Who Owns ALGER 35 ETF (ATFV)? -- Institutional Holders (2026-03-31)

28 institutions reported holding $77.1M of ALGER 35 ETF (ATFV) in SEC 13F filings for 2026-03-31. Largest institutional holders: Mountain Capital Investment Advisors Inc. ($40.2M), FRED ALGER MANAGEMENT, LLC ($12.4M), LPL Financial LLC ($7.6M), CHILTON INVESTMENT CO INC. ($3.8M), Cambridge Investment Research Advisors, Inc. ($3.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Mountain Capital Investment Advisors Inc.$40.2M1.1MAdded
2FRED ALGER MANAGEMENT, LLC$12.4M395,038Hold
3LPL Financial LLC$7.6M243,222Added
4CHILTON INVESTMENT CO INC.$3.8M120,901Added
5Cambridge Investment Research Advisors, Inc.$3.0M95,415Added
6CFO CAPITAL MANAGEMENT LLC$1.9M61,747Added
7Castle Rock Wealth Management, LLC$1.3M40,532Added
8Integrated Wealth Concepts LLC$1.0M32,472Trimmed
9DAVENPORT & Co LLC$851,23827,135Added
10CITADEL ADVISORS LLC$704,94722,472New
11Mariner, LLC$499,79615,932Trimmed
12Foundations Investment Advisors, LLC$493,34015,726Added
13VISTA INVESTMENT PARTNERS II, LLC$479,74115,293Trimmed
14COMMONWEALTH EQUITY SERVICES, LLC$473,71015,101Added
15Avior Wealth Management, LLC$441,34514,069Trimmed
16Onyx Bridge Wealth Group LLC$386,46612,320Added
17HARBOUR INVESTMENTS, INC.$305,7019,745Added
18Worth Asset Management, LLC$263,1638,389Trimmed
19Beverly Hills Private Wealth, LLC$251,8548,028Trimmed
20SUSQUEHANNA INTERNATIONAL GROUP, LLP$236,7817,548New
21NewEdge Advisors, LLC$234,956234,956Added
22Berbice Capital Management LLC$176,8955,639New
23UBS Group AG$25,723820New
24Ashton Thomas Private Wealth, LLC$23,088736New
25CWM, LLC$10,344330Trimmed

Source: SEC Form 13F filings · as of 2026-03-31