13F Insight
DOSSIER · 13F Holders · Q3 2026
FRTY

THE ALGER ETF TRUST

43 institutions still hold THE ALGER ETF TRUST as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 015564107·43 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$98M
visible holders
Holders
43
filers reporting
Concentration
26.39%
UBS Group AG #1
top holder share
AI Holders Summary · Q3 2026

43 institutions reported FRTY in Q3 2026. UBS Group AG leads at 26.4% 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
$26M1.1M0.00%Q3 202602
LPL Financial LLC
CIK 0001403438
$12M508K0.00%Q3 202603
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$11M494K0.02%Q3 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$7M294K0.00%Q2 202605
TRUIST FINANCIAL CORP
CIK 0000092230
$7M297K0.01%Q3 202606
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$7M291K0.01%Q3 202607
Brookwood Investment Group LLC
CIK 0002066812
$7M265K0.74%Q2 202608
Castle Rock Wealth Management, LLC
CIK 0001727605
$3M124K0.56%Q3 202609
Proactive Wealth Strategies LLC
CIK 0002043129
$3M106K0.39%Q3 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M70K0.00%Q2 202611
FLAGSHIP HARBOR ADVISORS, LLC
CIK 0001691766
$2M72K0.06%Q3 202612
Advisory Advocates, LLC
CIK 0002111697
$2M70K1.44%Q3 202613
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$2M65K0.07%Q3 202614
Keystone Financial Services, LLC
CIK 0002046033
$2M62K0.93%Q2 202615
Sargent Investment Group, LLC
CIK 0001766157
$2M61K0.18%Q2 202616
Worth Financial Advisory Group, LLC
CIK 0001964358⚠ data anomaly
$1M62K0.60%Q3 202617
Western Wealth Management, LLC
CIK 0001767902
$1M59K0.05%Q3 202618
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$1M48K0.00%Q2 202619
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$1M46K0.00%Q3 202620
&PARTNERS
CIK 0000107136
$1M42K0.00%Q2 2026
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