Titelia

Fund shareholders of Atlanticus Holdings Corp

ISIN US04914Y1029 · United States

Fund shareholders
172
Of which ETFs
35 137 other funds
Value held
≈ 96.3M $ 96.3M $ · 21.5K €
Share of capital
10.1 % of 15.2M shares on Aug 1, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 166,2138.7M $0.00 %1.10 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 148,5507.8M $0.03 %0.98 %as of Feb 28, 2026 ↗
iShares Russell 2000 ETF iShares Trust 137,3317.2M $0.01 %0.91 %as of Mar 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 87,7227M $0.04 %0.58 %as of Apr 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 80,6036.4M $0.05 %0.53 %as of Apr 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 63,0633.3M $0.00 %0.42 %as of Mar 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 58,5804.7M $0.02 %0.39 %as of Apr 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 52,4814.2M $0.01 %0.35 %as of Apr 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 46,4453.7M $0.05 %0.31 %as of Apr 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 42,9592.3M $0.02 %0.28 %as of Mar 31, 2026 ↗
Small-Cap Value Fund Bridgeway Funds, Inc. 37,6842M $0.64 %0.25 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 31,3842.5M $0.01 %0.21 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 29,0931.5M $0.00 %0.19 %as of Feb 28, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 28,3422.3M $0.02 %0.19 %as of Apr 30, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 27,0101.4M $0.01 %0.18 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 26,4272.1M $0.01 %0.17 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 26,4121.4M $0.01 %0.17 %as of Feb 28, 2026 ↗
Victory Small Cap Stock Fund Victory Portfolios III 24,3631.9M $0.21 %0.16 %as of Apr 30, 2026 ↗
Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST 20,4941.6M $0.23 %0.14 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 19,9851.6M $0.00 %0.13 %as of Apr 30, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 14,728772.8K $0.07 %0.10 %as of Mar 31, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 14,410756.1K $0.06 %0.09 %as of Mar 31, 2026 ↗
iShares Micro-Cap ETF iShares Trust 13,456706K $0.06 %0.09 %as of Mar 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 11,826939.1K $0.01 %0.08 %as of Apr 30, 2026 ↗
Small Cap Value Fund Northern Funds 11,136584.3K $0.09 %0.07 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 10,700561.4K $0.09 %0.07 %as of Mar 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 10,679848K $0.02 %0.07 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 10,581553.5K $0.00 %0.07 %as of Feb 28, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 10,448546.5K $0.02 %0.07 %as of Feb 28, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 10,158533K $0.06 %0.07 %as of Mar 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 10,103528.5K $0.00 %0.07 %as of Feb 28, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 9,267735.9K $0.03 %0.06 %as of Apr 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 9,254485.6K $0.01 %0.06 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 8,548447.1K $0.00 %0.06 %as of Feb 28, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 8,067422K $0.00 %0.05 %as of Feb 28, 2026 ↗
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 7,400587.6K $0.14 %0.05 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 7,071369.9K $0.03 %0.05 %as of Feb 28, 2026 ↗
Barrons 400 ETF ALPS ETF TRUST 6,742352.7K $0.17 %0.04 %as of Feb 28, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 6,149488.3K $0.01 %0.04 %as of Apr 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 6,085319.3K $0.02 %0.04 %as of Mar 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 6,006314.2K $0.04 %0.04 %as of Feb 28, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 5,906469K $0.01 %0.04 %as of Apr 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 5,876308.3K $0.01 %0.04 %as of Mar 31, 2026 ↗
Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST 5,606294.1K $0.21 %0.04 %as of Mar 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 5,316422.1K $0.05 %0.04 %as of Apr 30, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 5,249416.8K $0.02 %0.03 %as of Apr 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 4,360228.8K $0.01 %0.03 %as of Mar 31, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 3,957207.6K $0.07 %0.03 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 3,860306.5K $0.00 %0.03 %as of Apr 30, 2026 ↗
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 3,843201K $0.08 %0.03 %as of Feb 28, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 3,806302.2K $0.05 %0.03 %as of Apr 30, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,715194.9K $0.01 %0.02 %as of Mar 31, 2026 ↗
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 3,649190.9K $0.10 %0.02 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 3,649190.9K $0.02 %0.02 %as of Feb 28, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 3,644289.4K $0.00 %0.02 %as of Apr 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 3,638190.3K $0.00 %0.02 %as of Feb 28, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 3,541185.8K $0.03 %0.02 %as of Mar 31, 2026 ↗
Zacks Small-Cap Core Fund Zacks Trust 3,293172.3K $0.56 %0.02 %as of Feb 28, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 3,269171K $0.00 %0.02 %as of Feb 28, 2026 ↗
Small Cap Value Fund VALIC Co I 3,194167.1K $0.07 %0.02 %as of Feb 28, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 3,088162K $0.04 %0.02 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 3,058160.5K $0.00 %0.02 %as of Mar 31, 2026 ↗
Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds 2,900230.3K $0.19 %0.02 %as of Apr 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 2,887151.5K $0.00 %0.02 %as of Mar 31, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 2,838148.9K $0.00 %0.02 %as of Mar 31, 2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 2,823148.1K $0.03 %0.02 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 2,798222.2K $0.00 %0.02 %as of Apr 30, 2026 ↗
PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST 2,772220.1K $0.09 %0.02 %as of Apr 30, 2026 ↗
Small Cap Index Fund Northern Funds 2,485130.4K $0.01 %0.02 %as of Mar 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 2,451128.6K $0.01 %0.02 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 2,306121K $0.00 %0.02 %as of Mar 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 2,300120.7K $0.01 %0.02 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 2,289181.8K $0.01 %0.02 %as of Apr 30, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,234117.2K $0.06 %0.01 %as of Mar 31, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 2,224176.6K $0.00 %0.01 %as of Apr 30, 2026 ↗
Victory Cornerstone Moderately Aggressive Fund Victory Portfolios III 2,081108.9K $0.00 %0.01 %as of Feb 28, 2026 ↗
ACUITAS US MICROCAP FUND FORUM FUNDS II 2,039107K $0.11 %0.01 %as of Mar 31, 2026 ↗
Small Cap Index Fund VALIC Co I 2,002104.7K $0.01 %0.01 %as of Feb 28, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 1,991104.5K $0.11 %0.01 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 1,984157.5K $0.01 %0.01 %as of Apr 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 1,82395.7K $0.01 %0.01 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 1,80094.4K $0.00 %0.01 %as of Mar 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,700135K $0.01 %0.01 %as of Apr 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 1,646130.7K $0.00 %0.01 %as of Apr 30, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 1,52579.8K $0.03 %0.01 %as of Feb 28, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 1,49678.5K $0.01 %0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,48377.8K $0.00 %0.01 %as of Mar 31, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 1,46576.9K $0.03 %0.01 %as of Mar 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 1,453115.4K $0.01 %0.01 %as of Apr 30, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 1,32469.5K $0.02 %0.01 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 1,22397.1K $0.01 %0.01 %as of Apr 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 1,16592.5K $0.00 %0.01 %as of Apr 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 1,13259.4K $0.01 %0.01 %as of Mar 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,10057.5K $0.00 %0.01 %as of Feb 28, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 1,08085.8K $0.01 %0.01 %as of Apr 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 1,07885.6K $0.00 %0.01 %as of Apr 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 1,05655.2K $0.00 %0.01 %as of Feb 28, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 1,05255.2K $0.01 %0.01 %as of Mar 31, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 1,01253.1K $0.03 %0.01 %as of Mar 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 1,00579.8K $0.01 %0.01 %as of Apr 30, 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
GESTION BOUTIQUE VII, FI GESTION BOUTIQUE VII / SYSTEMATIC VALUE INVESTING US MARKETS ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. 2.21 %as of Dec 31, 2025 ↗
Small-Cap Value Fund Bridgeway Funds, Inc. 0.64 %as of Mar 31, 2026 ↗
Zacks Small-Cap Core Fund Zacks Trust 0.56 %as of Feb 28, 2026 ↗
Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST 0.23 %as of Apr 30, 2026 ↗
Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust 0.22 %as of Apr 30, 2026 ↗
Victory Small Cap Stock Fund Victory Portfolios III 0.21 %as of Apr 30, 2026 ↗
Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST 0.21 %as of Mar 31, 2026 ↗
Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds 0.19 %as of Apr 30, 2026 ↗
Barrons 400 ETF ALPS ETF TRUST 0.17 %as of Feb 28, 2026 ↗
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 0.14 %as of Apr 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
2026Q2171+11,537,013-2.4 %
2026Q1170+71,575,196+5.3 %
2025Q4163-51,495,450-0.6 %
2025Q3168+191,504,250+7.6 %
2025Q2149+171,398,544+5.0 %
2025Q1132+11,331,645-0.2 %
2024Q4131-11,333,839+2.9 %
2024Q3132-21,296,445+1.4 %
2024Q213401,279,069-1.8 %
2024Q1134+11,302,513+0.5 %
2023Q41331,295,944

Institutional managers

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

ManagerSharesValue
WELLINGTON MANAGEMENT GROUP LLP754,95839.6M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP522,54527.4M $as of Mar 31, 2026
BlackRock, Inc.430,16722.6M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC185,0919.7M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC143,0957.5M $as of Mar 31, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC121,4036.4M $as of Mar 31, 2026
HB Wealth Management, LLC118,7886.2M $as of Mar 31, 2026
STATE STREET CORP115,8796.1M $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC115,5586.1M $as of Mar 31, 2026
Empowered Funds, LLC69,3093.6M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC63,6853.3M $as of Mar 31, 2026
NORTHERN TRUST CORP59,5733.1M $as of Mar 31, 2026
JPMORGAN CHASE & CO54,0842.8M $as of Mar 31, 2026
Janney Montgomery Scott LLC51,6292.7K $as of Mar 31, 2026
CITADEL ADVISORS LLC30,7911.6M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP29,0531.5M $as of Mar 31, 2026
PANAGORA ASSET MANAGEMENT INC28,0311.5M $as of Mar 31, 2026
VICTORY CAPITAL MANAGEMENT INC27,9891.5M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC26,0271.4M $as of Mar 31, 2026
Bank of New York Mellon Corp23,0231.2M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC21,8821.1M $as of Mar 31, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC20,9121.1M $as of Mar 31, 2026
UBS Group AG17,847936.4K $as of Mar 31, 2026
RAYMOND JAMES FINANCIAL INC16,757879.2K $as of Mar 31, 2026
Invesco Ltd.13,278696.7K $as of Mar 31, 2026

Declared shareholders of Atlanticus Holdings Corp

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
Wellington Management Group LLP and 2 others5.10 %754,958as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of Atlanticus Holdings Corp". https://titelia.com/en/stocks/atlanticus-holdings-corp-US04914Y1029