ATFV Institutional Ownership & Shareholders
ALGER 35 ETF (ATFV) is currently held by 38 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $157.77M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of ATFV tracked by InsiderSet, reporting ownership valued at approximately $45.25M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $38.52M, representing an estimated loss of -14.87% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% of the total disclosed ATFV value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Mountain Capital Investment Advisors Inc., Fred Alger Management, Llc, and several other long-term asset managers with concentrated positions in ALGER 35 ETF (ATFV).
This page ranks the largest institutional ATFV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
38
Total Reported Value
$157.77M
Largest Holder
Lpl Financial Llc
Largest Position
$45.25M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
47
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 1,092,372 | $45,246,048 | $38,517,583 | -$6,728,465 | -14.87% | |
| Mountain Capital Investment Advisors Inc. | 6.19% | 1,050,207 | $43,499,576 | $37,030,824 | -$6,468,752 | -14.87% | |
| Fred Alger Management, Llc | 0.06% | 399,133 | $16,532,097 | $14,073,629 | -$2,458,468 | -14.87% | |
| Newedge Advisors, Llc | 0.04% | 285,103 | $11,808,966 | $10,052,874 | -$1,756,092 | -14.87% | |
| Chilton Investment Co Inc. | 0.22% | 216,695 | $8,975,507 | $7,640,774 | -$1,334,733 | -14.87% | |
| Colonial River Investments, Llc | 1.08% | 102,969 | $4,189,314 | $3,630,738 | -$558,576 | -13.33% | |
| Moneco Advisors, Llc | 0.24% | 95,608 | $3,960,068 | $3,371,186 | -$588,882 | -14.87% | |
| Rubicon Advisors, Gp | 2.13% | 75,216 | $3,060,175 | $2,652,154 | -$408,021 | -13.33% | |
| Castle Rock Wealth Management, Llc | 0.49% | 61,931 | $2,581,442 | $2,183,718 | -$397,724 | -15.41% | |
| Truist Financial Corp | 0.00% | 49,826 | $2,027,181 | $1,756,890 | -$270,291 | -13.33% | |
| Cfo Capital Management Llc | 1.59% | 61,747 | $1,936,992 | $2,177,230 | +$240,238 | +12.40% | |
| Integrated Wealth Concepts Llc | 0.01% | 43,018 | $1,781,810 | $1,516,836 | -$264,974 | -14.87% | |
| Sax Wealth Advisors, Llc | 0.04% | 36,466 | $1,483,627 | $1,285,809 | -$197,818 | -13.33% | |
| Susquehanna International Group, Llp | 0.00% | 32,046 | $1,327,345 | $1,129,958 | -$197,387 | -14.87% | |
| Davenport & Co Llc | 0.01% | 27,135 | $1,104,010 | $956,794 | -$147,216 | -13.33% | |
| Commonwealth Equity Services, Llc | 0.00% | 24,773 | $1,007,880 | $873,508 | -$134,372 | -13.33% | |
| Envestnet Asset Management Inc | 0.00% | 19,438 | $805,122 | $685,394 | -$119,728 | -14.87% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 17,093 | $707,992 | $602,708 | -$105,284 | -14.87% | |
| Foundations Investment Advisors, Llc | 0.01% | 17,053 | $706,356 | $601,297 | -$105,059 | -14.87% | |
| Private Advisor Group, Llc | 0.00% | 16,662 | $690,140 | $587,510 | -$102,630 | -14.87% | |
| Onyx Bridge Wealth Group Llc | 0.06% | 16,720 | $680,240 | $589,556 | -$90,684 | -13.33% | |
| Avior Wealth Management, Llc | 0.02% | 16,274 | $662,111 | $573,829 | -$88,282 | -13.33% | |
| Pinnacle Financial Partners, Inc. | 0.00% | 14,405 | $596,655 | $507,928 | -$88,727 | -14.87% | |
| Harbour Investments, Inc. | 0.01% | 11,010 | $456,034 | $388,218 | -$67,816 | -14.87% | |
| Trek Financial, Llc | 0.02% | 8,555 | $348,062 | $301,654 | -$46,408 | -13.33% | |
| Beverly Hills Private Wealth, Llc | 0.06% | 8,003 | $331,477 | $282,190 | -$49,287 | -14.87% | |
| Fermata Advisors, Llc | 0.05% | 6,950 | $282,762 | $245,060 | -$37,702 | -13.33% | |
| Capital Investment Advisory Services, Llc | 0.02% | 6,833 | $278,002 | $240,935 | -$37,067 | -13.33% | |
| Jane Street Group, Llc | 0.00% | 6,647 | $275,319 | $234,377 | -$40,942 | -14.87% | |
| Seacrest Wealth Management, Llc | 0.03% | 5,445 | $221,531 | $191,993 | -$29,538 | -13.33% | |
| Osaic Holdings, Inc. | 0.00% | 3,400 | $140,825 | $119,886 | -$20,939 | -14.87% | |
| Ashton Thomas Private Wealth, Llc | 0.00% | 1,066 | $43,370 | $37,588 | -$5,782 | -13.33% | |
| Cwm, Llc | 0.00% | 330 | $10,344 | $11,636 | +$1,292 | +12.49% | |
| Private Trust Co Na | 0.00% | 187 | $7,608 | $6,594 | -$1,014 | -13.33% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 141,327 | $5,750 | $4,983,261 | +$4,977,511 | +86565.40% | |
| Ifs Advisors, Llc | 0.00% | 50 | $2,034 | $1,763 | -$271 | -13.32% | |
| Ifp Advisors, Inc | 0.00% | 10 | $407 | $353 | -$54 | -13.36% | |
| Morgan Stanley | 0.00% | 2 | $86 | $71 | -$15 | -18.00% |
Frequently asked questions about ATFV
Who are the largest institutional holders of ATFV?
The largest institutional holders of ATFV reported in the latest SEC Form 13F filings include Lpl Financial Llc, Mountain Capital Investment Advisors Inc., Fred Alger Management, Llc, Newedge Advisors, Llc, and Chilton Investment Co Inc.. InsiderSet ranks institutional holders by their latest reported ATFV position.
What is ATFV institutional ownership?
This page tracks ATFV positions reported by institutional investment managers through SEC Form 13F. ALGER 35 ETF (ATFV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ATFV?
InsiderSet currently tracks 38 institutional managers reporting ATFV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ATFV shareholders.
How much ATFV stock do institutions own?
Institutional investment managers disclosed approximately $157.77M in ATFV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ATFV institutional ownership last updated?
The latest ATFV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ATFV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ATFV position after the reporting date.
Are institutions buying or selling ATFV?
Institutional buying and selling can be analyzed by comparing ATFV positions across consecutive 13F reporting periods. InsiderSet's ATFV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ATFV ownership changes.
How has ATFV institutional ownership changed over time?
InsiderSet tracks ATFV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.