Who owns Alger 35 ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of ATFV from SEC Form 13F filings across 36 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 36 institutions disclosed 3.9M shares of Alger 35 ETF worth $156.1M — about 327.5% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
36
13F holders
$156.1M
value, 2026 filers
327.5%
of shares outstanding (3.9M sh)
17
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of ATFV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.1M | $45.2M | 0.0% | 92% | +349.1% |
| 2 | Mountain Capital Investment Advisors Inc. | 1.1M | $43.5M | 6.2% | 88.5% | -4.3% |
| 3 | FRED ALGER MANAGEMENT, LLC | 399,133 | $16.5M | 0.1% | 33.6% | +1.0% |
| 4 | NewEdge Advisors, LLC | 285,103 | $11.8M | 0.0% | 24% | +21.3% |
| 5 | CHILTON INVESTMENT CO INC. | 216,695 | $9.0M | 0.2% | 18.3% | +79.2% |
| 6 | Cambridge Investment Research Advisors, Inc. | 115,730 | $4,794 | 0.0% | 9.7% | +21.3% |
| 7 | MONECO ADVISORS, LLCNEW | 95,608 | $4.0M | 0.2% | 8.1% | new |
| 8 | Colonial River Investments, LLCNEW | 88,831 | $3.7M | 1.0% | 7.5% | new |
| 9 | Integrated Wealth Concepts LLC | 85,976 | $3.6M | 0.0% | 7.2% | +164.8% |
| 10 | Castle Rock Wealth Management, LLC | 80,078 | $3.2M | 0.6% | 6.7% | +97.6% |
| 11 | Rubicon Advisors, GPNEW | 75,221 | $3.1M | 2.3% | 6.3% | new |
| 12 | TRUIST FINANCIAL CORPNEW | 40,905 | $1.7M | 0.0% | 3.4% | new |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 32,046 | $1.3M | 0.0% | 2.7% | +324.6% |
| 14 | DAVENPORT & Co LLC | 27,135 | $1.1M | 0.0% | 2.3% | 0.0% |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | 20,766 | $860,120 | 0.0% | 1.7% | +37.5% |
| 16 | ENVESTNET ASSET MANAGEMENT INCNEW | 19,438 | $805,122 | 0.0% | 1.6% | new |
| 17 | Stratos Wealth Partners, LTD.NEW | 17,093 | $707,992 | 0.0% | 1.4% | new |
| 18 | Foundations Investment Advisors, LLC | 17,053 | $706,356 | 0.0% | 1.4% | +8.4% |
| 19 | Private Advisor Group, LLCNEW | 16,662 | $690,140 | 0.0% | 1.4% | new |
| 20 | Harborfront Financial Group LLCNEW | 15,733 | $651,659 | 2.5% | 1.3% | new |
| 21 | Onyx Bridge Wealth Group LLC | 15,415 | $638,473 | 0.1% | 1.3% | +25.1% |
| 22 | Pinnacle Financial Partners, Inc.NEW | 14,405 | $596,655 | 0.0% | 1.2% | new |
| 23 | Avior Wealth Management, LLC | 13,724 | $568,448 | 0.0% | 1.2% | -2.5% |
| 24 | HARBOUR INVESTMENTS, INC. | 11,010 | $456,034 | 0.0% | 0.9% | +13.0% |
| 25 | Beverly Hills Private Wealth, LLC | 8,003 | $331,477 | 0.1% | 0.7% | -0.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.