THE ALGER ETF TRUST CONCENTRATED EQT is a security (CUSIP 015564404) tracked across SEC portfolio filings. 72 institutional managers reported $357.8M on Form 13F as of 2026-06-30.
Showing 15 of 72 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Adviser Investments LLC | NEWTON, MA | $156.4M | 5,027,082 |
| LPL Financial LLC | FORT MILL, SC | $41.7M | 1,339,223 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $22.5M | 721,661 |
| FLAGSHIP HARBOR ADVISORS, LLC | BOSTON, MA | $17.7M | 429,140 |
| TRUIST FINANCIAL CORP | CHARLOTTE, NC | $13.0M | 314,257 |
| COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM, MA | $10.3M | 248,912 |
| Sanchez Wealth Management Group | JACKSONVILLE, FL | $9.3M | 225,303 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $9.0M | 216,912 |
| Embree Financial Group | Chicago, IL | $7.5M | 181,678 |
| Colonial River Investments, LLC | MIDLOTHIAN, VA | $5.2M | 125,590 |
| Castle Rock Wealth Management, LLC | WALNUT CREEK, CA | $4.8M | 118,358 |
| Gladstone Institutional Advisory LLC | Bedminster, NJ | $4.7M | 113,744 |
| HighTower Advisors, LLC | CHICAGO, IL | $4.7M | 113,015 |
| NewEdge Advisors, LLC | New Orleans, LA | $4.4M | 140,295 |
| Sanctuary Advisors, LLC | INDIANAPOLIS, IN | $4.3M | 137,820 |