ALGER CONCENTRATED EQUITY ETF

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CNEQ·015564404·US·ETF·Unknown - Unknown-13D/G

CNEQ (ALGER CONCENTRATED EQUITY ETF) is held by 36 institutional investors as of Q2 2026. Largest holders: RWA WEALTH PARTNERS, LLC ($228.5M), LPL Financial LLC ($82.2M), RAYMOND JAMES FINANCIAL INC ($40.6M). Net institutional sentiment: Bullish.

36

Holders

(5 Elite)

$465.6M

Total Value

86% (37)

Consensus

32 buying - 5 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)38

Insider (Form 4)33

Activist (13D/13G)79

Congressional (STOCK Act)53

Holder Quality

82

★★★★★

Elite

60

★★★★

Strong

10

★★★

Solid

48

★★

Below

13

★

Weak

Held by 36 funds

5 elite

Who's Trading

Source dates: Price Aug 18, 2026 · Insiders none · Activists Oct 7, 2025 · Congress none

ActivistAAAlger Associates, Inc.0.0%Oct 7, 2025

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Top Holders

Top Holders (36)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
RWA WEALTH PARTNERS, LLC	Increased	5.5M(+10.2%)	$228.5M	2.2%	+20.63%	58
LPL Financial LLC	Increased	2M(+48.8%)	$82.2M	0.0%	+9.93%	41
RAYMOND JAMES FINANCIAL INC	Increased	984,120(+36.4%)	$40.6M	0.0%	+11.52%	38
WELLS FARGO & COMPANY/MN	Increased	863,886(+1013.3%)	$35.7M	0.0%	-1.72%	47
TRUIST FINANCIAL CORP	Increased	314,257(+52.1%)	$13M	0.0%	+9.33%	39
COMMONWEALTH EQUITY SERVICES, LLC	Increased	248,912(+11.6%)	$10.3M	0.0%	+21.04%	31
ENVESTNET ASSET MANAGEMENT INC	Increased	216,912(+58.8%)	$9M	0.0%	+9.88%	39
NewEdge Advisors, LLC	Increased	170,409(+21.5%)	$7M	0.0%	+10.56%	33
STIFEL FINANCIAL CORP	Increased	137,329(+242.2%)	$5.7M	0.0%	+1.33%	44
Sanctuary Advisors, LLC	Decreased	128,209(-7.0%)	$5.3M	0.0%	+28.81%	0
HighTower Advisors, LLC	Increased	113,015(+53.7%)	$4.7M	0.0%	+11.82%	38
&PARTNERS	Increased	109,643(+26.2%)	$4.5M	0.0%	+14.96%	33
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	100,000	$4.1M	0.0%	-3.68%	37
OSAIC HOLDINGS, INC.	Increased	64,930(+907.1%)	$2.7M	0.0%	-1.51%	42
MAI Capital Management	New	42,008	$1.7M	0.0%	-3.68%	36
CIBC Bancorp USA Inc.	New	35,652	$1.5M	0.0%	-3.68%	35
Rockefeller Capital Management L.P.	Increased	32,252(+81.7%)	$1.3M	0.0%	+5.94%	39
ROYAL BANK OF CANADA	Increased	25,757(+70.6%)	$1.1M	0.0%	+7.37%	37
Kestra Advisory Services, LLC	Decreased	23,324(-20.5%)	$962,568	0.0%	+20.39%	0
BANK OF AMERICA CORP /DE/	New	19,510	$805,178	0.0%	-3.68%	34

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CNEQALGER CONCENTRATED EQUITY ETF

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer