ALGER CONCENTRATED EQTY ETF CNEQ
$39.69
-2.0% 52w: $27.76 – $41.83
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data27.7634.7941.83
Jun 20, 2025 Jul 2, 2026
Institutional holders
63
+7 QoQ
13F value
$324.1M
+117.4% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns CNEQ?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| RWA WEALTH PARTNERS, LLC | Wealth advisor | 5.0M | $156.4M | 1.7% | +36275.4% |
| LPL Financial LLC | Bank broker | 1.3M | $41.7M | 0.0% | +24.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 721.7K | $22.5M | 0.0% | +26.6% |
| Worth Financial Advisory Group, LLC | Other | 33.0K | $15.4M | 6.7% | -15.1% |
| FLAGSHIP HARBOR ADVISORS, LLC | Wealth advisor | 411.1K | $12.8M | 0.6% | +6.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 223.1K | $6.9M | 0.0% | +8.2% |
| Sanchez Wealth Management Group | Wealth advisor | 216.7K | $6.7M | 1.5% | +0.7% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 206.7K | $6.4M | 0.0% | +8.3% |
| NewEdge Advisors, LLC | Diversified mechanical | 140.3K | $4.4M | 0.0% | -12.4% |
| Sanctuary Advisors, LLC | Wealth advisor | 137.8K | $4.3M | 0.0% | -12.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 136.6K | $4.3M | 0.0% | +23.8% |
| Castle Rock Wealth Management, LLC | Other | 94.1K | $3.0M | 0.6% | +2.5% |
| CORA CAPITAL ADVISORS LLC | Wealth advisor | 90.1K | $2.8M | 0.9% | New |
| &PARTNERS | Diversified mechanical | 86.9K | $2.7M | 0.0% | +268.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 77.6K | $2.4M | 0.0% | New |
| HighTower Advisors, LLC | Diversified mechanical | 73.5K | $2.3M | 0.0% | +619.3% |
| Janney Montgomery Scott LLC | Diversified mechanical | 70.4K | $2.2M | 0.0% | +25.3% |
| Colonial River Investments, LLC | Other | 65.2K | $2.0M | 0.7% | +6.0% |
| Gladstone Institutional Advisory LLC | Wealth advisor | 58.5K | $1.8M | 0.1% | -27.8% |
| Harvest Investment Services, LLC | Other | 55.5K | $1.7M | 0.3% | +0.2% |
| Onyx Bridge Wealth Group LLC | Wealth advisor | 50.4K | $1.6M | 0.2% | +19.1% |
| Embree Financial Group | Wealth advisor | 41.5K | $1.3M | 0.2% | +16.1% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 40.1K | $1.2M | 0.0% | +23.0% |
| GWN SECURITIES INC. | Wealth advisor | 33.8K | $1.1M | 0.2% | +2.9% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 33.1K | $1.0M | 0.0% | +15.7% |
| Western Wealth Management, LLC | Wealth advisor | 31.9K | $993K | 0.0% | +112.4% |
| American Alpha Advisors, LLC | Wealth advisor | 31.4K | $979K | 0.6% | +1.6% |
| Proactive Wealth Strategies LLC | Wealth advisor | 29.7K | $926K | 0.2% | New |
| Kestra Advisory Services, LLC | Wealth advisor | 29.4K | $913K | 0.0% | +189.7% |
| Atria Investments, Inc | Wealth advisor | 27.0K | $841K | 0.0% | -71.6% |
| Mutual Advisors, LLC | Wealth advisor | 26.7K | $830K | 0.0% | +26.1% |
| Private Advisor Group, LLC | Wealth advisor | 23.7K | $737K | 0.0% | New |
| Ascentis Independent Advisors | Other | 18.3K | $571K | 0.0% | +24.0% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 17.8K | $552K | 0.0% | +12.7% |
| Cetera Investment Advisers | Wealth advisor | 17.7K | $550K | 0.0% | New |
| Wealth Management Partners, LLC | Wealth advisor | 17.3K | $540K | 0.2% | New |
| ROMAN BUTLER FULLERTON & CO | Other | 15.5K | $512K | 0.1% | New |
| Integrated Wealth Concepts LLC | Wealth advisor | 16.1K | $500K | 0.0% | +15.5% |
| Advisory Services Network, LLC | Diversified mechanical | 15.8K | $490K | 0.0% | -34.9% |
| ROYAL BANK OF CANADA | Bank broker | 15.1K | $470K | 0.0% | +38.9% |
| JANE STREET GROUP, LLC | Market maker | 13.7K | $426K | 0.0% | New |
| TritonPoint Partners, LLC | Wealth advisor | 13.5K | $420K | 0.2% | New |
| Apollon Financial, LLC | Wealth advisor | 12.9K | $402K | 0.1% | -2.3% |
| Stonebridge Financial Group, LLC / MO | Other | 12.7K | $396K | 0.3% | New |
| R. W. Roge & Company, Inc. | Wealth advisor | 11.3K | $351K | 0.2% | New |
| OPPENHEIMER & CO INC | Diversified mechanical | 11.1K | $344K | 0.0% | New |
| National Philanthropic Trust | Other | 10.8K | $336K | 0.0% | Held |
| Prosperity Financial Group, Inc. | Wealth advisor | 10.1K | $315K | 0.1% | +27.2% |
| Ashton Thomas Private Wealth, LLC | Wealth advisor | 8.0K | $249K | 0.0% | +5.0% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | Other | 7.4K | $230K | 0.0% | -16.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.