13F Insight
DOSSIER · 13F Holders · Q3 2026
ATFV

THE ALGER ETF TRUST

43 institutions still hold THE ALGER ETF TRUST as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 015564206·43 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$218M
visible holders
Holders
43
filers reporting
Concentration
25.16%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q3 2026

43 institutions reported ATFV in Q3 2026. LPL Financial LLC leads at 25.2% 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
$55M1.3M0.01%Q3 202602
IMC-Chicago, LLC
CIK 0001452861· Market maker
$53M1.3M0.01%Q3 202603
Mountain Capital Investment Advisors Inc.
CIK 0001714506
$46M1.1M6.45%Q3 202604
FRED ALGER MANAGEMENT, LLC
CIK 0000003520
$12M395K0.05%Q1 202605
NewEdge Advisors, LLC
CIK 0001633516
$12M285K0.04%Q2 202606
CHILTON INVESTMENT CO INC.
CIK 0001332632
$9M217K0.22%Q2 202607
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$6M141K0.01%Q3 202608
Colonial River Investments, LLC
CIK 0001845859
$4M103K1.08%Q3 202609
Rubicon Advisors, GP
CIK 0002114679
$3M75K2.13%Q3 202610
MONECO Advisors, LLC
CIK 0001765690
$3M67K0.16%Q3 202611
Castle Rock Wealth Management, LLC
CIK 0001727605
$3M62K0.49%Q3 202612
TRUIST FINANCIAL CORP
CIK 0000092230
$2M50K0.00%Q3 202613
CFO CAPITAL MANAGEMENT LLC
CIK 0002114167
$2M62K1.59%Q1 202614
Integrated Wealth Concepts LLC
CIK 0001737109
$2M43K0.01%Q2 202615
SAX WEALTH ADVISORS, LLC
CIK 0001846150
$1M36K0.04%Q3 202616
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M32K0.00%Q2 202617
DAVENPORT & Co LLC
CIK 0000887777
$1M27K0.01%Q3 202618
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$1M25K0.00%Q3 202619
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$821K20K0.01%Q3 202620
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$805K19K0.00%Q2 2026
Page 1 of 3
23 more holders available. Log in →