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Alger 35 ETF (ATFV) Institutional Ownership

Alger 35 ETF logo
$37.16 -0.03 (-0.08%)
Closing price 10/23/2026 04:10 PM Eastern
Extended Trading
$37.23 +0.07 (+0.19%)
As of 10/23/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Alger 35 ETF (NYSEARCA:ATFV)

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$47.71M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$771.83K
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Skip Chart & View Institutional Buying and Selling Data

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
10/17/2026 Onyx Bridge Wealth Group LLC16,720$680K0.1%+8.5%0.107%
10/13/2026 Sax Wealth Advisors LLC36,466$1.48M0.0%N/A0.297%
10/13/2026 Fermata Advisors LLC6,950$283K0.1%+15.8%0.057%
10/13/2026 Avior Wealth Management LLC16,274$662K0.0%+18.6%0.133%
10/9/2026 Castle Rock Wealth Management LLC61,931$2.58M0.5%-22.7%0.513%
9/23/2026Envestnet Asset Management Inc.19,438$805K0.0%N/A0.329%
9/9/2026Integrated Wealth Concepts LLC43,018$1.78M0.0%+32.5%0.729%
9/9/2026NewEdge Advisors LLC285,103$11.81M0.0%+21.3%4.832%
7/8/2026 Castle Rock Wealth Management LLC80,078$3.20M0.6%+97.6%1.511%
7/7/2026 Fermata Advisors LLC6,000$249K0.1%N/A0.114%
7/7/2026 Avior Wealth Management LLC13,724$568K0.0%-2.5%0.261%
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%
4/22/2026 Onyx Bridge Wealth Group LLC12,320$386K0.0%+30.5%0.328%
4/17/2026 Worth Asset Management LLC8,389$263K0.1%-6.8%0.224%
3/2/2026CFO Capital Management LLC58,363$2.04M1.5%N/A1.621%
2/18/2026 Onyx 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%
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%
2/5/2026 Castle 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%
1/22/2026 Vista Investment Partners II LLC96,369$3.36M1.4%N/A2.746%
1/14/2026 Worth Asset Management LLC8,999$314K0.1%+52.5%0.260%
1/12/2026 DAVENPORT & Co LLC25,485$889K0.0%+5.3%0.750%
1/6/2026 Avior 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%
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11/10/2025Beverly Hills Private Wealth LLC9,075$322K0.1%N/A0.308%
10/17/2025 Worth Asset Management LLC5,902$210K0.1%N/A0.205%
10/16/2025 Castle Rock Wealth Management LLC36,851$1.32M0.3%+5.5%1.280%
10/15/2025 DAVENPORT & Co LLC24,207$860K0.0%+20.4%0.880%
8/14/2025NewEdge Advisors LLC15,573$460K0.0%N/A1.298%
7/23/2025 Castle Rock Wealth Management LLC34,919$1.06M0.2%-32.3%3.002%
7/17/2025 Avior 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%
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, 26 institutional investors and hedge funds held shares of Alger 35 ETF. The most heavily invested institutionals were Mountain Capital Investment Advisors Inc. ($37.08M), NewEdge Advisors LLC ($11.81M), Fred Alger Management LLC ($9.99M), 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 26 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 ($501.80K), 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 1,377,668 shares in the last 24 months. This purchase volume represents approximately $47.71M in transactions.

The following institutional investors have sold Alger 35 ETF stock in the last 24 months: Castle Rock Wealth Management LLC ($18.15K), Worth Asset Management LLC ($610.00), and Avior Wealth Management LLC ($345.00).

Institutional investors have sold a total of 19,102 shares in the last 24 months. This volume of shares sold represents approximately $771.83K in transactions.


Related Companies

Institutional ownership data for NYSEARCA:ATFV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/17/2026. New 13F filings are added each quarter as they're published.
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