Free Trial
→ I'm giving you a space stock today. Free. (From Behind the Markets) (Ad)tc pixel Free CNEQ Stock Alerts

Alger Concentrated Equity ETF (CNEQ) Institutional Ownership

$38.44 -0.99 (-2.51%)
Closing price 04:10 PM Eastern
Extended Trading
$38.42 -0.02 (-0.04%)
As of 05:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
66
Total
Institutional Inflows
(last 12 months)
$115.20M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$11.05M
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
10/16/2026Chemistry Wealth Management LLC7,225$294K0.0%N/A0.008%
10/14/2026Three Magnolias Financial Advisors LLC20,819$846K0.5%+10.9%0.022%
10/13/2026Sax Wealth Advisors LLC43,957$1.79M0.1%N/A0.054%
10/10/2026Sacks & Associates LLC48,172$1.96M1.4%N/A0.061%
10/9/2026Castle Rock Wealth Management LLC94,905$3.97M0.8%-19.8%0.120%
10/8/2026Grove Bank & Trust31,997$1.30M0.1%N/A0.040%
10/8/2026CoreCap Advisors LLC1,844$75K0.0%-69.7%0.002%
10/7/2026Weaver Consulting Group6,938$282K0.1%N/A0.009%
10/5/2026Baker Tilly Wealth Management LLC12,500$508K0.1%N/A0.016%
9/9/2026Integrated Wealth Concepts LLC15,496$640K0.0%-3.6%0.062%
9/9/2026NewEdge Advisors LLC170,409$7.03M0.0%+21.5%0.680%
9/9/2026IFP Advisors Inc1,881$78K0.0%N/A0.008%
9/8/2026Allworth Financial LP6,278$259K0.0%+269.3%0.025%
9/2/2026Citadel Advisors LLC15,563$642K0.0%N/A0.062%
8/22/2026Compass Financial Management LLC41,224$1.66M0.2%N/A0.165%
8/21/2026R. W. Roge & Company Inc.12,268$506K0.2%+8.5%0.049%
8/12/2026Compass Financial Management LLC41,224$1.66M0.2%N/A0.165%
7/8/2026Castle Rock Wealth Management LLC118,358$4.80M0.9%+25.8%0.657%
7/7/2026CoreCap Advisors LLC6,087$251K0.0%-13.3%0.034%
6/18/2026Western Wealth Management LLC31,899$993K0.0%+112.4%0.230%
6/3/2026NewEdge Advisors LLC140,295$4.37M0.0%-12.4%1.013%
5/19/2026Western Wealth Management LLC31,899$993K0.0%+112.4%0.230%
5/18/2026Royal Bank of Canada15,101$470K0.0%+38.9%0.109%
5/13/2026Cetera Investment Advisers17,681$550K0.0%N/A0.128%
5/5/2026Sanctuary Advisors LLC137,820$4.29M0.0%-12.8%0.995%
5/2/2026R. W. Roge & Company Inc.11,307$351K0.2%N/A0.082%
4/30/2026Roman Butler Fullerton & Co.15,505$512K0.1%N/A0.113%
4/30/2026Kestra Advisory Services LLC29,354$913K0.0%+189.7%0.213%
4/28/2026Ascentis Independent Advisors18,343$571K0.0%+24.0%0.139%
4/27/2026Private Advisor Group LLC23,666$737K0.0%N/A0.179%
4/23/2026Apollon Financial LLC12,910$402K0.1%-2.3%0.098%
4/22/2026Janney Montgomery Scott LLC70,439$2.19M0.0%+25.3%0.546%
4/22/2026Onyx Bridge Wealth Group LLC50,382$1.57M0.2%+19.1%0.391%
4/18/2026Cora Capital Advisors LLC90,100$2.80M0.9%N/A0.703%
4/17/2026Wealth Management Partners LLC17,337$540K0.2%N/A0.135%
4/17/2026Stonebridge 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%
2/19/2026Axxcess Wealth Management LLC61,895$2.13M0.0%+4.5%0.860%
2/18/2026Onyx Bridge Wealth Group LLC42,315$1.46M0.2%-1.8%0.588%
Elon says the ‘S’ word (Ad)

Elon Musk and Sam Altman have sued each other and feuded for years. Yet within days of one another, both men described the same moment in strikingly similar terms: a technological tipping point they call the Singularity. James Altucher says the idea once belonged to science fiction. Now he connects it to a move Musk could make as soon as October 21, and lays out what both men see coming in a short presentation.tc pixel

Watch the free presentation now to see what they revealed
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%
2/13/2026Kestra 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%
2/12/2026Commonwealth 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%
2/11/2026Janney 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%
2/6/2026Axxcess 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%
2/5/2026Castle Rock Wealth Management LLC91,781$3.05M0.7%+4.1%1.275%
2/4/2026Sanchez Wealth Management Group215,214$7.40M1.6%N/A3.092%
2/4/2026Colonial River Investments LLC61,519$2.12M0.8%+3.8%0.884%
2/2/2026Truist Financial Corp190,856$6.56M0.0%+42.6%2.742%
2/2/2026Mutual 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%
1/29/2026Golden State Equity Partners14,787$508K0.1%N/A0.216%
1/28/2026Geneos Wealth Management Inc.1,133$39K0.0%N/A0.017%
1/26/2026Private Trust Co. NA4,000$138K0.0%N/A0.058%
1/26/2026Prosperity Financial Group Inc.7,957$274K0.1%+26.3%0.116%
1/22/2026Apollon Financial LLC13,210$454K0.1%+19.3%0.194%
1/22/2026Brookwood Investment Group LLC198,245$6.82M0.8%N/A2.915%
1/21/2026Flagship Harbor Advisors LLC387,071$13.31M0.6%+6.3%5.692%
1/20/2026Stratos Wealth Partners LTD.28,658$985K0.0%+22.7%0.423%
1/16/2026Worth Financial Advisory Group LLC38,818$1.34M0.6%+117.1%0.580%
1/14/2026Embree Financial Group35,710$1.23M0.2%+44.2%0.534%
1/13/2026CoreCap 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%
11/7/2025Axxcess Wealth Management LLC59,255$2.08M0.0%N/A1.164%
11/6/2025Atria Investments Inc144,122$5.07M0.1%+27.6%2.831%
11/6/2025Onyx Bridge Wealth Group LLC43,105$1.52M0.2%+1.0%0.847%
11/6/2025Stratos Wealth Partners LTD.23,347$821K0.0%N/A0.459%
11/6/2025Oppenheimer & Co. Inc.6,611$232K0.0%N/A0.130%
Federal Reserve Reveals Disturbing New Plan To Control Your Money (Ad)

Docket No. OP-1670 is drawing attention for what it reveals about the Federal Reserve's next move. Buried on page 84 is a plan that could expand oversight of checking accounts, purchases, and money transfers across the country. Martin D. Weiss, PhD, founder of Weiss Ratings, breaks down what this document means and why it could roll out as soon as this summer.tc pixel

Watch the video to learn how this plan could affect you
11/6/2025Western Wealth Management LLC9,413$331K0.0%N/A0.185%
11/5/2025Flagship Harbor Advisors LLC364,197$12.81M0.6%N/A7.226%
11/5/2025Envestnet Asset Management Inc.61,595$2.17M0.0%+132.1%1.222%
11/4/2025Mutual Advisors LLC16,779$580K0.0%N/A0.333%
11/3/2025Truist 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%
10/22/2025Worth Financial Advisory Group LLC17,881$629K0.4%N/A0.368%
10/22/2025Commonwealth Equity Services LLC165,527$5.82M0.0%+81.2%3.406%


CNEQ Institutional Ownership - Frequently Asked Questions

During the previous two years, 69 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), NewEdge Advisors LLC ($7.03M), Brookwood Investment Group LLC ($6.82M), and Truist Financial Corp ($6.56M).Learn more on Alger Concentrated Equity ETF's institutional investors.

Of the 68 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 ($190.35K).

Institutional investors have bought a total of 3,287,915 shares in the last 24 months. This purchase volume represents approximately $115.20M in transactions.

Of the 9 institutional investors that sold Alger Concentrated Equity 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 ($231.47K), Sanctuary Advisors LLC ($28.90K), Castle Rock Wealth Management LLC ($23.45K), NewEdge Advisors LLC ($19.94K), American Alpha Advisors LLC ($9.26K), CoreCap Advisors LLC ($5.18K), and Onyx Bridge Wealth Group LLC ($790.00).

Institutional investors have sold a total of 319,872 shares in the last 24 months. This volume of shares sold represents approximately $11.05M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:CNEQ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/16/2026. New 13F filings are added each quarter as they're published.
From Our Partners
A new income category is drawing serious money - here's why
Forbes recently called a new category of exchange-traded income funds a 'golden era,' and Bloomberg noted the ...
Investors Alley | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel
“The crisis that’s emerging now is just the tip of the iceberg,” says Dr. Martin D. Weiss, who has made shocking and accurate predictions for 55 years
Dr. Martin D. Weiss, who predicted the Dot-Com collapse and the failures of Fannie Mae, Bear Stearns, and Lehm...
Weiss Ratings | Sponsoredtc pixel
Elon's next millionaires start October 24?
SpaceX minted 4,400 millionaires in a single day, and Tesla has turned more than 5,000 employees into milliona...
Behind the Markets | Sponsoredtc pixel
Bezos… DOOMED?
A single FCC filing hints Elon Musk is planning his biggest project yet - bigger than Tesla, SpaceX, and X com...
Paradigm Press | Sponsoredtc pixel
Here’s Why Trump Won’t End The Iran War
Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up. O...
Banyan Hill Publishing | Sponsoredtc pixel
Nobody is talking about this…
After the Dot-Com Bubble burst in March 2000, the Nasdaq fell 78% over the following decade. But gold staged a...
Golden Portfolio | Sponsoredtc pixel