Who Owns Alger 35 ETF (ATFV)?Hedge Fund & Institutional Holders

$32.17-0.19 (-0.59%)Financial ServicesNYSE_ARCA

Institutional Holders

25

as of Q4 2025

Total Institutional Value

$3.7083130007000335e+61T

% of Float Held

—

QoQ Change in Holders

+10 / -3

Price History

$19.79$24.02$28.25$32.48$36.71Sep 24Jun 25Mar 26

ATFV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
VISTA INVESTMENT PARTNERS II, LLCNew Position+96K+$3.4M
Cambridge Investment Research Advisors, Inc.New Position+79K+$2.0M
Castle Rock Wealth Management, LLCNew Position+40K+$1.3M
Onyx Bridge Wealth Group LLCNew Position+9K+$329K
Worth Asset Management, LLCNew Position+9K+$313K
AdvisorNet Financial, IncNew Position+490+$17K
CWM, LLCNew Position+353+$12K
FOUNDATIONS INVESTMENT ADVISORS, LLCNew Position+9K+$0
Global Retirement Partners, LLCNew Position+5K+$0
COMMONWEALTH EQUITY SERVICES, LLCNew Position+14K+$0
HARBOUR INVESTMENTS, INC.Increased+8K+$-8.2M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COIncreased+23K+$-82.2M
Integrated Wealth Concepts LLCIncreased+26K+$-248.5M
Avior Wealth Management, LLCIncreased+5K+$-419.3M
NewEdge Advisors, LLCIncreased+1K+$-600.8M

ATFV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Equitable Holdings, Inc.Closed Position-18K-$634.2M
CITADEL ADVISORS LLCClosed Position-6K-$227.1M
UBS Group AGClosed Position-3K-$90.1M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Mountain Capital Investment Advisors Inc.1,058,318$37.1M5.98%Share
2FRED ALGER MANAGEMENT, LLC395,038$13.0M0.05%Share
3LPL Financial LLC210,981$7.0M0.00%Share
4VISTA INVESTMENT PARTNERS II, LLC96,369$3.4M1.45%Share
5CHILTON INVESTMENT CO INC.93,407$3.0M0.06%Share
6Mariner, LLC97,876$3.0M0.00%Share
7Cambridge Investment Research Advisors, Inc.79,227$2.0M0.01%Share
8Castle Rock Wealth Management, LLC39,811$1.3M0.29%Share
9Integrated Wealth Concepts LLC33,232$1.0M0.01%Share
10NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO25,224$959K0.00%Share
11DAVENPORT & Co LLC25,485$888K0.00%Share
12Avior Wealth Management, LLC17,108$596K0.02%Share
13Onyx Bridge Wealth Group LLC9,439$329K0.03%Share
14Beverly Hills Private Wealth, LLC9,075$322K0.06%Share
15HARBOUR INVESTMENTS, INC.8,541$297K0.01%Share
16Worth Asset Management, LLC8,529$297K0.13%Share
17AdvisorNet Financial, Inc490$17K0.00%Share
18Worth Asset Management, LLC470$16K0.01%Share
19CWM, LLC353$12K0.00%Share
20MORGAN STANLEY1$00.00%Share
21NewEdge Advisors, LLC18,257$00.00%Share
22COMMONWEALTH EQUITY SERVICES, LLC13,774$00.00%Share
23Global Retirement Partners, LLC5,223$00.00%Share
24FOUNDATIONS INVESTMENT ADVISORS, LLC8,900$00.00%Share
25IFP Advisors, Inc10$00.00%Share

ATFV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202524$74.5M+7
Q3 202517$58.5B+7
Q2 202510$14.7B+1
Q1 20259$10.5B+0
Q4 20249$52.5B+2
Q3 20247$50.1B+2
Q2 20245$67.6B+1
Q1 20244$2.8B—

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As of Q4 2025, 25 institutional investors hold ATFV (Alger 35 ETF). The largest holder is Mountain Capital Investment Advisors Inc. with $37.1M in shares. This quarter, 10 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own ATFV?

As of Q4 2025, 25 institutional investors report holding ATFV (Alger 35 ETF) in their 13F filings.

Who is the largest institutional holder of ATFV?

The largest institutional holder of ATFV is Mountain Capital Investment Advisors Inc. with $37.1M in shares.

Is institutional ownership of ATFV increasing or decreasing?

This quarter, 10 institutions opened new positions in ATFV and 3 closed their positions.