Who Owns ALGER 35 (ATFV)? -- Institutional Holders (2026-06-30)

44 institutions reported holding $159.1M of ALGER 35 (ATFV) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($45.2M), Mountain Capital Investment Advisors Inc. ($43.5M), FRED ALGER MANAGEMENT, LLC ($16.5M), NewEdge Advisors, LLC ($11.8M), CHILTON INVESTMENT CO INC. ($9.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$45.2M1.1MAdded
2Mountain Capital Investment Advisors Inc.$43.5M1.1MTrimmed
3FRED ALGER MANAGEMENT, LLC$16.5M399,133Added
4NewEdge Advisors, LLC$11.8M285,103Added
5CHILTON INVESTMENT CO INC.$9.0M216,695Added
6Cambridge Investment Research Advisors, Inc.$4.8M115,730Added
7MONECO Advisors, LLC$4.0M95,608New
8Colonial River Investments, LLC$3.7M88,831New
9Castle Rock Wealth Management, LLC$3.2M80,078Added
10Rubicon Advisors, GP$3.1M75,221New
11Integrated Wealth Concepts LLC$1.8M43,018Added
12TRUIST FINANCIAL CORP$1.7M40,905New
13SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.3M32,046Added
14DAVENPORT & Co LLC$1.1M27,135Hold
15COMMONWEALTH EQUITY SERVICES, LLC$860,12020,766Added
16ENVESTNET ASSET MANAGEMENT INC$805,12219,438New
17Stratos Wealth Partners, LTD.$707,99217,093New
18Foundations Investment Advisors, LLC$706,35617,053Added
19Private Advisor Group, LLC$690,14016,662New
20Harborfront Financial Group LLC$651,65915,733New
21Onyx Bridge Wealth Group LLC$638,47315,415Added
22Pinnacle Financial Partners, Inc.$596,65514,405New
23Avior Wealth Management, LLC$568,44813,724Trimmed
24HARBOUR INVESTMENTS, INC.$456,03411,010Added
25Beverly Hills Private Wealth, LLC$331,4778,003Trimmed

Source: SEC Form 13F filings · as of 2026-06-30