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Atlanticus Holdings shares owned by UMA Financial Services

Quarter-by-quarter ownership of Atlanticus Holdings (ATLC) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Atlanticus Holdings

Tip: Access up to 7 years of quarterly data

All positions including Atlanticus Holdings held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Atlanticus Holdings by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $306 3 102.33

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Msci Acwi Ex Us (ACWX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Isha I In Te Etf (BAI)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Vanguard World Mega Cap Index (MGC)

View all positions for UMA Financial Services

Top funds holding Atlanticus Holdings

Wellington Management Company
Dimensional Fund Advisors
BlackRock
Vanguard Capital Management
American Century Companies
Geode Capital Management
HB Wealth Management
Arrowstreet Capital, Limited Partnership
Bridgeway Capital Management
Renaissance Technologies
Philadelphia Financial Management of San Francisco
Empowered Funds
Charles Schwab Investment Management
Sixth Street Partners Management Company
Northern Trust

View all funds holding Atlanticus Holdings