13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
ATFV

THE ALGER ETF TRUST

29 institutions still hold THE ALGER ETF TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 015564206·29 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.4%
vs prior quarter
13F value held
$81M
75.0% inst. owned
of float
Holders
29
-79 QoQ
filers reporting
Activity
+44 / −53
+946 added · −892 reduced
this quarter
Concentration
49.95%
Mountain Capital Investment Advisors Inc. #1
top holder share
AI Holders Summary · Q1 2026

29 institutions reported ATFV in Q1 2026. Mountain Capital Investment Advisors Inc. leads at 50.0% of the visible book. -79 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Mountain Capital Investment Advisors Inc.
CIK 0001714506
$40M1.1M5.97%Q1 202602
FRED ALGER MANAGEMENT, LLC
CIK 0000003520
$12M395K0.05%Q1 202603
LPL Financial LLC
CIK 0001403438
$8M243K0.00%Q1 202604
NewEdge Advisors, LLC
CIK 0001633516
$7M235K0.03%Q1 202605
CHILTON INVESTMENT CO INC.
CIK 0001332632
$4M121K0.09%Q1 202606
CFO CAPITAL MANAGEMENT LLC
CIK 0002114167
$2M62K1.59%Q1 202607
Castle Rock Wealth Management, LLC
CIK 0001727605
$1M41K0.28%Q1 202608
Integrated Wealth Concepts LLC
CIK 0001737109
$1M32K0.01%Q1 202609
DAVENPORT & Co LLC
CIK 0000887777
$851,23827K0.00%Q1 202610
Mariner, LLC
CIK 0001373442
$499,79616K0.00%Q1 202611
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$493,34016K0.01%Q1 202612
VISTA INVESTMENT PARTNERS II, LLC
CIK 0002035219
$479,74115K0.22%Q1 202613
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$473,71015K0.00%Q1 202614
Avior Wealth Management, LLC
CIK 0001599868
$441,34514K0.01%Q1 202615
Onyx Bridge Wealth Group LLC
CIK 0001819476
$386,46612K0.04%Q1 202616
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$305,70110K0.00%Q1 202617
Worth Asset Management, LLC
CIK 0001927285
$263,1638K0.10%Q1 202618
Beverly Hills Private Wealth, LLC
CIK 0001965710
$251,8548K0.04%Q1 202619
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$236,7818K0.00%Q1 202620
Global Retirement Partners, LLC
CIK 0001749744
$182,1265K0.00%Q4 2025
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