As of the latest SEC filings, NCR Atleos Corp (NATL) is held by 316 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $193,365,941.72 in market value, representing 0.21% of its portfolio.
Funds holding NCR Atleos Corp (NATL)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- NATL
- CIK:
- 0001974138
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.21% | $193,365,941.72 | 4,437,034 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $102,408,511.26 | 2,349,897 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.11% | $78,530,811.36 | 1,801,992 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.05% | $74,252,780.66 | 1,703,827 | Mar 31, 2026 | May 28, 2026 |
|
UBVVX
Undiscovered Managers Behavioral Value Fund
|
MF | Independent / Boutique | 0.85% | $73,191,781.98 | 1,679,481 | Mar 31, 2026 | May 29, 2026 |
|
SSGSX
Victory Sycamore Small Company Opportunity Fund
|
MF | Independent / Boutique | 1.14% | $50,770,700.00 | 1,165,000 | Mar 31, 2026 | May 28, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.08% | $47,290,401.20 | 1,085,140 | Mar 31, 2026 | May 28, 2026 |
|
SMCWX
SMALLCAP World Fund Inc
|
MF | Independent / Boutique | 0.05% | $42,624,595.66 | 978,077 | Mar 31, 2026 | May 28, 2026 |
|
NDVUX
MFS New Discovery Value Fund
|
MF | Independent / Boutique | 1.40% | $38,252,296.44 | 863,873 | Feb 28, 2026 | Apr 24, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.04% | $35,923,778.44 | 824,318 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.10% | $32,081,014.98 | 722,871 | Apr 30, 2026 | Jun 26, 2026 |
|
ABCSX
AB Discovery Value Fund
|
MF | Independent / Boutique | 1.25% | $30,835,307.88 | 696,371 | Feb 28, 2026 | Apr 24, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.21% | $29,136,106.28 | 668,566 | Mar 31, 2026 | May 28, 2026 |
|
BAUUX
Brown Advisory Small-Cap Fundamental Value Fund
|
MF | Independent / Boutique | 2.52% | $27,114,299.34 | 622,173 | Mar 31, 2026 | May 27, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.21% | $26,098,667.44 | 598,868 | Mar 31, 2026 | May 28, 2026 |
|
FNDA
Schwab Fundamental U.S. Small Company ETF
|
ETF | Charles Schwab | 0.24% | $23,220,874.80 | 524,410 | Feb 28, 2026 | Apr 24, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.22% | $21,604,872.16 | 495,752 | Mar 31, 2026 | May 28, 2026 |
|
FSLSX
Fidelity Advisor Value Strategies Fund
|
MF | Fidelity | 0.93% | $17,822,700.00 | 402,500 | Feb 28, 2026 | Apr 24, 2026 |
|
IJT
iShares S&P Small-Cap 600 Growth ETF
|
ETF | BlackRock / iShares | 0.26% | $17,213,707.78 | 394,991 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.04% | $17,032,567.68 | 384,656 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.11% | $16,074,791.28 | 363,026 | Feb 28, 2026 | Apr 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.08% | $15,945,493.68 | 360,106 | Feb 28, 2026 | Apr 24, 2026 |
|
JDYRX
PGIM High Yield Fund
|
MF | PGIM / Prudential | 0.07% | $14,949,199.99 | 14,986,667 | Feb 27, 2026 | Apr 23, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.08% | $14,545,456.24 | 327,748 | Apr 30, 2026 | Jun 24, 2026 |
|
GTCSX
Small Cap Equity Portfolio
|
MF | Independent / Boutique | 1.45% | $14,295,508.08 | 322,116 | Apr 30, 2026 | Jun 4, 2026 |
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