As of the latest SEC filings, AMES NATIONAL CORP (ATLO) is held by 108 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $8,333,732.86 in market value, representing a significant portion of its portfolio.
Funds holding AMES NATIONAL CORP (ATLO)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- ATLO
- CIK:
- 0001132651
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $8,333,732.86 | 295,313 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $6,490,204.92 | 229,986 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $2,715,469.50 | 96,225 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $2,423,620.90 | 86,005 | Apr 30, 2026 | Jun 26, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.02% | $2,167,239.56 | 76,798 | Mar 31, 2026 | May 28, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.01% | $1,520,536.44 | 53,958 | Apr 30, 2026 | Jun 24, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $1,207,482.05 | 44,705 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $1,186,765.38 | 43,938 | Feb 28, 2026 | Apr 28, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $1,089,185.18 | 38,651 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $957,753.66 | 33,987 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $847,457.14 | 30,073 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $829,985.54 | 29,453 | Apr 30, 2026 | Jun 29, 2026 |
|
AFSM
First Trust Active Factor Small Cap ETF
|
ETF | First Trust | 0.96% | $812,730.90 | 30,090 | Feb 28, 2026 | Apr 23, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.05% | $634,865.34 | 22,497 | Mar 31, 2026 | May 28, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.01% | $537,871.66 | 19,087 | Apr 30, 2026 | Jun 25, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.00% | $514,837.61 | 19,061 | Feb 28, 2026 | Apr 29, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $453,443.88 | 16,788 | Feb 28, 2026 | Apr 24, 2026 |
|
-
Master Small Cap Index Series
|
ETF | Independent / Boutique | 0.01% | $405,916.48 | 14,384 | Mar 31, 2026 | May 28, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $373,035.11 | 13,811 | Feb 28, 2026 | Apr 24, 2026 |
|
AUERX
AUER GROWTH
|
MF | Independent / Boutique | 0.48% | $351,130.00 | 13,000 | Feb 28, 2026 | Apr 28, 2026 |
|
DFAC
Dimensional U.S. Core Equity 2 ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $345,148.64 | 12,248 | Apr 30, 2026 | Jun 29, 2026 |
|
DFQTX
U.S. CORE EQUITY 2 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $330,325.96 | 11,722 | Apr 30, 2026 | Jun 24, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.02% | $320,381.66 | 11,353 | Mar 31, 2026 | Jun 1, 2026 |
|
FISVX
Fidelity Small Cap Value Index Fund
|
MF | Fidelity | 0.02% | $302,800.60 | 10,730 | Mar 31, 2026 | May 26, 2026 |
|
TRHBX
Nuveen Small Cap Blend Index Fund
|
MF | TIAA / Nuveen | 0.01% | $292,987.46 | 10,397 | Apr 30, 2026 | Jun 24, 2026 |
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