INVN — The Alger ETF Trust Institutional Holders · Q2 2026
Who owns The Alger ETF Trust (INVN)? 8 institutions reported holding $4.52M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Nwm Advisors, LLC ($1.7M), Commonwealth Equity Services, LLC ($1.6M), HighTower Advisors, LLC ($391,411).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | NWM ADVISORS, LLC | $1.7M | 77,907 | Trimmed |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 72,502 | Added |
| 3 | HighTower Advisors, LLC | $391,411 | 18,266 | Trimmed |
| 4 | CITADEL ADVISORS LLC | $354,015 | 16,521 | New |
| 5 | MONECO Advisors, LLC | $296,009 | 13,814 | New |
| 6 | JPMORGAN CHASE & CO | $248,605 | 11,554 | Added |
| 7 | UBS Group AG | $3,343 | 156 | New |
| 8 | Worth Financial Advisory Group, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30