Integrated Wealth Concepts’s Atlanticus Holdings ATLC Stock Holding History

Integrated Wealth Concepts’s Portfolio ATLC Stock Details ATLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.66K	Buy	+26	New	+$2.11K	﹤0.01%	5262

Other funds holding ATLC

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Integrated Wealth Concepts's ATLC Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Atlanticus Holdings (ATLC) in Q2 2026: 26 shares worth $2.66K. The stake represents ﹤0.01% of the portfolio and ranks #5262 among its holdings.

148 funds tracked by Wall St. Rank hold ATLC as of Q2 2026.

Integrated Wealth Concepts held 26 shares of Atlanticus Holdings worth $2.66K as of Q2 2026.
Atlanticus Holdings was a new Integrated Wealth Concepts position in Q2 2026.
Atlanticus Holdings made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5262 holding.
148 funds tracked by Wall St. Rank held Atlanticus Holdings as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.