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Alger 35 ETF (ATFV) Institutional Ownership

Alger 35 ETF logo
$39.50 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Alger 35 ETF (NYSEARCA:ATFV)

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$42.19M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$510.82K
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ATFV Institutional Buying and Selling by Quarter

Alger 35 ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026NewEdge Advisors LLC234,956$7.37M0.0%+1,186.9%6.119%
5/19/2026NewEdge Advisors LLC234,956$7.37M0.1%+1,186.9%6.119%
5/5/2026CFO Capital Management LLC61,747$1.94M1.5%+5.8%1.608%
4/22/2026Onyx Bridge Wealth Group LLC12,320$386K0.0%+30.5%0.328%
4/17/2026Worth Asset Management LLC8,389$263K0.1%-6.8%0.224%
3/2/2026CFO Capital Management LLC58,363$2.04M1.5%N/A1.621%
2/18/2026Onyx Bridge Wealth Group LLC9,439$329K0.0%N/A0.262%
2/18/2026NewEdge Advisors LLC18,257$637K0.0%+7.9%0.507%
2/16/2026Mariner LLC97,876$3.41M0.0%+5.6%2.719%
2/13/2026Integrated Wealth Concepts LLC33,232$1.16M0.0%+373.2%0.923%
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2/12/2026Commonwealth Equity Services LLC13,774$480K0.0%+46.4%0.383%
2/11/2026LPL Financial LLC210,981$7.36M0.0%+58.4%5.861%
2/10/2026Northwestern Mutual Wealth Management Co.25,224$960K0.0%+977.5%0.701%
2/10/2026Foundations Investment Advisors LLC8,900$310K0.0%N/A0.247%
2/9/2026Harbour Investments Inc.8,541$298K0.0%+3,458.8%0.237%
2/6/2026Global Retirement Partners LLC5,223$182K0.0%N/A0.145%
2/5/2026Castle Rock Wealth Management LLC39,811$1.34M0.3%+8.0%1.106%
1/28/2026Mountain Capital Investment Advisors Inc.1,058,318$37.08M6.0%+25.4%30.152%
1/22/2026Vista Investment Partners II LLC96,369$3.36M1.4%N/A2.746%
1/14/2026Worth Asset Management LLC8,999$314K0.1%+52.5%0.260%
1/12/2026DAVENPORT & Co LLC25,485$889K0.0%+5.3%0.750%
1/6/2026Avior Wealth Management LLC17,108$597K0.0%+44.7%0.520%
11/17/2025NewEdge Advisors LLC16,913$601K0.0%+8.6%0.573%
11/17/2025Northwestern Mutual Wealth Management Co.2,341$83K0.0%N/A0.079%
11/17/2025Mariner LLC92,712$3.29M0.0%N/A3.143%
11/17/2025Integrated Wealth Concepts LLC7,023$249K0.0%N/A0.238%
11/17/2025Citadel Advisors LLC6,393$227K0.0%N/A0.217%
11/17/2025Chilton Investment Co. Inc.82,661$2.94M0.1%N/A2.802%
11/14/2025Equitable Holdings Inc.17,855$634K0.0%N/A0.605%
11/10/2025Beverly Hills Private Wealth LLC9,075$322K0.1%N/A0.308%
10/17/2025Worth Asset Management LLC5,902$210K0.1%N/A0.205%
10/16/2025Castle Rock Wealth Management LLC36,851$1.32M0.3%+5.5%1.280%
10/15/2025DAVENPORT & Co LLC24,207$860K0.0%+20.4%0.880%
8/14/2025NewEdge Advisors LLC15,573$460K0.0%N/A1.298%
7/23/2025Castle Rock Wealth Management LLC34,919$1.06M0.2%-32.3%3.002%
7/17/2025Avior Wealth Management LLC16,386$484K0.0%N/A1.425%
4/28/2025DAVENPORT & Co LLC20,112$441K0.0%+5.2%1.828%
4/9/2025Castle Rock Wealth Management LLC51,575$1.14M0.3%-15.4%4.564%
3/5/2025Castle Rock Wealth Management LLC60,979$1.70M0.4%+6.0%4.878%
2/17/2025Fred Alger Management LLC395,025$9.99M0.0%+5.9%47.167%
Do NOT Buy SpaceX – Do This Instead (Ad)

SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in could be a costly mistake. He calls it among the most overhyped, overvalued large-cap offerings ever pushed onto everyday investors. Tilson believes a rare economic event is approaching - one with serious consequences for your portfolio this summer. He has prepared a free analysis outlining what he sees and the specific steps he recommends taking now.tc pixel

Read Tilson's free analysis and find out what to do with your money
1/24/2025DAVENPORT & Co LLC19,112$483K0.0%+74.6%2.282%
1/17/2025Avior Wealth Management LLC1,610$41K0.0%+35.9%0.192%
1/15/2025Client First Investment Management LLC36,037$911K0.6%N/A4.303%
11/8/2024Avior Wealth Management LLC1,185$26K0.0%-45.8%0.141%
10/9/2024Castle Rock Wealth Management LLC57,552$1.30M0.3%-32.2%6.872%
8/14/2024Fred Alger Management LLC373,037$8.01M0.0%-0.7%44.542%
1/9/2024Castle Rock Wealth Management LLC80,958$1.35M0.4%-2.4%9.200%
11/14/2023Fred Alger Management LLC375,537$5.45M0.0%+1.7%42.675%
10/11/2023Castle Rock Wealth Management LLC82,926$1.18M0.4%-54.9%9.423%
7/11/2023Castle Rock Wealth Management LLC183,740$2.87M1.0%N/A27.021%


ATFV Institutional Ownership - Frequently Asked Questions

During the previous two years, 23 institutional investors and hedge funds held shares of Alger 35 ETF. The most heavily invested institutionals were Mountain Capital Investment Advisors Inc. ($37.08M), Fred Alger Management LLC ($9.99M), NewEdge Advisors LLC ($7.37M), LPL Financial LLC ($7.36M), Mariner LLC ($3.41M), Vista Investment Partners II LLC ($3.36M), and Chilton Investment Co. Inc. ($2.94M).Learn more on Alger 35 ETF's institutional investors.

Of the 23 institutional investors that purchased Alger 35 ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: NewEdge Advisors LLC ($451.66K), Mountain Capital Investment Advisors Inc. ($214.66K), Mariner LLC ($97.88K), Vista Investment Partners II LLC ($96.37K), Chilton Investment Co. Inc. ($82.66K), LPL Financial LLC ($77.81K), and CFO Capital Management LLC ($61.75K).

Institutional investors have bought a total of 1,254,608 shares in the last 24 months. This purchase volume represents approximately $42.19M in transactions.

The following institutional investors have sold Alger 35 ETF stock in the last 24 months: Castle Rock Wealth Management LLC ($16.66K), and Worth Asset Management LLC ($610.00).

Institutional investors have sold a total of 17,266 shares in the last 24 months. This volume of shares sold represents approximately $510.82K in transactions.


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This page (NYSEARCA:ATFV) was last updated on 7/3/2026 by MarketBeat.com Staff.
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