13F Insight
DOSSIER · 13F Holders · Q1 2026
ALAI

THE ALGER ETF TRUST

75 institutions still hold THE ALGER ETF TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 015564503·75 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$193M
visible holders
Holders
75
filers reporting
Concentration
19.78%
Arkadios Wealth Advisors #1
top holder share
AI Holders Summary · Q1 2026

75 institutions reported ALAI in Q1 2026. Arkadios Wealth Advisors leads at 19.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Arkadios Wealth Advisors
CIK 0001800798
$38M1.2M0.62%Q1 202602
LPL Financial LLC
CIK 0001403438
$36M1.1M0.01%Q1 202603
Goldstein Advisors, LLC
CIK 0001963807
$29M638K2.66%Q2 202604
TRAPHAGEN INVESTMENT ADVISORS LLC
CIK 0002023380
$19M413K1.35%Q2 202605
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$7M227K0.14%Q1 202606
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$7M201K0.01%Q1 202607
Ocean Park Asset Management, LLC
CIK 0001538052
$6M140K0.31%Q2 202608
Colonial River Investments, LLC
CIK 0001845859
$6M135K1.75%Q2 202609
ROYAL BANK OF CANADA
CIK 0001000275
$5M158K0.00%Q1 202610
Onyx Bridge Wealth Group LLC
CIK 0001819476
$5M101K0.42%Q2 202611
WELLS FARGO & COMPANY/MN
CIK 0000072971
$5M138K0.00%Q1 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5M136K0.00%Q1 202613
Sunrise Financial Services, LLC
CIK 0002110891
$4M112K2.61%Q1 202614
STIFEL FINANCIAL CORP
CIK 0000720672
$4M111K0.00%Q1 202615
MML INVESTORS SERVICES, LLC
CIK 0000701059
$3M99K0.01%Q1 202616
NewEdge Advisors, LLC
CIK 0001633516
$3M98K0.01%Q1 202617
Stratos Wealth Partners, LTD.
CIK 0001612865
$3M97K0.04%Q1 202618
Noble Wealth Management PBC
CIK 0002055065
$3M67K1.36%Q2 202619
Apollon Financial, LLC
CIK 0002011195
$3M60K0.32%Q2 202620
Proactive Wealth Strategies LLC
CIK 0002043129
$3M82K0.51%Q1 2026
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