Free Trial
→ Elon Musk’s $1 Quadrillion AI IPO (From Brownstone Research) (Ad)tc pixel Free CNEQ Stock Alerts

Alger Concentrated Equity ETF (CNEQ) Institutional Ownership

$37.09 +0.09 (+0.24%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Alger Concentrated Equity ETF (NYSEARCA:CNEQ)

Number of
Institutional Buyers
(last 12 months)
55
Total
Institutional Inflows
(last 12 months)
$116.45M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$9.40M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

CNEQ Institutional Buying and Selling by Quarter

Alger Concentrated Equity ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Sanctuary Advisors LLC137,820$4.29M0.0%-12.8%0.995%
5/2/2026 R. W. Roge & Company Inc.11,307$351K0.2%N/A0.082%
4/30/2026 Roman Butler Fullerton & Co.15,505$512K0.1%N/A0.113%
4/30/2026 Kestra Advisory Services LLC29,354$913K0.0%+189.7%0.213%
4/28/2026 Ascentis Independent Advisors18,343$571K0.0%+24.0%0.139%
4/27/2026 Private Advisor Group LLC23,666$737K0.0%N/A0.179%
4/23/2026 Apollon Financial LLC12,910$402K0.1%-2.3%0.098%
4/22/2026 Janney Montgomery Scott LLC70,439$2.19M0.0%+25.3%0.546%
4/22/2026 Onyx Bridge Wealth Group LLC50,382$1.57M0.2%+19.1%0.391%
4/18/2026 Cora Capital Advisors LLC90,100$2.80M0.9%N/A0.703%
4/17/2026 Wealth Management Partners LLC17,337$540K0.2%N/A0.135%
4/17/2026 Stonebridge Financial Group LLC MO12,737$396K0.3%N/A0.099%
3/17/2026Rockefeller Capital Management L.P.15,750$541K0.0%N/A0.219%
3/9/2026Rubicon Advisors GP7,545$259K0.2%N/A0.105%
2/19/2026 Axxcess Wealth Management LLC61,895$2.13M0.0%+4.5%0.860%
2/18/2026 Onyx Bridge Wealth Group LLC42,315$1.46M0.2%-1.8%0.588%
2/18/2026NewEdge Advisors LLC160,238$5.51M0.0%+14.8%2.226%
2/17/2026Osaic Holdings Inc.6,448$222K0.0%+87.3%0.090%
2/17/2026Advisory Services Network LLC24,216$833K0.0%+146.0%0.336%
2/17/2026American Alpha Advisors LLC30,945$1.06M0.7%-23.0%0.430%
2/17/2026&PARTNERS23,590$811K0.0%N/A0.328%
2/17/2026Royal Bank of Canada10,871$374K0.0%+353.5%0.151%
2/13/2026 Kestra Advisory Services LLC10,131$348K0.0%N/A0.141%
2/13/2026Stifel Financial Corp32,620$1.12M0.0%+172.8%0.453%
2/13/2026Integrated Wealth Concepts LLC13,924$479K0.0%N/A0.193%
2/12/2026Orion Porfolio Solutions LLC41,968$1.44M0.0%-84.7%0.583%
2/12/2026 Commonwealth Equity Services LLC206,284$7.09M0.0%+24.6%2.865%
2/12/2026Steward Partners Investment Advisory LLC1,875$64K0.0%+188.5%0.026%
2/11/2026 Janney Montgomery Scott LLC56,214$1.93M0.0%+154.7%0.781%
2/11/2026GWN Securities Inc.32,819$1.13M0.2%+53.7%0.456%
2/11/2026LPL Financial LLC1,075,771$36.99M0.0%+132.5%14.941%
2/6/2026 Axxcess Wealth Management LLC61,941$2.13M0.0%+4.5%0.860%
2/6/2026HighTower Advisors LLC10,219$351K0.0%+67.5%0.142%
2/5/2026Western Wealth Management LLC15,016$516K0.0%+59.5%0.209%
2/5/2026Allworth Financial LP1,700$58K0.0%N/A0.024%
2/5/2026 Castle Rock Wealth Management LLC91,781$3.05M0.7%+4.1%1.275%
2/4/2026 Sanchez Wealth Management Group215,214$7.40M1.6%N/A3.092%
2/4/2026 Colonial River Investments LLC61,519$2.12M0.8%+3.8%0.884%
2/2/2026 Truist Financial Corp190,856$6.56M0.0%+42.6%2.742%
2/2/2026 Mutual Advisors LLC21,145$727K0.0%+26.0%0.304%
1/29/2026Ashton Thomas Private Wealth LLC7,615$262K0.0%N/A0.111%
1/29/2026Sanctuary Advisors LLC158,075$5.44M0.0%-5.2%2.311%
1/29/2026 Golden State Equity Partners14,787$508K0.1%N/A0.216%
1/28/2026Geneos Wealth Management Inc.1,133$39K0.0%N/A0.017%
1/26/2026 Private Trust Co. NA4,000$138K0.0%N/A0.058%
1/26/2026Prosperity Financial Group Inc.7,957$274K0.1%+26.3%0.116%
1/22/2026 Apollon Financial LLC13,210$454K0.1%+19.3%0.194%
1/22/2026 Brookwood Investment Group LLC198,245$6.82M0.8%N/A2.915%
1/21/2026 Flagship Harbor Advisors LLC387,071$13.31M0.6%+6.3%5.692%
1/20/2026 Stratos Wealth Partners LTD.28,658$985K0.0%+22.7%0.423%
1/16/2026 Worth Financial Advisory Group LLC38,818$1.34M0.6%+117.1%0.580%
1/14/2026 Embree Financial Group35,710$1.23M0.2%+44.2%0.534%
1/13/2026 CoreCap Advisors LLC6,641$228K0.0%+886.8%0.101%
11/18/2025Advisory Services Network LLC9,845$346K0.0%N/A0.193%
11/17/2025Harvest Investment Services LLC54,990$1.93M0.4%+2.6%1.080%
11/17/2025NewEdge Advisors LLC139,580$4.91M0.0%N/A2.742%
11/17/2025Prosperity Financial Group Inc.6,298$221K0.1%N/A0.124%
11/14/2025Raymond James Financial Inc.153,250$5.39M0.0%+315.5%3.011%
11/12/2025Orion Porfolio Solutions LLC273,436$9.62M0.1%+105.8%5.372%
11/10/2025RWA Wealth Partners LLC13,820$486K0.0%N/A0.272%
11/10/2025Thoroughbred Financial Services LLC8,769$308K0.0%N/A0.172%
11/7/2025 Axxcess Wealth Management LLC59,255$2.08M0.0%N/A1.164%
11/6/2025Atria Investments Inc144,122$5.07M0.1%+27.6%2.831%
11/6/2025 Onyx Bridge Wealth Group LLC43,105$1.52M0.2%+1.0%0.847%
11/6/2025 Stratos Wealth Partners LTD.23,347$821K0.0%N/A0.459%
11/6/2025 Oppenheimer & Co. Inc.6,611$232K0.0%N/A0.130%
11/6/2025Western Wealth Management LLC9,413$331K0.0%N/A0.185%
11/5/2025 Flagship Harbor Advisors LLC364,197$12.81M0.6%N/A7.226%
11/5/2025 Envestnet Asset Management Inc.61,595$2.17M0.0%+132.1%1.222%
11/4/2025 Mutual Advisors LLC16,779$580K0.0%N/A0.333%
11/3/2025 Truist Financial Corp133,862$4.71M0.0%+360.0%2.656%
10/29/2025American Alpha Advisors LLC40,200$1.41M1.0%N/A0.836%
10/27/2025GWN Securities Inc.21,352$753K0.2%N/A0.450%
10/22/2025Gladstone Institutional Advisory LLC77,731$2.73M0.1%+21.9%1.599%
10/22/2025 Worth Financial Advisory Group LLC17,881$629K0.4%N/A0.368%
10/22/2025 Commonwealth Equity Services LLC165,527$5.82M0.0%+81.2%3.406%
10/21/2025Global Retirement Partners LLC3,878$136K0.0%N/A0.085%
10/17/2025 Apollon Financial LLC11,070$389K0.1%N/A0.245%
10/16/2025 Castle Rock Wealth Management LLC88,132$3.13M0.7%+2.9%1.954%
10/9/2025 Embree Financial Group24,772$871K0.1%N/A0.587%
9/4/2025Osaic Holdings Inc.2,445$73K0.0%+114.5%0.092%
8/27/2025Orion Porfolio Solutions LLC132,895$3.95M0.0%N/A4.996%
8/15/2025Orion Porfolio Solutions LLC132,895$3.95M0.0%N/A4.996%
8/14/2025Raymond James Financial Inc.36,881$1.10M0.0%-12.4%1.387%
8/4/2025Atria 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%
4/29/2025Onyx Bridge Wealth Group LLC39,060$890K0.1%+22.1%3.617%
4/23/2025Creative Financial Designs Inc. ADV1,689$38K0.0%+93.0%0.156%
4/9/2025Castle Rock Wealth Management LLC33,861$779K0.2%-24.9%3.386%
3/5/2025Castle Rock Wealth Management LLC45,099$1.27M0.3%-14.0%6.013%
2/17/2025Focus Partners Wealth7,908$205K0.0%N/A3.515%
2/14/2025Harvest Investment Services LLC55,285$1.43M0.4%N/A24.571%
2/10/2025Commonwealth Equity Services LLC11,046$286K0.0%N/A4.909%
1/27/2025Onyx Bridge Wealth Group LLC32,000$828K0.1%+10.3%14.222%
10/17/2024Onyx Bridge Wealth Group LLC29,015$670K0.1%+71.4%12.896%
10/9/2024Castle Rock Wealth Management LLC52,438$1.22M0.3%N/A23.306%


CNEQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CNEQ shares?

During the previous two years, 58 institutional investors and hedge funds held shares of Alger Concentrated Equity ETF. The most heavily invested institutionals were LPL Financial LLC ($36.99M), Flagship Harbor Advisors LLC ($13.31M), Sanchez Wealth Management Group ($7.40M), Commonwealth Equity Services LLC ($7.09M), Brookwood Investment Group LLC ($6.82M), Truist Financial Corp ($6.56M), and NewEdge Advisors LLC ($5.51M).Learn more on Alger Concentrated Equity ETF's institutional investors.

Which institutional investors have been buying Alger Concentrated Equity ETF's stock?

Of the 57 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: LPL Financial LLC ($613.13K), Orion Porfolio Solutions LLC ($406.33K), Flagship Harbor Advisors LLC ($387.07K), Sanchez Wealth Management Group ($215.21K), Brookwood Investment Group LLC ($198.25K), Truist Financial Corp ($190.86K), and NewEdge Advisors LLC ($160.24K).

How much institutional buying is happening at Alger Concentrated Equity ETF?

Institutional investors have bought a total of 3,445,998 shares in the last 24 months. This purchase volume represents approximately $116.45M 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: Orion Porfolio Solutions LLC ($231.47K), Sanctuary Advisors LLC ($28.90K), American Alpha Advisors LLC ($9.26K), Raymond James Financial Inc. ($5.22K), Onyx Bridge Wealth Group LLC ($790.00), and Apollon Financial LLC ($300.00).

How much institutional selling is happening at Alger Concentrated Equity ETF?

Institutional investors have sold a total of 275,937 shares in the last 24 months. This volume of shares sold represents approximately $9.40M in transactions.


Related Companies

This page (NYSEARCA:CNEQ) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
SpaceX eyes a 1.75 trillion valuation - here's what to know
Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a...
Brownstone Research | Sponsoredtc pixel
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel