THE ALGER ETF TRUST

FRTY institutional ownership changes in Q2 2026: 17 institutions opened or added positions, 6 trimmed or exited. FRTY (THE ALGER ETF TRUST) is held by 21 institutional investors as of Q2 2026. Top institutional shareholders: UBS Group AG ($27.1M), LPL Financial LLC ($12M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($11M). Net institutional sentiment: Bullish.

21

Holders

(1 Elite)

$78.2M

Total Value

74% (23)

Consensus

17 buying - 6 selling

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

FR

Smart Money Verdict

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Institutional (13F)32

Insider (Form 4)45

Activist (13D/13G)54

Congressional (STOCK Act)37

Holder Quality

40

★★★★★

Elite

70

★★★★

Strong

48

★★★

Solid

86

★★

Below

23

★

Weak

Held by 21 funds

1 elite

Who's Trading

Source dates: Price Oct 23, 2026 · Insiders none · Activists Dec 5, 2025 · Congress none

ActivistAAAlger Associates, Inc.0.1%Dec 5, 2025

View all activist filings

Top Holders

Top Holders (21)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
UBS Group AG	Decreased	1.1M(-14.1%)	$27.1M	0.0%	+13.06%	0
LPL Financial LLC	Increased	481,597(+12.0%)	$12M	0.0%	-1.04%	31
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	471,613(+4.9%)	$11M	0.0%	+44.48%	29
RAYMOND JAMES FINANCIAL INC	Increased	294,352(+0.1%)	$7.3M	0.0%	+21.80%	27
TRUIST FINANCIAL CORP	Increased	291,608(+952.4%)	$7.2M	0.0%	-11.85%	44
COMMONWEALTH EQUITY SERVICES, LLC	Increased	245,461(+13.1%)	$6.1M	0.0%	+11.80%	31
ENVESTNET ASSET MANAGEMENT INC	Increased	69,998(+18.5%)	$1.7M	0.0%	+11.68%	30
JONES FINANCIAL COMPANIES LLLP	Increased	48,276(+240.0%)	$1.1M	0.0%	-8.12%	41
&PARTNERS	Increased	41,615(+10.4%)	$1M	0.0%	+23.78%	28
ROYAL BANK OF CANADA	Increased	35,235(+1.8%)	$874,000	0.0%	+7.46%	25
DAVENPORT & Co LLC	Increased	33,433(+6.4%)	$829,712	0.0%	+30.57%	26
Cetera Investment Advisers	Increased	20,632(+32.5%)	$512,030	0.0%	+3.72%	31
Savant Capital, LLC	New	14,690	$325,365	0.0%	-13.12%	33
STIFEL FINANCIAL CORP	Decreased	13,040(-7.2%)	$323,620	0.0%	+2.57%	0
IWIntegrated Wealth Concepts LLC	New	12,813	$317,985	0.0%	-13.12%	33
HighTower Advisors, LLC	Decreased	12,381(-58.9%)	$307,262	0.0%	+25.45%	0
NewEdge Advisors, LLC	Unchanged	1,500	$37,226	0.0%	+11.48%	0
Steward Partners Investment Advisory, LLC	New	481	$11,937	0.0%	-13.12%	24
Farther Finance Advisors, LLC	New	209	$5,187	0.0%	-4.52%	23
OSAIC HOLDINGS, INC.	New	3	$83	0.0%	-13.12%	17

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FRFRTYTHE ALGER ETF TRUST

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

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