DOSSIER · 13F Holders · Q2 2026
ATFV

THE ALGER ETF TRUST

30 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 015564206·30 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$92M
visible holders
Holders
30
filers reporting
Concentration
47.10%
Mountain Capital Investment Advisors Inc. #1
top holder share
AI Holders Summary · Q2 2026

30 institutions reported ATFV in Q2 2026. Mountain Capital Investment Advisors Inc. leads at 47.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Mountain Capital Investment Advisors Inc.
CIK 0001714506
$43M1.1M6.19%Q2 2026
02
FRED ALGER MANAGEMENT, LLC
CIK 0000003520
$12M395K0.05%Q1 2026
03
LPL Financial LLC
CIK 0001403438
$8M243K0.00%Q1 2026
04
NewEdge Advisors, LLC
CIK 0001633516
$7M235K0.03%Q1 2026
05
CHILTON INVESTMENT CO INC.
CIK 0001332632
$4M121K0.09%Q1 2026
06
Colonial River Investments, LLC
CIK 0001845859
$4M89K1.05%Q2 2026
07
Castle Rock Wealth Management, LLC
CIK 0001727605
$3M80K0.63%Q2 2026
08
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$3M95K0.01%Q1 2026
09
CFO CAPITAL MANAGEMENT LLC
CIK 0002114167
$2M62K1.59%Q1 2026
10
DAVENPORT & Co LLC
CIK 0000887777
$1M27K0.01%Q2 2026
11
Integrated Wealth Concepts LLC
CIK 0001737109
$1M32K0.01%Q1 2026
12
Onyx Bridge Wealth Group LLC
CIK 0001819476
$638K15K0.06%Q2 2026
13
Avior Wealth Management, LLC
CIK 0001599868
$568K14K0.01%Q2 2026
14
Mariner, LLC
CIK 0001373442
$500K16K0.00%Q1 2026
15
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$493K16K0.01%Q1 2026
16
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$474K15K0.00%Q1 2026
17
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$306K10K0.00%Q1 2026
18
Beverly Hills Private Wealth, LLC
CIK 0001965710
$252K8K0.04%Q1 2026
19
Fermata Advisors, LLC
CIK 0001859259
$249K6K0.05%Q2 2026
20
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$237K8K0.00%Q1 2026
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