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ALTG · Alta Equipment Group Inc. · Held by Funds

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$6.78 +0.49 (+7.79%) At close · Oct 27 Q2 2026 earnings call transcript
Russell 2000 member Rebalance outlook locked
Market Cap
$221.48M
Shares
32.67M
Volume · Oct 27 221.95K Avg daily vol (3M) 191.08K

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Fund Ownership of ALTG by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 8.30% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 2.04% 667,597
Index ETFs 6.26% 2,044,878
Active ETFs 0.55% 179,021
Active funds 6.51% 2,125,027
Unclassified 0.19% 63,242
All registered funds 15.55% 5,079,765
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding ALTG

127 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 798,858 $5,168,611 0.00%
ROYCE MICRO-CAP TRUST, INC. 638,102 $4,128,520 0.45%
iShares Russell 2000 ETF 517,321 $3,347,067 0.00%
First Eagle Small Cap Opportunity Fund 462,160 $3,041,013 0.10%
Royce Micro-Cap Fund 280,765 $1,816,550 0.42%
VANGUARD EXTENDED MARKET INDEX FUND 219,206 $1,418,263 0.00%
Fidelity Small Cap Index Fund 214,498 $1,411,397 0.00%
iShares Russell 2000 Value ETF 154,288 $998,243 0.01%
VANGUARD RUSSELL 2000 INDEX FUND 101,152 $623,096 0.00%
Fidelity Extended Market Index Fund 102,980 $607,582 0.00%
Royce Capital Fund - Micro-Cap Portfolio 91,429 $591,546 0.42%
Dimensional U.S. Small Cap ETF 73,010 $480,406 0.00%
Dimensional U.S. Core Equity 2 ETF 66,091 $434,879 0.00%
U.S. SMALL CAP PORTFOLIO 66,019 $434,405 0.00%
iShares Micro-Cap ETF 66,942 $433,115 0.03%
iShares Core S&P Total U.S. Stock Market ETF 53,865 $348,507 0.00%
SMALL COMPANY GROWTH PORTFOLIO 52,184 $337,630 0.02%
VOYA INDEX PLUS SMALLCAP PORTFOLIO 51,892 $335,741 0.08%
Tax-Managed U.S. Mid & Small Cap Fund 49,965 $328,770 0.02%
Schwab Small-Cap Index Fund 48,415 $318,571 0.00%
U.S. MICRO CAP PORTFOLIO 46,262 $304,404 0.00%
U.S. Small Cap Growth Portfolio 40,974 $269,609 0.01%
iShares Russell 2000 Growth ETF 40,864 $264,390 0.00%
Multi-Manager Small Cap Equity Strategies Fund 39,702 $244,564 0.02%
U.S. CORE EQUITY 2 PORTFOLIO 36,216 $238,301 0.00%
Ultra-Small Company Market Fund 35,000 $226,450 0.15%
Master Small Cap Index Series 34,740 $224,768 0.00%
Fidelity Total Market Index Fund 37,148 $219,173 0.00%
Invesco RAFI US 1500 Small-Mid ETF 30,226 $198,887 0.01%
Fidelity Series Total Market Index Fund 33,128 $195,455 0.00%
NVIT Small Cap Value Fund 25,800 $166,926 0.07%
NVIT Multi-Manager Small Company Fund 25,688 $166,201 0.04%
EQ/Small Company Index Portfolio 24,230 $156,768 0.01%
VANGUARD INDUSTRIALS INDEX FUND 24,091 $148,401 0.00%
Nuveen Small Cap Blend Index Fund 22,341 $147,004 0.00%
Fidelity Small Cap Value Index Fund 22,569 $146,021 0.01%
Avantis U.S. Small Cap Equity ETF 23,540 $145,006 0.01%
Goldman Sachs Absolute Return Tracker Fund 19,262 $113,646 0.00%
SMALL CAP EQUITY FUND 17,058 $110,365 0.01%
EQ/2000 Managed Volatility Portfolio 16,759 $108,431 0.00%
EQ/AB Small Cap Growth Portfolio 15,460 $100,026 0.00%
VANGUARD BALANCED INDEX FUND 14,800 $95,756 0.00%
LVIP State Street Small-Cap Index Fund 14,590 $94,397 0.00%
Nuveen Equity Index Fund 13,111 $86,270 0.00%
Clearwater Select Equity Fund 12,909 $83,521 0.02%
VANGUARD RUSSELL 2000 VALUE INDEX FUND 12,746 $78,515 0.01%
Fidelity ZERO Total Market Index Fund 10,959 $72,110 0.00%
Schwab Total Stock Market Index Fund 10,115 $66,557 0.00%
Global X Russell 2000 ETF 9,526 $62,681 0.00%
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND 9,575 $61,950 0.00%
Showing 1–50 of 127 positions
Key facts CIK 1759824 CUSIP 02128L106 13F (30d) 18 filings 18 filers Visit website Investor relations