Alger ETF Trust (ATFV): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of ATFV (all 13F filers)
- LPL Financial1.1 MWealth adviser+849 K
- Mountain Capital Investment Advisors1.1 MType not verified−47 K
- Fred Alger Management399 KInvestment firm+4,095
- NewEdge Advisors285 KWealth adviser+50 K
- Chilton Investment217 KType not verified+96 K
- Cambridge Investment Research Advisors116 KWealth adviser+20 K
- Moneco Advisors96 KType not verified+96 K
- Colonial River Investments89 KType not verified+89 K
- Castle Rock Wealth Management80 KWealth adviser+40 K
- Rubicon Advisors, GP75 KType not verified+75 K
- Shares
- 1.1 M
- Change
- +849 K
See more
- Type
- Wealth adviser
- Value
- $45.2M
- Mountain Capital Investment Advisors
- Shares
- 1.1 M
- Change
- −47 K
See more
- Type
- Type not verified
- Value
- $43.5M
- Shares
- 399 K
- Change
- +4,095
See more
- Type
- Investment firm
- Value
- $16.5M
- Shares
- 285 K
- Change
- +50 K
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- Type
- Wealth adviser
- Value
- $11.8M
- Shares
- 217 K
- Change
- +96 K
See more
- Type
- Type not verified
- Value
- $9.0M
- Shares
- 116 K
- Change
- +20 K
See more
- Type
- Wealth adviser
- Value
- $4.8M
- Shares
- 96 K
- Change
- +96 K
See more
- Type
- Type not verified
- Value
- $4.0M
- Colonial River Investments
- Shares
- 89 K
- Change
- +89 K
See more
- Type
- Type not verified
- Value
- $3.7M
- Castle Rock Wealth Management
- Shares
- 80 K
- Change
- +40 K
See more
- Type
- Wealth adviser
- Value
- $3.2M
- Rubicon Advisors, GP
- Shares
- 75 K
- Change
- +75 K
See more
- Type
- Type not verified
- Value
- $3.1M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗