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Alger Concentrated Equity ETF

18 hedge funds and large institutions have $30.4M invested in Alger Concentrated Equity ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.

Holders
18
Holders Change
+9
Holders Change %
+100%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
3
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FAM
1
Fred Alger Management
New York
$5.18M 174,563 +174,563 New
LPL Financial
2
LPL Financial
California
$4.2M 141,477 +141,477 New
BCI
3
Brinker Capital Investments
Pennsylvania
$3.95M 132,895 +132,895 New
AI
4
Atria Investments
North Carolina
$3.36M 112,963 +112,963 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.71M 91,331 +70,575 +340%
CRWM
6
Castle Rock Wealth Management
California
$2.62M 85,622 +51,761 +153%
GIA
7
Gladstone Institutional Advisory
Florida
$1.89M 63,759 +63,759 New
HIS
8
Harvest Investment Services
Illinois
$1.59M 53,573 -1,357 -2%
OBWG
9
Onyx Bridge Wealth Group
New York
$1.27M 42,696 +3,636 +9%
Raymond James Financial
10
Raymond James Financial
Florida
$1.1M 36,881 -5,224 -12%
Truist Financial
11
Truist Financial
North Carolina
$842K 29,102 +29,102 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$788K 26,534 +26,534 New
Citadel Advisors
13
Citadel Advisors
Florida
$303K 10,206 -2,808 -22%
KAS
14
Kestra Advisory Services
Texas
$252K 8,500 +8,500 New
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$239K 8,050 +8,050 New
CFD
16
Creative Financial Designs
Indiana
$50.2K 1,689
Osaic Holdings
17
Osaic Holdings
Arizona
$29.5K 1,140
CA
18
CoreCap Advisors
Michigan
$17K 573 +573 New
Bank of America
19
Bank of America
North Carolina
-134 Closed