Alger 35 ETFATFVETF
13F holders, Q1 2026 (March 31)28holders +4
5new positions
0sold out
1famous investor
$33.70avg. 13F price*
At the end of Q1 2026, 28 institutions reported holding Alger 35 ETF (ATFV) in their 13F filings, up 4 from Q4 2025. 5 opened new positions and 0 sold out. The largest holders were Mountain Capital Investment Advisors Inc. ($40.2M), Fred Alger Management, LLC ($12.4M) and LPL Financial LLC ($7.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Alger 35 ETF
- Filed as
- THE ALGER ETF TRUST (Q1 2026)
- CUSIP
- 015564206
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.2M |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 386,632 shares bought and 168,206 shares sold, net +218,426 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 28 holders
| Mountain Capital Investment Advisors Inc. | 5.97% | Add +3.7% | 1,097,120 | $40.2M |
| Fred Alger Management, LLC | 0.05% | No change | 395,038 | $12.4M |
| LPL Financial LLC | 0.00% | Add +15.3% | 243,222 | $7.6M |
| NewEdge Advisors, LLC | 0.03% | Add +1186.9% | 234,956 | $7.4M |
| Chilton Investment Co. Inc. | 0.09% | Add +29.4% | 120,901 | $3.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +20.4% | 95,415 | $3.0M |
| Cfo Capital Management LLC | 1.59% | Add +5.8% | 61,747 | $1.9M |
| Castle Rock Wealth Management, LLC | 0.28% | Add +1.8% | 40,532 | $1.3M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -2.3% | 32,472 | $1.0M |
| DAVENPORT & Co LLC | 0.00% | Add +6.5% | 27,135 | $851K |
| Citadel Advisors | 0.00% | New | 22,472 | $705K |
| Mariner, LLC | 0.00% | Reduce -83.7% | 15,932 | $500K |
| Foundations Investment Advisors, LLC | 0.01% | Add +76.7% | 15,726 | $493K |
| Vista Investment Partners Ii, LLC | 0.22% | Reduce -84.1% | 15,293 | $480K |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.6% | 15,101 | $474K |
| Avior Wealth Management, LLC | 0.01% | Reduce -17.8% | 14,069 | $441K |
| Onyx Bridge Wealth Group LLC | 0.04% | Add +30.5% | 12,320 | $386K |
| Harbour Investments, Inc. | 0.00% | Add +14.1% | 9,745 | $306K |
| Worth Asset Management, LLC | 0.10% | Reduce -6.8% | 8,389 | $263K |
| Beverly Hills Private Wealth, LLC | 0.04% | Reduce -4.3% | 8,028 | $252K |
| Susquehanna International Group, LLP | 0.00% | New | 7,548 | $237K |
| Berbice Capital Management LLC | 0.12% | New | 5,639 | $177K |
| UBS Group AG | 0.00% | New | 820 | $26K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 736 | $23K |
| Cwm, LLC | 0.00% | Reduce -6.5% | 330 | $10K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -80.0% | 98 | $3K |
| IFP Advisors, Inc | 0.00% | No change | 10 | $314 |
| Morgan Stanley | 0.00% | No change | 1 | $41 |
"% of holder's portfolio" is ATFV's weight in each manager's 13F, not the share of Alger 35 ETF the manager owns.