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Institutional Ownership

The Alger ETF Trust

CUSIP 015564107MID CAP 40 ETFFRTYQ1 2026

13D / 13G Filings
15
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
59.2%
Max % of class reported
Institutional Holders
40
13F filers (latest quarter)

Beneficial Owners — Schedule 13D / 13G

15 filings · latest Dec 5, 2025

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#FiledReporting PersonForm% of ClassSharesFiling
1Dec 5, 2025Alger Associates, Inc.13G/A0.1%6.5KSEC
2Nov 14, 2025Alger Associates, Inc.13G/A5.2%285.0KSEC
3Aug 14, 2025Alger Associates, Inc.13G/A5.5%285.3KSEC
4May 15, 2025Alger Associates, Inc.13G/A5.6%285.3KSEC
5Feb 14, 2025Alger Associates, Inc.13G/A7.4%290.5KSEC
6Oct 7, 2024Alger Associates Inc13G/A9.3%295.8KSEC
7Feb 14, 2024Alger Associates Inc13G/A14.9%319.6KSEC
8Feb 14, 2023Alger Associates Inc13G/A13.9%341.7KSEC
9Feb 14, 2022Alger Associates Inc13G/A17.0%329.7KSEC
10Dec 10, 2021Alger Associates Inc13G/A16.6%329.7KSEC

5 more beneficial-ownership filings on Premium

See the full Schedule 13D/13G history for The Alger ETF Trust.

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Top Institutional Holders (13F)

Largest reported positions · latest quarter

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#FundSharesValue
1Ubs Group AG1.27M$24.82M
2Wealth Enhancement Advisory Services, LLC449.5K$8.84M
3Lpl Financial LLC430.1K$8.38M
4Brookwood Investment Group LLC300.9K$5.86M
5Raymond James Financial Inc294.0K$5.73M
6Worth Financial Advisory Group, LLC14.4K$5.48M
7Commonwealth Equity Services, LLC217.0K$4.23M
8Castle Rock Wealth Management, LLC126.0K$2.48M
9Flagship Harbor Advisors, LLC77.4K$1.51M
10Creative Financial Designs Inc /Adv70.9K$1.38M