Titelia

Fund shareholders of Atlanticus Holdings Corp

ISIN US04914Y1029 · United States

Fund shareholders
170
Of which ETFs
34 136 other funds
Value held
≈ 152.1M $ 152.1M $ · 21.5K €
Share of capital
10.1 % of 15.2M shares on Aug 1, 2026
FundSharesValueWeight in fundShare of capital
Avantis U.S. Small Cap Value ETF American Century ETF Trust 169,34514.6M $0.05 %1.12 %as of May 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 166,21317M $0.00 %1.10 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 130,68313.4M $0.02 %0.86 %as of Jun 30, 2026 ↗
Applied Finance Explorer Fund World Funds Trust 68,6917.2M $0.69 %0.45 %as of Jul 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 64,0216.5M $0.01 %0.42 %as of Jun 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 61,2886.5M $0.04 %0.40 %as of Jul 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 55,2865.8M $0.02 %0.36 %as of Jul 31, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 47,7364.9M $0.03 %0.31 %as of Jun 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 40,1094.2M $0.05 %0.26 %as of Jul 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 37,5874M $0.02 %0.25 %as of Jul 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 31,3843.3M $0.01 %0.21 %as of Jul 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 30,3933.2M $0.02 %0.20 %as of Jul 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 29,2292.5M $0.01 %0.19 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 27,4342.4M $0.01 %0.18 %as of May 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 26,7942.8M $0.02 %0.18 %as of Jul 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 26,7792.3M $0.01 %0.18 %as of May 31, 2026 ↗
Allspring Common Stock Fund ALLSPRING FUNDS TRUST 26,2712.7M $0.40 %0.17 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 26,2672.8M $0.01 %0.17 %as of Jul 31, 2026 ↗
Victory Small Cap Stock Fund Victory Portfolios III 24,3632.6M $0.27 %0.16 %as of Jul 31, 2026 ↗
Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST 23,0072.4M $0.37 %0.15 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 19,9852.1M $0.01 %0.13 %as of Jul 31, 2026 ↗
Small-Cap Value Fund Bridgeway Funds, Inc. 19,6842M $0.59 %0.13 %as of Jun 30, 2026 ↗
iShares Micro-Cap ETF iShares Trust 17,0921.7M $0.11 %0.11 %as of Jun 30, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 14,4101.5M $0.11 %0.09 %as of Jun 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 12,4521.3M $0.02 %0.08 %as of Jul 31, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 12,0191.3M $0.03 %0.08 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 11,343978K $0.04 %0.07 %as of May 31, 2026 ↗
Small Cap Value Fund Northern Funds 11,1361.1M $0.17 %0.07 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 10,581912.3K $0.00 %0.07 %as of May 31, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 10,4551.1M $0.15 %0.07 %as of Jun 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 10,4001.1M $0.02 %0.07 %as of Jul 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 10,269885.4K $0.00 %0.07 %as of May 31, 2026 ↗
AUER GROWTH Unified Series Trust 10,000862.2K $1.10 %0.07 %as of May 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 9,771842.5K $0.01 %0.06 %as of May 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 9,200940.7K $0.02 %0.06 %as of Jun 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 8,570904K $0.03 %0.06 %as of Jul 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 8,500732.9K $0.00 %0.06 %as of May 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 7,825674.7K $0.07 %0.05 %as of May 31, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 7,785796K $0.07 %0.05 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 7,071609.7K $0.03 %0.05 %as of May 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 6,746711.6K $0.02 %0.04 %as of Jul 31, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 6,742689.4K $0.05 %0.04 %as of Jun 30, 2026 ↗
Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST 6,000613.5K $0.33 %0.04 %as of Jun 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 5,699582.7K $0.02 %0.04 %as of Jun 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 5,539584.3K $0.01 %0.04 %as of Jul 31, 2026 ↗
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 5,500580.2K $0.13 %0.04 %as of Jul 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 5,316560.8K $0.06 %0.04 %as of Jul 31, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 5,249553.7K $0.03 %0.03 %as of Jul 31, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 4,762486.9K $0.03 %0.03 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 3,984343.5K $0.03 %0.03 %as of May 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 3,860407.2K $0.00 %0.03 %as of Jul 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 3,644384.4K $0.00 %0.02 %as of Jul 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 3,638313.7K $0.00 %0.02 %as of May 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 3,541362.1K $0.04 %0.02 %as of Jun 30, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,515359.4K $0.02 %0.02 %as of Jun 30, 2026 ↗
Zacks Small-Cap Core Fund Zacks Trust 3,293283.9K $0.83 %0.02 %as of May 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 3,269281.9K $0.00 %0.02 %as of May 31, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 3,156332.9K $0.05 %0.02 %as of Jul 31, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 3,088315.7K $0.07 %0.02 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 2,946310.8K $0.00 %0.02 %as of Jul 31, 2026 ↗
Virtus Small-Cap Fund Virtus Investment Trust 2,900296.5K $0.22 %0.02 %as of Jun 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 2,887295.2K $0.00 %0.02 %as of Jun 30, 2026 ↗
Small Cap Value Fund VALIC Co I 2,828243.8K $0.10 %0.02 %as of May 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 2,787285K $0.00 %0.02 %as of Jun 30, 2026 ↗
PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST 2,772292.4K $0.11 %0.02 %as of Jul 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 2,660272K $0.01 %0.02 %as of Jun 30, 2026 ↗
Small Cap Index Fund Northern Funds 2,485254.1K $0.02 %0.02 %as of Jun 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 2,451250.6K $0.01 %0.02 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 2,435256.9K $0.02 %0.02 %as of Jul 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 2,306235.8K $0.00 %0.02 %as of Jun 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 2,300235.2K $0.01 %0.02 %as of Jun 30, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 2,224234.6K $0.00 %0.01 %as of Jul 31, 2026 ↗
Victory Cornerstone Moderately Aggressive Fund Victory Portfolios III 2,081179.4K $0.01 %0.01 %as of May 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 2,051216.4K $0.01 %0.01 %as of Jul 31, 2026 ↗
Small Cap Index Fund VALIC Co I 2,002172.6K $0.01 %0.01 %as of May 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 1,868191K $0.02 %0.01 %as of Jun 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 1,823186.4K $0.02 %0.01 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 1,800184.1K $0.01 %0.01 %as of Jun 30, 2026 ↗
ACUITAS US MICROCAP FUND FORUM FUNDS II 1,789182.9K $0.15 %0.01 %as of Jun 30, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,735177.4K $0.07 %0.01 %as of Jun 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,700179.3K $0.01 %0.01 %as of Jul 31, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 1,666170.3K $0.05 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 1,646173.6K $0.01 %0.01 %as of Jul 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 1,496153K $0.02 %0.01 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,483151.6K $0.01 %0.01 %as of Jun 30, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 1,373144.8K $0.01 %0.01 %as of Jul 31, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 1,360139.1K $0.14 %0.01 %as of Jun 30, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 1,324135.4K $0.04 %0.01 %as of Jun 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 1,188121.5K $0.02 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 1,165122.9K $0.01 %0.01 %as of Jul 31, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 1,144117K $0.04 %0.01 %as of Jun 30, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 1,141116.7K $0.05 %0.01 %as of Jun 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 1,134119.6K $0.01 %0.01 %as of Jul 31, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 1,105116.6K $0.01 %0.01 %as of Jul 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,10094.8K $0.01 %0.01 %as of May 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 1,070112.9K $0.01 %0.01 %as of Jul 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 1,056108K $0.02 %0.01 %as of Jun 30, 2026 ↗
Victory Cornerstone Aggressive Fund Victory Portfolios III 1,02188K $0.02 %0.01 %as of May 31, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 1,012103.5K $0.05 %0.01 %as of Jun 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 1,005106K $0.01 %0.01 %as of Jul 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
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 ↗
AUER GROWTH Unified Series Trust 1.10 %as of May 31, 2026 ↗
Zacks Small-Cap Core Fund Zacks Trust 0.83 %as of May 31, 2026 ↗
Simplify Piper Sandler US Small-Cap PLUS Income ETF Simplify Exchange Traded Funds 0.73 %as of Jun 30, 2026 ↗
Applied Finance Explorer Fund World Funds Trust 0.69 %as of Jul 31, 2026 ↗
Small-Cap Value Fund Bridgeway Funds, Inc. 0.59 %as of Jun 30, 2026 ↗
Allspring Common Stock Fund ALLSPRING FUNDS TRUST 0.40 %as of Jun 30, 2026 ↗
Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST 0.37 %as of Jul 31, 2026 ↗
Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST 0.33 %as of Jun 30, 2026 ↗
Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust 0.33 %as of Jul 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
2026Q3169-21,525,457-0.8 %
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 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
HANNA DAVID G and 4 others42.10 %8,047,464as of Jul 1, 2026 · SCHEDULE 13D
Wellington Management Group LLP and 2 others3.50 %522,642as of Jun 30, 2026 · SCHEDULE 13G
Cite this page

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