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Alger 35 ETF (ATFV) Institutional Ownership

Alger 35 ETF logo
$40.90 -0.54 (-1.30%)
As of 10:05 AM Eastern
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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
6/3/2026 NewEdge Advisors LLC234,956$7.37M0.0%+1,186.9%6.119%
5/19/2026 NewEdge Advisors LLC234,956$7.37M0.1%+1,186.9%6.119%
5/5/2026 CFO 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%
3/2/2026 CFO Capital Management LLC58,363$2.04M1.5%N/A1.621%
2/18/2026 Onyx Bridge Wealth Group LLC9,439$329K0.0%N/A0.262%
2/18/2026 NewEdge Advisors LLC18,257$637K0.0%+7.9%0.507%
2/16/2026 Mariner LLC97,876$3.41M0.0%+5.6%2.719%
2/13/2026 Integrated Wealth Concepts LLC33,232$1.16M0.0%+373.2%0.923%
2/12/2026 Commonwealth Equity Services LLC13,774$480K0.0%+46.4%0.383%
2/11/2026 LPL Financial LLC210,981$7.36M0.0%+58.4%5.861%
2/10/2026 Northwestern Mutual Wealth Management Co.25,224$960K0.0%+977.5%0.701%
2/10/2026 Foundations Investment Advisors LLC8,900$310K0.0%N/A0.247%
2/9/2026 Harbour 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%
1/28/2026 Mountain 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%
11/17/2025 NewEdge Advisors LLC16,913$601K0.0%+8.6%0.573%
11/17/2025 Northwestern Mutual Wealth Management Co.2,341$83K0.0%N/A0.079%
11/17/2025 Mariner LLC92,712$3.29M0.0%N/A3.143%
11/17/2025 Integrated Wealth Concepts LLC7,023$249K0.0%N/A0.238%
11/17/2025 Citadel Advisors LLC6,393$227K0.0%N/A0.217%
11/17/2025 Chilton Investment Co. Inc.82,661$2.94M0.1%N/A2.802%
11/14/2025 Equitable Holdings Inc.17,855$634K0.0%N/A0.605%
11/10/2025 Beverly 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%
8/14/2025 NewEdge 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%
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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 ($234.96K), 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 1,037,909 shares in the last 24 months. This purchase volume represents approximately $35.39M 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 6/3/2026 by MarketBeat.com Staff.
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