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Alger 35 ETF (ATFV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Imc-Chicago, LLC
NEW
Shares1,300,050
Change+1,300,050
Value$52.9M
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares141,327 from 115,730
Change+25,597 (+22%)
Value$5.8M (+$956.0K)
Filed 2026-11-02
Colonial River Investments, LLC
INCREASED
Shares102,969 from 88,831
Change+14,138 (+16%)
Value$4.2M (+$509.9K)
Filed 2026-10-19
Rubicon Advisors, GP
DECREASED
Shares75,216 from 75,221
Change-5 (0%)
Value$3.1M (-$55.5K)
Filed 2026-10-23
Moneco Advisors, LLC
DECREASED
Shares66,594 from 95,608
Change-29,014 (-30%)
Value$2.7M (-$1.3M)
Filed 2026-11-05
Castle Rock Wealth Management, LLC
DECREASED
Shares61,931 from 80,078
Change-18,147 (-23%)
Value$2.6M (-$621.7K)
Filed 2026-10-09
Truist Financial Corp
INCREASED
Shares49,826 from 40,905
Change+8,921 (+22%)
Value$2.0M (+$332.9K)
Filed 2026-10-30
SAX Wealth Advisors, LLC
NEW
Shares36,466
Change+36,466
Value$1.5M
Filed 2026-10-13
Davenport & Co LLC
UNCHANGED
Shares27,135 from 27,135
Change0 (0%)
Value$1.1M (-$19.9K)
Filed 2026-10-14
Commonwealth Equity Services, LLC
INCREASED
Shares24,773 from 20,766
Change+4,007 (+19%)
Value$1.0M (+$147.8K)
Filed 2026-11-02
Onyx Bridge Wealth Group LLC
INCREASED
Shares16,720 from 15,415
Change+1,305 (+8%)
Value$680.2K (+$41.8K)
Filed 2026-10-16
Avior Wealth Management, LLC
INCREASED
Shares16,274 from 13,724
Change+2,550 (+19%)
Value$662.1K (+$93.7K)
Filed 2026-10-13
Trek Financial, LLC
INCREASED
Shares8,555 from 5,418
Change+3,137 (+58%)
Value$348.1K (+$123.6K)
Filed 2026-10-29
Beverly Hills Private Wealth, LLC
DECREASED
Shares7,356 from 8,003
Change-647 (-8%)
Value$299.3K (-$32.2K)
Filed 2026-11-04
Fermata Advisors, LLC
INCREASED
Shares6,950 from 6,000
Change+950 (+16%)
Value$282.8K (+$34.2K)
Filed 2026-10-13
Capital Investment Advisory Services, LLC
INCREASED
Shares6,833 from 5,349
Change+1,484 (+28%)
Value$278.0K (+$56.4K)
Filed 2026-10-30
SeaCrest Wealth Management, LLC
UNCHANGED
Shares5,445 from 5,445
Change0 (0%)
Value$221.5K (-$4.0K)
Filed 2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED
Shares1,066 from 1,010
Change+56 (+6%)
Value$43.4K (+$1.5K)
Filed 2026-11-03
Private Trust Co NA
DECREASED
Shares187 from 201
Change-14 (-7%)
Value$7.6K (-$717)
Filed 2026-10-20
IFS Advisors, LLC
NEW
Shares50
Change+50
Value$2.0K
Filed 2026-10-14
IFP Advisors, Inc
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$407 (-$7)
Filed 2026-10-16
Farther Finance Advisors, LLC
CLOSED
Shares0 from 157
Change-157 (-100%)
Value$0 (-$6.5K)
Filed 2026-10-08
LPL Financial LLC
N/A
Shares— from 1,092,372
Change-1,092,372 (-100%)
Value—
Mountain Capital Investment Advisors Inc.
N/A
Shares— from 1,050,207
Change-1,050,207 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 399,133
Change-399,133 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 285,103
Change-285,103 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 216,695
Change-216,695 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 43,018
Change-43,018 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 32,046
Change-32,046 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 19,438
Change-19,438 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 17,093
Change-17,093 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 17,053
Change-17,053 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 16,662
Change-16,662 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 15,733
Change-15,733 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 14,405
Change-14,405 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 11,010
Change-11,010 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 6,647
Change-6,647 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Imc-Chicago, LLC
NEW1,300,050—+1,300,050——$52.9M—2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED141,327115,730+25,597+22%$4.8M$5.8M+$956.0K2026-11-02
Colonial River Investments, LLC
INCREASED102,96988,831+14,138+16%$3.7M$4.2M+$509.9K2026-10-19
Rubicon Advisors, GP
DECREASED75,21675,221-50%$3.1M$3.1M-$55.5K2026-10-23
Moneco Advisors, LLC
DECREASED66,59495,608-29,014-30%$4.0M$2.7M-$1.3M2026-11-05
Castle Rock Wealth Management, LLC
DECREASED61,93180,078-18,147-23%$3.2M$2.6M-$621.7K2026-10-09
Truist Financial Corp
INCREASED49,82640,905+8,921+22%$1.7M$2.0M+$332.9K2026-10-30
SAX Wealth Advisors, LLC
NEW36,466—+36,466——$1.5M—2026-10-13
Davenport & Co LLC
UNCHANGED27,13527,13500%$1.1M$1.1M-$19.9K2026-10-14
Commonwealth Equity Services, LLC
INCREASED24,77320,766+4,007+19%$860.1K$1.0M+$147.8K2026-11-02
Onyx Bridge Wealth Group LLC
INCREASED16,72015,415+1,305+8%$638.5K$680.2K+$41.8K2026-10-16
Avior Wealth Management, LLC
INCREASED16,27413,724+2,550+19%$568.4K$662.1K+$93.7K2026-10-13
Trek Financial, LLC
INCREASED8,5555,418+3,137+58%$224.4K$348.1K+$123.6K2026-10-29
Beverly Hills Private Wealth, LLC
DECREASED7,3568,003-647-8%$331.5K$299.3K-$32.2K2026-11-04
Fermata Advisors, LLC
INCREASED6,9506,000+950+16%$248.5K$282.8K+$34.2K2026-10-13
Capital Investment Advisory Services, LLC
INCREASED6,8335,349+1,484+28%$221.6K$278.0K+$56.4K2026-10-30
SeaCrest Wealth Management, LLC
UNCHANGED5,4455,44500%$225.5K$221.5K-$4.0K2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED1,0661,010+56+6%$41.8K$43.4K+$1.5K2026-11-03
Private Trust Co NA
DECREASED187201-14-7%$8.3K$7.6K-$7172026-10-20
IFS Advisors, LLC
NEW50—+50——$2.0K—2026-10-14
IFP Advisors, Inc
UNCHANGED101000%$414$407-$72026-10-16
Farther Finance Advisors, LLC
CLOSED0157-157-100%$6.5K$0-$6.5K2026-10-08
LPL Financial LLC
N/A—1,092,372-1,092,372-100%$45.2M———
Mountain Capital Investment Advisors Inc.
N/A—1,050,207-1,050,207-100%$43.5M———
Fred Alger Management, LLC
N/A—399,133-399,133-100%$16.5M———
NewEdge Advisors, LLC
N/A—285,103-285,103-100%$11.8M———
Chilton Investment Co Inc.
N/A—216,695-216,695-100%$9.0M———
Integrated Wealth Concepts LLC
N/A—43,018-43,018-100%$1.8M———
Susquehanna International Group, LLP
N/A—32,046-32,046-100%$1.3M———
Envestnet Asset Management Inc
N/A—19,438-19,438-100%$805.1K———
Stratos Wealth Partners, Ltd.
N/A—17,093-17,093-100%$708.0K———
Foundations Investment Advisors, LLC
N/A—17,053-17,053-100%$706.4K———
Private Advisor Group, LLC
N/A—16,662-16,662-100%$690.1K———
Harborfront Financial Group LLC
N/A—15,733-15,733-100%$651.7K———
Pinnacle Financial Partners, Inc.
N/A—14,405-14,405-100%$596.7K———
Harbour Investments, Inc.
N/A—11,010-11,010-100%$456.0K———
Jane Street Group, LLC
N/A—6,647-6,647-100%$275.3K———
Osaic Holdings, Inc.
N/A—3,400-3,400-100%$140.8K———
Morgan Stanley
N/A—2-2-100%$86———
Showing 39 of 39 institutions