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

ALGER CONCENTRATD EQ ETF

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

CUSIP 015564404·94 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$512M
visible holders
Holders
94
filers reporting
Concentration
44.66%
RWA WEALTH PARTNERS, LLC #1
top holder share
AI Holders Summary · Q2 2026

94 institutions reported CNEQ in Q2 2026. RWA WEALTH PARTNERS, LLC leads at 44.7% 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
$229M5.5M2.19%Q2 202602
LPL Financial LLC
CIK 0001403438
$82M2.0M0.02%Q2 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$41M984K0.01%Q2 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$36M864K0.01%Q2 202605
FLAGSHIP HARBOR ADVISORS, LLC
CIK 0001691766
$18M429K0.68%Q2 202606
TRUIST FINANCIAL CORP
CIK 0000092230
$13M314K0.02%Q2 202607
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$10M249K0.01%Q2 202608
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$10M236K0.15%Q2 202609
Sanchez Wealth Management Group
CIK 0001697740
$9M225K1.63%Q2 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$9M217K0.00%Q2 202611
Embree Financial Group
CIK 0002020860
$7M182K0.75%Q2 202612
NewEdge Advisors, LLC
CIK 0001633516
$7M170K0.02%Q2 202613
WPG Advisers, LLC
CIK 0002067343
$6M153K3.72%Q2 202614
STIFEL FINANCIAL CORP
CIK 0000720672
$6M137K0.00%Q2 202615
Sanctuary Advisors, LLC
CIK 0001777271
$5M128K0.02%Q2 202616
Colonial River Investments, LLC
CIK 0001845859
$5M126K1.47%Q2 202617
Castle Rock Wealth Management, LLC
CIK 0001727605
$5M118K0.94%Q2 202618
Gladstone Institutional Advisory LLC
CIK 0001766530
$5M114K0.15%Q2 202619
HighTower Advisors, LLC
CIK 0001462245
$5M113K0.00%Q2 202620
&PARTNERS
CIK 0000107136
$5M110K0.02%Q2 2026
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