As of the latest SEC filings, ALTA EQUIPMENT GROUP INC. (ALTG) is held by 130 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $4,289,867.46 in market value, representing a significant portion of its portfolio.
Funds holding ALTA EQUIPMENT GROUP INC. (ALTG)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- ALTG
- CIK:
- 0001759824
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $4,289,867.46 | 798,858 | Mar 31, 2026 | May 28, 2026 |
|
FESCX
First Eagle Small Cap Opportunity Fund
|
MF | Independent / Boutique | 0.17% | $3,877,650.50 | 500,342 | Apr 30, 2026 | Jun 25, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.00% | $2,683,716.57 | 499,761 | Mar 31, 2026 | May 28, 2026 |
|
RMT
ROYCE MICRO-CAP TRUST, INC.
|
CEF | Independent / Boutique | 0.27% | $1,834,418.85 | 341,605 | Mar 31, 2026 | May 21, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.00% | $1,475,421.75 | 190,377 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $1,181,475.18 | 220,014 | Mar 31, 2026 | May 28, 2026 |
|
RMCFX
Royce Micro-Cap Fund
|
MF | Independent / Boutique | 0.27% | $879,563.04 | 163,792 | Mar 31, 2026 | May 21, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $835,667.00 | 107,828 | Apr 30, 2026 | Jun 29, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.01% | $759,189.12 | 141,376 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $710,424.00 | 102,960 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.00% | $668,292.60 | 96,854 | Feb 28, 2026 | Apr 28, 2026 |
|
DFAC
Dimensional U.S. Core Equity 2 ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $512,205.25 | 66,091 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $427,172.25 | 55,119 | Apr 30, 2026 | Jun 24, 2026 |
|
RTSSX
Tax-Managed U.S. Mid & Small Cap Fund
|
MF | Russell Investments | 0.02% | $387,228.75 | 49,965 | Apr 30, 2026 | Jun 22, 2026 |
|
AVSC
Avantis U.S. Small Cap Equity ETF
|
ETF | American Century | 0.02% | $379,962.30 | 55,067 | Feb 28, 2026 | Apr 29, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.00% | $331,622.50 | 42,790 | Apr 30, 2026 | Jun 25, 2026 |
|
DSCGX
U.S. Small Cap Growth Portfolio
|
MF | Dimensional Fund Advisors | 0.02% | $317,548.50 | 40,974 | Apr 30, 2026 | Jun 24, 2026 |
|
DFQTX
U.S. CORE EQUITY 2 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $301,893.50 | 38,954 | Apr 30, 2026 | Jun 24, 2026 |
|
RCMCX
Royce Capital Fund - Micro-Cap Portfolio
|
MF | Independent / Boutique | 0.29% | $297,422.82 | 55,386 | Mar 31, 2026 | May 21, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $294,980.50 | 38,062 | Apr 30, 2026 | Jun 24, 2026 |
|
ITOT
iShares Core S&P Total U.S. Stock Market ETF
|
ETF | BlackRock / iShares | 0.00% | $287,767.56 | 53,588 | Mar 31, 2026 | May 28, 2026 |
|
IPSSX
VOYA INDEX PLUS SMALLCAP PORTFOLIO
|
MF | Voya | 0.08% | $275,341.38 | 51,274 | Mar 31, 2026 | Jun 1, 2026 |
|
CZMSX
Multi-Manager Small Cap Equity Strategies Fund
|
MF | Columbia Threadneedle | 0.02% | $273,943.80 | 39,702 | Feb 28, 2026 | Apr 27, 2026 |
|
NWHHX
Nationwide Bailard Small Cap Value Fund
|
MF | Independent / Boutique | 0.21% | $262,167.00 | 33,828 | Apr 30, 2026 | Jun 23, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.02% | $259,660.98 | 48,354 | Mar 31, 2026 | May 28, 2026 |
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