DOSSIER · 13F Holders · Q2 2026
INVN

THE ALGER ETF TRUST

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

CUSIP 015564602·9 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$5M
visible holders
Holders
9
filers reporting
Concentration
31.54%
NWM ADVISORS, LLC #1
top holder share
AI Holders Summary · Q2 2026

9 institutions reported INVN in Q2 2026. NWM ADVISORS, LLC leads at 31.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
NWM ADVISORS, LLC
CIK 0002098824
$2M78K1.31%Q2 2026
02
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M73K0.00%Q2 2026
03
CFO CAPITAL MANAGEMENT LLC
CIK 0002114167
$655K35K0.54%Q1 2026
04
CITADEL ADVISORS LLC
CIK 0001423053
$476K22K0.00%Q4 2025
05
HighTower Advisors, LLC
CIK 0001462245
$391K18K0.00%Q2 2026
06
MONECO Advisors, LLC
CIK 0001765690
$296K14K0.02%Q2 2026
07
JPMORGAN CHASE & CO
CIK 0000019617
$249K12K0.00%Q2 2026
08
UBS Group AG
CIK 0001610520
$3K1560.00%Q2 2026
09
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025
Insiders at THE ALGER ETF TRUST
Yu Yunbei BenOlson Jon AHigashi EmikoFayyad Usama MFaintuch AmirMaghsoudnia MozafarGoehl DanielAbdi Behrooz L.