ALGER MID CAP 40 ETF

FRTY (ALGER MID CAP 40 ETF) is held by 21 institutional investors as of Q2 2026. Largest holders: 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 Aug 27, 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

AllNewIncreasedHeldDecreasedExited

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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%	+21.45%	0
LPL Financial LLC	Increased	481,597(+12.0%)	$12M	0.0%	+6.70%	31
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	471,613(+4.9%)	$11M	0.0%	+35.15%	29
RAYMOND JAMES FINANCIAL INC	Increased	294,352(+0.1%)	$7.3M	0.0%	+31.39%	27
TRUIST FINANCIAL CORP	Increased	291,608(+952.4%)	$7.2M	0.0%	-4.92%	44
COMMONWEALTH EQUITY SERVICES, LLC	Increased	245,461(+13.1%)	$6.1M	0.0%	+18.98%	31
ENVESTNET ASSET MANAGEMENT INC	Increased	69,998(+18.5%)	$1.7M	0.0%	+19.55%	30
JONES FINANCIAL COMPANIES LLLP	Increased	48,276(+240.0%)	$1.1M	0.0%	-1.40%	41
&PARTNERS	Increased	41,615(+10.4%)	$1M	0.0%	+33.57%	28
ROYAL BANK OF CANADA	Increased	35,235(+1.8%)	$874,000	0.0%	+18.41%	25
DAVENPORT & Co LLC	Increased	33,433(+6.4%)	$829,712	0.0%	+22.07%	26
Cetera Investment Advisers	Increased	20,632(+32.5%)	$512,030	0.0%	+9.20%	31
Savant Capital, LLC	New	14,690	$325,365	0.0%	-6.23%	33
STIFEL FINANCIAL CORP	Decreased	13,040(-7.2%)	$323,620	0.0%	+9.63%	0
IWIntegrated Wealth Concepts LLC	New	12,813	$317,985	0.0%	-6.23%	33
HighTower Advisors, LLC	Decreased	12,381(-58.9%)	$307,262	0.0%	+35.35%	0
NewEdge Advisors, LLC	Unchanged	1,500	$37,226	0.0%	+21.59%	0
Steward Partners Investment Advisory, LLC	New	481	$11,937	0.0%	-6.23%	24
Farther Finance Advisors, LLC	New	209	$5,187	0.0%	-6.23%	23
OSAIC HOLDINGS, INC.	New	3	$83	0.0%	-6.23%	17

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FRFRTYALGER MID CAP 40 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