Titelia

Fund shareholders of Alta Equipment Group Inc

ISIN US02128L1061 · United States · LEI 549300DGOB28CLGS1X27

Fund shareholders
127
Of which ETFs
23 104 other funds
Value held
26.2M $
Share of capital
12.8 % of 32.7M shares on Aug 4, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 798,8584.3M $0.00 %2.45 %as of Mar 31, 2026 ↗
First Eagle Small Cap Opportunity Fund First Eagle Funds 500,3423.9M $0.17 %1.53 %as of Apr 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 499,7612.7M $0.00 %1.53 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 220,0141.2M $0.00 %0.67 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 190,3771.5M $0.00 %0.58 %as of Apr 30, 2026 ↗
Royce Micro-Cap Fund ROYCE FUND 163,792879.6K $0.27 %0.50 %as of Mar 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 141,376759.2K $0.01 %0.43 %as of Mar 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 107,828835.7K $0.01 %0.33 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 102,960710.4K $0.00 %0.32 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 96,854668.3K $0.00 %0.30 %as of Feb 28, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 66,091512.2K $0.00 %0.20 %as of Apr 30, 2026 ↗
Royce Capital Fund - Micro-Cap Portfolio ROYCE CAPITAL FUND 55,386297.4K $0.29 %0.17 %as of Mar 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 55,119427.2K $0.00 %0.17 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 55,067380K $0.02 %0.17 %as of Feb 28, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 53,588287.8K $0.00 %0.16 %as of Mar 31, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 51,274275.3K $0.08 %0.16 %as of Mar 31, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 49,965387.2K $0.02 %0.15 %as of Apr 30, 2026 ↗
iShares Micro-Cap ETF iShares Trust 48,354259.7K $0.02 %0.15 %as of Mar 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 42,790331.6K $0.00 %0.13 %as of Apr 30, 2026 ↗
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 40,974317.5K $0.02 %0.13 %as of Apr 30, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 40,448217.2K $0.00 %0.12 %as of Mar 31, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 39,702273.9K $0.02 %0.12 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 38,954301.9K $0.00 %0.12 %as of Apr 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 38,062295K $0.00 %0.12 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 37,177256.5K $0.00 %0.11 %as of Feb 28, 2026 ↗
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 35,000188K $0.15 %0.11 %as of Mar 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 34,740186.6K $0.00 %0.11 %as of Mar 31, 2026 ↗
Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds 33,828262.2K $0.21 %0.10 %as of Apr 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 30,147233.6K $0.01 %0.09 %as of Apr 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 28,590197.3K $0.00 %0.09 %as of Feb 28, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 25,128134.9K $0.00 %0.08 %as of Mar 31, 2026 ↗
VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND 23,388161.4K $0.00 %0.07 %as of Feb 28, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 22,722122K $0.01 %0.07 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 22,341173.1K $0.00 %0.07 %as of Apr 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 21,630116.2K $0.01 %0.07 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 20,883112.1K $0.00 %0.06 %as of Mar 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 19,522104.8K $0.01 %0.06 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 14,80079.5K $0.00 %0.05 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 14,59078.3K $0.00 %0.04 %as of Mar 31, 2026 ↗
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust 13,30071.4K $0.04 %0.04 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 13,111101.6K $0.00 %0.04 %as of Apr 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 12,86069.1K $0.00 %0.04 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 12,19484.1K $0.01 %0.04 %as of Feb 28, 2026 ↗
Small Cap Index Fund Northern Funds 11,19260.1K $0.00 %0.03 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 10,11578.4K $0.00 %0.03 %as of Apr 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 9,05248.6K $0.00 %0.03 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 9,03670K $0.00 %0.03 %as of Apr 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 8,66346.5K $0.00 %0.03 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 8,34464.7K $0.00 %0.03 %as of Apr 30, 2026 ↗
Small Cap Index Fund VALIC Co I 8,26457K $0.00 %0.03 %as of Feb 28, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 8,13863.1K $0.00 %0.02 %as of Apr 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 7,77460.2K $0.00 %0.02 %as of Apr 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 7,71941.5K $0.00 %0.02 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 7,62240.9K $0.01 %0.02 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 7,42757.6K $0.00 %0.02 %as of Apr 30, 2026 ↗
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 7,30039.2K $0.01 %0.02 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 6,60035.4K $0.00 %0.02 %as of Mar 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 5,89031.6K $0.00 %0.02 %as of Mar 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 5,87431.5K $0.00 %0.02 %as of Mar 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 4,45323.9K $0.00 %0.01 %as of Mar 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 4,40330.4K $0.00 %0.01 %as of Feb 28, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 4,21329.1K $0.01 %0.01 %as of Feb 28, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 3,96721.3K $0.00 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 3,50424.2K $0.02 %0.01 %as of Feb 28, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 3,49618.8K $0.01 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 3,30122.8K $0.00 %0.01 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 3,26222.5K $0.00 %0.01 %as of Feb 28, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 3,05623.7K $0.00 %0.01 %as of Apr 30, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 2,96523K $0.01 %0.01 %as of Apr 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 2,93915.8K $0.00 %0.01 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 2,79815K $0.01 %as of Mar 31, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 2,78815K $0.00 %0.01 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 2,78621.6K $0.00 %0.01 %as of Apr 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 2,75314.8K $0.00 %0.01 %as of Mar 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 2,59313.9K $0.00 %0.01 %as of Mar 31, 2026 ↗
Longview Advantage ETF RBB Fund Trust 2,54317.5K $0.00 %0.01 %as of Feb 28, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 2,52719.6K $0.00 %0.01 %as of Apr 30, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 2,45013.2K $0.00 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 2,31512.4K $0.00 %0.01 %as of Mar 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 2,31312.4K $0.00 %0.01 %as of Mar 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 2,31017.9K $0.01 %0.01 %as of Apr 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 2,20717.1K $0.00 %0.01 %as of Apr 30, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 2,05411K $0.00 %0.01 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 2,01715.6K $0.00 %0.01 %as of Apr 30, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 1,7299.3K $0.00 %0.01 %as of Mar 31, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 1,6839K $0.00 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,62711.2K $0.00 %0.00 %as of Feb 28, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 1,57312.2K $0.00 %0.00 %as of Apr 30, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 1,51511.7K $0.00 %0.00 %as of Apr 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,4797.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,4407.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 1,4027.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 1,2446.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 1,2118.4K $0.00 %0.00 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 1,2058.3K $0.00 %0.00 %as of Feb 28, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 1,1819.2K $0.00 %0.00 %as of Apr 30, 2026 ↗
Applied Finance IVS US SMID ETF ETF Opportunities Trust 1,1526.2K $0.04 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 1,1187.7K $0.00 %as of Feb 28, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 1,1075.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 1,1025.9K $0.00 %0.00 %as of Mar 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 Capital Fund - Micro-Cap Portfolio ROYCE CAPITAL FUND 0.29 %as of Mar 31, 2026 ↗
Royce Micro-Cap Fund ROYCE FUND 0.27 %as of Mar 31, 2026 ↗
Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds 0.21 %as of Apr 30, 2026 ↗
First Eagle Small Cap Opportunity Fund First Eagle Funds 0.17 %as of Apr 30, 2026 ↗
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 0.15 %as of Mar 31, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 0.08 %as of Mar 31, 2026 ↗
Applied Finance IVS US SMID ETF ETF Opportunities Trust 0.04 %as of Mar 31, 2026 ↗
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust 0.04 %as of Mar 31, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 0.02 %as of Feb 28, 2026 ↗
iShares Micro-Cap ETF iShares Trust 0.02 %as of Mar 31, 2026 ↗

Quarter after quarter

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

QuarterShareholdersChangeSharesChange
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 is 1 beneficial ownership filing. 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
Voss Value Master Fund, LP and 4 others7.80 %2,512,366as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Alta Equipment Group Inc

69 funds declare 69 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 Fund131.8M $as of Apr 30, 2026
PGIM High Yield Fund19.2M $as of Feb 27, 2026
iShares Broad USD High Yield Corporate Bond ETF18.4M $as of Apr 30, 2026
Nuveen High Yield Fund16.8M $as of Mar 31, 2026
PGIM Short Duration High Yield Income Fund14.1M $as of Feb 27, 2026
iShares 0-5 Year High Yield Corporate Bond ETF14.1M $as of Apr 30, 2026
State Street(R) SPDR(R) Bloomberg High Yield Bond ETF13.2M $as of Mar 31, 2026
State Street(R) SPDR(R) Portfolio High Yield Bond ETF12.8M $as of Mar 31, 2026
Payden High Income Fund12.7M $as of Apr 30, 2026
Multi-Manager High Yield Bond Fund12.3M $as of Apr 30, 2026
PIA High Yield MACS Fund12.3M $as of Feb 28, 2026
Nuveen High Yield Income Fund12.1M $as of Feb 28, 2026
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund12.1M $as of Mar 31, 2026
NYLIM VP MacKay High Yield Corporate Bond Portfolio11.6M $as of Mar 31, 2026
MetLife Opportunistic High Yield Fund11.5M $as of Mar 31, 2026
BondBloxx CCC Rated USD High Yield Corporate Bond ETF11.5M $as of Apr 30, 2026
PIA High Yield Fund11.3M $as of Feb 28, 2026
Schwab High Yield Bond ETF11M $as of Feb 28, 2026
FlexShares High Yield Value - Scored Bond Index Fund11M $as of Apr 30, 2026
State Street(R) Blackstone Senior Loan ETF1996.3K $as of Mar 31, 2026
Strategic Advisers Core Income Fund1963.1K $as of Feb 28, 2026
Multi-Manager Total Return Bond Strategies Fund1957.4K $as of Feb 28, 2026
NYLI MacKay High Yield Corporate Bond Fund1949.6K $as of Apr 30, 2026
WESTWOOD MULTI-ASSET INCOME FUND1949.4K $as of Apr 30, 2026
Invesco BulletShares 2029 High Yield Corporate Bond ETF1885.5K $as of Feb 28, 2026
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Titelia. "Fund shareholders of Alta Equipment Group Inc". https://titelia.com/en/stocks/alta-equipment-group-inc-US02128L1061