Mariner
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Mariner’s Alger 35 ETF ATFV Stock Holding History

Mariner’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 		– Sell
-15,932
Closed -$500K – 3536
2026
Q1 		$500K Sell
15,932
-81,944
-84% -$2.77M ﹤0.01% 2496
2025
Q4 		$3.41M Buy
97,876
+5,164
+6% +$181K ﹤0.01% 1197
2025
Q3 		$3.29M Buy
+92,712
New +$2.96M ﹤0.01% 1140

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
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

Mariner's ATFV Position: Q2 2026 in Review

Mariner sold out of Alger 35 ETF (ATFV) in Q2 2026, closing a stake of 15,932 shares — an estimated $500K sold.

Mariner first reported a position in ATFV in Q3 2025 and held it in 3 quarters. The position peaked at $3.41M in Q4 2025. 36 funds tracked by Wall St. Rank hold ATFV as of Q2 2026.

  • Mariner reported no remaining Alger 35 ETF position as of Q2 2026 after selling out during the quarter.
  • Mariner sold 15,932 Alger 35 ETF shares in Q2 2026, an estimated $500K.
  • Mariner first reported a position in Alger 35 ETF in Q3 2025 and held it in 3 quarters.
  • Mariner's Alger 35 ETF position peaked at $3.41M in Q4 2025.
  • 36 funds tracked by Wall St. Rank held Alger 35 ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.