Alger Concentrated Equity ETF (CNEQ) Institutional Ownership $32.65 +0.36 (+1.10%) As of 02:45 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for Alger Concentrated Equity ETF (NYSEARCA:CNEQ)Number ofInstitutional Buyers(last 12 months)11TotalInstitutional Inflows(last 12 months)$18.45MNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$601.01K Get CNEQ Insider Trade Alerts Want to know when executives and insiders are buying or selling Alger Concentrated Equity ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. 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Skip Chart & View Institutional Buying and Selling Data CNEQ Institutional Buying and Selling by Quarter Alger Concentrated Equity ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/27/2025 Orion Porfolio Solutions LLC132,895$3.95M0.0%N/A4.996% 8/15/2025 Orion Porfolio Solutions LLC132,895$3.95M0.0%N/A4.996% 8/14/2025 Raymond James Financial Inc.36,881$1.10M0.0%-12.4%1.387% 8/4/2025 Atria Investments Inc112,963$3.36M0.0%N/A5.047% 8/1/2025 Envestnet Asset Management Inc.26,534$788K0.0%N/A1.186% 7/30/2025 Onyx Bridge Wealth Group LLC42,696$1.27M0.2%+9.3%1.908% 7/23/2025 Castle Rock Wealth Management LLC85,622$2.62M0.6%+152.9%3.826% 7/18/2025 Truist Financial Corp29,102$842K0.0%N/A1.345% 7/17/2025 Janney Montgomery Scott LLC8,050$239K0.0%N/A0.372% 4/29/2025 Onyx Bridge Wealth Group LLC39,060$890K0.1%+22.1%3.617% 4/23/2025 Creative Financial Designs Inc. ADV1,689$38K0.0%+93.0%0.156% 4/9/2025 Castle Rock Wealth Management LLC33,861$779K0.2%-24.9%3.386% 3/5/2025 Castle Rock Wealth Management LLC45,099$1.27M0.3%-14.0%6.013% 2/17/2025 Focus Partners Wealth7,908$205K0.0%N/A3.515% 2/14/2025 Harvest Investment Services LLC55,285$1.43M0.4%N/A24.571% 2/10/2025 Commonwealth Equity Services LLC11,046$286K0.0%N/A4.909% 1/27/2025 Onyx Bridge Wealth Group LLC32,000$828K0.1%+10.3%14.222% 10/17/2024 Onyx Bridge Wealth Group LLC29,015$670K0.1%+71.4%12.896% 10/9/2024 Castle Rock Wealth Management LLC52,438$1.22M0.3%N/A23.306% (Data available from 1/1/2016 forward) CNEQ Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of CNEQ shares? During the previous two years, 12 institutional investors and hedge funds held shares of Alger Concentrated Equity ETF. The most heavily invested institutionals were Orion Porfolio Solutions LLC ($3.95M), Atria Investments Inc ($3.36M), Castle Rock Wealth Management LLC ($2.62M), Harvest Investment Services LLC ($1.43M), Onyx Bridge Wealth Group LLC ($1.27M), Raymond James Financial Inc. ($1.10M), and Truist Financial Corp ($842K).Learn more on Alger Concentrated Equity ETF's institutional investors. Which institutional investors have been buying Alger Concentrated Equity ETF's stock? Of the 11 institutional investors that purchased Alger Concentrated Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Orion Porfolio Solutions LLC ($265.79K), Atria Investments Inc ($112.96K), Castle Rock Wealth Management LLC ($104.20K), Harvest Investment Services LLC ($55.29K), Truist Financial Corp ($29.10K), Envestnet Asset Management Inc. ($26.53K), and Onyx Bridge Wealth Group LLC ($25.77K). How much institutional buying is happening at Alger Concentrated Equity ETF? Institutional investors have bought a total of 647,457 shares in the last 24 months. This purchase volume represents approximately $18.45M in transactions. Which of Alger Concentrated Equity ETF's major shareholders have been selling company stock? The following institutional investors have sold Alger Concentrated Equity ETF stock in the last 24 months: Castle Rock Wealth Management LLC ($18.58K), and Raymond James Financial Inc. ($5.22K). How much institutional selling is happening at Alger Concentrated Equity ETF? Institutional investors have sold a total of 23,801 shares in the last 24 months. This volume of shares sold represents approximately $601.01K in transactions. Related Companies XMAG Institutional Ownership ZIG Institutional Ownership XRLV Institutional Ownership FLCV Institutional Ownership AUGT Institutional Ownership SPBX Institutional Ownership SPBW Institutional Ownership BFRZ Institutional Ownership QDIV Institutional Ownership NVBT Institutional Ownership This page (NYSEARCA:CNEQ) was last updated on 8/28/2025 by MarketBeat.com Staff From Our PartnersMarket Panic: Trump Just Dropped a Bomb on Your Stockstock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...American Alternative | SponsoredEveryone’s watching Nvidia right now. Here’s why I’m excited.So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...Timothy Sykes | SponsoredWhat Steve Bannon revealed about Trump’s gold playA Trump advisor just said 3 words that could reset the dollar. 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