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ATFV THE ALGER ETF TRUST

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35 ETF (fund)

24 managers (24 13F filers) reported a position in ATFV shares at 2025-12-31, 2,287,592 shares in all. 6 filers opened a position and 4 filers sold out during the quarter.

Managers
24
13F filers
24
New
6
Added
13
Reduced
2
Sold out
4
Shares held by filers
2,287,592

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Mountain Capital Investment Advisors In…1,058,318$37.1M5.98%+214,66113F-HRTimeline
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC395,038$13.8M0.05%+1313F-HRTimelineGroup
LPL Financial LLC210,981$7.36M<0.01%+77,81313F-HRTimeline
Mariner, LLCin group Mariner, LLC97,876$3.41M<0.01%+5,16413F-HRTimelineGroup
VISTA INVESTMENT PARTNERS II, LLC96,369$3.36M1.45%new13F-HRTimeline
CHILTON INVESTMENT CO INC.93,407$3.26M0.07%+10,74613F-HRTimeline
Cambridge Investment Research Advisors,…79,227$2.76M0.01%new13F-HRTimeline
CFO CAPITAL MANAGEMENT LLC58,363$2.04M1.52%13F-HRTimeline
Castle Rock Wealth Management, LLC39,811$1.34M0.29%+2,96013F-HRTimeline
Integrated Wealth Concepts LLC33,232$1.16M0.01%+26,20913F-HRTimeline
DAVENPORT & Co LLC25,485$889K<0.01%+1,27813F-HRTimeline
NewEdge Advisors, LLC18,257$637K<0.01%+1,34413F-HRTimeline
Avior Wealth Management, LLC17,108$597K0.02%+5,28813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,774$480K<0.01%+4,36513F-HRTimeline
Onyx Bridge Wealth Group LLC9,439$329K0.04%new13F-HRTimeline
Worth Asset Management, LLC8,999$314K0.13%+3,09713F-HRTimeline
Foundations Investment Advisors, LLC8,900$310K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.8,541$298K0.01%+8,30113F-HRTimeline
Beverly Hills Private Wealth, LLC8,390$293K0.05%-68513F-HR/ATimeline
Global Retirement Partners, LLC5,223$182K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc490$17.1K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC353$12K<0.01%-20913F-HRTimelineGroup
IFP Advisors, Inc10$349<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$66<0.01%013F-HR/ATimelineGroup