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

THE ALGER ETF TRUST

90 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 015564503·90 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$254M
visible holders
Holders
90
filers reporting
Concentration
24.05%
Arkadios Wealth Advisors #1
top holder share
AI Holders Summary · Q2 2026

90 institutions reported ALAI in Q2 2026. Arkadios Wealth Advisors leads at 24.0% 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
TRAPHAGEN INVESTMENT ADVISORS LLC
CIK 0002023380
$24M519K1.65%Q3 202604
Goldstein Advisors, LLC
CIK 0001963807
$22M470K1.94%Q3 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
Colonial River Investments, LLC
CIK 0001845859
$8M166K1.99%Q3 202609
STIFEL FINANCIAL CORP
CIK 0000720672
$6M136K0.01%Q2 202610
Sunrise Financial Services, LLC
CIK 0002110891
$6M130K3.36%Q3 202611
Prosperity Financial Group, Inc.
CIK 0001991334
$5M116K1.63%Q2 202612
Proactive Wealth Strategies LLC
CIK 0002043129
$5M113K0.83%Q2 202613
Onyx Bridge Wealth Group LLC
CIK 0001819476
$5M101K0.41%Q3 202614
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M96K0.00%Q2 202615
NWM ADVISORS, LLC
CIK 0002098824
$4M79K2.85%Q2 202616
Stratos Wealth Partners, LTD.
CIK 0001612865
$4M79K0.04%Q2 202617
NewEdge Advisors, LLC
CIK 0001633516
$3M75K0.01%Q2 202618
Noble Wealth Management PBC
CIK 0002055065
$3M68K1.40%Q3 202619
Apollon Financial, LLC
CIK 0002011195
$3M60K0.32%Q2 202620
SMITH, MOORE & CO.
CIK 0000200724
$3M59K0.17%Q2 2026
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