CUSIP 015564107MID CAP 40 ETFFRTYQ4 2025
Aggregate 13F value by quarter
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38 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory Services, LLC | 1.34M | $29.95M | +56.5K | Added |
| 2 | Ubs Group AG | 1.18M | $24.94M | +446.9K | Added |
| 3 | Lpl Financial LLC | 507.9K | $10.69M | +330.5K | Added |
| 4 | Raymond James Financial Inc | 328.0K | $6.91M |
| +81.6K |
| Added |
| 5 | Brookwood Investment Group LLC | 285.4K | $6.01M | +2.4K | Added |
| 6 | Commonwealth Equity Services, LLC | 130.1K | $2.74M | +4.5K | Added |
| 7 | Castle Rock Wealth Management, LLC | 123.1K | $2.54M | +3.2K | Added |
| 8 | Flagship Harbor Advisors, LLC | 85.4K | $1.80M | +2.1K | Added |
| 9 | Creative Financial Designs Inc /Adv | 71.3K | $1.50M | −1.5K | Reduced |
| 10 | Sargent Investment Group, LLC | 68.9K | $1.45M | −8.3K | Reduced |
See every fund holding The Alger ETF Trust, with full quarter-over-quarter share changes.
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