ATFV Institutional Ownership
Alger 35 ETF
1W: +0.1%
1M: +4.5%
3M: +2.2%
YTD: +16.5%
1Y: +15.2%
3Y: +186.7%
5Y: +84.1%
$40.95
+0.25 (+0.62%)
Weekly Expected Move ±2.3%
$39
$40
$41
$42
$43
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — ATFV
43
Institutional Holders
+14 vs prior quarter
0.0%
Ownership
+0.00pp
159M
Total Invested
17
New Positions
14
Increased
10
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (46 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1,092,372 | $45M | +849,150 | +349.1% | 4Q | SEC ↗ |
| 2 | Mountain Capital Investment Advisors I | 1,050,207 | $43M | -46,913 | -4.3% | 4Q | SEC ↗ |
| 3 | FRED ALGER MANAGEMENT, LLC | 399,133 | $16M | +4,095 | +1.0% | 21Q | SEC ↗ |
| 4 | NewEdge Advisors, LLC | 285,103 | $12M | +50,147 | +21.3% | 5Q | SEC ↗ |
| 5 | CHILTON INVESTMENT CO INC. | 216,695 | $9M | +95,794 | +79.2% | 4Q | SEC ↗ |
| 6 | Cambridge Investment Research Advisors | 115,730 | $5M | +20,315 | +21.3% | 3Q | SEC ↗ |
| 7 | MONECO ADVISORS, LLC NEW | 95,608 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 8 | Colonial River Investments, LLC NEW | 88,831 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 9 | Castle Rock Wealth Management, LLC | 80,078 | $3M | +39,546 | +97.6% | 13Q | SEC ↗ |
| 10 | Rubicon Advisors, GP NEW | 75,221 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 11 | CFO CAPITAL MANAGEMENT LLC | 61,747 | $3M | +3,384 | +5.8% | 2Q | SEC ↗ |
| 12 | Integrated Wealth Concepts LLC | 43,018 | $2M | +10,546 | +32.5% | 4Q | SEC ↗ |
| 13 | TRUIST FINANCIAL CORP NEW | 40,905 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 32,046 | $1M | +24,498 | +324.6% | 2Q | SEC ↗ |
| 15 | DAVENPORT & Co LLC | 27,135 | $1M | — | +0.0% | 8Q | SEC ↗ |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 20,766 | $850K | +5,665 | +37.5% | 5Q | SEC ↗ |
| 17 | ENVESTNET ASSET MANAGEMENT INC NEW | 19,438 | $796K | — | +0.0% | 1Q | SEC ↗ |
| 18 | Stratos Wealth Partners, LTD. NEW | 17,093 | $700K | — | +0.0% | 1Q | SEC ↗ |
| 19 | Foundations Investment Advisors, LLC | 17,053 | $698K | +1,327 | +8.4% | 3Q | SEC ↗ |
| 20 | Private Advisor Group, LLC NEW | 16,662 | $682K | — | +0.0% | 1Q | SEC ↗ |
| 21 | Harborfront Financial Group LLC NEW | 15,733 | $644K | — | +0.0% | 1Q | SEC ↗ |
| 22 | Onyx Bridge Wealth Group LLC | 15,415 | $631K | +3,095 | +25.1% | 3Q | SEC ↗ |
| 23 | Pinnacle Financial Partners, Inc. NEW | 14,405 | $590K | — | +0.0% | 1Q | SEC ↗ |
| 24 | Avior Wealth Management, LLC | 13,724 | $562K | -345 | -2.5% | 5Q | SEC ↗ |
| 25 | HARBOUR INVESTMENTS, INC. | 11,010 | $451K | +1,265 | +13.0% | 4Q | SEC ↗ |
| 26 | Beverly Hills Private Wealth, LLC | 8,003 | $328K | -25 | -0.3% | 4Q | SEC ↗ |
| 27 | JANE STREET GROUP, LLC NEW | 6,647 | $272K | — | +0.0% | 1Q | SEC ↗ |
| 28 | Fermata Advisors, LLC NEW | 6,000 | $246K | — | +0.0% | 1Q | SEC ↗ |
| 29 | SeaCrest Wealth Management, LLC NEW | 5,445 | $223K | — | +0.0% | 1Q | SEC ↗ |
| 30 | Trek Financial, LLC NEW | 5,418 | $222K | — | +0.0% | 1Q | SEC ↗ |
| 31 | Capital Investment Advisory Services, NEW | 5,349 | $219K | — | +0.0% | 1Q | SEC ↗ |
| 32 | OSAIC HOLDINGS, INC. NEW | 3,400 | $139K | — | +0.0% | 1Q | SEC ↗ |
| 33 | Ashton Thomas Private Wealth, LLC | 1,010 | $41K | +274 | +37.2% | 2Q | SEC ↗ |
| 34 | CWM, LLC | 330 | $14K | -23 | -6.5% | 5Q | SEC ↗ |
| 35 | PRIVATE TRUST CO NA NEW | 201 | $8K | — | +0.0% | 1Q | SEC ↗ |
| 36 | Farther Finance Advisors, LLC NEW | 157 | $6K | — | +0.0% | 1Q | SEC ↗ |
| 37 | IFP Advisors, Inc | 10 | $0K | — | +0.0% | 7Q | SEC ↗ |
| 38 | MORGAN STANLEY | 2 | $0K | +1 | +100.0% | 7Q | SEC ↗ |
| 39 | CITADEL ADVISORS LLC | 0 | $0K | -22,472 | -100.0% | 1Q | SEC ↗ |
| 40 | AdvisorNet Financial, Inc | 0 | $0K | -98 | -100.0% | 2Q | SEC ↗ |
| 41 | Worth Asset Management, LLC | 0 | $0K | -8,389 | -100.0% | 3Q | SEC ↗ |
| 42 | VISTA INVESTMENT PARTNERS II, LLC | 0 | $0K | -15,293 | -100.0% | 2Q | SEC ↗ |
| 43 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 0 | $0K | -25,224 | -100.0% | 2Q | SEC ↗ |
| 44 | UBS Group AG | 0 | $0K | -820 | -100.0% | 1Q | SEC ↗ |
| 45 | Berbice Capital Management LLC | 0 | $0K | -5,639 | -100.0% | 1Q | SEC ↗ |
| 46 | Mariner, LLC | 0 | $0K | -15,932 | -100.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (17)
| Holder | Shares | Value |
|---|---|---|
| MONECO ADVISORS, LLC | 95,608 | $4M |
| Colonial River Investments, LLC | 88,831 | $4M |
| Rubicon Advisors, GP | 75,221 | $3M |
| TRUIST FINANCIAL CORP | 40,905 | $2M |
| ENVESTNET ASSET MANAGEMENT INC | 19,438 | $796K |
| Stratos Wealth Partners, LTD. | 17,093 | $700K |
| Private Advisor Group, LLC | 16,662 | $682K |
| Harborfront Financial Group LLC | 15,733 | $644K |
| Pinnacle Financial Partners, Inc. | 14,405 | $590K |
| JANE STREET GROUP, LLC | 6,647 | $272K |
| Fermata Advisors, LLC | 6,000 | $246K |
| SeaCrest Wealth Management, LLC | 5,445 | $223K |
| Trek Financial, LLC | 5,418 | $222K |
| Capital Investment Advisory Service | 5,349 | $219K |
| OSAIC HOLDINGS, INC. | 3,400 | $139K |
| PRIVATE TRUST CO NA | 201 | $8K |
| Farther Finance Advisors, LLC | 157 | $6K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 25,224 | $1M |
| CITADEL ADVISORS LLC | 22,472 | $920K |
| Mariner, LLC | 15,932 | $652K |
| VISTA INVESTMENT PARTNERS II, LLC | 15,293 | $626K |
| Worth Asset Management, LLC | 8,389 | $343K |
| Berbice Capital Management LLC | 5,639 | $231K |
| UBS Group AG | 820 | $34K |
| AdvisorNet Financial, Inc | 98 | $4K |
Biggest Increases (15)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +849,150 | +349.1% | 1,092,372 |
| CHILTON INVESTMENT CO INC. | +95,794 | +79.2% | 216,695 |
| NewEdge Advisors, LLC | +50,147 | +21.3% | 285,103 |
| Castle Rock Wealth Management, LLC | +39,546 | +97.6% | 80,078 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +24,498 | +324.6% | 32,046 |
| Cambridge Investment Research Advis | +20,315 | +21.3% | 115,730 |
| Integrated Wealth Concepts LLC | +10,546 | +32.5% | 43,018 |
| COMMONWEALTH EQUITY SERVICES, LLC | +5,665 | +37.5% | 20,766 |
| FRED ALGER MANAGEMENT, LLC | +4,095 | +1.0% | 399,133 |
| CFO CAPITAL MANAGEMENT LLC | +3,384 | +5.8% | 61,747 |
| Onyx Bridge Wealth Group LLC | +3,095 | +25.1% | 15,415 |
| Foundations Investment Advisors, LL | +1,327 | +8.4% | 17,053 |
| HARBOUR INVESTMENTS, INC. | +1,265 | +13.0% | 11,010 |
| Ashton Thomas Private Wealth, LLC | +274 | +37.2% | 1,010 |
| MORGAN STANLEY | +1 | +100.0% | 2 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Mountain Capital Investment Advisor | -46,913 | -4.3% | 1,050,207 |
| Avior Wealth Management, LLC | -345 | -2.5% | 13,724 |
| Beverly Hills Private Wealth, LLC | -25 | -0.3% | 8,003 |
| CWM, LLC | -23 | -6.5% | 330 |