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ATFV · Alger 35 ETF ETF

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$40.11 +0.28 (+0.71%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 6
Total Value: $18,290,428
Total Shares: 524,532

Institutional Ownership Trend

19 quarters

Holder Concentration

Across 6 13F filers · Δ vs Sep 30, 2025
Top Holder
75.3%
Mar 2023 → Dec 2025 · range 49.7% – 100.0%
+25.6 pts
Top 5
100.0%
Mar 2023 → Dec 2025 · range 91.1% – 100.0%
+8.9 pts
Top 10
100.0%
Mar 2023 → Dec 2025 · range 97.4% – 100.0%
+2.6 pts
HHI
6,007
Mar 2023 → Dec 2025 · range 3,134 – 10,000
Highly concentrated+2,873

Quarterly Activity

vs Sep 30, 2025
New
1
Increased
3
Decreased
1
Sold Out
15
Unchanged
1
Holder count: -14
Institutional value: -69.7%
Shares held: -69.1%

Top Buyers

vs Sep 30, 2025
Institution Added Now Holds Open
CHILTON INVESTMENT CO INC. +10,746 93,407
NewEdge Advisors, LLC +1,344 18,257
FRED ALGER MANAGEMENT, LLC +13 395,038

Top Sellers

vs Sep 30, 2025
Institution Sold Now Holds Open
Beverly Hills Private Wealth, LLC −685 8,390

Top New Positions

vs Sep 30, 2025
Institution Acquired Value (USD) Open
Onyx Bridge Wealth Group LLC 9,439 $329,137

Top Sold-Out Positions

vs Sep 30, 2025
Institution Previously Held Last Value (USD) Open
Mountain Capital Investment Advisors Inc. 843,657 $29,966,696
LPL Financial LLC 133,168 $4,730,127
Mariner, LLC 92,712 $3,293,130
Castle Rock Wealth Management, LLC 36,851 $1,308,947
DAVENPORT & Co LLC 24,207 $859,832
Filter: New 1 Increased 3 Reduced 1 Sold out 15 Unchanged 1
Showing 6 of 6
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
FRED ALGER MANAGEMENT, LLC ATFV $13,774,975 75.31% 395,038
CHILTON INVESTMENT CO INC. ATFV $3,257,102 17.81% 93,407
NewEdge Advisors, LLC ATFV $636,621 3.48% 18,257
Onyx Bridge Wealth Group LLC ATFV $329,137 1.80% 9,439
Beverly Hills Private Wealth, LLC ATFV $292,559 1.60% 8,390
MORGAN STANLEY ATFV $34 0.00% 1