As of the latest SEC filings, Atlas Energy Solutions Inc. (AESI) is held by 215 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $60,492,869.44 in market value, representing 0.07% of its portfolio.
Funds holding Atlas Energy Solutions Inc. (AESI)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- AESI
- CIK:
- 0001984060
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.07% | $60,492,869.44 | 4,610,737 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $33,830,339.84 | 2,578,532 | Mar 31, 2026 | May 28, 2026 |
|
JAMRX
Janus Henderson Research Fund
|
MF | Independent / Boutique | 0.13% | $31,454,124.16 | 2,397,418 | Mar 31, 2026 | May 29, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.03% | $24,881,463.36 | 1,896,453 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.01% | $24,449,723.52 | 1,863,546 | Mar 31, 2026 | May 28, 2026 |
|
CSMIX
Columbia Small Cap Value Discovery Fund
|
MF | Columbia Threadneedle | 0.72% | $15,968,396.40 | 918,780 | Apr 30, 2026 | Jun 25, 2026 |
|
AVPAX
American Beacon Small Cap Value Fund
|
MF | Independent / Boutique | 0.39% | $14,954,412.44 | 860,438 | Apr 30, 2026 | Jun 26, 2026 |
|
VISGX
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.04% | $13,684,474.88 | 1,043,024 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.04% | $13,373,631.92 | 769,484 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $11,352,184.96 | 865,258 | Mar 31, 2026 | May 28, 2026 |
|
TGSAX
Templeton Global Smaller Companies Fund
|
MF | Independent / Boutique | 1.25% | $10,257,461.91 | 1,065,157 | Feb 28, 2026 | Apr 23, 2026 |
|
IJS
iShares S&P Small-Cap 600 Value ETF
|
ETF | BlackRock / iShares | 0.13% | $9,850,233.60 | 750,780 | Mar 31, 2026 | May 26, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.07% | $9,186,650.24 | 700,202 | Mar 31, 2026 | May 28, 2026 |
|
XES
State Street(R) SPDR(R) S&P(R) Oil & Gas Equipment & Services ETF
|
ETF | State Street (SPDR) | 1.60% | $7,174,330.88 | 546,824 | Mar 31, 2026 | May 28, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.05% | $6,820,259.60 | 392,420 | Apr 30, 2026 | Jun 29, 2026 |
|
MOPAX
NYLI WMC Small Companies Fund
|
MF | Independent / Boutique | 1.90% | $6,158,272.78 | 354,331 | Apr 30, 2026 | Jun 25, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.06% | $6,113,224.64 | 465,947 | Mar 31, 2026 | May 28, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.05% | $5,995,538.24 | 456,977 | Mar 31, 2026 | May 28, 2026 |
|
SLYV
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF
|
ETF | State Street (SPDR) | 0.13% | $5,251,791.68 | 400,289 | Mar 31, 2026 | May 28, 2026 |
|
-
JNL Multi-Manager Small Cap Value Fund
|
ETF | Independent / Boutique | 0.31% | $5,141,203.20 | 391,860 | Mar 31, 2026 | May 28, 2026 |
|
VENAX
VANGUARD ENERGY INDEX FUND
|
ETF | Vanguard | 0.04% | $4,698,525.15 | 487,905 | Feb 28, 2026 | Apr 28, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.03% | $4,378,838.86 | 251,947 | Apr 30, 2026 | Jun 29, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $3,932,044.56 | 408,312 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.02% | $3,705,874.38 | 384,826 | Feb 28, 2026 | Apr 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.02% | $3,599,443.62 | 373,774 | Feb 28, 2026 | Apr 24, 2026 |
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