Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Alger 35 ETF ATFV Stock Holding History

Cambridge Investment Research Advisors’s Portfolio ATFV Stock Details ATFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.79M Buy
115,730
+20,315
+21% +$771K 0.01% 1058
2026
Q1 		$2.99M Buy
95,415
+16,188
+20% +$547K 0.01% 1285
2025
Q4 		$2.76M Buy
+79,227
New +$2.78M 0.01% 1276

Other funds holding ATFV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
CIC
Chilton Investment Company Stamford, Connecticut $4.17B AUM 1.75% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.64B AUM 25.43% 1-Year Est. Return
CRI
Colonial River Investments Midlothian, Virginia $352M AUM 47.96% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
RA
Rubicon Advisors Redding, California $137M AUM

Cambridge Investment Research Advisors's ATFV Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Alger 35 ETF (ATFV) stake by 21% in Q2 2026, buying an estimated $771K and bringing the position to 115,730 shares worth $4.79M. The position accounts for 0.01% of the portfolio, ranked #1058.

Cambridge Investment Research Advisors first reported a position in ATFV in Q4 2025 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold ATFV as of Q2 2026.

  • Cambridge Investment Research Advisors held 115,730 shares of Alger 35 ETF worth $4.79M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 20,315 Alger 35 ETF shares in Q2 2026, an estimated $771K.
  • Alger 35 ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1058 holding.
  • Cambridge Investment Research Advisors first reported a position in Alger 35 ETF in Q4 2025 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held Alger 35 ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.