ALGER 35 ETF (ATFV) Institutional Shareholders
ALGER 35 ETF (ATFV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $155.65M in ATFV holdings during the latest filing period.
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 $43.62M, representing an estimated loss of -3.60% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 91% 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
37
Total Reported Value
$155.65M
Largest Holder
Lpl Financial Llc
Largest Position
$45.25M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
45
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 | $43,618,414 | -$1,627,634 | -3.60% | |
| Mountain Capital Investment Advisors Inc. | 6.19% | 1,050,207 | $43,499,576 | $41,934,766 | -$1,564,810 | -3.60% | |
| Fred Alger Management, Llc | 0.06% | 399,133 | $16,532,097 | $15,937,381 | -$594,716 | -3.60% | |
| Newedge Advisors, Llc | 0.04% | 285,103 | $11,808,966 | $11,384,163 | -$424,803 | -3.60% | |
| Chilton Investment Co Inc. | 0.22% | 216,695 | $8,975,507 | $8,652,631 | -$322,876 | -3.60% | |
| Moneco Advisors, Llc | 0.24% | 95,608 | $3,960,068 | $3,817,627 | -$142,441 | -3.60% | |
| Colonial River Investments, Llc | 1.05% | 88,831 | $3,679,380 | $3,547,022 | -$132,358 | -3.60% | |
| Castle Rock Wealth Management, Llc | 0.63% | 80,078 | $3,203,125 | $3,197,515 | -$5,610 | -0.18% | |
| Rubicon Advisors, Gp | 2.27% | 75,221 | $3,115,658 | $3,003,575 | -$112,083 | -3.60% | |
| Cfo Capital Management Llc | 1.59% | 61,747 | $1,936,992 | $2,465,558 | +$528,566 | +27.29% | |
| Integrated Wealth Concepts Llc | 0.01% | 43,018 | $1,781,810 | $1,717,709 | -$64,101 | -3.60% | |
| Truist Financial Corp | 0.00% | 40,905 | $1,694,285 | $1,633,337 | -$60,948 | -3.60% | |
| Susquehanna International Group, Llp | 0.00% | 32,046 | $1,327,345 | $1,279,597 | -$47,748 | -3.60% | |
| Davenport & Co Llc | 0.01% | 27,135 | $1,123,949 | $1,083,501 | -$40,448 | -3.60% | |
| Commonwealth Equity Services, Llc | 0.00% | 20,766 | $860,120 | $829,186 | -$30,934 | -3.60% | |
| Envestnet Asset Management Inc | 0.00% | 19,438 | $805,122 | $776,159 | -$28,963 | -3.60% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 17,093 | $707,992 | $682,523 | -$25,469 | -3.60% | |
| Foundations Investment Advisors, Llc | 0.01% | 17,053 | $706,356 | $680,926 | -$25,430 | -3.60% | |
| Private Advisor Group, Llc | 0.00% | 16,662 | $690,140 | $665,314 | -$24,826 | -3.60% | |
| Onyx Bridge Wealth Group Llc | 0.06% | 15,415 | $638,473 | $615,521 | -$22,952 | -3.59% | |
| Pinnacle Financial Partners, Inc. | 0.00% | 14,405 | $596,655 | $575,192 | -$21,463 | -3.60% | |
| Avior Wealth Management, Llc | 0.01% | 13,724 | $568,448 | $547,999 | -$20,449 | -3.60% | |
| Harbour Investments, Inc. | 0.01% | 11,010 | $456,034 | $439,629 | -$16,405 | -3.60% | |
| Beverly Hills Private Wealth, Llc | 0.06% | 8,003 | $331,477 | $319,560 | -$11,917 | -3.60% | |
| Jane Street Group, Llc | 0.00% | 6,647 | $275,319 | $265,415 | -$9,904 | -3.60% | |
| Fermata Advisors, Llc | 0.05% | 6,000 | $248,520 | $239,580 | -$8,940 | -3.60% | |
| Seacrest Wealth Management, Llc | 0.02% | 5,445 | $225,532 | $217,419 | -$8,113 | -3.60% | |
| Trek Financial, Llc | 0.01% | 5,418 | $224,414 | $216,341 | -$8,073 | -3.60% | |
| Capital Investment Advisory Services, Llc | 0.01% | 5,349 | $221,556 | $213,586 | -$7,970 | -3.60% | |
| Osaic Holdings, Inc. | 0.00% | 3,400 | $140,825 | $135,762 | -$5,063 | -3.60% | |
| Ashton Thomas Private Wealth, Llc | 0.00% | 1,010 | $41,834 | $40,329 | -$1,505 | -3.60% | |
| Cwm, Llc | 0.00% | 330 | $10,344 | $13,177 | +$2,833 | +27.39% | |
| Private Trust Co Na | 0.00% | 201 | $8,325 | $8,026 | -$299 | -3.59% | |
| Farther Finance Advisors, Llc | 0.00% | 157 | $6,503 | $6,269 | -$234 | -3.60% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 115,730 | $4,794 | $4,621,099 | +$4,616,305 | +96293.39% | |
| Ifp Advisors, Inc | 0.00% | 10 | $414 | $399 | -$15 | -3.55% | |
| Morgan Stanley | 0.00% | 2 | $86 | $80 | -$6 | -7.14% |
Frequently asked questions about ATFV
Who owns the most ATFV stock?
The largest holders of ATFV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ALGER 35 ETF (ATFV).
Is ATFV widely held by superinvestors?
Many widely followed stocks like ATFV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ATFV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.