CUSIP 015564107MID CAP 40 ETFFRTYQ4 2025
15 filings · latest Dec 5, 2025
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Wealth Enhancement Advisory Services, LLC | 1.34M | $29.95M |
| 2 | Ubs Group AG | 1.18M | $24.94M |
| 3 | Lpl Financial LLC | 507.9K | $10.69M |
| 4 | Raymond James Financial Inc | 328.0K | $6.91M |
| 5 | Brookwood Investment Group LLC | 285.4K | $6.01M |
| 6 | Commonwealth Equity Services, LLC | 130.1K | $2.74M |
| 7 | Castle Rock Wealth Management, LLC | 123.1K | $2.54M |
| 8 | Flagship Harbor Advisors, LLC | 85.4K | $1.80M |
| 4 | May 15, 2025 | Alger Associates, Inc. | 13G/A | 5.6% | 285.3K | SEC |
| 5 | Feb 14, 2025 | Alger Associates, Inc. | 13G/A | 7.4% | 290.5K | SEC |
| 6 | Oct 7, 2024 | Alger Associates Inc | 13G/A | 9.3% | 295.8K | SEC |
| 7 | Feb 14, 2024 | Alger Associates Inc | 13G/A | 14.9% | 319.6K | SEC |
| 8 | Feb 14, 2023 | Alger Associates Inc | 13G/A | 13.9% | 341.7K | SEC |
| 9 | Feb 14, 2022 | Alger Associates Inc | 13G/A | 17.0% | 329.7K | SEC |
| 10 | Dec 10, 2021 | Alger Associates Inc | 13G/A | 16.6% | 329.7K | SEC |
See the full Schedule 13D/13G history for The Alger ETF Trust.
Unlock full history| 9 |
| Creative Financial Designs Inc /Adv |
| 71.3K |
| $1.50M |
| 10 | Sargent Investment Group, LLC | 68.9K | $1.45M |