Who owns ATFV?
Alger 35 ETF · Alger
36 institutions reported holding ATFV, worth $165.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of ATFV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $45.2M | 1,092,372 | +849,150 shares |
| Mountain Capital Investment Advisors Inc. | Westminster, CO | $43.5M | 1,050,207 | −46,913 shares |
| Fred Alger Management, LLC | New York, NY | $16.5M | 399,133 | +4,095 shares |
| NewEdge Advisors, LLC | New Orleans, LA | $11.8M | 285,103 | +50,147 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $9.6M | 231,460 | +136,045 shares |
| Chilton Investment Co Inc. | Stamford, CT | $9.0M | 216,695 | +95,794 shares |
| Moneco Advisors, LLC | Fairfield, CT | $4.0M | 95,608 | New position |
| Colonial River Investments, LLC | Midlothian, VA | $3.7M | 88,831 | New position |
| Integrated Wealth Concepts LLC | Waltham, MA | $3.6M | 85,976 | +53,504 shares |
| Castle Rock Wealth Management, LLC | Walnut Creek, CA | $3.2M | 80,078 | +39,546 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
Similar ETFs
Compare what they hold: ATFV vs HECA, ATFV vs RINT, ATFV vs MSMR, ATFV vs ABLD.
Frequently asked questions
Who owns ATFV?
36 institutional managers reported holding ATFV in Form 13F filings for June 30, 2026, worth $165.7M in total. The largest reported position was held by LPL Financial LLC, at $45.2M.
Did institutions buy or sell ATFV last quarter?
Reported 13F value rose 120.4% from March 31, 2026, which includes price moves as well as buying and selling. 17 firms reported a new position and 7 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is ATFV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.