ALTA EQUIPMENT GROUP INC. (ALTG) — Institutional Holders, Q2 2026 (page 2)

133 institutional investment managers reported a ALTG position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $129.1M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 133. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

ALTG 13F holders ranked 101–133 of 133

Institutional investors reporting a position in ALTA EQUIPMENT GROUP INC. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
Versant Capital Management#101 · 2,896 sh$18.7K-1.0%
SRS Capital Advisors#102 · 2,665 sh$17.2KNew
Tower Research Capital (TRC)#103 · 2,410 sh$15.6K-35.9%
Ameritas Investment Partners#104 · 2,313 sh$15.0K0.0%
Legal & General Group Plc#105 · 1,865 sh$12.1K0.0%
Parkside Financial Bank#106 · 1,464 sh$9.5K+100.0%
Allworth Financial#107 · 878 sh$5.7K+473.9%
JONES FINANCIAL COMPANIES LLLP#108 · 552 sh$4.1K0.0%
Farther Finance Advisors#109 · 624 sh$4.0K+20.5%
HARBOUR INVESTMENTS#110 · 594 sh$3.8K+82.8%
GAMMA Investing#111 · 547 sh$3.5K+8.1%
EverSource Wealth Advisors#112 · 522 sh$3.4K-74.4%
Bogart Wealth#113 · 510 sh$3.3KNew
NISA INVESTMENT ADVISORS#114 · 462 sh$3.0K-72.2%
Essential Partners#115 · 371 sh$2.4K+267.3%
Sterling Capital Management#116 · 316 sh$2.0K-43.7%
Integrated Wealth Concepts#117 · 311 sh$2.0KNew
ROTHSCHILD INVESTMENT#118 · 215 sh$1.4K+168.8%
Rialto Wealth Management#119 · 179 sh$1.2K+70.5%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#120 · 162 sh$1.0K0.0%
SUMMIT SECURITIES GROUP#121 · 155 sh$1.0KNew
Steward Partners Investment Advisory#122 · 145 sh$938.000.0%
True Wealth Design#123 · 122 sh$790.00+183.7%
Cornerstone Financial Management#124 · 119 sh$770.000.0%
Fortitude Family Office#125 · 60 sh$388.00New
IFP Advisors#126 · 42 sh$272.00+100.0%
Wealth Enhancement Services#127 · 40 sh$259.00New
SJS Investment Consulting#128 · 20 sh$130.00New
ASSETMARK#129 · 20 sh$129.000.0%
Caitong International Asset Management , Ltd#130 · 5 sh$32.00+400.0%
JPL Wealth Management#131 · 4 sh$26.00New
Clearstead Advisors#132 · 4 sh$26.00-86.7%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#133 · 275 sh—-74.1%

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.