,025 | 132.2M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 592,815 | 121.7M $ | as of Mar 31, 2026 |
| Dalal Street, LLC | 579,738 | 119M $ | as of Mar 31, 2026 |
| GENDELL JEFFREY L | 544,148 | 111.7M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 334,916 | 68.7M $ | as of Mar 31, 2026 |
| Systrade AG | 280,000 | 57.5M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 271,116 | 55.7M $ | as of Mar 31, 2026 |
| Crocodile Capital Partners GmbH | 244,119 | 41M $ | as of Mar 31, 2026 |
| Goehring & Rozencwajg Associates, LLC | 242,039 | 49.7M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 161,308 | 33.1M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 157,850 | 32.4M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 143,197 | 29.4M $ | as of Mar 31, 2026 |
| MARSHALL WACE, LLP | 113,100 | 23.2M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 107,366 | 22M $ | as of Mar 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 98,956 | 20.3K $ | as of Mar 31, 2026 |
| Hosking Partners LLP | 78,789 | 16.2M $ | as of Mar 31, 2026 |
| Allianz Asset Management GmbH | 71,576 | 14.7M $ | as of Mar 31, 2026 |
| Alta Fundamental Advisers LLC | 69,198 | 14.2M $ | as of Mar 31, 2026 |
| UBS Group AG | 68,673 | 14.1M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 67,980 | 14M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 66,002 | 14.1M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 63,778 | 13.1M $ | as of Mar 31, 2026 |
Declared shareholders of Alpha Metallurgical Resources Inc
There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| MOHNISH PABRAI | 5.16 % | 659,535 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Portfolio Management | 5.03 % | 644,638 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Alpha Metallurgical Resources Inc". https://titelia.com/en/stocks/alpha-metallurgical-resources-inc-US0207641061