ALGER 35 ETF (ATFV) Institutional Ownership Changes & 13F Activity
ALGER 35 ETF (ATFV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Lpl Financial Llc, Chilton Investment Co Inc., Moneco Advisors, Llc, Colonial River Investments, Llc, and Rubicon Advisors, Gp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +10,546 | +32.5% | 43,018 | $1.78M | Q2 2026 | Sep 09, 2026 |
| Chilton Investment Co Inc. | Buy | +95,794 | +79.2% | 216,695 | $8.98M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +24,498 | +324.6% | 32,046 | $1.33M | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | Buy | +14,405 | — | 14,405 | $596.65K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +6,647 | — | 6,647 | $275.32K | Q2 2026 | Aug 14, 2026 |
| Fred Alger Management, Llc | Buy | +4,095 | +1.0% | 399,133 | $16.53M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +3,400 | — | 3,400 | $140.82K | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Buy | +1,327 | +8.4% | 17,053 | $706.36K | Q2 2026 | Aug 14, 2026 |
| Trek Financial, Llc | Buy | +5,418 | — | 5,418 | $224.41K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +1 | +100.0% | 2 | $86.00 | Q2 2026 | Aug 13, 2026 |
| Newedge Advisors, Llc | Buy | +50,147 | +21.3% | 285,103 | $11.81M | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +1,265 | +13.0% | 11,010 | $456.03K | Q2 2026 | Aug 12, 2026 |
| Moneco Advisors, Llc | Buy | +95,608 | — | 95,608 | $3.96M | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Partners, Ltd. | Buy | +17,093 | — | 17,093 | $707.99K | Q2 2026 | Aug 11, 2026 |
| Lpl Financial Llc | Buy | +849,150 | +349.1% | 1,092,372 | $45.25M | Q2 2026 | Aug 07, 2026 |
| Beverly Hills Private Wealth, Llc | Sell | -25 | -0.3% | 8,003 | $331.48K | Q2 2026 | Aug 07, 2026 |
| Envestnet Asset Management Inc | Buy | +19,438 | — | 19,438 | $805.12K | Q2 2026 | Aug 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +20,315 | +21.3% | 115,730 | $4.79K | Q2 2026 | Jul 30, 2026 |
| Rubicon Advisors, Gp | Buy | +75,221 | — | 75,221 | $3.12M | Q2 2026 | Jul 29, 2026 |
| Commonwealth Equity Services, Llc | Buy | +5,665 | +37.5% | 20,766 | $860.12K | Q2 2026 | Jul 29, 2026 |
| Ashton Thomas Private Wealth, Llc | Buy | +274 | +37.2% | 1,010 | $41.83K | Q2 2026 | Jul 29, 2026 |
| Truist Financial Corp | Buy | +40,905 | — | 40,905 | $1.69M | Q2 2026 | Jul 28, 2026 |
| Private Trust Co Na | Buy | +201 | — | 201 | $8.32K | Q2 2026 | Jul 28, 2026 |
| Private Advisor Group, Llc | Buy | +16,662 | — | 16,662 | $690.14K | Q2 2026 | Jul 27, 2026 |
| Colonial River Investments, Llc | Buy | +88,831 | — | 88,831 | $3.68M | Q2 2026 | Jul 24, 2026 |
| Capital Investment Advisory Services, Llc | Buy | +5,349 | — | 5,349 | $221.56K | Q2 2026 | Jul 23, 2026 |
| Onyx Bridge Wealth Group Llc | Buy | +3,095 | +25.1% | 15,415 | $638.47K | Q2 2026 | Jul 23, 2026 |
| Farther Finance Advisors, Llc | Buy | +157 | — | 157 | $6.50K | Q2 2026 | Jul 17, 2026 |
| Mountain Capital Investment Advisors Inc. | Sell | -46,913 | -4.3% | 1,050,207 | $43.50M | Q2 2026 | Jul 14, 2026 |
| Seacrest Wealth Management, Llc | Buy | +5,445 | — | 5,445 | $225.53K | Q2 2026 | Jul 09, 2026 |
Frequently asked questions about ATFV activity
Which institutional owners are buying ATFV?
Institutional owners buying ATFV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in ATFV activity?
"Buy" means an investor increased their reported position in ATFV compared to the prior reporting period. This reflects growing exposure to ALGER 35 ETF (ATFV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in ATFV increasing?
Institutional interest in ATFV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.