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Alger Mid Cap 40 ETF

39 hedge funds and large institutions have $102M invested in Alger Mid Cap 40 ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
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
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$30M
UBS Group
2
UBS Group
Switzerland
$24.9M
LPL Financial
3
LPL Financial
California
$10.7M
Raymond James Financial
4
Raymond James Financial
Florida
$6.91M
BIG
5
Brookwood Investment Group
Arizona
$6.01M
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.74M
CRWM
7
Castle Rock Wealth Management
California
$2.54M
FHA
8
Flagship Harbor Advisors
Massachusetts
$1.8M
CFD
9
Creative Financial Designs
Indiana
$1.5M
SIG
10
Sargent Investment Group
Maryland
$1.45M
AAL
11
Advisory Advocates, LLC
Michigan
$1.26M
KFSN
12
Keystone Financial Services (Nebraska)
Nebraska
$1.24M
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.09M
WA
14
Whipplewood Advisors
Colorado
$1.05M
NA
15
NewEdge Advisors
Louisiana
$945K
WFAG
16
Worth Financial Advisory Group
North Carolina
$865K
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$792K
GSEP
18
Golden State Equity Partners
California
$789K
P
19
&Partners
Tennessee
$758K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$716K
DC
21
Davenport & Co
Virginia
$647K
BL
22
Balentine LLC
Georgia
$642K
HighTower Advisors
23
HighTower Advisors
Illinois
$615K
IWN
24
Independent Wealth Network
Iowa
$538K
Truist Financial
25
Truist Financial
North Carolina
$374K