Titelia

Fund shareholders of Alta Equipment Group Inc

ISIN US02128L1061 · United States · LEI 549300DGOB28CLGS1X27

Fund shareholders
120
Of which ETFs
18 102 other funds
Value held
28.4M $
Share of capital
13.4 % of 32.7M shares on Aug 4, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 798,8585.2M $0.00 %2.45 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 517,3213.3M $0.00 %1.58 %as of Jun 30, 2026 ↗
First Eagle Small Cap Opportunity Fund First Eagle Funds 462,1603M $0.10 %1.41 %as of Jul 31, 2026 ↗
Royce Micro-Cap Fund ROYCE FUND 280,7651.8M $0.42 %0.86 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 219,2061.4M $0.00 %0.67 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 214,4981.4M $0.00 %0.66 %as of Jul 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 154,288998.2K $0.01 %0.47 %as of Jun 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 106,753657.6K $0.00 %0.33 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 101,152623.1K $0.00 %0.31 %as of May 31, 2026 ↗
Royce Capital Fund - Micro-Cap Portfolio ROYCE CAPITAL FUND 91,429591.5K $0.42 %0.28 %as of Jun 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 73,010480.4K $0.00 %0.22 %as of Jul 31, 2026 ↗
iShares Micro-Cap ETF iShares Trust 66,942433.1K $0.03 %0.20 %as of Jun 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 66,091434.9K $0.00 %0.20 %as of Jul 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 66,019434.4K $0.00 %0.20 %as of Jul 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 53,865348.5K $0.00 %0.16 %as of Jun 30, 2026 ↗
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 52,184337.6K $0.02 %0.16 %as of Jun 30, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 51,892335.7K $0.08 %0.16 %as of Jun 30, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 49,965328.8K $0.02 %0.15 %as of Jul 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 48,415318.6K $0.00 %0.15 %as of Jul 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 46,262304.4K $0.00 %0.14 %as of Jul 31, 2026 ↗
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 40,974269.6K $0.01 %0.13 %as of Jul 31, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 40,864264.4K $0.00 %0.13 %as of Jun 30, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 39,702244.6K $0.02 %0.12 %as of May 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 37,177229K $0.00 %0.11 %as of May 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 36,216238.3K $0.00 %0.11 %as of Jul 31, 2026 ↗
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 35,000226.5K $0.15 %0.11 %as of Jun 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 34,740224.8K $0.00 %0.11 %as of Jun 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 30,226198.9K $0.01 %0.09 %as of Jul 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 29,490181.7K $0.00 %0.09 %as of May 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 27,449177.6K $0.00 %0.08 %as of Jun 30, 2026 ↗
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust 25,800166.9K $0.08 %0.08 %as of Jun 30, 2026 ↗
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 25,688166.2K $0.04 %0.08 %as of Jun 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 24,230156.8K $0.01 %0.07 %as of Jun 30, 2026 ↗
VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND 24,091148.4K $0.00 %0.07 %as of May 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 23,540145K $0.01 %0.07 %as of May 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 22,569146K $0.01 %0.07 %as of Jun 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 22,341147K $0.00 %0.07 %as of Jul 31, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 17,058110.4K $0.01 %0.05 %as of Jun 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 16,759108.4K $0.00 %0.05 %as of Jun 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 15,460100K $0.00 %0.05 %as of Jun 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 14,80095.8K $0.00 %0.05 %as of Jun 30, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 14,59094.4K $0.00 %0.04 %as of Jun 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 13,11186.3K $0.00 %0.04 %as of Jul 31, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 12,90983.5K $0.02 %0.04 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 12,74678.5K $0.01 %0.04 %as of May 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 10,95972.1K $0.00 %0.03 %as of Jul 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 10,11566.6K $0.00 %0.03 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 9,57562K $0.00 %0.03 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 9,52662.7K $0.00 %0.03 %as of Jul 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 8,98258.1K $0.00 %0.03 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 8,70056.3K $0.00 %0.03 %as of Jun 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 8,66356K $0.01 %0.03 %as of Jun 30, 2026 ↗
Small Cap Index Fund VALIC Co I 8,26450.9K $0.00 %0.03 %as of May 31, 2026 ↗
Small Cap Index Fund Northern Funds 8,24353.3K $0.00 %0.03 %as of Jun 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 8,13853.5K $0.00 %0.02 %as of Jul 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 7,77451.2K $0.00 %0.02 %as of Jul 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 7,71949.9K $0.00 %0.02 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 7,62249.3K $0.01 %0.02 %as of Jun 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 6,74944.4K $0.00 %0.02 %as of Jul 31, 2026 ↗
Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST 6,42741.6K $0.02 %0.02 %as of Jun 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 5,87438K $0.00 %0.02 %as of Jun 30, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 4,77830.9K $0.03 %0.01 %as of Jun 30, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 4,52429.3K $0.01 %0.01 %as of Jun 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 4,45328.8K $0.00 %0.01 %as of Jun 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 4,40327.1K $0.00 %0.01 %as of May 31, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 3,66123.7K $0.01 %0.01 %as of Jun 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 3,44022.3K $0.00 %0.01 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 3,35820.7K $0.00 %0.01 %as of May 31, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 3,33621.6K $0.00 %0.01 %as of Jun 30, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 3,31921.8K $0.01 %0.01 %as of Jul 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 3,29121.3K $0.00 %0.01 %as of Jun 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 3,05620.1K $0.00 %0.01 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 2,78618.3K $0.01 %as of Jul 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 2,75317.8K $0.00 %0.01 %as of Jun 30, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 2,70717.5K $0.00 %0.01 %as of Jun 30, 2026 ↗
PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST 2,55516.8K $0.01 %0.01 %as of Jul 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 2,52716.6K $0.00 %0.01 %as of Jul 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 2,31515K $0.00 %0.01 %as of Jun 30, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 2,31315K $0.00 %0.01 %as of Jun 30, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 2,31015.2K $0.00 %0.01 %as of Jul 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 2,24714.8K $0.00 %0.01 %as of Jul 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 2,05413.3K $0.00 %0.01 %as of Jun 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 2,01713.3K $0.00 %0.01 %as of Jul 31, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 1,79211.6K $0.01 %0.01 %as of Jun 30, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 1,68310.9K $0.00 %0.01 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,62710K $0.00 %0.00 %as of May 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 1,57310.4K $0.00 %0.00 %as of Jul 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 1,51510K $0.00 %0.00 %as of Jul 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,4799.6K $0.00 %0.00 %as of Jun 30, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 1,4789.6K $0.00 %0.00 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,4409.3K $0.00 %0.00 %as of Jun 30, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 1,1947.9K $0.00 %0.00 %as of Jul 31, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 1,1817.8K $0.00 %0.00 %as of Jul 31, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 1,1077.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 1,1027.1K $0.00 %0.00 %as of Jun 30, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 9906.1K $0.00 %0.00 %as of May 31, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 9576.2K $0.00 %0.00 %as of Jun 30, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 9396.1K $0.00 %0.00 %as of Jun 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 9245.7K $0.00 %0.00 %as of May 31, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 7264.5K $0.00 %0.00 %as of May 31, 2026 ↗

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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.

FundWeight in fund
Royce Micro-Cap Fund ROYCE FUND 0.42 %as of Jun 30, 2026 ↗
Royce Capital Fund - Micro-Cap Portfolio ROYCE CAPITAL FUND 0.42 %as of Jun 30, 2026 ↗
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 0.15 %as of Jun 30, 2026 ↗
First Eagle Small Cap Opportunity Fund First Eagle Funds 0.10 %as of Jul 31, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 0.08 %as of Jun 30, 2026 ↗
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust 0.08 %as of Jun 30, 2026 ↗
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 0.04 %as of Jun 30, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 0.03 %as of Jun 30, 2026 ↗
iShares Micro-Cap ETF iShares Trust 0.03 %as of Jun 30, 2026 ↗
Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST 0.02 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3120-74,386,017+5.2 %
2026Q2127-14,168,325-4.4 %
2026Q1128-14,360,193-6.5 %
2025Q4129+54,663,523-4.2 %
2025Q3124+24,868,359-16.2 %
2025Q2122+25,808,516+2.9 %
2025Q1120+15,647,275+16.2 %
2024Q4119-84,861,295+5.0 %
2024Q3127-104,628,941-22.1 %
2024Q2137+65,945,708-1.3 %
2024Q1131-126,023,078+1.6 %
2023Q41435,931,110

Institutional managers

120 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
Mill Road Capital Management LLC4,373,20823.5M $as of Mar 31, 2026
Voss Capital, LP2,424,10013M $as of Mar 31, 2026
BlackRock, Inc.1,619,7658.7M $as of Mar 31, 2026
CastleKnight Management LP984,6885.3M $as of Mar 31, 2026
Nantahala Capital Management, LLC934,7745M $as of Mar 31, 2026
First Eagle Investment Management, LLC730,4373.9M $as of Mar 31, 2026
ROYCE & ASSOCIATES LP560,7833M $as of Mar 31, 2026
STATE STREET CORP515,7642.8M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP492,8972.6M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC474,9122.6M $as of Mar 31, 2026
CITADEL ADVISORS LLC273,6751.5M $as of Mar 31, 2026
CIBC Bancorp USA Inc.256,3471.4M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC188,1961M $as of Mar 31, 2026
RBF Capital, LLC179,956966.4K $as of Mar 31, 2026
Point72 Asset Management, L.P.178,495958.5K $as of Mar 31, 2026
BNP PARIBAS FINANCIAL MARKETS157,918848K $as of Mar 31, 2026
NORTHERN TRUST CORP155,803836.7K $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC148,031794.9K $as of Mar 31, 2026
TUDOR INVESTMENT CORP ET AL147,300791K $as of Mar 31, 2026
Nuveen, LLC139,062746.8K $as of Mar 31, 2026
GSA CAPITAL PARTNERS LLP135,338727 $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC129,632696.1K $as of Mar 31, 2026
Squarepoint Ops LLC124,645669.3K $as of Mar 31, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC121,115650.4K $as of Mar 31, 2026
Quantinno Capital Management LP114,033612.4K $as of Mar 31, 2026

Declared shareholders of Alta Equipment Group 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.

ShareholderDeclared stakeShares
CastleKnight Master Fund LP and 5 others5.50 %1,797,525as of Jul 2, 2026 · SCHEDULE 13G
Voss Value Master Fund, LP and 4 others3.50 %1,129,445as of Jun 30, 2026 · SCHEDULE 13G

Funds holding the debt of Alta Equipment Group Inc

53 funds declare 53 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
Lord Abbett Short Duration High Yield Fund128.2M $as of Jul 31, 2026
iShares Broad USD High Yield Corporate Bond ETF18.9M $as of Jul 31, 2026
Nuveen High Yield Fund17.4M $as of Jun 30, 2026
iShares 0-5 Year High Yield Corporate Bond ETF14.3M $as of Jul 31, 2026
State Street(R) SPDR(R) Portfolio High Yield Bond ETF13.6M $as of Jun 30, 2026
Lord Abbett High Yield Fund13.1M $as of May 31, 2026
Payden High Income Fund13M $as of Jul 31, 2026
Multi-Manager High Yield Bond Fund12.7M $as of Jul 31, 2026
Catalyst/SMH High Income Fund12.4M $as of Jun 30, 2026
PIA High Yield MACS Fund12.3M $as of May 31, 2026
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund12.2M $as of Jun 30, 2026
NYLIM VP MacKay High Yield Corporate Bond Portfolio11.8M $as of Jun 30, 2026
State Street(R) SPDR(R) Bloomberg High Yield Bond ETF11.5M $as of Jun 30, 2026
Nuveen High Yield Income Fund11.5M $as of May 31, 2026
State Street(R) Blackstone Senior Loan ETF11.3M $as of Jun 30, 2026
PIA High Yield Fund11.3M $as of May 31, 2026
BondBloxx CCC Rated USD High Yield Corporate Bond ETF11.2M $as of Jul 31, 2026
MetLife Opportunistic High Yield Fund11.1M $as of Jun 30, 2026
Invesco BulletShares 2029 High Yield Corporate Bond ETF11.1M $as of May 31, 2026
Schwab High Yield Bond ETF11M $as of May 31, 2026
WESTWOOD MULTI-ASSET INCOME FUND1954.7K $as of Jul 31, 2026
SIIT HIGH YIELD BOND FUND1943.3K $as of May 31, 2026
High Income Fund1940.3K $as of Jun 30, 2026
iShares iBonds 2029 Term High Yield and Income ETF1867.3K $as of Jul 31, 2026
JPMorgan Global Allocation Fund1864.3K $as of Jul 31, 2026
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Titelia. "Fund shareholders of Alta Equipment Group Inc". https://titelia.com/en/stocks/alta-equipment-group-inc-US02128L1061