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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+10,546+32.5%43,018$1.78MQ2 2026Sep 09, 2026
Chilton Investment Co Inc.Buy+95,794+79.2%216,695$8.98MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+24,498+324.6%32,046$1.33MQ2 2026Aug 14, 2026
Pinnacle Financial Partners, Inc.Buy+14,40514,405$596.65KQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+6,6476,647$275.32KQ2 2026Aug 14, 2026
Fred Alger Management, LlcBuy+4,095+1.0%399,133$16.53MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+3,4003,400$140.82KQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+1,327+8.4%17,053$706.36KQ2 2026Aug 14, 2026
Trek Financial, LlcBuy+5,4185,418$224.41KQ2 2026Aug 13, 2026
Morgan StanleyBuy+1+100.0%2$86.00Q2 2026Aug 13, 2026
Newedge Advisors, LlcBuy+50,147+21.3%285,103$11.81MQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+1,265+13.0%11,010$456.03KQ2 2026Aug 12, 2026
Moneco Advisors, LlcBuy+95,60895,608$3.96MQ2 2026Aug 11, 2026
Stratos Wealth Partners, Ltd.Buy+17,09317,093$707.99KQ2 2026Aug 11, 2026
Lpl Financial LlcBuy+849,150+349.1%1,092,372$45.25MQ2 2026Aug 07, 2026
Beverly Hills Private Wealth, LlcSell-25-0.3%8,003$331.48KQ2 2026Aug 07, 2026
Envestnet Asset Management IncBuy+19,43819,438$805.12KQ2 2026Aug 03, 2026
Cambridge Investment Research Advisors, Inc.Buy+20,315+21.3%115,730$4.79KQ2 2026Jul 30, 2026
Rubicon Advisors, GpBuy+75,22175,221$3.12MQ2 2026Jul 29, 2026
Commonwealth Equity Services, LlcBuy+5,665+37.5%20,766$860.12KQ2 2026Jul 29, 2026
Ashton Thomas Private Wealth, LlcBuy+274+37.2%1,010$41.83KQ2 2026Jul 29, 2026
Truist Financial CorpBuy+40,90540,905$1.69MQ2 2026Jul 28, 2026
Private Trust Co NaBuy+201201$8.32KQ2 2026Jul 28, 2026
Private Advisor Group, LlcBuy+16,66216,662$690.14KQ2 2026Jul 27, 2026
Colonial River Investments, LlcBuy+88,83188,831$3.68MQ2 2026Jul 24, 2026
Capital Investment Advisory Services, LlcBuy+5,3495,349$221.56KQ2 2026Jul 23, 2026
Onyx Bridge Wealth Group LlcBuy+3,095+25.1%15,415$638.47KQ2 2026Jul 23, 2026
Farther Finance Advisors, LlcBuy+157157$6.50KQ2 2026Jul 17, 2026
Mountain Capital Investment Advisors Inc.Sell-46,913-4.3%1,050,207$43.50MQ2 2026Jul 14, 2026
Seacrest Wealth Management, LlcBuy+5,4455,445$225.53KQ2 2026Jul 09, 2026
Showing 30 of 42

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.