ALAI Institutional Ownership & Shareholders
ALGER AI ENABLE & ADOPT ETF (ALAI) is currently held by 86 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $294.09M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Arkadios Wealth Advisors is currently the largest disclosed institutional shareholder of ALAI tracked by InsiderSet, reporting ownership valued at approximately $61.15M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $53.97M, representing an estimated loss of -11.74% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed ALAI value among the investors covered in this analysis. Major shareholders include Arkadios Wealth Advisors, Lpl Financial Llc, Traphagen Investment Advisors Llc, and several other long-term asset managers with concentrated positions in ALGER AI ENABLE & ADOPT ETF (ALAI).
This page ranks the largest institutional ALAI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
86
Total Reported Value
$294.09M
Largest Holder
Arkadios Wealth Advisors
Largest Position
$61.15M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
105
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 0.94% | 1,339,871 | $61,151,690 | $53,970,004 | -$7,181,686 | -11.74% | |
| Lpl Financial Llc | 0.01% | 1,061,213 | $48,433,739 | $42,745,660 | -$5,688,079 | -11.74% | |
| Traphagen Investment Advisors Llc | 1.65% | 519,214 | $24,127,879 | $20,913,940 | -$3,213,939 | -13.32% | |
| Goldstein Advisors, Llc | 1.94% | 470,273 | $21,853,586 | $18,942,596 | -$2,910,990 | -13.32% | |
| Wells Fargo & Company/Mn | 0.00% | 398,395 | $18,182,748 | $16,047,351 | -$2,135,397 | -11.74% | |
| Great Valley Advisor Group, Inc. | 0.20% | 273,286 | $12,472,744 | $11,007,960 | -$1,464,784 | -11.74% | |
| Commonwealth Equity Services, Llc | 0.01% | 177,012 | $8,225,760 | $7,130,043 | -$1,095,717 | -13.32% | |
| Colonial River Investments, Llc | 1.99% | 166,185 | $7,722,626 | $6,693,932 | -$1,028,694 | -13.32% | |
| Stifel Financial Corp | 0.01% | 135,742 | $6,195,260 | $5,467,688 | -$727,572 | -11.74% | |
| Sunrise Financial Services, Llc | 3.36% | 130,369 | $6,058,247 | $5,251,263 | -$806,984 | -13.32% | |
| Proactive Wealth Strategies Llc | 0.83% | 113,128 | $5,163,164 | $4,556,796 | -$606,368 | -11.74% | |
| Onyx Bridge Wealth Group Llc | 0.41% | 101,127 | $4,699,370 | $4,073,396 | -$625,974 | -13.32% | |
| Raymond James Financial Inc | 0.00% | 96,338 | $4,396,867 | $3,880,495 | -$516,372 | -11.74% | |
| Nwm Advisors, Llc | 2.85% | 79,266 | $3,617,696 | $3,192,834 | -$424,862 | -11.74% | |
| Stratos Wealth Partners, Ltd. | 0.04% | 78,737 | $3,593,579 | $3,171,526 | -$422,053 | -11.74% | |
| Newedge Advisors, Llc | 0.01% | 75,386 | $3,440,591 | $3,036,548 | -$404,043 | -11.74% | |
| Noble Wealth Management Pbc | 1.44% | 67,522 | $3,137,747 | $2,719,786 | -$417,961 | -13.32% | |
| Apollon Financial, Llc | 0.33% | 62,056 | $2,883,761 | $2,499,616 | -$384,145 | -13.32% | |
| Smith, Moore & Co. | 0.17% | 58,777 | $2,682,586 | $2,367,538 | -$315,048 | -11.74% | |
| &Partners | 0.01% | 57,701 | $2,633,141 | $2,324,196 | -$308,945 | -11.73% | |
| Berbice Capital Management Llc | 1.17% | 50,714 | $2,356,680 | $2,042,760 | -$313,920 | -13.32% | |
| Royal Bank Of Canada | 0.00% | 50,636 | $2,311,000 | $2,039,618 | -$271,382 | -11.74% | |
| Western Pacific Wealth Management, Lp | 1.92% | 49,169 | $2,284,898 | $1,980,527 | -$304,371 | -13.32% | |
| Sanctuary Advisors, Llc | 0.01% | 47,494 | $2,167,637 | $1,913,058 | -$254,579 | -11.74% | |
| Private Advisor Group, Llc | 0.01% | 39,870 | $1,819,654 | $1,605,964 | -$213,690 | -11.74% | |
| Envestnet Asset Management Inc | 0.00% | 39,501 | $1,802,848 | $1,591,100 | -$211,748 | -11.75% | |
| Pcg Wealth Advisors, Llc | 0.36% | 35,845 | $1,635,955 | $1,443,837 | -$192,118 | -11.74% | |
| Moneco Advisors, Llc | 0.10% | 34,649 | $1,581,380 | $1,395,662 | -$185,718 | -11.74% | |
| Grove Bank & Trust | 0.15% | 32,751 | $1,521,939 | $1,319,210 | -$202,729 | -13.32% | |
| Osaic Holdings, Inc. | 0.00% | 32,301 | $1,474,147 | $1,301,084 | -$173,063 | -11.74% | |
| Sax Wealth Advisors, Llc | 0.04% | 28,260 | $1,313,242 | $1,138,313 | -$174,929 | -13.32% | |
| Fred Alger Management, Llc | 0.00% | 28,104 | $1,282,667 | $1,132,029 | -$150,638 | -11.74% | |
| Western Wealth Management, Llc | 0.04% | 27,182 | $1,240,590 | $1,094,891 | -$145,699 | -11.74% | |
| Kingsview Wealth Management, Llc | 0.01% | 26,169 | $1,194,353 | $1,054,087 | -$140,266 | -11.74% | |
| Cfo Capital Management Llc | 0.95% | 35,036 | $1,157,589 | $1,411,250 | +$253,661 | +21.91% | |
| Thoroughbred Financial Services, Llc | 0.05% | 25,829 | $1,134,000 | $1,040,392 | -$93,608 | -8.25% | |
| Oppenheimer & Co Inc | 0.01% | 21,431 | $995,899 | $863,241 | -$132,658 | -13.32% | |
| Rational Advisors, Inc. | 0.08% | 19,500 | $906,165 | $785,460 | -$120,705 | -13.32% | |
| Brookwood Investment Group Llc | 0.10% | 19,483 | $889,204 | $784,775 | -$104,429 | -11.74% | |
| Pmg Wealth Management, Inc. | 0.52% | 18,529 | $845,664 | $746,348 | -$99,316 | -11.74% | |
| Highpoint Advisor Group Llc | 0.03% | 17,892 | $816,588 | $720,690 | -$95,898 | -11.74% | |
| Bank Of America Corp | 0.00% | 14,952 | $682,409 | $602,267 | -$80,142 | -11.74% | |
| Flagship Harbor Advisors, Llc | 0.02% | 13,165 | $611,781 | $530,286 | -$81,495 | -13.32% | |
| Triton Wealth Management, Pllc | 0.19% | 13,633 | $607,167 | $549,137 | -$58,030 | -9.56% | |
| Equitable Holdings, Inc. | 0.00% | 13,059 | $595,988 | $526,017 | -$69,971 | -11.74% | |
| Cetera Investment Advisers | 0.00% | 12,925 | $589,897 | $520,619 | -$69,278 | -11.74% | |
| Truist Financial Corp | 0.00% | 12,333 | $573,107 | $496,773 | -$76,334 | -13.32% | |
| Trek Financial, Llc | 0.02% | 11,569 | $537,619 | $465,999 | -$71,620 | -13.32% | |
| Mutual Advisors, Llc | 0.01% | 11,430 | $521,685 | $460,400 | -$61,285 | -11.75% | |
| National Philanthropic Trust | 0.01% | 10,693 | $488,029 | $430,714 | -$57,315 | -11.74% |
Frequently asked questions about ALAI
Who are the largest institutional holders of ALAI?
The largest institutional holders of ALAI reported in the latest SEC Form 13F filings include Arkadios Wealth Advisors, Lpl Financial Llc, Traphagen Investment Advisors Llc, Goldstein Advisors, Llc, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported ALAI position.
What is ALAI institutional ownership?
This page tracks ALAI positions reported by institutional investment managers through SEC Form 13F. ALGER AI ENABLE & ADOPT ETF (ALAI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ALAI?
InsiderSet currently tracks 86 institutional managers reporting ALAI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ALAI shareholders.
How much ALAI stock do institutions own?
Institutional investment managers disclosed approximately $294.09M in ALAI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ALAI institutional ownership last updated?
The latest ALAI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ALAI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ALAI position after the reporting date.
Are institutions buying or selling ALAI?
Institutional buying and selling can be analyzed by comparing ALAI positions across consecutive 13F reporting periods. InsiderSet's ALAI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ALAI ownership changes.
How has ALAI institutional ownership changed over time?
InsiderSet tracks ALAI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.