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

THE ALGER ETF TRUST

42 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 015564107·42 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$84M
visible holders
Holders
42
filers reporting
Concentration
29.65%
UBS Group AG #1
top holder share
AI Holders Summary · Q1 2026

42 institutions reported FRTY in Q1 2026. UBS Group AG leads at 29.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
UBS Group AG
CIK 0001610520
$25M1.3M0.00%Q1 202602
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$11M472K0.02%Q2 202603
LPL Financial LLC
CIK 0001403438
$8M430K0.00%Q1 202604
Brookwood Investment Group LLC
CIK 0002066812
$7M265K0.74%Q2 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$6M294K0.00%Q1 202606
Worth Financial Advisory Group, LLC
CIK 0001964358⚠ data anomaly
$5M14K2.39%Q1 202607
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$4M217K0.01%Q1 202608
Castle Rock Wealth Management, LLC
CIK 0001727605
$3M133K0.63%Q2 202609
FLAGSHIP HARBOR ADVISORS, LLC
CIK 0001691766
$2M75K0.07%Q2 202610
Keystone Financial Services, LLC
CIK 0002046033
$2M62K0.93%Q2 202611
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$1M71K0.08%Q1 202612
Advisory Advocates, LLC
CIK 0002111697
$1M65K1.30%Q1 202613
Proactive Wealth Strategies LLC
CIK 0002043129
$1M61K0.22%Q1 202614
Sargent Investment Group, LLC
CIK 0001766157
$1M61K0.16%Q1 202615
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1M59K0.00%Q1 202616
Western Wealth Management, LLC
CIK 0001767902
$1M58K0.04%Q1 202617
Whipplewood Advisors, LLC
CIK 0002052510
$971K50K0.50%Q1 202618
Golden State Equity Partners
CIK 0001845003
$889K46K0.07%Q1 202619
DAVENPORT & Co LLC
CIK 0000887777
$830K33K0.00%Q2 202620
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$827K42K0.00%Q1 2026
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