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Institutional Ownership · SEC Form 13F

Who owns Atlanticus Holdings (ATLC)


Which tracked institutional funds hold ATLC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ATLC company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

141
Institutional holders
4M
Shares held (tracked funds)
26.1%
Of shares outstanding

How the tape is positioned

The tracked-fund tape on ATLC is one-sided between 2026-Q1 and 2026-Q2: 67 added or opened and 4 trimmed or exited — on balance accumulating.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

ATLC’s largest tracked holder by dollar value, WELLINGTON MANAGEMENT GROUP LLP, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in ATLC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 141 tracked filers holding ATLC, 89 increased or opened the position and 49 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in ATLC between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 21

  • Philadelphia Financial Management of San Francisco, LLC$9M
  • JANE STREET GROUP, LLC$4M
  • SG Capital Management LLC$4M
  • Integrated Quantitative Investments LLC$3M
  • VARCOV Co.$3M
  • Quadrature Capital Ltd$3M

Full exits 1

  • Janney Montgomery Scott LLC$3M

Largest adds

  • BlackRock, Inc.$21M
  • DIMENSIONAL FUND ADVISORS LP$19M
  • WELLINGTON MANAGEMENT GROUP LLP$15M
  • AMERICAN CENTURY COMPANIES INC$13M
  • VANGUARD CAPITAL MANAGEMENT LLC$12M
  • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$11M

Largest trims

  • AQR CAPITAL MANAGEMENT LLC$540K
  • LOS ANGELES CAPITAL MANAGEMENT LLC$470K
  • OpenArc Corporate Advisory, LLC$303K

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
WELLINGTON MANAGEMENT GROUP LLP trimmed522,642$53M13.5%2026-Q2
DIMENSIONAL FUND ADVISORS LP trimmed454,394$46M11.8%2026-Q2
BlackRock, Inc. trimmed425,768$44M11.0%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added235,886$24M6.1%2026-Q2
AMERICAN CENTURY COMPANIES INC added221,049$23M5.7%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added143,886$15M3.7%2026-Q2
HB Wealth Management, LLC added118,939$12M3.1%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added117,995$12M3.1%2026-Q2
STATE STREET CORP added117,936$12M3.1%2026-Q2
BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed99,601$10M2.6%2026-Q2
RENAISSANCE TECHNOLOGIES LLC trimmed92,158$9M2.4%2026-Q2
Philadelphia Financial Management of San Francisco, LLC new89,597$9M2.3%2026-Q2
Empowered Funds, LLC added71,255$7M1.8%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added66,273$7M1.7%2026-Q2
NORTHERN TRUST CORP added60,622$6M1.6%2026-Q2
GOLDMAN SACHS GROUP INC added50,422$5M1.3%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added43,695$4M1.1%2026-Q2
VANGUARD FIDUCIARY TRUST CO added39,387$4M1.0%2026-Q2
JANE STREET GROUP, LLC added37,316$4M1.0%2026-Q2
Allspring Global Investments Holdings, LLC added35,649$4M0.9%2026-Q2
JPMORGAN CHASE & CO trimmed35,599$4M0.9%2026-Q2
SG Capital Management LLC new34,553$4M0.9%2026-Q2
CITADEL ADVISORS LLC added34,514$4M0.9%2026-Q2
VICTORY CAPITAL MANAGEMENT INC added28,535$3M0.7%2026-Q2
STATE OF WISCONSIN INVESTMENT BOARD added28,423$3M0.7%2026-Q2
PANAGORA ASSET MANAGEMENT INC trimmed27,992$3M0.7%2026-Q2
Integrated Quantitative Investments LLC added27,204$3M0.7%2026-Q2
VARCOV Co. new26,491$3M0.7%2026-Q2
Quadrature Capital Ltd added25,083$3M0.6%2026-Q2
CREDIT AGRICOLE S A new25,000$3M0.6%2026-Q2
Inspire Investing, LLC added24,395$2M0.6%2026-Q2
FRANKLIN RESOURCES INC added22,323$2M0.6%2026-Q2
Bank of New York Mellon Corp trimmed22,313$2M0.6%2026-Q2
XTX Topco Ltd added21,526$2M0.6%2026-Q2
DENALI ADVISORS LLC added19,871$2M0.5%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed16,428$2M0.4%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added14,666$1M0.4%2026-Q2
Nuveen, LLC added14,370$1M0.4%2026-Q2
ExodusPoint Capital Management, LP added14,052$1M0.4%2026-Q2
Creative Planning added13,918$1M0.4%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added11,847$1M0.3%2026-Q2
MILLENNIUM MANAGEMENT LLC trimmed11,500$1M0.3%2026-Q2
Trexquant Investment LP new11,388$1M0.3%2026-Q2
Invesco Ltd. trimmed11,328$1M0.3%2026-Q2
PICTON MAHONEY ASSET MANAGEMENT trimmed10,782$1M0.3%2026-Q2
Connor, Clark & Lunn Investment Management Ltd. trimmed10,444$1M0.3%2026-Q2
BANK OF AMERICA CORP /DE/ added10,425$1M0.3%2026-Q2
Swiss National Bank trimmed10,400$1M0.3%2026-Q2
MORGAN STANLEY trimmed10,091$1M0.3%2026-Q2
JACOBS LEVY EQUITY MANAGEMENT, INC trimmed9,881$1M0.3%2026-Q2
Legato Capital Management LLC new9,320$953K0.2%2026-Q2
UBS Group AG trimmed9,153$936K0.2%2026-Q2
ARGENT CAPITAL MANAGEMENT LLC new9,100$930K0.2%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC8,726$892K0.2%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND added8,254$844K0.2%2026-Q2
Russell Investments Group, Ltd. added8,166$835K0.2%2026-Q2
PRUDENTIAL FINANCIAL INC trimmed6,580$673K0.2%2026-Q2
Engineers Gate Manager LP new6,542$669K0.2%2026-Q2
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM new6,522$667K0.2%2026-Q2
Pinnacle Financial Partners, Inc. trimmed6,380$652K0.2%2026-Q2
Aquatic Capital Management LLC new6,287$643K0.2%2026-Q2
Baader Bank Aktiengesellschaft new6,200$634K0.2%2026-Q2
RHUMBLINE ADVISERS trimmed6,023$616K0.2%2026-Q2
AQR CAPITAL MANAGEMENT LLC trimmed5,885$602K0.2%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added5,768$590K0.1%2026-Q2
ALLSTATE CORP5,667$579K0.1%2026-Q2
ALLIANCEBERNSTEIN L.P. trimmed5,660$297K0.1%2026-Q2
StoneX Group Inc. new5,524$565K0.1%2026-Q2
Numerai GP LLC new5,418$554K0.1%2026-Q2
DEUTSCHE BANK AG\ added5,108$522K0.1%2026-Q2
Rockefeller Capital Management L.P. trimmed4,800$491K0.1%2026-Q2
WELLS FARGO & COMPANY/MN added4,731$484K0.1%2026-Q2
CITIGROUP INC added4,673$478K0.1%2026-Q2
MARSHALL WACE, LLP trimmed4,467$457K0.1%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added4,462$456K0.1%2026-Q2
TWO SIGMA INVESTMENTS, LP trimmed4,440$454K0.1%2026-Q2
Range Financial Group LLC trimmed4,353$445K0.1%2026-Q2
HOHIMER WEALTH MANAGEMENT, LLC added4,140$423K0.1%2026-Q2
Quantbot Technologies LP added3,962$405K0.1%2026-Q2
Point72 Asset Management, L.P. trimmed3,809$389K0.1%2026-Q2
VIRTUS ADVISERS, LLC new3,800$389K0.1%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd3,731$381K0.1%2026-Q2
Inspire Advisors, LLC new3,419$350K0.1%2026-Q2
ZACKS INVESTMENT MANAGEMENT added3,304$338K0.1%2026-Q2
Legal & General Group Plc trimmed3,131$320K0.1%2026-Q2
MetLife Investment Management, LLC added3,108$318K0.1%2026-Q2
Magnetar Financial LLC new2,999$307K0.1%2026-Q2
GLOBEFLEX CAPITAL L P2,908$297K0.1%2026-Q2
OpenArc Corporate Advisory, LLC trimmed2,868$293K0.1%2026-Q2
Dynamic Technology Lab Private Ltd trimmed2,812$288K0.1%2026-Q2
FMR LLC trimmed2,798$286K0.1%2026-Q2
Lighthouse Investment Partners, LLC new2,756$282K0.1%2026-Q2
Callan Family Office, LLC new2,641$270K0.1%2026-Q2
LAZARD ASSET MANAGEMENT LLC added2,640$270K0.1%2026-Q2
HSBC HOLDINGS PLC trimmed2,625$269K0.1%2026-Q2
CreativeOne Wealth, LLC new2,568$263K0.1%2026-Q2
LRI Investments, LLC new2,500$256K0.1%2026-Q2
Jupiter Topco LLC new2,500$255K0.1%2026-Q2
Vanguard Global Advisers, LLC2,373$243K0.1%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed2,341$239K0.1%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership