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

ALGER CONCENTRATD EQ ETF

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

CUSIP 015564404·67 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$318M
visible holders
Holders
67
filers reporting
Concentration
49.21%
RWA WEALTH PARTNERS, LLC #1
top holder share
AI Holders Summary · Q1 2026

67 institutions reported CNEQ in Q1 2026. RWA WEALTH PARTNERS, LLC leads at 49.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
RWA WEALTH PARTNERS, LLC
CIK 0001544576
$156M5.0M1.71%Q1 202602
LPL Financial LLC
CIK 0001403438
$42M1.3M0.01%Q1 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$22M722K0.01%Q1 202604
FLAGSHIP HARBOR ADVISORS, LLC
CIK 0001691766
$18M429K0.68%Q2 202605
Worth Financial Advisory Group, LLC
CIK 0001964358⚠ data anomaly
$15M33K6.71%Q1 202606
Embree Financial Group
CIK 0002020860
$7M182K0.75%Q2 202607
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$7M223K0.01%Q1 202608
Sanchez Wealth Management Group
CIK 0001697740
$7M217K1.46%Q1 202609
TRUIST FINANCIAL CORP
CIK 0000092230
$6M207K0.01%Q1 202610
Castle Rock Wealth Management, LLC
CIK 0001727605
$5M118K0.94%Q2 202611
NewEdge Advisors, LLC
CIK 0001633516
$4M140K0.02%Q1 202612
Sanctuary Advisors, LLC
CIK 0001777271
$4M138K0.02%Q1 202613
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M137K0.00%Q1 202614
Wealth Management Partners, LLC
CIK 0001843294
$4M93K0.90%Q2 202615
CORA CAPITAL ADVISORS LLC
CIK 0001964530
$3M90K0.93%Q1 202616
Onyx Bridge Wealth Group LLC
CIK 0001819476
$3M66K0.24%Q2 202617
&PARTNERS
CIK 0000107136
$3M87K0.01%Q1 202618
WELLS FARGO & COMPANY/MN
CIK 0000072971
$2M78K0.00%Q1 202619
HighTower Advisors, LLC
CIK 0001462245
$2M74K0.00%Q1 202620
Janney Montgomery Scott LLC
CIK 0001329948
$2M70K0.01%Q1 2026
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