Funds holding Atlanticus Holdings Corp
172 funds declare a position · 35 ETFs and 137 other funds · 96.3M $· 21.5K € · US04914Y1029
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 166,213 | 8.7M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 2 | Avantis U.S. Small Cap Value ETF American Century ETF Trust | 148,550 | 7.8M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 3 | iShares Russell 2000 ETF iShares Trust | 137,331 | 7.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 4 | U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 87,722 | 7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 5 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 80,603 | 6.4M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 6 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 63,063 | 3.3M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 7 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 58,580 | 4.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 8 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 52,481 | 4.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 9 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 46,445 | 3.7M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 10 | iShares Russell 2000 Value ETF iShares Trust | 42,959 | 2.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 11 | Small-Cap Value Fund Bridgeway Funds, Inc. | 37,684 | 2M $ | 0.64 % | as of Mar 31, 2026 · Original filing |
| 12 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 31,384 | 2.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 13 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 29,093 | 1.5M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 14 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 28,342 | 2.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 15 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 27,010 | 1.4M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 16 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 26,427 | 2.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 17 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 26,412 | 1.4M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 18 | Victory Small Cap Stock Fund Victory Portfolios III | 24,363 | 1.9M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| 19 | Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST | 20,494 | 1.6M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 20 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 19,985 | 1.6M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 21 | JPMorgan Small Cap Value Fund JPMorgan Trust II | 14,728 | 772.8K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 22 | Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 14,410 | 756.1K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 23 | iShares Micro-Cap ETF iShares Trust | 13,456 | 706K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 24 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 11,826 | 939.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 25 | Small Cap Value Fund Northern Funds | 11,136 | 584.3K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 26 | WisdomTree U.S. SmallCap Fund WisdomTree Trust | 10,700 | 561.4K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 27 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 10,679 | 848K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 28 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 10,581 | 553.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 29 | Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 10,448 | 546.5K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 30 | JPMorgan U.S. Small Company Fund JPMorgan Trust I | 10,158 | 533K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 31 | VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 10,103 | 528.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 32 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 9,267 | 735.9K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 33 | Master Small Cap Index Series Quantitative Master Series LLC | 9,254 | 485.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 34 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 8,548 | 447.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 35 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 8,067 | 422K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 36 | PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust | 7,400 | 587.6K $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 37 | Avantis U.S. Small Cap Value Fund American Century ETF Trust | 7,071 | 369.9K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 38 | Barrons 400 ETF ALPS ETF TRUST | 6,742 | 352.7K $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| 39 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 6,149 | 488.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 40 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 6,085 | 319.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 41 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 6,006 | 314.2K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 42 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 5,906 | 469K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 43 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 5,876 | 308.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 44 | Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST | 5,606 | 294.1K $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 45 | Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 5,316 | 422.1K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 46 | Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 5,249 | 416.8K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 47 | EQ/Small Company Index Portfolio EQ Advisors Trust | 4,360 | 228.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 48 | JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 3,957 | 207.6K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 49 | Nuveen Equity Index Fund TIAA-CREF Funds | 3,860 | 306.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 50 | SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 3,843 | 201K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 51 | U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 3,806 | 302.2K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 52 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 3,715 | 194.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 53 | SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 3,649 | 190.9K $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 54 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 3,649 | 190.9K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 55 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 3,644 | 289.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 56 | Avantis U.S. Equity ETF American Century ETF Trust | 3,638 | 190.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 57 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 3,541 | 185.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 58 | Zacks Small-Cap Core Fund Zacks Trust | 3,293 | 172.3K $ | 0.56 % | as of Feb 28, 2026 · Original filing |
| 59 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 3,269 | 171K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 60 | Small Cap Value Fund VALIC Co I | 3,194 | 167.1K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 61 | Small-Cap Value Portfolio PACIFIC SELECT FUND | 3,088 | 162K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 62 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 3,058 | 160.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 63 | Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds | 2,900 | 230.3K $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 64 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 2,887 | 151.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 65 | iShares Russell 2000 Growth ETF iShares Trust | 2,838 | 148.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 66 | SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 2,823 | 148.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 67 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 2,798 | 222.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 68 | PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST | 2,772 | 220.1K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 69 | Small Cap Index Fund Northern Funds | 2,485 | 130.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 70 | AST Small-Cap Equity Portfolio Advanced Series Trust | 2,451 | 128.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 71 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 2,306 | 121K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 72 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 2,300 | 120.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 73 | Global X Russell 2000 ETF GLOBAL X FUNDS | 2,289 | 181.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 74 | LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 2,234 | 117.2K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 75 | Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 2,224 | 176.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 76 | Victory Cornerstone Moderately Aggressive Fund Victory Portfolios III | 2,081 | 108.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 77 | ACUITAS US MICROCAP FUND FORUM FUNDS II | 2,039 | 107K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 78 | Small Cap Index Fund VALIC Co I | 2,002 | 104.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 79 | GuideMark Small/Mid Cap Core Fund GPS Funds I | 1,991 | 104.5K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 80 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 1,984 | 157.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 81 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 1,823 | 95.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 82 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 1,800 | 94.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 83 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,700 | 135K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 84 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 1,646 | 130.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 85 | Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 1,525 | 79.8K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 86 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 1,496 | 78.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 87 | LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,483 | 77.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 88 | VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 1,465 | 76.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 89 | Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 1,453 | 115.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 90 | SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 1,324 | 69.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 91 | iShares Morningstar Small-Cap Growth ETF iShares Trust | 1,223 | 97.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 92 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 1,165 | 92.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 93 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 1,132 | 59.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 94 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 1,100 | 57.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 95 | Victory Extended Market Index Fund Victory Portfolios III | 1,080 | 85.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 96 | FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 1,078 | 85.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 97 | Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 1,056 | 55.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 98 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 1,052 | 55.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 99 | Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 1,012 | 53.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 100 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 1,005 | 79.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
Institutional managers
100 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| 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 |
| 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 |
| STATE OF WISCONSIN INVESTMENT BOARD | 13,215 | 693.4K $ | as of Mar 31, 2026 |