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Alger Concentrated Equity ETF

63 hedge funds and large institutions have $324M invested in Alger Concentrated Equity ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
1
RWA Wealth Partners
Massachusetts
$156M
LPL Financial
2
LPL Financial
California
$41.7M
Raymond James Financial
3
Raymond James Financial
Florida
$22.5M
WFAG
4
Worth Financial Advisory Group
North Carolina
$15.4M
FHA
5
Flagship Harbor Advisors
Massachusetts
$12.8M
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$6.94M
SWMG
7
Sanchez Wealth Management Group
Florida
$6.74M
Truist Financial
8
Truist Financial
North Carolina
$6.43M
NA
9
NewEdge Advisors
Louisiana
$4.37M
SA
10
Sanctuary Advisors
Indiana
$4.29M
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.25M
CRWM
12
Castle Rock Wealth Management
California
$2.97M
CCA
13
Cora Capital Advisors
New Jersey
$2.8M
P
14
&Partners
Tennessee
$2.7M
Wells Fargo
15
Wells Fargo
California
$2.41M
HighTower Advisors
16
HighTower Advisors
Illinois
$2.29M
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$2.19M
CRI
18
Colonial River Investments
Virginia
$2.03M
GIA
19
Gladstone Institutional Advisory
Florida
$1.82M
HIS
20
Harvest Investment Services
Illinois
$1.73M
OBWG
21
Onyx Bridge Wealth Group
New York
$1.57M
EFG
22
Embree Financial Group
Illinois
$1.29M
Stifel Financial
23
Stifel Financial
Missouri
$1.25M
GS
24
GWN Securities
Florida
$1.05M
SWP
25
Stratos Wealth Partners
Ohio
$1.03M