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Disclosery

ATFV THE ALGER ETF TRUST

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35 ETF (fund)

36 managers (36 13F filers) reported a position in ATFV shares at 2026-06-30, 3,887,981 shares in all. 16 filers opened a position and 7 filers sold out during the quarter.

Managers
36
13F filers
36
New
16
Added
14
Reduced
3
Sold out
7
Shares held by filers
3,887,981

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC1,092,372$45.2M0.01%+849,15013F-HRTimeline
Mountain Capital Investment Advisors In…1,050,207$43.5M6.19%-46,91313F-HRTimeline
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC399,133$16.5M0.06%+4,09513F-HRTimelineGroup
NewEdge Advisors, LLC285,103$11.8M0.04%+50,14713F-HRTimeline
CHILTON INVESTMENT CO INC.216,695$8.98M0.22%+95,79413F-HRTimeline
Cambridge Investment Research Advisors,…115,730$4.79M0.01%+20,31513F-HR/ATimeline
MONECO ADVISORS, LLC95,608$3.96M0.24%new13F-HRTimeline
Colonial River Investments, LLC88,831$3.68M1.05%new13F-HRTimeline
Integrated Wealth Concepts LLC85,976$3.56M0.02%+53,50413F-HRTimeline
Castle Rock Wealth Management, LLC80,078$3.2M0.63%+39,54613F-HRTimeline
Rubicon Advisors, GP75,221$3.12M2.27%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP40,905$1.69M<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…32,046$1.33M<0.01%+24,49813F-HRTimelineGroup
DAVENPORT & Co LLC27,135$1.12M0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC20,766$860K<0.01%+5,66513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC19,438$805K<0.01%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.17,093$708K0.01%new13F-HRTimelineGroup
Foundations Investment Advisors, LLC17,053$706K0.01%+1,32713F-HRTimeline
Private Advisor Group, LLC16,662$690K<0.01%new13F-HRTimeline
Harborfront Financial Group LLC15,733$652K2.46%13F-HRTimeline
Onyx Bridge Wealth Group LLC15,415$638K0.06%+3,09513F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …14,405$597K<0.01%new13F-HRTimelineGroup
Avior Wealth Management, LLC13,724$568K0.01%-34513F-HRTimeline
HARBOUR INVESTMENTS, INC.11,010$456K0.01%+1,26513F-HRTimeline
Beverly Hills Private Wealth, LLC8,003$331K0.06%-2513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,647$275K<0.01%new13F-HRTimelineGroup
Fermata Advisors, LLC6,000$249K0.05%new13F-HRTimeline
SeaCrest Wealth Management, LLC5,445$226K0.02%new13F-HRTimeline
Trek Financial, LLC5,418$224K0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…5,349$222K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,400$141K<0.01%new13F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC1,010$41.8K<0.01%+27413F-HRTimeline
PRIVATE TRUST CO NA201$8.32K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC157$6.5K<0.01%new13F-HRTimeline
IFP Advisors, Inc10$414<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2$86<0.01%+113F-HRTimelineGroup