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Alger 35 ETF (ATFV)

CUSIP: 015564206 | NYSE | 57 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AAlger Associates, Inc.283,3222.5%−115,811Aug 31, 2026No 13F filer matched
13G/AAlger Associates, Inc.283,322
2.5% of class · Aug 31, 2026−115,811
No 13F filer matched

Institutional Holders — Q3 2026

Imc-Chicago, LLC1,300,050
0.0% of portfolio›$52.9M
Cambridge Investment Research Advisors, Inc.141,327
0.0% of portfolio›$5.8M
Colonial River Investments, LLC102,969
1.1% of portfolio›$4.2M
Rubicon Advisors, GP75,216
2.1% of portfolio›$3.1M
Moneco Advisors, LLC66,594
0.2% of portfolio›$2.7M
Castle Rock Wealth Management, LLC61,931
0.5% of portfolio›$2.6M
Truist Financial Corp49,826
0.0% of portfolio›$2.0M
SAX Wealth Advisors, LLC36,466
0.0% of portfolio›$1.5M
Davenport & Co LLC27,135
0.0% of portfolio›$1.1M
Commonwealth Equity Services, LLC24,773
0.0% of portfolio›$1.0M
Onyx Bridge Wealth Group LLC16,720
0.1% of portfolio›$680.2K
Avior Wealth Management, LLC16,274
0.0% of portfolio›$662.1K
Trek Financial, LLC8,555
0.0% of portfolio›$348.1K
Beverly Hills Private Wealth, LLC7,356
0.1% of portfolio›$299.3K
Fermata Advisors, LLC6,950
0.1% of portfolio›$282.8K
Capital Investment Advisory Services, LLC6,833
0.0% of portfolio›$278.0K
SeaCrest Wealth Management, LLC5,445
0.0% of portfolio›$221.5K
Ashton Thomas Private Wealth, LLC1,066
0.0% of portfolio›$43.4K
Private Trust Co NA187
0.0% of portfolio›$7.6K
IFS Advisors, LLC50
0.0% of portfolio›$2.0K
IFP Advisors, Inc10
0.0% of portfolio›$407
StyleTurnoverLocationFiled
Imc-Chicago, LLC
1,300,050$52.9M0.0%GARPVery HighChicago, IL2026-11-05
Cambridge Investment Research Advisors, Inc.
141,327$5.8M0.0%ETFLowFairfield, IA2026-11-02
Colonial River Investments, LLC
102,969$4.2M1.1%GrowthMediumMidlothian, VA2026-10-19
Rubicon Advisors, GP
75,216$3.1M2.1%GrowthMediumRedding, CA2026-10-23
Moneco Advisors, LLC
66,594$2.7M0.2%ETFLowFairfield, CT2026-11-05
Castle Rock Wealth Management, LLC
61,931$2.6M0.5%GrowthMediumWalnut Creek, CA2026-10-09
Truist Financial Corp
49,826$2.0M0.0%CoreLowCharlotte, NC2026-10-30
SAX Wealth Advisors, LLC
36,466$1.5M0.0%ETFVery LowParsippany, NJ2026-10-13
Davenport & Co LLC
27,135$1.1M0.0%CoreMediumRichmond, VA2026-10-14
Commonwealth Equity Services, LLC
24,773$1.0M0.0%ETFLowWaltham, MA2026-11-02
Onyx Bridge Wealth Group LLC
16,720$680.2K0.1%ETFMediumTarrytown, NY2026-10-16
Avior Wealth Management, LLC
16,274$662.1K0.0%ETFMediumOmaha, NE2026-10-13
Trek Financial, LLC
8,555$348.1K0.0%ETFHighScottsdale, AZ2026-10-29
Beverly Hills Private Wealth, LLC
7,356$299.3K0.1%ValueMediumBeverly Hills, CA2026-11-04
Fermata Advisors, LLC
6,950$282.8K0.1%ETFLowSonoma, CA2026-10-13
Capital Investment Advisory Services, LLC
6,833$278.0K0.0%CoreMediumRaleigh, NC2026-10-30
SeaCrest Wealth Management, LLC
5,445$221.5K0.0%GrowthLowPurchase, NY2026-10-21
Ashton Thomas Private Wealth, LLC
1,066$43.4K0.0%CoreMediumScottsdale, AZ2026-11-03
Private Trust Co NA
187$7.6K0.0%CoreLowCleveland, OH2026-10-20
IFS Advisors, LLC
50$2.0K0.0%ETFLowOverland Park, KS2026-10-14
IFP Advisors, Inc
10$4070.0%GrowthLowTampa, FL2026-10-16