As of the latest SEC filings, ALAMO GROUP INC (ALG) is held by 295 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $106,757,695.98 in market value, representing 0.12% of its portfolio.
Funds holding ALAMO GROUP INC (ALG)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- ALG
- CIK:
- 0000897077
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.12% | $106,757,695.98 | 647,134 | Mar 31, 2026 | May 26, 2026 |
|
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
|
ETF | First Trust | 0.73% | $73,710,575.64 | 446,812 | Mar 31, 2026 | May 21, 2026 |
|
ESPRX
Allspring Special Small Cap Value Fund
|
MF | Allspring | 2.19% | $68,411,904.21 | 414,693 | Mar 31, 2026 | May 27, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $54,776,638.80 | 332,040 | Mar 31, 2026 | May 28, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.19% | $45,412,492.75 | 212,675 | Feb 28, 2026 | Apr 29, 2026 |
|
SSGSX
Victory Sycamore Small Company Opportunity Fund
|
MF | Independent / Boutique | 0.96% | $42,892,200.00 | 260,000 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.06% | $41,705,900.73 | 252,809 | Mar 31, 2026 | May 28, 2026 |
|
DCCIX
Nomura Small Cap Core Fund
|
MF | Independent / Boutique | 0.58% | $33,421,929.13 | 156,521 | Feb 27, 2026 | Apr 23, 2026 |
|
JAVTX
Janus Henderson Venture Fund
|
MF | Independent / Boutique | 0.74% | $22,781,367.18 | 138,094 | Mar 31, 2026 | May 29, 2026 |
|
WMCVX
Wasatch Small Cap Value Fund
|
MF | Independent / Boutique | 1.69% | $22,288,106.88 | 135,104 | Mar 31, 2026 | May 5, 2026 |
|
VSCNX
Vaughan Nelson Small Cap Fund
|
MF | Independent / Boutique | 1.44% | $19,833,518.25 | 120,225 | Mar 31, 2026 | May 29, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.02% | $19,785,347.01 | 119,933 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.05% | $17,775,865.60 | 102,490 | Apr 30, 2026 | Jun 26, 2026 |
|
IJS
iShares S&P Small-Cap 600 Value ETF
|
ETF | BlackRock / iShares | 0.23% | $17,366,721.84 | 105,272 | Mar 31, 2026 | May 26, 2026 |
|
TGSAX
Templeton Global Smaller Companies Fund
|
MF | Independent / Boutique | 2.11% | $17,318,777.71 | 81,107 | Feb 28, 2026 | Apr 23, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.12% | $16,065,603.45 | 97,385 | Mar 31, 2026 | May 28, 2026 |
|
PASVX
T. Rowe Price Small-Cap Value Fund, Inc.
|
MF | T. Rowe Price | 0.17% | $15,757,934.40 | 95,520 | Mar 31, 2026 | May 28, 2026 |
|
-
Brighthouse Small Cap Value Portfolio
|
ETF | Independent / Boutique | 2.22% | $15,659,942.22 | 94,926 | Mar 31, 2026 | May 28, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.10% | $15,543,866.24 | 89,621 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.09% | $12,306,435.20 | 70,955 | Apr 30, 2026 | Jun 29, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.03% | $11,932,910.52 | 55,884 | Feb 28, 2026 | Apr 24, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.12% | $11,811,357.09 | 71,597 | Mar 31, 2026 | May 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.05% | $11,159,291.33 | 52,261 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.07% | $10,943,412.50 | 51,250 | Feb 28, 2026 | Apr 28, 2026 |
|
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX FUND
|
ETF | Vanguard | 0.01% | $10,505,260.80 | 60,570 | Apr 30, 2026 | Jun 26, 2026 |
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