13F Insight
DOSSIER · 13F Holders · Q2 2026
ALAI

THE ALGER ETF TRUST

89 institutions still hold THE ALGER ETF TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 015564503·89 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$258M
visible holders
Holders
89
filers reporting
Concentration
23.74%
Arkadios Wealth Advisors #1
top holder share
AI Holders Summary · Q2 2026

89 institutions reported ALAI in Q2 2026. Arkadios Wealth Advisors leads at 23.7% 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
$61M1.3M0.93%Q2 202602
LPL Financial LLC
CIK 0001403438
$48M1.1M0.01%Q2 202603
Goldstein Advisors, LLC
CIK 0001963807
$29M638K2.66%Q2 202604
TRAPHAGEN INVESTMENT ADVISORS LLC
CIK 0002023380
$19M413K1.35%Q2 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$18M398K0.00%Q2 202606
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$12M273K0.20%Q2 202607
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$9M205K0.01%Q2 202608
Ocean Park Asset Management, LLC
CIK 0001538052
$6M140K0.31%Q2 202609
STIFEL FINANCIAL CORP
CIK 0000720672
$6M136K0.01%Q2 202610
Colonial River Investments, LLC
CIK 0001845859
$6M135K1.75%Q2 202611
Sunrise Financial Services, LLC
CIK 0002110891
$5M117K3.18%Q2 202612
Prosperity Financial Group, Inc.
CIK 0001991334
$5M116K1.63%Q2 202613
Proactive Wealth Strategies LLC
CIK 0002043129
$5M113K0.83%Q2 202614
Onyx Bridge Wealth Group LLC
CIK 0001819476
$5M101K0.42%Q2 202615
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M96K0.00%Q2 202616
NWM ADVISORS, LLC
CIK 0002098824
$4M79K2.85%Q2 202617
Stratos Wealth Partners, LTD.
CIK 0001612865
$4M79K0.04%Q2 202618
NewEdge Advisors, LLC
CIK 0001633516
$3M75K0.01%Q2 202619
Noble Wealth Management PBC
CIK 0002055065
$3M67K1.36%Q2 202620
Apollon Financial, LLC
CIK 0002011195
$3M60K0.32%Q2 2026
Page 1 of 5
69 more holders available. Log in →