As of the latest SEC filings, Atlanticus Holdings Corp (ATLCZ) is held by 5 institutional funds. The largest fund shareholder is Virtus InfraCap U.S. Preferred Stock ETF (PFFA), holding an estimated $35,570,838.60 in market value, representing 1.52% of its portfolio.
Funds holding Atlanticus Holdings Corp (ATLCZ)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- ATLCZ
- CIK:
- 0001464343
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
PFFA
Virtus InfraCap U.S. Preferred Stock ETF
|
ETF | Independent / Boutique | 1.52% | $35,570,838.60 | 1,405,962 | Apr 30, 2026 | Jun 22, 2026 |
|
PFF
iShares Preferred and Income Securities ETF
|
ETF | BlackRock / iShares | 0.09% | $11,984,588.60 | 476,335 | Mar 31, 2026 | May 26, 2026 |
|
PGX
Invesco Preferred ETF
|
ETF | Invesco | 0.15% | $6,126,563.48 | 239,506 | Feb 28, 2026 | Apr 28, 2026 |
|
PFFD
Global X U.S. Preferred ETF
|
ETF | Independent / Boutique | 0.14% | $3,222,645.14 | 125,983 | Feb 28, 2026 | Apr 29, 2026 |
|
AAIIX
Ancora Income Fund
|
MF | Independent / Boutique | 1.14% | $566,100.00 | 22,500 | Mar 31, 2026 | Jun 1, 2026 |
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