# THE ALGER ETF TRUST MID CAP 40 ETF

THE ALGER ETF TRUST MID CAP 40 ETF is a security (CUSIP 015564107) tracked across SEC portfolio filings. 42 institutional managers reported $92.2M on Form 13F as of 2026-06-30.

## Summary

- Issuer: THE ALGER ETF TRUST
- Class: MID CAP 40 ETF
- CUSIP: 015564107
- 13F holders: 42
- 13F value: $92.2M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_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](https://search.stillhousedata.com/firm/116407) | PLYMOUTH, MN | $11.0M | 471,613 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $8.4M | 430,053 |
| TRUIST FINANCIAL CORP | CHARLOTTE, NC | $7.2M | 291,608 |
| [Brookwood Investment Group LLC](https://search.stillhousedata.com/firm/316544) | PHOENIX, AZ | $6.6M | 264,920 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | 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](https://search.stillhousedata.com/firm/155733) | 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](https://search.stillhousedata.com/firm/156564) | CHARLOTTE, NC | $1.4M | 57,555 |
| [Advisory Advocates, LLC](https://search.stillhousedata.com/firm/284100) | GRAND RAPIDS, MI | $1.3M | 65,273 |
| Proactive Wealth Strategies LLC | MARIETTA, GA | $1.2M | 60,830 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/015564107.md)
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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.