Titelia

Fund shareholders of AtriCure Inc

ISIN US04963C2098 · United States · LEI 254900B2I6GPHK2EXM59

Fund shareholders
251
Of which ETFs
52 199 other funds
Value held
≈ 631.4M $ 630.8M $ · 38.5K € · 5.5M SEK
Share of capital
41.6 % of 50.9M shares on Jul 22, 2026

251 funds hold this company. This table lists the 249 that declare it in a regulatory filing. The other 2 publish their holdings in their own reports. The “Fund reports” tab lists them, with their weight.

FundSharesValueWeight in fundShare of capital
Small Cap Index Fund Northern Funds 25,258706.7K $0.04 %0.05 %as of Jun 30, 2026 ↗
MML VIP Wellington Small Cap Growth Equity Fund MML SERIES INVESTMENT FUND 24,110674.6K $0.42 %0.05 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 23,903902.6K $0.06 %0.05 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 23,192648.9K $0.00 %0.05 %as of Jun 30, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 23,181641.4K $0.08 %0.05 %as of May 31, 2026 ↗
Fidelity MSCI Health Care Index ETF FIDELITY COVINGTON TRUST 22,662855.7K $0.03 %0.04 %as of Jul 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 20,3005.5M SEK0.02 %0.04 %as of Mar 31, 2026 ↗
GRANDEUR PEAK GLOBAL REACH FUND Grandeur Peak Global Trust 20,044756.9K $0.94 %0.04 %as of Jul 31, 2026 ↗
GRANDEUR PEAK GLOBAL STALWARTS FUND Grandeur Peak Global Trust 19,859749.9K $0.95 %0.04 %as of Jul 31, 2026 ↗
Small Cap Index Fund VALIC Co I 19,831548.7K $0.04 %0.04 %as of May 31, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 19,754546.6K $0.01 %0.04 %as of May 31, 2026 ↗
MFS Blended Research Small Cap Equity Portfolio MFS VARIABLE INSURANCE TRUST III 19,381542.3K $0.63 %0.04 %as of Jun 30, 2026 ↗
Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust 19,091534.2K $0.28 %0.04 %as of Jun 30, 2026 ↗
GRANDEUR PEAK GLOBAL MICROCAP FUND Grandeur Peak Global Trust 18,803710K $1.58 %0.04 %as of Jul 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 18,648704.1K $0.03 %0.04 %as of Jul 31, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 18,632521.3K $0.12 %0.04 %as of Jun 30, 2026 ↗
Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II 17,621665.4K $0.04 %0.03 %as of Jul 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 17,574491.7K $0.05 %0.03 %as of Jun 30, 2026 ↗
Sit Small Cap Dividend Growth Fund SIT MUTUAL FUNDS INC 17,300484.1K $0.88 %0.03 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 17,300484.1K $0.02 %0.03 %as of Jun 30, 2026 ↗
WCM Small Cap Growth Fund INVESTMENT MANAGERS SERIES TRUST 16,810470.3K $0.83 %0.03 %as of Jun 30, 2026 ↗
Acuitas Small Cap Active ETF Series Portfolios Trust 16,392458.6K $0.50 %0.03 %as of Jun 30, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 15,693439.1K $0.08 %0.03 %as of Jun 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 15,029567.5K $0.00 %0.03 %as of Jul 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 15,010420K $0.04 %0.03 %as of Jun 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 14,933563.9K $0.01 %0.03 %as of Jul 31, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 14,843560.5K $0.06 %0.03 %as of Jul 31, 2026 ↗
Small Company Fund American Century Quantitative Equity Funds, Inc. 14,843415.3K $0.21 %0.03 %as of Jun 30, 2026 ↗
AB Small Cap Growth Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 14,504405.8K $0.71 %0.03 %as of Jun 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 14,322400.7K $0.04 %0.03 %as of Jun 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 14,222537K $0.00 %0.03 %as of Jul 31, 2026 ↗
Columbia Integrated Small Cap Growth Fund Columbia Funds Series Trust II 13,827382.6K $1.18 %0.03 %as of May 31, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 12,960489.4K $0.07 %0.03 %as of Jul 31, 2026 ↗
ACUITAS US MICROCAP FUND FORUM FUNDS II 12,427347.7K $0.29 %0.02 %as of Jun 30, 2026 ↗
GRANDEUR PEAK US STALWARTS FUND Grandeur Peak Global Trust 12,216461.3K $2.73 %0.02 %as of Jul 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 12,091338.3K $0.00 %0.02 %as of Jun 30, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 10,809299.1K $0.00 %0.02 %as of May 31, 2026 ↗
NORTH SQUARE KENNEDY MICROCAP FUND Exchange Place Advisors Trust 10,731296.9K $0.90 %0.02 %as of May 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 10,515294.2K $0.04 %0.02 %as of Jun 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 10,229286.2K $0.04 %0.02 %as of Jun 30, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 10,131283.5K $0.12 %0.02 %as of Jun 30, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 9,927274.7K $0.05 %0.02 %as of May 31, 2026 ↗
OneAscent Enhanced Small and Mid Cap ETF Unified Series Trust 9,757270K $0.32 %0.02 %as of May 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 9,700271.4K $0.02 %0.02 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 9,136255.6K $0.10 %0.02 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 8,868248.1K $0.03 %0.02 %as of Jun 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 8,761330.8K $0.02 %0.02 %as of Jul 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 7,920219.1K $0.02 %0.02 %as of May 31, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 7,737292.1K $0.07 %0.02 %as of Jul 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 7,682214.9K $0.04 %0.02 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 7,616213.1K $0.04 %0.01 %as of Jun 30, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 7,290204K $0.04 %0.01 %as of Jun 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 6,713187.8K $0.04 %0.01 %as of Jun 30, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 6,669186.6K $0.06 %0.01 %as of Jun 30, 2026 ↗
AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc 6,636185.7K $0.17 %0.01 %as of Jun 30, 2026 ↗
Small Cap Core Fund Northern Funds 6,623185.3K $0.05 %0.01 %as of Jun 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 6,431179.9K $0.01 %0.01 %as of Jun 30, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 6,123171.3K $0.01 %0.01 %as of Jun 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 6,046169.2K $0.04 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 5,963225.2K $0.01 %0.01 %as of Jul 31, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 5,908165.3K $0.00 %0.01 %as of Jun 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 5,613211.9K $0.03 %0.01 %as of Jul 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 5,603211.6K $0.06 %0.01 %as of Jul 31, 2026 ↗
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 5,573210.4K $0.04 %0.01 %as of Jul 31, 2026 ↗
AQR Small Cap Multi-Style Fund AQR Funds 5,440152.2K $0.04 %0.01 %as of Jun 30, 2026 ↗
Tax-Aware Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 5,138143.8K $0.02 %0.01 %as of Jun 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 4,914137.5K $0.00 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 4,765179.9K $0.01 %0.01 %as of Jul 31, 2026 ↗
Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds 4,728132.3K $0.15 %0.01 %as of Jun 30, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 4,531126.8K $0.04 %0.01 %as of Jun 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,426167.1K $0.01 %0.01 %as of Jul 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 4,425167.1K $0.06 %0.01 %as of Jul 31, 2026 ↗
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 4,393122.9K $0.08 %0.01 %as of Jun 30, 2026 ↗
Wasatch Global Small Cap Value Fund WASATCH FUNDS TRUST 4,204117.6K $1.44 %0.01 %as of Jun 30, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 4,170115.4K $0.04 %0.01 %as of May 31, 2026 ↗
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 4,033112.8K $0.00 %0.01 %as of Jun 30, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 3,990111.6K $0.04 %0.01 %as of Jun 30, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 3,966111K $0.02 %0.01 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 3,861106.8K $0.00 %0.01 %as of May 31, 2026 ↗
Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust 3,57099.9K $0.19 %0.01 %as of Jun 30, 2026 ↗
Lazard US Systematic Small Cap Equity ETF Lazard Active ETF Trust 3,48997.6K $0.14 %0.01 %as of Jun 30, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 3,35393.8K $0.04 %0.01 %as of Jun 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 3,211121.2K $0.00 %0.01 %as of Jul 31, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 3,20089.5K $0.00 %0.01 %as of Jun 30, 2026 ↗
VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND 3,19588.4K $0.02 %0.01 %as of May 31, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 2,91580.7K $0.01 %0.01 %as of May 31, 2026 ↗
State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 2,50570.1K $0.30 %0.00 %as of Jun 30, 2026 ↗
Invesco NASDAQ Future Gen 200 ETF Invesco Exchange-Traded Fund Trust II 2,45968K $0.36 %0.00 %as of May 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 2,40367.2K $0.02 %0.00 %as of Jun 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 2,27863K $0.03 %0.00 %as of May 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 2,18761.2K $0.00 %0.00 %as of Jun 30, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 2,14059.9K $0.04 %0.00 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 2,11179.7K $0.03 %0.00 %as of Jul 31, 2026 ↗
Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 2,10558.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 2,05257.4K $0.04 %0.00 %as of Jun 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 1,94053.7K $0.00 %0.00 %as of May 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,80850.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 1,80050.4K $0.00 %0.00 %as of Jun 30, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 1,79949.8K $0.01 %0.00 %as of May 31, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 1,78750K $0.02 %0.00 %as of Jun 30, 2026 ↗

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Funds that publish their own holdings

FundWeight in fund
BNP Paribas Funds US Small Cap BNP Paribas Asset Management Luxembourg 1.00 %as of Dec 31, 2025 ↗
BNP Paribas Funds Health Care Innovators BNP Paribas Asset Management Luxembourg 0.77 %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.

FundWeight in fund
GRANDEUR PEAK US STALWARTS FUND Grandeur Peak Global Trust 2.73 %as of Jul 31, 2026 ↗
Osterweis Opportunity Fund Professionally Managed Portfolios 2.59 %as of Jun 30, 2026 ↗
GRANDEUR PEAK GLOBAL CONTRARIAN FUND Grandeur Peak Global Trust 2.27 %as of Jul 31, 2026 ↗
GRANDEUR PEAK GLOBAL OPPORTUNITIES FUND Grandeur Peak Global Trust 2.26 %as of Jul 31, 2026 ↗
Advisors Capital Small/Mid Cap Fund NEIMAN FUNDS 2.26 %as of Jun 30, 2026 ↗
Nicholas Limited Edition, Inc. Nicholas Limited Edition, Inc. 2.21 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Health Care Equipment ETF SPDR SERIES TRUST 1.67 %as of Jun 30, 2026 ↗
GRANDEUR PEAK GLOBAL MICROCAP FUND Grandeur Peak Global Trust 1.58 %as of Jul 31, 2026 ↗
Wasatch Global Small Cap Value Fund WASATCH FUNDS TRUST 1.44 %as of Jun 30, 2026 ↗
Wasatch Ultra Growth Fund WASATCH FUNDS TRUST 1.36 %as of Jun 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
2026Q3247-421,157,653-3.8 %
2026Q2251+421,997,677+3.0 %
2026Q1247+721,356,356-1.0 %
2025Q4240+1121,582,106-0.8 %
2025Q3229-2021,748,274-5.1 %
2025Q2249+2122,906,630+2.0 %
2025Q1228+422,462,587-3.1 %
2024Q4224-223,192,892-1.5 %
2024Q3226-2223,543,293+4.3 %
2024Q2248-422,581,274+2.2 %
2024Q1252-1622,100,987-0.1 %
2023Q426822,131,165

Institutional managers

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

ManagerSharesValue
BlackRock, Inc.4,042,681115.3M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP3,382,55596.5M $as of Mar 31, 2026
ALLIANCEBERNSTEIN L.P.3,258,872128.9M $as of Mar 31, 2026
Hood River Capital Management LLC3,117,54588.9M $as of Mar 31, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.1,804,92751.5M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC1,667,16647.6M $as of Mar 31, 2026
MARSHALL WACE, LLP1,467,52441.9M $as of Mar 31, 2026
STATE STREET CORP1,302,16237.2M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,226,11635M $as of Mar 31, 2026
Divisadero Street Capital Management, LP1,159,95533.1M $as of Mar 31, 2026
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,060,80630.3M $as of Mar 31, 2026
NEUBERGER BERMAN GROUP LLC1,050,28230M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP997,75928.5M $as of Mar 31, 2026
Champlain Investment Partners, LLC971,11127.7M $as of Mar 31, 2026
GW&K Investment Management, LLC963,41527.5K $as of Mar 31, 2026
KENNEDY CAPITAL MANAGEMENT LLC834,15523.8M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/768,56121.9M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP751,00321.4M $as of Mar 31, 2026
First Light Asset Management, LLC729,52120.8M $as of Mar 31, 2026
VOYA INVESTMENT MANAGEMENT LLC719,64920.5M $as of Mar 31, 2026
MORGAN STANLEY719,16220.5M $as of Mar 31, 2026
DAFNA Capital Management LLC597,43117M $as of Mar 31, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/585,35316.7M $as of Mar 31, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC555,11415.8M $as of Mar 31, 2026
Qube Research & Technologies Ltd454,79113M $as of Mar 31, 2026

Declared shareholders of AtriCure 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
AllianceBernstein L.P. 5.50 %2,768,365as of Jun 30, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of AtriCure Inc". https://titelia.com/en/stocks/atricure-inc-US04963C2098