THE ALGER ETF TRUST MID CAP 40 ETF is a security (CUSIP 015564107) tracked across SEC portfolio filings. 42 institutional managers reported $92.1M on Form 13F as of 2026-06-30.
Showing 15 of 42 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| UBS Group AG | Zurich, V8 | $24.8M | 1,273,907 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | PLYMOUTH, MN | $11.0M | 471,613 |
| LPL Financial LLC | FORT MILL, SC | $8.4M | 430,053 |
| TRUIST FINANCIAL CORP | CHARLOTTE, NC | $7.2M | 291,608 |
| Brookwood Investment Group LLC | PHOENIX, AZ | $6.6M | 264,920 |
| COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM, MA | $6.1M | 245,461 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $5.7M | 294,024 |
| Castle Rock Wealth Management, LLC | WALNUT CREEK, CA | $3.2M | 133,065 |
| FLAGSHIP HARBOR ADVISORS, LLC | BOSTON, MA | $1.9M | 74,974 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $1.7M | 69,998 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | KOKOMO, IN | $1.7M | 66,754 |
| Keystone Financial Services, LLC | OMAHA, NE | $1.5M | 62,148 |
| Worth Financial Advisory Group, LLC | CHARLOTTE, NC | $1.4M | 57,555 |
| Advisory Advocates, LLC | GRAND RAPIDS, MI | $1.3M | 65,273 |
| Proactive Wealth Strategies LLC | MARIETTA, GA | $1.2M | 60,830 |