FRTY icon

Alger Mid Cap 40 ETF

38 hedge funds and large institutions have $101M invested in Alger Mid Cap 40 ETF in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
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
KFSN
11
Keystone Financial Services (Nebraska)
Nebraska
$1.24M
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.09M
WA
13
Whipplewood Advisors
Colorado
$1.05M
NA
14
NewEdge Advisors
Louisiana
$945K
WFAG
15
Worth Financial Advisory Group
North Carolina
$865K
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$792K
GSEP
17
Golden State Equity Partners
California
$789K
P
18
&Partners
Tennessee
$758K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$716K
DC
20
Davenport & Co
Virginia
$647K
BL
21
Balentine LLC
Georgia
$642K
HighTower Advisors
22
HighTower Advisors
Illinois
$615K
IWN
23
Independent Wealth Network
Iowa
$538K
Truist Financial
24
Truist Financial
North Carolina
$374K
Stifel Financial
25
Stifel Financial
Missouri
$289K