LPL Financial
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LPL Financial’s Alger 35 ETF ATFV Stock Holding History

LPL Financial’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
Q1 		$7.63M Buy
243,222
+32,241
+15% +$1.09M ﹤0.01% 2236
2025
Q4 		$7.36M Buy
210,981
+77,813
+58% +$2.73M ﹤0.01% 2205
2025
Q3 		$4.73M Buy
+133,168
New +$4.25M ﹤0.01% 2520

Other funds holding ATFV

MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
CIC
Chilton Investment Company Stamford, Connecticut $4.26B AUM 1.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CCM
CFO Capital Management Fairfield, Connecticut $121M AUM
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial's ATFV Position: Q1 2026 in Review

LPL Financial increased its Alger 35 ETF (ATFV) stake by 15% in Q1 2026, buying an estimated $1.09M and bringing the position to 243,222 shares worth $7.63M. The position accounts for ﹤0.01% of the portfolio, ranked #2236.

LPL Financial first reported a position in ATFV in Q3 2025 and has held it in 3 quarters since. 28 funds tracked by Wall St. Rank hold ATFV as of Q1 2026.

  • LPL Financial held 243,222 shares of Alger 35 ETF worth $7.63M as of Q1 2026.
  • LPL Financial bought 32,241 Alger 35 ETF shares in Q1 2026, an estimated $1.09M.
  • Alger 35 ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2236 holding.
  • LPL Financial first reported a position in Alger 35 ETF in Q3 2025 and has held it in 3 quarters since.
  • 28 funds tracked by Wall St. Rank held Alger 35 ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.