13F Insight
DOSSIER · 13F Holders · Q2 2026
ATFV

THE ALGER ETF TRUST

38 institutions still hold THE ALGER ETF TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 015564206·38 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$151M
visible holders
Holders
38
filers reporting
Concentration
30.06%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

38 institutions reported ATFV in Q2 2026. LPL Financial LLC leads at 30.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$45M1.1M0.01%Q2 202602
Mountain Capital Investment Advisors Inc.
CIK 0001714506
$43M1.1M6.19%Q2 202603
FRED ALGER MANAGEMENT, LLC
CIK 0000003520
$12M395K0.05%Q1 202604
NewEdge Advisors, LLC
CIK 0001633516
$12M285K0.04%Q2 202605
CHILTON INVESTMENT CO INC.
CIK 0001332632
$9M217K0.22%Q2 202606
MONECO Advisors, LLC
CIK 0001765690
$4M96K0.24%Q2 202607
Colonial River Investments, LLC
CIK 0001845859
$4M89K1.05%Q2 202608
Castle Rock Wealth Management, LLC
CIK 0001727605
$3M80K0.63%Q2 202609
Rubicon Advisors, GP
CIK 0002114679
$3M75K2.27%Q2 202610
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$3M95K0.01%Q1 202611
CFO CAPITAL MANAGEMENT LLC
CIK 0002114167
$2M62K1.59%Q1 202612
Integrated Wealth Concepts LLC
CIK 0001737109
$2M43K0.01%Q2 202613
TRUIST FINANCIAL CORP
CIK 0000092230
$2M41K0.00%Q2 202614
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M32K0.00%Q2 202615
DAVENPORT & Co LLC
CIK 0000887777
$1M27K0.01%Q2 202616
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$860K21K0.00%Q2 202617
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$805K19K0.00%Q2 202618
Stratos Wealth Partners, LTD.
CIK 0001612865
$708K17K0.01%Q2 202619
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$706K17K0.01%Q2 202620
Private Advisor Group, LLC
CIK 0001567755
$690K17K0.00%Q2 2026
Page 1 of 2
18 more holders available. Log in →