Who Owns ALGER ETF TR (FRTY)? -- Institutional Holders (2026-06-30)

48 institutions reported holding $104.5M of ALGER ETF TR (FRTY) in SEC 13F filings for 2026-06-30. Largest institutional holders: UBS Group AG ($27.1M), LPL Financial LLC ($12.0M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($11.0M), RAYMOND JAMES FINANCIAL INC ($7.3M), TRUIST FINANCIAL CORP ($7.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1UBS Group AG$27.1M1.1MTrimmed
2LPL Financial LLC$12.0M481,597Added
3WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$11.0M471,613Added
4RAYMOND JAMES FINANCIAL INC$7.3M294,352Added
5TRUIST FINANCIAL CORP$7.2M291,608Added
6Brookwood Investment Group LLC$6.6M264,920Trimmed
7COMMONWEALTH EQUITY SERVICES, LLC$6.1M245,461Added
8Castle Rock Wealth Management, LLC$3.2M133,065Added
9Proactive Wealth Strategies LLC$2.1M86,330Added
10FLAGSHIP HARBOR ADVISORS, LLC$1.9M74,974Trimmed
11ENVESTNET ASSET MANAGEMENT INC$1.7M69,998Added
12Advisory Advocates, LLC$1.7M68,973Added
13CREATIVE FINANCIAL DESIGNS INC /ADV$1.7M66,754Trimmed
14Keystone Financial Services, LLC$1.5M62,148Added
15Sargent Investment Group, LLC$1.5M60,628Hold
16Worth Financial Advisory Group, LLC$1.4M57,555Added
17Western Wealth Management, LLC$1.3M51,678Trimmed
18JONES FINANCIAL COMPANIES LLLP$1.1M48,276Added
19&PARTNERS$1.0M41,615Added
20Cambridge Investment Research Advisors, Inc.$1.0M41,369Trimmed
21Royal Bank of Canada$874,00035,235Added
22DAVENPORT & Co LLC$829,71233,433Added
23Balentine LLC$757,16730,510Hold
24Cetera Investment Advisers$512,03020,632Added
25Savant Capital, LLC$325,36514,690New

来源：SEC 13F 申报文件 · 截至 2026-06-30