Institutional Ownership
The Alger ETF Trust
CUSIP 015564107MID CAP 40 ETFFRTYQ1 2026
Institutional Holders
40
13F filers
Shares Held
4.10M
Aggregate institutional
Institutional Value
$83.85M
Q1 2026
Net New Holders
+1
9 new · 8 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions9
Increased15
Decreased11
Sold out8
Institutional Holders
40 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ubs Group AG | 1.27M | $24.82M | +89.4K | Added |
| 2 | Wealth Enhancement Advisory Services, LLC | 449.5K | $8.84M | −893.8K | Reduced |
| 3 | Lpl Financial LLC | 430.1K | $8.38M | −77.9K | Reduced |
| 4 | Brookwood Investment Group LLC | 300.9K | $5.86M | +15.6K | Added |
| 5 | Raymond James Financial Inc | 294.0K | $5.73M | −34.0K | Reduced |
| 6 | Worth Financial Advisory Group, LLC | 14.4K | $5.48M | −26.7K | Reduced |
| 7 | Commonwealth Equity Services, LLC | 217.0K | $4.23M | +86.9K | Added |
| 8 | Castle Rock Wealth Management, LLC | 126.0K | $2.48M | +2.9K | Added |
| 9 | Flagship Harbor Advisors, LLC | 77.4K | $1.51M | −8.0K | Reduced |
| 10 | Creative Financial Designs Inc /Adv | 70.9K | $1.38M | −395 | Reduced |
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