Institutional Ownership Alger ETF Tr 35 ETF (ATFV)
This table provides information about the institutional ownership of Alger ETF Tr 35 ETF (ATFV). We have compiled data on the 12 institutions that hold shares in the stock, with a total of 506,842 shares, which have been reported (via 13F filing form) to have a value of $16.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fred Alger Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
395,025
shares
|
$12.7 Million
0.06% of portfolio
|
Q4 2024
Added 5.89%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
34,919
shares
|
$1.13 Million
0.27% of portfolio
|
Q2 2025
Reduced 32.29%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
20,112
shares
|
$648,209
0.0% of portfolio
|
Q1 2025
Added 5.23%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
16,386
shares
|
$528,120
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
15,573
shares
|
$501,917
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
15,125
shares
|
$487,478
0.0% of portfolio
|
Q2 2025
Added 29.09%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
8,597
shares
|
$277,081
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
662
shares
|
$21,336
0.0% of portfolio
|
Q2 2025
Added 16.96%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
432
shares
|
$13,923
0.0% of portfolio
|
Q1 2025
Reduced 33.23%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
10
shares
|
$322
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$32
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|