$36.06
-0.60 (-1.64%)
Market Cap
$39.2M
Shares Outstanding
1,187,145
Institutional Holders
9
Total Inst. Value
$10.5M
% of Float Held
—
QoQ Holder Change
+5
Institutional data as of Q1 2025
New Positions
2
Closed Positions
2
Increased
2
Decreased
2
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | FRED ALGER MANAGEMENT, LLC | $8.7M | 395,025 |
| 2 | Castle Rock Wealth Management, LLC | $1.1M | 51,575 |
| 3 | DAVENPORT & Co LLC | $441K | 20,112 |
| 4 | UBS Group AG | $257K | 11,717 |
| 5 | Cape Investment Advisory, Inc. | $9K | 432 |
| 6 | SIGNATUREFD, LLCNew | $2K | 98 |
| 7 | IFP Advisors, Inc | $219 | 10 |
| 8 | CWM, LLCNew | $12 | 566 |
| 9 | MORGAN STANLEY | $0 | 1 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| DAVENPORT & Co LLC | +1K | $441K |
| UBS Group AG | +8K | $257K |
| SIGNATUREFD, LLCNew | +98 | $2K |
| CWM, LLCNew | +566 | $12 |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Castle Rock Wealth Management, LLC | -9K | $1.1M |
| Cape Investment Advisory, Inc. | -215 | $9K |
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Frequently Asked Questions
How many institutional investors hold ATFV?
As of Q1 2025, 9 institutional investors report holding ATFV (Alger 35 ETF) in their 13F filings.
Which hedge fund owns the most ATFV?
The largest institutional holder of ATFV is FRED ALGER MANAGEMENT, LLC with $8.7M in shares.
Are institutions buying or selling ATFV?
This quarter, 2 institutions opened new positions in ATFV and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.