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Alger Concentrated Equity ETF

62 hedge funds and large institutions have $320M 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, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
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
SA
9
Sanctuary Advisors
Indiana
$4.29M
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$4.25M
CRWM
11
Castle Rock Wealth Management
California
$2.97M
CCA
12
Cora Capital Advisors
New Jersey
$2.8M
P
13
&Partners
Tennessee
$2.7M
Wells Fargo
14
Wells Fargo
California
$2.41M
HighTower Advisors
15
HighTower Advisors
Illinois
$2.29M
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$2.19M
CRI
17
Colonial River Investments
Virginia
$2.03M
GIA
18
Gladstone Institutional Advisory
Florida
$1.82M
HIS
19
Harvest Investment Services
Illinois
$1.73M
OBWG
20
Onyx Bridge Wealth Group
New York
$1.57M
EFG
21
Embree Financial Group
Illinois
$1.29M
Stifel Financial
22
Stifel Financial
Missouri
$1.25M
GS
23
GWN Securities
Florida
$1.05M
SWP
24
Stratos Wealth Partners
Ohio
$1.03M
WWM
25
Western Wealth Management
Colorado
$993K