Osaic Holdings
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Osaic Holdings’s Alger 35 ETF ATFV Stock Holding History

Osaic Holdings’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 		$141K Buy
+3,400
New +$129K ﹤0.01% 4696

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FAM
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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

Osaic Holdings's ATFV Position: Q2 2026 in Review

Osaic Holdings opened a new position in Alger 35 ETF (ATFV) in Q2 2026: 3,400 shares worth $141K. The stake represents ﹤0.01% of the portfolio and ranks #4696 among its holdings.

36 funds tracked by Wall St. Rank hold ATFV as of Q2 2026.

  • Osaic Holdings held 3,400 shares of Alger 35 ETF worth $141K as of Q2 2026.
  • Alger 35 ETF was a new Osaic Holdings position in Q2 2026.
  • Alger 35 ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4696 holding.
  • 36 funds tracked by Wall St. Rank held Alger 35 ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.