7 institutions reported holding $7.0M of THE ALGER ETF TRUST (INVN) in SEC 13F filings for 2026-03-31. Largest institutional holders: NWM ADVISORS, LLC ($3.2M), COMMONWEALTH EQUITY SERVICES, LLC ($1.3M), Worth Financial Advisory Group, LLC ($1.2M), CFO CAPITAL MANAGEMENT LLC ($654,804), HighTower Advisors, LLC ($460,266). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | NWM ADVISORS, LLC | $3.2M | 173,108 | Trimmed |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 70,327 | Added |
| 3 | Worth Financial Advisory Group, LLC | $1.2M | 1,855 | New |
| 4 | CFO CAPITAL MANAGEMENT LLC | $654,804 | 35,032 | Trimmed |
| 5 | HighTower Advisors, LLC | $460,266 | 24,625 | Trimmed |
| 6 | JPMORGAN CHASE & CO | $57,499 | 3,148 | Hold |
| 7 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31