13FBOX
THE ALGER ETF TRUST · 13F Institutional Holdings
Options Calculator Rankings
T

THE ALGER ETF TRUST

ATFV
Institutions
36
Combined AUM (Q2 2026)
$160.8M
Combined Shares (Q2 2026)
3.9M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.6M
31 · 17 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-177,658
11 · 9 Exit · ≈
⚖️ Net
+1.4M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$160.8M
Institutions
36
New Buys
17
Adds
14
Reduces
2
Exits
9
Unchanged
3
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LPL Financial LLC
0.01%<0.01%#19$45.2M1.1M$7.6M243,222+849,150+349.13%Add
Mountain Capital Investment Advisors Inc.
6.15%5.97%#1$43.5M1.1M$40.2M1.1M-46,913-4.28%Reduce
FRED ALGER MANAGEMENT, LLC
0.06%0.05%#10$16.5M399,133$12.4M395,038+4,095+1.04%Add
NewEdge Advisors, LLC
0.04%0.03%#12$11.8M285,103$7.4M234,956+50,147+21.34%Add
CHILTON INVESTMENT CO INC.
0.22%0.09%#7$9.0M216,695$3.8M120,901+95,794+79.23%Add
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#17$4.8M115,730$3.0M95,415+20,315+21.29%Add
MONECO ADVISORS, LLC
0.24%#6$4.0M95,608$00+95,608New Buy
Colonial River Investments, LLC
1.05%#4$3.7M88,831$00+88,831New Buy
Integrated Wealth Concepts LLC
0.02%0.01%#14$3.6M85,976$1.0M32,472+53,504+164.77%Add
Castle Rock Wealth Management, LLC
0.63%0.28%#5$3.2M80,078$1.3M40,532+39,546+97.57%Add
Rubicon Advisors, GP
2.27%#3$3.1M75,221$00+75,221New Buy
TRUIST FINANCIAL CORP
<0.01%#26$1.7M40,905$00+40,905New Buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#32$1.3M32,046$236,7817,548+24,498+324.56%Add
DAVENPORT & Co LLC
0.01%<0.01%#23$1.1M27,135$851,23827,13500.00%Unchanged
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#27$860,12020,766$473,71015,101+5,665+37.51%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%#30$805,12219,438$00+19,438New Buy
Stratos Wealth Partners, LTD.
0.01%#21$707,99217,093$00+17,093New Buy
FOUNDATIONS INVESTMENT ADVISORS, LLC
0.01%0.01%#20$706,35617,053$493,34015,726+1,327+8.44%Add
Private Advisor Group, LLC
<0.01%#25$690,14016,662$00+16,662New Buy
Harborfront Financial Group LLC
2.46%#2$651,65915,733$00+15,733New Buy
Onyx Bridge Wealth Group LLC
0.06%0.04%#9$638,47315,415$386,46612,320+3,095+25.12%Add
Pinnacle Financial Partners, Inc.
<0.01%#24$596,65514,405$00+14,405New Buy
HARBOUR INVESTMENTS, INC.
0.01%<0.01%#22$456,03411,010$305,7019,745+1,265+12.98%Add
Avior Wealth Management, LLC
0.01%0.01%#16$441,34514,069$441,34514,06900.00%Unchanged
Beverly Hills Private Wealth, LLC
0.06%0.04%#8$331,4778,003$251,8548,028-25-0.31%Reduce
JANE STREET GROUP, LLC
<0.01%#34$275,3196,647$00+6,647New Buy
Fermata Advisors, LLC
0.05%#11$248,5206,000$00+6,000New Buy
SeaCrest Wealth Management, LLC
0.02%#13$225,5325,445$00+5,445New Buy
Trek Financial, LLC
0.01%#18$224,4145,418$00+5,418New Buy
Capital Investment Advisory Services, LLC
0.01%#15$221,5565,349$00+5,349New Buy
OSAIC HOLDINGS, INC.
<0.01%#31$140,8253,400$00+3,400New Buy
Ashton Thomas Private Wealth, LLC
<0.01%<0.01%#28$41,8341,010$23,088736+274+37.23%Add
PRIVATE TRUST CO NA
<0.01%#29$8,325201$00+201New Buy
Farther Finance Advisors, LLC
<0.01%#33$6,503157$00+157New Buy
IFP Advisors, Inc
<0.01%<0.01%#35$41410$3141000.00%Unchanged
MORGAN STANLEY
<0.01%<0.01%#36$862$621+1+100.00%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow