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Alger AI Enablers & Adopters ETF (ALAI) Institutional Ownership

Alger AI Enablers & Adopters ETF logo
$45.06 +0.83 (+1.88%)
As of 12:53 PM Eastern
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Institutional Ownership Changes (13F Filings) for Alger AI Enablers & Adopters ETF (NYSEARCA:ALAI)

Number of
Institutional Buyers
(last 12 months)
53
Total
Institutional Inflows
(last 12 months)
$132.30M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$11.72M
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ALAI Institutional Buying and Selling by Quarter

Alger AI Enablers & Adopters ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/28/2026 NWM Advisors LLC79,266$3.62M2.8%+7.3%0.699%
8/23/2026 PCG Wealth Advisors LLC35,845$1.64M0.4%+4.3%0.316%
8/21/2026 XML Financial LLC6,625$302K0.0%+5.5%0.058%
7/10/2026 Ocean Park Asset Management LLC140,332$6.41M0.3%N/A1.388%
7/1/2026 Noble Wealth Management PBC66,568$3.04M1.4%-6.4%0.739%
6/18/2026 Western Wealth Management LLC27,400$905K0.0%+54.0%0.304%
6/3/2026 NewEdge Advisors LLC97,786$3.23M0.0%-21.1%1.085%
5/19/2026 Western Wealth Management LLC27,400$905K0.0%+54.0%0.304%
5/19/2026 Arkadios Wealth Advisors1,155,852$38.19M0.6%+35.9%12.829%
5/18/2026 Royal Bank of Canada158,006$5.22M0.0%+3.8%1.754%
5/13/2026 Cetera Investment Advisers6,916$229K0.0%-11.2%0.077%
5/5/2026 Sanctuary Advisors LLC49,023$1.62M0.0%-3.2%0.544%
5/5/2026CFO Capital Management LLC35,036$1.16M0.9%+3.8%0.389%
5/1/2026 Triton Wealth Management PLLC14,327$479K0.2%-40.7%0.159%
4/30/2026 Whipplewood Advisors LLC50,556$1.67M0.9%+4.0%0.562%
4/27/2026 Private Advisor Group LLC46,842$1.55M0.0%+143.9%0.532%
4/23/2026 Apollon Financial LLC55,613$1.84M0.3%+6.9%0.631%
4/22/2026 Onyx Bridge Wealth Group LLC99,093$3.27M0.4%+2.5%1.152%
4/17/2026 XML Financial LLC6,280$207K0.0%N/A0.073%
4/16/2026 Aurora Private Wealth Inc.20,853$753K0.5%-65.6%0.245%
3/9/2026 Rubicon Advisors GP10,147$366K0.3%N/A0.123%
3/2/2026CFO Capital Management LLC33,751$1.22M0.9%N/A0.410%
3/2/2026 Sankala Group LLC9,745$333K0.3%N/A0.118%
2/19/2026 Axxcess Wealth Management LLC31,664$1.14M0.0%+4.6%0.385%
2/18/2026 Onyx Bridge Wealth Group LLC96,668$3.49M0.4%+11.8%1.175%
2/18/2026 NewEdge Advisors LLC123,911$4.47M0.0%-18.6%1.506%
2/18/2026 IHT Wealth Management LLC21,471$764K0.0%-22.3%0.261%
2/17/2026 Cetera Investment Advisers7,792$281K0.0%N/A0.095%
2/17/2026 Equitable Holdings Inc.28,056$1.01M0.0%-6.7%0.341%
2/17/2026 Osaic Holdings Inc.25,657$926K0.0%+49.7%0.312%
2/17/2026 &PARTNERS38,385$1.39M0.0%+74.6%0.466%
2/17/2026 Royal Bank of Canada152,227$5.50M0.0%+21.5%1.850%
2/16/2026 MML Investors Services LLC101,454$3.66M0.0%N/A1.233%
2/13/2026 Kestra Advisory Services LLC909$33K0.0%N/A0.011%
2/13/2026 Stifel Financial Corp96,295$3.48M0.0%+52.9%1.170%
2/13/2026 Arkadios Wealth Advisors850,396$30.71M0.6%+18.6%10.333%
2/13/2026 Integrated Wealth Concepts LLC10,431$377K0.0%+72.6%0.127%
2/12/2026 Jane Street Group LLC19,079$689K0.0%+164.8%0.232%
2/12/2026 Orion Porfolio Solutions LLC27,216$983K0.0%-85.3%0.331%
2/12/2026 Commonwealth Equity Services LLC197,480$7.13M0.0%+35.2%2.400%
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2/12/2026 Great Valley Advisor Group Inc.183,649$6.63M0.1%-2.4%2.231%
2/11/2026 LPL Financial LLC975,523$35.23M0.0%+52.3%11.853%
2/10/2026 Goldstein Advisors LLC608,647$21.98M2.5%+2.4%7.395%
2/10/2026 Thoroughbred Financial Services LLC22,487$812K0.0%+17.1%0.273%
2/9/2026 Kingsview Wealth Management LLC27,665$999K0.0%+26.9%0.336%
2/6/2026 Prospect Financial Services LLC7,552$273K0.2%+10.3%0.092%
2/6/2026 Axxcess Wealth Management LLC31,687$1.14M0.0%+4.7%0.385%
2/6/2026 Berbice Capital Management LLC34,954$1.26M0.8%+119.8%0.425%
2/5/2026 Triton Wealth Management PLLC24,173$851K0.3%+231.3%0.294%
2/5/2026 PCG Wealth Advisors LLC30,980$1.12M0.3%+34.0%0.376%
2/5/2026 Western Wealth Management LLC17,787$642K0.0%+29.8%0.216%
2/4/2026 Colonial River Investments LLC30,779$1.11M0.4%+1.7%0.376%
2/4/2026 NWM Advisors LLC71,219$2.57M2.2%N/A0.871%
2/3/2026 SFG Wealth Management LLC.65,364$2.36M0.9%-1.4%0.799%
2/2/2026 Aurora Private Wealth Inc.60,599$2.19M1.4%N/A0.741%
2/2/2026 Mutual Advisors LLC10,309$372K0.0%+23.5%0.126%
1/29/2026 Sanctuary Advisors LLC50,633$1.83M0.0%-46.9%0.622%
1/27/2026 Members Advisory Group LLC275,867$9.96M3.8%+877.1%3.389%
1/27/2026 Traphagen Investment Advisors LLC11,846$428K0.0%N/A0.146%
1/26/2026 Private Trust Co. NA7,337$265K0.0%-17.5%0.090%
1/26/2026 Wealth Effects LLC9,445$341K0.1%+4.6%0.116%
1/23/2026 Farther Finance Advisors LLC1,283$46K0.0%+198.4%0.016%
1/23/2026 Smith Moore & CO.12,129$438K0.0%N/A0.150%
1/23/2026 PMG Wealth Management Inc.17,424$629K0.5%N/A0.216%
1/22/2026 Apollon Financial LLC52,013$1.88M0.3%+88.1%0.645%
1/22/2026 Brookwood Investment Group LLC6,235$225K0.0%N/A0.077%
1/20/2026 Stratos Wealth Partners LTD.116,966$4.22M0.0%+134.3%1.451%
1/8/2026 Wealth Enhancement Advisory Services LLC6,390$238K0.0%N/A0.079%
1/5/2026 Noble Wealth Management PBC72,728$2.63M1.3%+7.6%0.902%
11/17/2025 NewEdge Advisors LLC152,155$5.71M0.0%+217.2%1.956%
11/17/2025 Integrated Wealth Concepts LLC6,042$227K0.0%N/A0.078%
11/14/2025 Equitable Holdings Inc.30,077$1.13M0.0%N/A0.387%
11/13/2025 SFG Wealth Management LLC.66,307$2.49M1.1%N/A0.852%
11/13/2025 PCG Wealth Advisors LLC23,126$867K0.3%N/A0.297%
11/13/2025 Private Advisor Group LLC7,226$271K0.0%N/A0.093%
11/12/2025 Orion Porfolio Solutions LLC184,629$6.92M0.1%+249.2%2.373%
11/12/2025 Kingsview Wealth Management LLC21,808$818K0.0%N/A0.280%
11/10/2025 Thoroughbred Financial Services LLC19,206$720K0.0%+65.2%0.247%
11/7/2025 Axxcess Wealth Management LLC30,259$1.14M0.0%N/A0.389%
11/6/2025 Whipplewood Advisors LLC40,976$1.54M1.0%+4.0%0.527%
11/6/2025 Onyx Bridge Wealth Group LLC86,440$3.24M0.4%+7.1%1.111%
11/6/2025 Stratos Wealth Partners LTD.49,924$1.87M0.0%N/A0.642%
11/6/2025 Oppenheimer & Co. Inc.7,920$297K0.0%N/A0.102%
11/6/2025 Western Wealth Management LLC13,708$514K0.0%N/A0.176%
11/5/2025 Flagship Harbor Advisors LLC15,314$574K0.0%N/A0.203%
11/5/2025 Envestnet Asset Management Inc.12,483$468K0.0%-11.5%0.165%
11/4/2025 Mutual Advisors LLC8,345$308K0.0%N/A0.111%
10/29/2025 Arkadios Wealth Advisors716,904$26.88M0.6%+31.5%9.597%
10/28/2025 Wealth Effects LLC9,032$339K0.1%+7.6%0.121%
10/24/2025 Mirae Asset Securities USA Inc.225,000$8.44M0.3%N/A3.020%
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10/22/2025 Members Advisory Group LLC28,232$1.06M0.4%N/A0.379%
10/22/2025 Commonwealth Equity Services LLC146,058$5.48M0.0%+113.3%1.961%
10/21/2025 Goldstein Advisors LLC594,510$22.29M2.7%N/A8.089%
10/17/2025 Apollon Financial LLC27,651$1.04M0.2%N/A0.379%
10/15/2025 Private Trust Co. NA8,888$333K0.0%N/A0.123%
10/6/2025 Grove Bank & Trust1,264$47K0.0%N/A0.019%
9/4/2025 Osaic Holdings Inc.6,886$212K0.0%+25.9%0.224%
8/27/2025 Orion Porfolio Solutions LLC52,877$1.63M0.0%N/A1.717%
8/15/2025 Orion Porfolio Solutions LLC52,877$1.63M0.0%N/A1.717%
8/15/2025 IHT Wealth Management LLC10,827$334K0.0%-25.8%0.352%


ALAI Institutional Ownership - Frequently Asked Questions

During the previous two years, 60 institutional investors and hedge funds held shares of Alger AI Enablers & Adopters ETF. The most heavily invested institutionals were Arkadios Wealth Advisors ($38.19M), LPL Financial LLC ($35.23M), Goldstein Advisors LLC ($21.98M), Members Advisory Group LLC ($9.96M), Mirae Asset Securities USA Inc. ($8.44M), Commonwealth Equity Services LLC ($7.13M), and Great Valley Advisor Group Inc. ($6.63M).Learn more on Alger AI Enablers & Adopters ETF's institutional investors.

Of the 60 institutional investors that purchased Alger AI Enablers & Adopters ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Arkadios Wealth Advisors ($1.16M), Goldstein Advisors LLC ($608.65K), LPL Financial LLC ($334.90K), Members Advisory Group LLC ($275.87K), Orion Porfolio Solutions LLC ($237.51K), Mirae Asset Securities USA Inc. ($225K), and Great Valley Advisor Group Inc. ($190.14K).

Institutional investors have bought a total of 3,592,619 shares in the last 24 months. This purchase volume represents approximately $132.30M in transactions.

Of the 13 institutional investors that sold Alger AI Enablers & Adopters ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Orion Porfolio Solutions LLC ($157.41K), NewEdge Advisors LLC ($54.37K), Sanctuary Advisors LLC ($46.33K), Aurora Private Wealth Inc. ($39.75K), Triton Wealth Management PLLC ($9.85K), IHT Wealth Management LLC ($6.16K), and Great Valley Advisor Group Inc. ($4.57K).

Institutional investors have sold a total of 330,020 shares in the last 24 months. This volume of shares sold represents approximately $11.72M in transactions.


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Institutional ownership data for NYSEARCA:ALAI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/28/2026. New 13F filings are added each quarter as they're published.
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