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Alger Concentrated Equity ETF (CNEQ) Institutional Ownership

$40.02 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Alger Concentrated Equity ETF (NYSEARCA:CNEQ)

Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$117.65M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$9.40M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Western Wealth Management LLC31,899$993K0.0%+112.4%0.230%
5/18/2026 Royal Bank of Canada15,101$470K0.0%+38.9%0.109%
5/13/2026 Cetera Investment Advisers17,681$550K0.0%N/A0.128%
5/5/2026 Sanctuary 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%
3/17/2026 Rockefeller Capital Management L.P.15,750$541K0.0%N/A0.219%
3/9/2026 Rubicon 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%
2/18/2026 NewEdge Advisors LLC160,238$5.51M0.0%+14.8%2.226%
2/17/2026 Osaic Holdings Inc.6,448$222K0.0%+87.3%0.090%
2/17/2026 Advisory Services Network LLC24,216$833K0.0%+146.0%0.336%
2/17/2026 American Alpha Advisors LLC30,945$1.06M0.7%-23.0%0.430%
2/17/2026 &PARTNERS23,590$811K0.0%N/A0.328%
2/17/2026 Royal Bank of Canada10,871$374K0.0%+353.5%0.151%
2/13/2026 Kestra Advisory Services LLC10,131$348K0.0%N/A0.141%
2/13/2026 Stifel Financial Corp32,620$1.12M0.0%+172.8%0.453%
2/13/2026 Integrated Wealth Concepts LLC13,924$479K0.0%N/A0.193%
2/12/2026 Orion 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%
2/12/2026 Steward 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%
2/11/2026 GWN Securities Inc.32,819$1.13M0.2%+53.7%0.456%
2/11/2026 LPL 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%
2/6/2026 HighTower Advisors LLC10,219$351K0.0%+67.5%0.142%
2/5/2026 Western Wealth Management LLC15,016$516K0.0%+59.5%0.209%
2/5/2026 Allworth 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%
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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%
1/29/2026 Ashton Thomas Private Wealth LLC7,615$262K0.0%N/A0.111%
1/29/2026 Sanctuary Advisors LLC158,075$5.44M0.0%-5.2%2.311%
1/29/2026 Golden State Equity Partners14,787$508K0.1%N/A0.216%
1/28/2026 Geneos Wealth Management Inc.1,133$39K0.0%N/A0.017%
1/26/2026 Private Trust Co. NA4,000$138K0.0%N/A0.058%
1/26/2026 Prosperity 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%
11/18/2025 Advisory Services Network LLC9,845$346K0.0%N/A0.193%
11/17/2025 Harvest Investment Services LLC54,990$1.93M0.4%+2.6%1.080%
11/17/2025 NewEdge Advisors LLC139,580$4.91M0.0%N/A2.742%
11/17/2025 Prosperity Financial Group Inc.6,298$221K0.1%N/A0.124%
11/14/2025 Raymond James Financial Inc.153,250$5.39M0.0%+315.5%3.011%
11/12/2025 Orion Porfolio Solutions LLC273,436$9.62M0.1%+105.8%5.372%
11/10/2025 RWA Wealth Partners LLC13,820$486K0.0%N/A0.272%
11/10/2025 Thoroughbred Financial Services LLC8,769$308K0.0%N/A0.172%
11/7/2025 Axxcess Wealth Management LLC59,255$2.08M0.0%N/A1.164%
11/6/2025 Atria 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%
11/6/2025 Western 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%
10/29/2025 American Alpha Advisors LLC40,200$1.41M1.0%N/A0.836%
10/27/2025 GWN Securities Inc.21,352$753K0.2%N/A0.450%
10/22/2025 Gladstone 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%
9/4/2025 Osaic Holdings Inc.2,445$73K0.0%+114.5%0.092%
8/27/2025 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%
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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%


CNEQ Institutional Ownership - Frequently Asked Questions

During the previous two years, 59 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.

Of the 58 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).

Institutional investors have bought a total of 3,484,792 shares in the last 24 months. This purchase volume represents approximately $117.65M in transactions.

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).

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.


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This page (NYSEARCA:CNEQ) was last updated on 5/26/2026 by MarketBeat.com Staff.
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