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
Q2 		$45.2M Buy
1,092,372
+849,150
+349% +$32.2M 0.01% 1059
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 $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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

LPL Financial's ATFV Position: Q2 2026 in Review

LPL Financial increased its Alger 35 ETF (ATFV) stake by 349% in Q2 2026, buying an estimated $32.2M and bringing the position to 1,092,372 shares worth $45.2M. The position accounts for 0.01% of the portfolio, ranked #1059.

LPL Financial first reported a position in ATFV in Q3 2025 and has held it in 4 quarters since. 36 funds tracked by Wall St. Rank hold ATFV as of Q2 2026.

  • LPL Financial held 1,092,372 shares of Alger 35 ETF worth $45.2M as of Q2 2026.
  • LPL Financial bought 849,150 Alger 35 ETF shares in Q2 2026, an estimated $32.2M.
  • Alger 35 ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1059 holding.
  • LPL Financial first reported a position in Alger 35 ETF in Q3 2025 and has held it in 4 quarters since.
  • 36 funds tracked by Wall St. Rank held Alger 35 ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.