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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 1,046 | 7.2K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST | 1,000 | 7.8K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 939 | 5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 850 | 5.9K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 700 | 3.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 687 | 3.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 676 | 4.7K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 632 | 3.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 600 | 4.7K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 399 | 2.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 369 | 2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 330 | 1.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 309 | 2.1K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 250 | 1.9K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 222 | 1.7K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 138 | 1.1K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 126 | 676.6 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 104 | 558.5 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 66 | 354.4 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 50 | 268.5 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 48 | 257.8 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 36 | 279 $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 29 | 155.7 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 20 | 138 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 12 | 93 $ | 0.00 % | as of Apr 30, 2026 ↗ | |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 5 | 26.9 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 4 | 27.6 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
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 | |
|---|---|---|
| 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 127 | -1 | 4,168,325 | -4.4 % |
| 2026Q1 | 128 | -1 | 4,360,193 | -6.5 % |
| 2025Q4 | 129 | +5 | 4,663,523 | -4.2 % |
| 2025Q3 | 124 | +2 | 4,868,359 | -16.2 % |
| 2025Q2 | 122 | +2 | 5,808,516 | +2.9 % |
| 2025Q1 | 120 | +1 | 5,647,275 | +16.2 % |
| 2024Q4 | 119 | -8 | 4,861,295 | +5.0 % |
| 2024Q3 | 127 | -10 | 4,628,941 | -22.1 % |
| 2024Q2 | 137 | +6 | 5,945,708 | -1.3 % |
| 2024Q1 | 131 | -12 | 6,023,078 | +1.6 % |
| 2023Q4 | 143 | 5,931,110 |
Institutional managers
120 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Mill Road Capital Management LLC | 4,373,208 | 23.5M $ | as of Mar 31, 2026 |
| Voss Capital, LP | 2,424,100 | 13M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 1,619,765 | 8.7M $ | as of Mar 31, 2026 |
| CastleKnight Management LP | 984,688 | 5.3M $ | as of Mar 31, 2026 |
| Nantahala Capital Management, LLC | 934,774 | 5M $ | as of Mar 31, 2026 |
| First Eagle Investment Management, LLC | 730,437 | 3.9M $ | as of Mar 31, 2026 |
| ROYCE & ASSOCIATES LP | 560,783 | 3M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 515,764 | 2.8M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 492,897 | 2.6M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 474,912 | 2.6M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 273,675 | 1.5M $ | as of Mar 31, 2026 |
| CIBC Bancorp USA Inc. | 256,347 | 1.4M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 188,196 | 1M $ | as of Mar 31, 2026 |
| RBF Capital, LLC | 179,956 | 966.4K $ | as of Mar 31, 2026 |
| Point72 Asset Management, L.P. | 178,495 | 958.5K $ | as of Mar 31, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | 157,918 | 848K $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 155,803 | 836.7K $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 148,031 | 794.9K $ | as of Mar 31, 2026 |
| TUDOR INVESTMENT CORP ET AL | 147,300 | 791K $ | as of Mar 31, 2026 |
| Nuveen, LLC | 139,062 | 746.8K $ | as of Mar 31, 2026 |
| GSA CAPITAL PARTNERS LLP | 135,338 | 727 $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 129,632 | 696.1K $ | as of Mar 31, 2026 |
| Squarepoint Ops LLC | 124,645 | 669.3K $ | as of Mar 31, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 121,115 | 650.4K $ | as of Mar 31, 2026 |
| Quantinno Capital Management LP | 114,033 | 612.4K $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Voss Value Master Fund, LP and 4 others | 7.80 % | 2,512,366 | as 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.
Cite this page
Titelia. "Fund shareholders of Alta Equipment Group Inc". https://titelia.com/en/stocks/alta-equipment-group-inc-US02128L1061