ALCO · Alico, Inc. · Shareholders & Ownership

$37.26 +0.25 (+0.66%)

Russell 2000 member Rebalance outlook locked

Market Cap

$276.04M

7.42M

Volume · Oct 22 1319 Avg daily vol (3M) 21.6K

Every disclosed holder of ALCO in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns ALCO

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	110	4,456,697	60.08%	Yes
Insiders (Forms 3, 4, 5)	10	497,890	6.71%	Yes
13D/G-only blocks	2	755,399	10.18%	Yes
Remaining	—	1,708,575	23.03%	Rest
Registered funds (N-PORT, not summed)	120	1,193,101	16.08%	No

Shares outstanding: 7,418,561, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of ALCO

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	GATE CITY CAPITAL MANAGEMENT, LLC 13F CIK 1705447 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,293,141	17.43%	+9,435	Jun 30, 2026	carried, not yet filed for the newest quarter
2	Thomas A. Satterfield, Jr. 13G CIK 1132317 · Unknown · Dec 31, 2025 Rule 13d-1(c), passive investor	486,836	6.56%	-86,574	Dec 31, 2025	Rule 13d-1(c), passive investor
3	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	445,439	6.00%	+26,631	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	140,974	1.90%	+7,193	Jun 30, 2026	iShares Trust, not summed
3.2	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	39,010	0.53%	-9,148	Jun 30, 2026	iShares Trust, not summed
3.3	iShares Core S&P Total U.S. Stock Market ETF Fund S000004317 · Registered fund · Jun 30, 2026 iShares Trust, not summed	25,309	0.34%	+544	Jun 30, 2026	iShares Trust, not summed
3.4	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	19,299	0.26%	+5,120	Jun 30, 2026	iShares Trust, not summed
3.5	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	17,934	0.24%	—	Jun 30, 2026	iShares Trust, not summed
4	Pacific Ridge Capital Partners, LLC 13F CIK 1591546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	283,139	3.82%	-2,193	Jun 30, 2026	carried, not yet filed for the newest quarter
5	TRAFELET REMY W 13G CIK 1297619 · Unknown · Dec 31, 2023 Rule 13d-1(c), passive investor	268,563	3.62%	—	Dec 31, 2023	Rule 13d-1(c), passive investor
6	Brokaw George R Insider CIK 1589074 · Apr 1, 2025 Director, issuer-wide	267,269	3.60%	+681	Apr 1, 2025	Director, issuer-wide
7	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	261,491	3.52%	-25,650	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	54,009	0.73%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
7.2	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	34,410	0.46%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
7.3	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	25,279	0.34%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
7.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	16,957	0.23%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
7.5	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	16,449	0.22%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	242,656	3.27%	+7,983	Jun 30, 2026	carried, not yet filed for the newest quarter
9	CM Management, LLC 13F CIK 1841857 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	200,000	2.70%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	170,524	2.30%	+8,416	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	146,054	1.97%	+984	Jun 30, 2026	carried, not yet filed for the newest quarter
12	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	142,396	1.92%	-3,751	Jun 30, 2026	carried, not yet filed for the newest quarter
13	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	135,730	1.83%	-157	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF Fund S000039795 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	8,900	0.12%	-2,105	Jun 30, 2026	SPDR SERIES TRUST, not summed
13.2	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	1,900	0.03%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
13.3	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	150	0.00%	0	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
14	Peapod Lane Capital LLC 13F CIK 2050979 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	117,439	1.58%	-16,253	Jun 30, 2026	carried, not yet filed for the newest quarter
15	Rodgers Brothers Inc. 13F CIK 1397290 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	112,604	1.52%	+1	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	MONONGAHELA ALL CAP VALUE FUND Fund S000040732 · Registered fund · Jul 31, 2026 FORUM FUNDS, not summed	20,000	0.27%	0	Jul 31, 2026	FORUM FUNDS, not summed
16	Adara Smaller Companies Fund Fund S000047045 · Registered fund · May 31, 2026 RBB Fund, Inc., not summed	111,460	1.50%	0	May 31, 2026	RBB Fund, Inc., not summed
17	Accordant Advisory Group Inc 13F CIK 2013499 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	101,317	1.37%	+682	Jun 30, 2026	carried, not yet filed for the newest quarter
18	KRUSEN W ANDREW JR Insider CIK 1098536 · Jan 2, 2026 Director, issuer-wide	83,074	1.12%	+344	Jan 2, 2026	Director, issuer-wide
19	TOWERVIEW LLC 13F CIK 1166573 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	75,500	1.02%	-9,500	Jun 30, 2026	carried, not yet filed for the newest quarter
20	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	69,190	0.93%	+3,135	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
21	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	60,646	0.82%	+2,470	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	3,821	0.05%	-184	Jun 30, 2026	Northern Funds, not summed
21.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	2,677	0.04%	0	Jun 30, 2026	Northern Funds, not summed
22	OAK FAMILY ADVISORS, LLC 13F CIK 1846161 · Registered investment adviser · Sep 30, 2026	56,875	0.77%	-6,700	Sep 30, 2026
23	BARD ASSOCIATES INC 13F CIK 1105907 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	55,606	0.75%	-23	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	54,817	0.74%	+1,718	Jun 30, 2026	carried, not yet filed for the newest quarter
25	NAPLES GLOBAL ADVISORS, LLC 13F CIK 1582151 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	44,848	0.60%	-1,900	Jun 30, 2026	carried, not yet filed for the newest quarter
26	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	39,961	0.54%	+1,505	Jun 30, 2026	carried, not yet filed for the newest quarter
27	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	39,345	0.53%	+6,765	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Abundance Wealth Counselors 13F CIK 1767080 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	38,795	0.52%	+16,866	Jun 30, 2026	carried, not yet filed for the newest quarter
29	WisdomTree U.S. SmallCap Dividend Fund Fund S000012394 · Registered fund · Jun 30, 2026 WisdomTree Trust, not summed	38,724	0.52%	-180	Jun 30, 2026	WisdomTree Trust, not summed
30	Kiernan John E Insider CIK 1644122 · Oct 1, 2026 Director, President and CEO, issuer-wide	37,079	0.50%	+500	Oct 1, 2026	Director, President and CEO, issuer-wide
31	SLACK HENRY R Insider CIK 1192331 · Aug 26, 2025 Director, issuer-wide	37,008	0.50%	-6,461	Aug 26, 2025	Director, issuer-wide
32	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	33,123	0.45%	-1,435	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	10,866	0.15%	+3,544	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
33	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	29,017	0.39%	+1,202	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
34	Ellsworth Advisors, LLC 13F CIK 1843553 · Registered investment adviser · Sep 30, 2026	23,900	0.32%	+329	Sep 30, 2026
35	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	23,077	0.31%	-876	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Purse Toby K Insider CIK 1775428 · Oct 1, 2026 Director, issuer-wide	21,896	0.30%	+555	Oct 1, 2026	Director, issuer-wide
37	Allen Investment Management, LLC 13F CIK 1326234 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	21,106	0.28%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	20,562	0.28%	+4,526	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Tax-Managed U.S. Mid & Small Cap Fund Fund S000001571 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	4,993	0.07%	0	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
39	Prescott Group Capital Management, L.L.C. 13F CIK 1166152 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	20,372	0.27%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Putnam Adam Insider CIK 1820544 · Oct 1, 2026 Director, issuer-wide	19,333	0.26%	+849	Oct 1, 2026	Director, issuer-wide
41	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	19,288	0.26%	+2,118	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	14,284	0.19%	+2,009	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
41.2	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	3,713	0.05%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
42	STATE OF WISCONSIN INVESTMENT BOARD 13F CIK 854157 · Pension or benefit plan · Jun 30, 2026 carried, not yet filed for the newest quarter	18,550	0.25%	+1,700	Jun 30, 2026	carried, not yet filed for the newest quarter
43	WENDELL DAVID ASSOCIATES INC 13F CIK 878228 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	17,866	0.24%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 13F CIK 1599852 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	16,050	0.22%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
45	English Katherine Insider CIK 1820338 · Oct 1, 2026 Director, issuer-wide	15,905	0.21%	+523	Oct 1, 2026	Director, issuer-wide
46	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	14,692	0.20%	+8,242	Jun 30, 2026	carried, not yet filed for the newest quarter
47	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	14,213	0.19%	+609	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Wavvest Wealth LLC 13F CIK 2153571 · Sep 30, 2026	14,134	0.19%	—	Sep 30, 2026
49	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	13,674	0.18%	-57	Jun 30, 2026	carried, not yet filed for the newest quarter
50	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	13,638	0.18%	+200	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Ultra-Small Company Market Fund Fund S000004424 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	9,950	0.13%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed

16 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 191 holders

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Key facts CIK 3545 CUSIP 016230104 13F (30d) 16 filings 16 filers Visit website Investor relations