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Alger Concentrated Equity ETF

54 hedge funds and large institutions have $148M invested in Alger Concentrated Equity ETF in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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
LPL Financial
1
LPL Financial
California
$37M
Raymond James Financial
2
Raymond James Financial
Florida
$19.6M
FHA
3
Flagship Harbor Advisors
Massachusetts
$13.3M
SWMG
4
Sanchez Wealth Management Group
Florida
$7.4M
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.09M
BIG
6
Brookwood Investment Group
Arizona
$6.82M
Truist Financial
7
Truist Financial
North Carolina
$6.56M
NA
8
NewEdge Advisors
Louisiana
$5.51M
SA
9
Sanctuary Advisors
Indiana
$5.43M
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.8M
AI
11
Atria Investments
North Carolina
$3.27M
CRWM
12
Castle Rock Wealth Management
California
$3.05M
GIA
13
Gladstone Institutional Advisory
Florida
$2.79M
AWM
14
Axxcess Wealth Management
California
$2.13M
CRI
15
Colonial River Investments
Virginia
$2.12M
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$1.93M
HIS
17
Harvest Investment Services
Illinois
$1.9M
OBWG
18
Onyx Bridge Wealth Group
New York
$1.45M
BCI
19
Brinker Capital Investments
Pennsylvania
$1.44M
WFAG
20
Worth Financial Advisory Group
North Carolina
$1.33M
EFG
21
Embree Financial Group
Illinois
$1.23M
GS
22
GWN Securities
Florida
$1.13M
Stifel Financial
23
Stifel Financial
Missouri
$1.12M
AAA
24
American Alpha Advisors
New York
$1.06M
SWP
25
Stratos Wealth Partners
Ohio
$985K