LPL Financial
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LPL Financial’s Alger AI Enablers & Adopters ETF ALAI Stock Holding History

LPL Financial’s Portfolio ALAI Stock Details ALAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$35.8M Buy
1,082,830
+107,307
+11% +$3.75M 0.01% 1080
2025
Q4 		$35.2M Buy
975,523
+334,901
+52% +$12.4M 0.01% 1053
2025
Q3 		$24M Buy
640,622
+589,003
+1,141% +$19.8M 0.01% 1245
2025
Q2 		$1.59M Buy
+51,619
New +$1.35M ﹤0.01% 3338

Other funds holding ALAI

AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFS
Sunrise Financial Services Burien, Washington $141M AUM
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial's ALAI Position: Q1 2026 in Review

LPL Financial increased its Alger AI Enablers & Adopters ETF (ALAI) stake by 11% in Q1 2026, buying an estimated $3.75M and bringing the position to 1,082,830 shares worth $35.8M. The position accounts for 0.01% of the portfolio, ranked #1080.

LPL Financial first reported a position in ALAI in Q2 2025 and has held it in 4 quarters since. 69 funds tracked by Wall St. Rank hold ALAI as of Q1 2026.

  • LPL Financial held 1,082,830 shares of Alger AI Enablers & Adopters ETF worth $35.8M as of Q1 2026.
  • LPL Financial bought 107,307 Alger AI Enablers & Adopters ETF shares in Q1 2026, an estimated $3.75M.
  • Alger AI Enablers & Adopters ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1080 holding.
  • LPL Financial first reported a position in Alger AI Enablers & Adopters ETF in Q2 2025 and has held it in 4 quarters since.
  • 69 funds tracked by Wall St. Rank held Alger AI Enablers & Adopters ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.