Who owns 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-Q2 13F filings (latest filed 2026-08-14). 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
The tracked-fund tape on ATFV is one-sided between 2026-Q1 and 2026-Q2: 20 added or opened and 3 trimmed or exited — on balance accumulating.
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, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp 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 2026-Q1 and 2026-Q2, across 35 tracked filers holding ATFV, 30 increased or opened the position and 13 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 2026-Q1 and 2026-Q2 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 9
- MONECO ADVISORS, LLC$4M
- Colonial River Investments, LLC$4M
- Rubicon Advisors, GP$3M
- TRUIST FINANCIAL CORP$2M
- ENVESTNET ASSET MANAGEMENT INC$805K
- Stratos Wealth Partners, LTD.$708K
Full exits 3
- Cambridge Investment Research Advisors, Inc.$3M
- CFO CAPITAL MANAGEMENT LLC$2M
- CITADEL ADVISORS LLC$705K
Largest adds
- LPL Financial LLC$38M
- NewEdge Advisors, LLC$12M
- CHILTON INVESTMENT CO INC.$5M
- FRED ALGER MANAGEMENT, LLC$4M
- Mountain Capital Investment Advisors Inc.$3M
- Integrated Wealth Concepts LLC$3M
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 1,092,372 | $45M | 27.4% | 2026-Q2 |
| Mountain Capital Investment Advisors Inc. trimmed | 1,050,207 | $43M | 26.4% | 2026-Q2 |
| FRED ALGER MANAGEMENT, LLC added | 399,133 | $17M | 10.0% | 2026-Q2 |
| NewEdge Advisors, LLC added | 285,103 | $12M | 7.2% | 2026-Q2 |
| CHILTON INVESTMENT CO INC. added | 216,695 | $9M | 5.4% | 2026-Q2 |
| MONECO ADVISORS, LLC new | 95,608 | $4M | 2.4% | 2026-Q2 |
| Colonial River Investments, LLC new | 88,831 | $4M | 2.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 85,976 | $4M | 2.2% | 2026-Q2 |
| Castle Rock Wealth Management, LLC added | 80,078 | $3M | 1.9% | 2026-Q2 |
| Rubicon Advisors, GP new | 75,221 | $3M | 1.9% | 2026-Q2 |
| TRUIST FINANCIAL CORP new | 40,905 | $2M | 1.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 32,046 | $1M | 0.8% | 2026-Q2 |
| DAVENPORT & Co LLC | 27,135 | $1M | 0.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 20,766 | $860K | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC new | 19,438 | $805K | 0.5% | 2026-Q2 |
| Stratos Wealth Partners, LTD. new | 17,093 | $708K | 0.4% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 17,053 | $706K | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC new | 16,662 | $690K | 0.4% | 2026-Q2 |
| Harborfront Financial Group LLC new | 15,733 | $652K | 0.4% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC added | 15,415 | $638K | 0.4% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. new | 14,405 | $597K | 0.4% | 2026-Q2 |
| Avior Wealth Management, LLC trimmed | 13,724 | $568K | 0.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 11,010 | $456K | 0.3% | 2026-Q2 |
| Beverly Hills Private Wealth, LLC trimmed | 8,003 | $331K | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC new | 6,647 | $275K | 0.2% | 2026-Q2 |
| Fermata Advisors, LLC new | 6,000 | $249K | 0.2% | 2026-Q2 |
| SeaCrest Wealth Management, LLC new | 5,445 | $226K | 0.1% | 2026-Q2 |
| Trek Financial, LLC new | 5,418 | $224K | 0.1% | 2026-Q2 |
| Capital Investment Advisory Services, LLC new | 5,349 | $222K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. new | 3,400 | $141K | 0.1% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 1,010 | $42K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA new | 201 | $8K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 157 | $7K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 10 | $414 | 0.0% | 2026-Q2 |
| MORGAN STANLEY added | 2 | $86 | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. added | 95,415 | $3M | 1.8% | 2026-Q1 stale (1 quarter behind) |
| CFO CAPITAL MANAGEMENT LLC added | 61,747 | $2M | 1.2% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC added | 22,472 | $705K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Mariner, LLC trimmed | 15,932 | $500K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| VISTA INVESTMENT PARTNERS II, LLC trimmed | 15,293 | $480K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Worth Asset Management, LLC trimmed | 8,389 | $263K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Berbice Capital Management LLC new | 5,639 | $177K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG trimmed | 820 | $26K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC trimmed | 330 | $10K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| AdvisorNet Financial, Inc trimmed | 98 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 25,224 | $960K | 0.6% | 2025-Q4 stale (2 quarters behind) |
| Global Retirement Partners, LLC new | 5,223 | $182K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Equitable Holdings, Inc. new | 17,855 | $634K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.