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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Small Cap Index Trust John Hancock Variable Insurance Trust | 998 | 52.4K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 988 | 51.8K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 940 | 49.3K $ | 0.03 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 879 | 69.8K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Small Cap Core Fund Northern Funds | 863 | 45.3K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 848 | 67.3K $ | 0.02 % | 0.01 % | as of Apr 30, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 753 | 39.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 750 | 39.2K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 742 | 38.9K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 678 | 35.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 667 | 35K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 657 | 52.2K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 644 | 33.8K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 624 | 49.6K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 598 | 47.5K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 526 | 41.8K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 491 | 25.8K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 470 | 37.3K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Victory Cornerstone Aggressive Fund Victory Portfolios III | 465 | 24.3K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 462 | 24.2K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 447 | 23.4K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 446 | 23.4K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 442 | 23.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 437 | 34.7K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 398 | 20.9K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Column Small Cap Fund Trust for Professional Managers | 397 | 20.8K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 379 | 19.9K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 376 | 19.7K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 365 | 19.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 352 | 18.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 351 | 18.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 331 | 17.3K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 330 | 17.3K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 318 | 25.3K $ | 0.22 % | 0.00 % | as of Apr 30, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 283 | 14.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 258 | 13.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 254 | 20.2K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 254 | 13.3K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 249 | 13.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 247 | 13K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares U.S. Tech Breakthrough Multisector ETF iShares Trust | 241 | 19.1K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 240 | 12.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 229 | 12K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 210 | 11K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 189 | 9.9K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| WisdomTree U.S. SmallCap Quality Growth Fund WisdomTree Trust | 177 | 9.3K $ | 0.10 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 169 | 13.4K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 147 | 7.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 143 | 7.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 123 | 6.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 116 | 6.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 100 | 5.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 82 | 4.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 60 | 4.8K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 54 | 2.8K $ | 0.00 % | as of Mar 31, 2026 ↗ | |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 50 | 2.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 33 | 1.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 31 | 1.6K $ | 0.00 % | as of Mar 31, 2026 ↗ | |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 29 | 2.3K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 27 | 1.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 18 | 1.4K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 18 | 944.5 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 18 | 944.5 $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 13 | 682.1 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 13 | 682.1 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 10 | 794.1 $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 7 | 555.9 $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 7 | 367.3 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 5 | 261.6 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 2 | 104.6 $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 1 | 52.5 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| GESTION BOUTIQUE VII, FI GESTION BOUTIQUE VII / SYSTEMATIC VALUE INVESTING US MARKETS ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. | 21.5K € | 2.21 % | as of Dec 31, 2025 ↗ |
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 | |
|---|---|---|
| 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 171 | +1 | 1,537,013 | -2.4 % |
| 2026Q1 | 170 | +7 | 1,575,196 | +5.3 % |
| 2025Q4 | 163 | -5 | 1,495,450 | -0.6 % |
| 2025Q3 | 168 | +19 | 1,504,250 | +7.6 % |
| 2025Q2 | 149 | +17 | 1,398,544 | +5.0 % |
| 2025Q1 | 132 | +1 | 1,331,645 | -0.2 % |
| 2024Q4 | 131 | -1 | 1,333,839 | +2.9 % |
| 2024Q3 | 132 | -2 | 1,296,445 | +1.4 % |
| 2024Q2 | 134 | 0 | 1,279,069 | -1.8 % |
| 2024Q1 | 134 | +1 | 1,302,513 | +0.5 % |
| 2023Q4 | 133 | 1,295,944 |
Institutional managers
100 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 754,958 | 39.6M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 522,545 | 27.4M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 430,167 | 22.6M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 185,091 | 9.7M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 143,095 | 7.5M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 121,403 | 6.4M $ | as of Mar 31, 2026 |
| HB Wealth Management, LLC | 118,788 | 6.2M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 115,879 | 6.1M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 115,558 | 6.1M $ | as of Mar 31, 2026 |
| Empowered Funds, LLC | 69,309 | 3.6M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 63,685 | 3.3M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 59,573 | 3.1M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 54,084 | 2.8M $ | as of Mar 31, 2026 |
| Janney Montgomery Scott LLC | 51,629 | 2.7K $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 30,791 | 1.6M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 29,053 | 1.5M $ | as of Mar 31, 2026 |
| PANAGORA ASSET MANAGEMENT INC | 28,031 | 1.5M $ | as of Mar 31, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | 27,989 | 1.5M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 26,027 | 1.4M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 23,023 | 1.2M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 21,882 | 1.1M $ | as of Mar 31, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 20,912 | 1.1M $ | as of Mar 31, 2026 |
| UBS Group AG | 17,847 | 936.4K $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 16,757 | 879.2K $ | as of Mar 31, 2026 |
| Invesco Ltd. | 13,278 | 696.7K $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Wellington Management Group LLP and 2 others | 5.10 % | 754,958 | as 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