A
Alger 35
ATFV • ARCA
Alger 35 is an exchange-traded fund on ARCA. As of Q3 2025, 21 institutional investors hold shares in this ETF, with total holdings valued at $60.4M. Mountain Capital Investment Advisors, Inc is the largest holder with a position valued at $30.0M.
Overview
Overview of institutional ownership in ATFV as of Q3 2025
All Institutions
- Institutions
- 21
- Value Held
- $60.4M
- Shares Held
- 1.7M
- Avg Position
- $2.9M
- Median Position
- $334.2K
Hedge Funds
- Hedge Funds
- 2
- Value Held
- $3.2M
- Shares Held
- 89.1K
- Avg Position
- $1.6M
- Median Position
- $1.6M
Biggest Investors
Institutions with the largest positions in ATFV as of Q3 2025
| Institution | Position Value |
|---|---|
$30.0M 5.28% of portfolio | |
F FRED ALGER MANAGEMENT INC Long Only Manager | $14.0M 0.05% of portfolio |
L LPL Financial LLC Institution | $4.7M 0.00% of portfolio |
 Mariner Wealth Advisors, LLC RIA/Wealth | $3.3M 0.00% of portfolio |
 CHILTON INVESTMENT CO LLC Hedge Fund•Long/Short | $2.9M 0.06% of portfolio |
 Castle Rock Wealth Management, LLC RIA/Wealth | $1.3M 0.29% of portfolio |
 DAVENPORT & Co LLC RIA/Wealth | $859.8K 0.00% of portfolio |
 Equitable Holdings, Inc. Institution | $634.2K 0.00% of portfolio |
 Goss Wealth Management LLC RIA/Wealth | $600.8K 0.00% of portfolio |
$419.8K 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for ATFV in Q3 2025
- Net Flow
- −$321.6K
- Buyers
- 4
- Sellers
- 3
- Total Bought
- +$291.3K
- Total Sold
- −$612.9K
- Avg Position
- $1.8M
Biggest Buyers
| Institution | Net Bought |
|---|---|
DAVENPORT & Co LLC RIA/Wealth | +$145.5K +4.1K shares |
Castle Rock Wealth Management, LLC RIA/Wealth | +$69.4K +1.9K shares |
Goss Wealth Management LLC RIA/Wealth | +$47.6K +1.3K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | +$28.8K +812.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 UBS Group AG Institution | −$447.1K −12.6K shares |
−$162.2K −4.6K shares | |
 CWM, LLC RIA/Wealth | −$3.6K −100.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited ATFV in Q3 2025
- New Positions
- 11
- New Value
- $42.7M
- Exited Positions
- 0
- Exited Value
- -
New Positions
| Institution | Position Value |
|---|---|
$30.0M 843.7K shares | |
L LPL Financial LLC Institution | $4.7M 133.2K shares |
Mariner Wealth Advisors, LLC RIA/Wealth | $3.3M 92.7K shares |
CHILTON INVESTMENT CO LLC Hedge Fund•Long/Short | $2.9M 82.7K shares |
Equitable Holdings, Inc. Institution | $634.2K 17.9K shares |
 Beverly Hills Private Wealth, LLC RIA/Wealth | $322.3K 9.1K shares |
 Integrated Wealth Concepts LLC RIA/Wealth | $249.5K 7.0K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $227.1K 6.4K shares |
 Worth Asset Management, LLC RIA/Wealth | $209.6K 5.9K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $83.2K 2.3K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
| No exited positions found | |
Options Activity
Institutions with the largest Call and Put options positions in ATFV as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with ATFV as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
5.28% $30.0M | |
Castle Rock Wealth Management, LLC RIA/Wealth | 0.29% $1.3M |
Worth Asset Management, LLC RIA/Wealth | 0.10% $209.6K |
CHILTON INVESTMENT CO LLC Hedge Fund•Long/Short | 0.06% $2.9M |
Beverly Hills Private Wealth, LLC RIA/Wealth | 0.06% $322.3K |
F FRED ALGER MANAGEMENT INC Long Only Manager | 0.05% $14.0M |
0.01% $419.8K | |
Equitable Holdings, Inc. Institution | 0.00% $634.2K |
DAVENPORT & Co LLC RIA/Wealth | 0.00% $859.8K |
Mariner Wealth Advisors, LLC RIA/Wealth | 0.00% $3.3M |
Hedge Fund Spotlight
Discover hedge funds investing in ATFV
CHILTON INVESTMENT CO LLC
Hedge Fund • Long/Short
Portfolio ManagerRichard Lockwood Chilton
- Portfolio Value
- $4.9B
- Positions
- 270
- Last Reported
- Q3 2025
Sector Allocation
A
Position in Alger 35
- Market Value
- $2.9M
- Shares Held
- 82.7K
- Portfolio Weight
- 0.06%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $495.8M | 10.11% | |
Discount Stores Consumer Defensive | $365.6M | 7.45% | |
Chemicals - Specialty Basic Materials | $350.7M | 7.15% |
