13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
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
—
▲ 4.4%
vs prior quarter
13F value held
$79M
72.0% inst. owned
of float
Holders
42
-11 QoQ
filers reporting
Activity
+34 / −41
+956 added · −772 reduced
this quarter
Concentration
31.37%
UBS Group AG #1
top holder share
AI Holders Summary · Q1 2026

42 institutions reported FRTY in Q1 2026. UBS Group AG leads at 31.4% of the visible book. -11 net institutions QoQ — distribution reading.

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
$9M449K0.02%Q1 202603
LPL Financial LLC
CIK 0001403438
$8M430K0.00%Q1 202604
Brookwood Investment Group LLC
CIK 0002066812
$6M301K0.72%Q1 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$6M294K0.00%Q1 202606
Worth Financial Advisory Group, LLC
CIK 0001964358
$5M14K2.39%Q1 202607
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$4M217K0.01%Q1 202608
Castle Rock Wealth Management, LLC
CIK 0001727605
$2M126K0.54%Q1 202609
FLAGSHIP HARBOR ADVISORS, LLC
CIK 0001691766
$2M77K0.07%Q1 202610
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$1M71K0.08%Q1 202611
Advisory Advocates, LLC
CIK 0002111697
$1M65K1.30%Q1 202612
Proactive Wealth Strategies LLC
CIK 0002043129
$1M61K0.22%Q1 202613
Sargent Investment Group, LLC
CIK 0001766157
$1M61K0.16%Q1 202614
Keystone Financial Services, LLC
CIK 0002046033
$1M60K0.79%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
$970,63050K0.50%Q1 202618
Golden State Equity Partners
CIK 0001845003
$889,30146K0.07%Q1 202619
&PARTNERS
CIK 0000107136
$734,12338K0.00%Q1 202620
Orion Portfolio Solutions, LLC
CIK 0001802647
$731,67642K0.00%Q1 2025
Page 1 of 3
22 more holders available. Log in →