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Alger Concentrated Equity ETF (CNEQ) Institutional Ownership

$40.37 +0.68 (+1.71%)
As of 07/6/2026 04:10 PM Eastern
Compare

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)
$118.18M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$10.02M
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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
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%
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%
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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%
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%
10/21/2025Global Retirement Partners LLC3,878$136K0.0%N/A0.085%
10/17/2025Apollon Financial LLC11,070$389K0.1%N/A0.245%
10/16/2025Castle Rock Wealth Management LLC88,132$3.13M0.7%+2.9%1.954%
10/9/2025Embree 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%
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8/1/2025Envestnet Asset Management Inc.26,534$788K0.0%N/A1.186%
7/30/2025Onyx Bridge Wealth Group LLC42,696$1.27M0.2%+9.3%1.908%
7/23/2025Castle Rock Wealth Management LLC85,622$2.62M0.6%+152.9%3.826%
7/18/2025Truist Financial Corp29,102$842K0.0%N/A1.345%
7/17/2025Janney 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%


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 Raymond James Financial Inc. ($5.39M).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 3,501,675 shares in the last 24 months. This purchase volume represents approximately $118.18M 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), NewEdge Advisors LLC ($19.94K), 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 295,880 shares in the last 24 months. This volume of shares sold represents approximately $10.02M in transactions.


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This page (NYSEARCA:CNEQ) was last updated on 7/7/2026 by MarketBeat.com Staff.
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