32 tracked 13F filers disclose a position in ATFV as of the latest SEC 13F filings, a combined $109.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Mountain Capital Investment Advisors Inc. | $43.5M | 1.1M | ▼−4.3% Reduced · −47K sh | Q2 2026 | |
| 2 | FRED ALGER MANAGEMENT, LLC | $12.4M | 395K | —Held | Q1 2026 | |
| 3 | NewEdge Advisors, LLC | $11.8M | 285K | ▲+21% Added · +50K sh | Q2 2026 | |
| 4 | LPL Financial LLC | $7.6M | 243K | ▲+15% Added · +32K sh | Q1 2026 | |
| 5 | CHILTON INVESTMENT CO INC. | $9.0M | 217K | ▲+79% Added · +96K sh | Q2 2026 | |
| 6 | MONECO ADVISORS, LLC | $4.0M | 96K | ▲New +96K sh | Q2 2026 | |
| 7 | Colonial River Investments, LLC | $3.7M | 89K | ▲New +89K sh | Q2 2026 | |
| 8 | Integrated Wealth Concepts LLC | $3.6M | 86K | ▲+165% Added · +54K sh | Q2 2026 | |
| 9 | Castle Rock Wealth Management, LLC | $3.2M | 80K | ▲+98% Added · +40K sh | Q2 2026 | |
| 10 | Rubicon Advisors, GP | $3.1M | 75K | ▲New +75K sh | Q2 2026 | |
| 11 | DAVENPORT & Co LLC | $1.1M | 27K | —Held | Q2 2026 | |
| 12 | CITADEL ADVISORS LLC | $705K | 22K | ▲New +22K sh | Q1 2026 | |
| 13 | Stratos Wealth Partners, LTD. | $708K | 17K | ▲New +17K sh | Q2 2026 | |
| 14 | Private Advisor Group, LLC | $690K | 17K | ▲New +17K sh | Q2 2026 | |
| 15 | Mariner, LLC | $500K | 16K | ▼−84% Reduced · −82K sh | Q1 2026 | |
| 16 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $493K | 16K | ▲+77% Added · +7K sh | Q1 2026 | |
| 17 | Onyx Bridge Wealth Group LLC | $638K | 15K | ▲+25% Added · +3K sh | Q2 2026 | |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $474K | 15K | ▲+9.6% Added · +1K sh | Q1 2026 | |
| 19 | Avior Wealth Management, LLC | $441K | 14K | ▼−18% Reduced · −3K sh | Q1 2026 | |
| 20 | HARBOUR INVESTMENTS, INC. | $306K | 10K | ▲+14% Added · +1K sh | Q1 2026 | |
| 21 | Beverly Hills Private Wealth, LLC | $331K | 8K | ▼−0.3% Reduced · −25 sh | Q2 2026 | |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $237K | 8K | ▼−81% Reduced · −33K sh | Q1 2026 | |
| 23 | Fermata Advisors, LLC | $249K | 6K | ▲New +6K sh | Q2 2026 | |
| 24 | SeaCrest Wealth Management, LLC | $226K | 5K | ▲New +5K sh | Q2 2026 | |
| 25 | Trek Financial, LLC | $224K | 5K | ▲New +5K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 7 funds opened a new position in ATFV and 3 added to an existing one, while 1 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 13 funds | $6.6B |
| AMAZON.COM INCAMZN | 13 funds | $3.6B |
| MICROSOFT CORPMSFT | 13 funds | $3.4B |
| APPLE INCAAPL | 13 funds | $3.2B |
| META PLATFORMS INC-CLASS AMETA | 13 funds | $2.2B |
| ALPHABET INC-CL CGOOG | 13 funds | $2.0B |
| MICRON TECHNOLOGY INCMU | 13 funds | $1.7B |
| TESLA INCTSLA | 13 funds | $1.5B |
| ALPHABET INC-CL AGOOGL | 13 funds | $1.3B |
| COSTCO WHOLESALE CORPCOST | 13 funds | $907.7M |
| ELI LILLY & COLLY | 13 funds | $467.1M |
| CHEVRON CORPCVX | 13 funds | $375.2M |
Ranked by how many of ATFV's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| ALAIMF Closed and MF Open | 77 funds | $262.4M |
| CNEQmc | 72 funds | $440.1M |
| FRTYmc | 40 funds | $86.2M |
| ATFVthis pagemc | 32 funds | $109.5M |
| INVNRUSSELL INNOVATI | 5 funds | $3.8M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for ATFV
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ATFV/capital-change-brief"
Use Arkolith's capital_change_brief for ATFV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for ATFV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.