Who owns ATFV (ATFV)
Which tracked institutional funds hold ATFV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ATFV company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
4 tracked funds added or opened ATFV while 5 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ATFV’s largest tracked holder by dollar value, Mountain Capital Investment Advisors Inc., sizes it at 6.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 6.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ATFV divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 28 tracked filers holding ATFV, 17 increased or opened the position and 10 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ATFV between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- CITADEL ADVISORS LLC$705K
Full exits 1
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$960K
Largest adds
- Mountain Capital Investment Advisors Inc.$3M
- CHILTON INVESTMENT CO INC.$536K
- LPL Financial LLC$273K
Largest trims
- Mariner, LLC$3M
- VISTA INVESTMENT PARTNERS II, LLC$3M
- FRED ALGER MANAGEMENT, LLC$1M
- NewEdge Advisors, LLC$402K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Mountain Capital Investment Advisors Inc. added | 1,097,120 | $40M | 51.0% | 2026-Q1 |
| FRED ALGER MANAGEMENT, LLC | 395,038 | $12M | 15.7% | 2026-Q1 |
| LPL Financial LLC added | 243,222 | $8M | 9.7% | 2026-Q1 |
| CHILTON INVESTMENT CO INC. added | 120,901 | $4M | 4.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 95,415 | $3M | 3.8% | 2026-Q1 |
| CFO CAPITAL MANAGEMENT LLC added | 61,747 | $2M | 2.5% | 2026-Q1 |
| Castle Rock Wealth Management, LLC added | 40,532 | $1M | 1.6% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 32,472 | $1M | 1.3% | 2026-Q1 |
| DAVENPORT & Co LLC added | 27,135 | $851K | 1.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 22,472 | $705K | 0.9% | 2026-Q1 |
| Mariner, LLC trimmed | 15,932 | $500K | 0.6% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 15,726 | $493K | 0.6% | 2026-Q1 |
| VISTA INVESTMENT PARTNERS II, LLC trimmed | 15,293 | $480K | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 15,101 | $474K | 0.6% | 2026-Q1 |
| Avior Wealth Management, LLC trimmed | 14,069 | $441K | 0.6% | 2026-Q1 |
| Onyx Bridge Wealth Group LLC added | 12,320 | $386K | 0.5% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 9,745 | $306K | 0.4% | 2026-Q1 |
| Worth Asset Management, LLC trimmed | 8,389 | $263K | 0.3% | 2026-Q1 |
| Beverly Hills Private Wealth, LLC trimmed | 8,028 | $252K | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 7,548 | $237K | 0.3% | 2026-Q1 |
| NewEdge Advisors, LLC added | 234,956 | $235K | 0.3% | 2026-Q1 |
| Berbice Capital Management LLC new | 5,639 | $177K | 0.2% | 2026-Q1 |
| UBS Group AG trimmed | 820 | $26K | 0.0% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC new | 736 | $23K | 0.0% | 2026-Q1 |
| CWM, LLC trimmed | 330 | $10K | 0.0% | 2026-Q1 |
| AdvisorNet Financial, Inc trimmed | 98 | $3K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc | 10 | $314 | 0.0% | 2026-Q1 |
| MORGAN STANLEY | 1 | $41 | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 25,224 | $960K | 1.2% | 2025-Q4 stale |
| Equitable Holdings, Inc. new | 17,855 | $634K | 0.8% | 2025-Q3 stale |
| Global Retirement Partners, LLC new | 5,223 | $182K | 0.2% | 2025-Q4 stale |
| Cape Investment Advisory, Inc. trimmed | 432 | $9K | 0.0% | 2025-Q1 stale |
| SIGNATUREFD, LLC new | 98 | $2K | 0.0% | 2025-Q1 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.