ALGER AI ENABLE & ADOPT ETF (ALAI) Institutional Shareholders
ALGER AI ENABLE & ADOPT ETF (ALAI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $299.10M in ALAI holdings during the latest filing period.
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 $61.27M, representing an estimated gain of +0.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed ALAI value among the investors covered in this analysis. Major shareholders include Arkadios Wealth Advisors, Lpl Financial Llc, Goldstein 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
82
Total Reported Value
$299.10M
Largest Holder
Arkadios Wealth Advisors
Largest Position
$61.15M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
99
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 | $61,272,301 | +$120,611 | +0.20% | |
| Lpl Financial Llc | 0.01% | 1,061,213 | $48,433,739 | $48,529,270 | +$95,531 | +0.20% | |
| Goldstein Advisors, Llc | 2.66% | 638,243 | $29,129,411 | $29,186,852 | +$57,441 | +0.20% | |
| Traphagen Investment Advisors Llc | 1.35% | 413,367 | $18,866,070 | $18,903,273 | +$37,203 | +0.20% | |
| Wells Fargo & Company/Mn | 0.00% | 398,395 | $18,182,748 | $18,218,603 | +$35,855 | +0.20% | |
| Great Valley Advisor Group, Inc. | 0.20% | 273,286 | $12,472,744 | $12,497,369 | +$24,625 | +0.20% | |
| Commonwealth Equity Services, Llc | 0.01% | 204,869 | $9,350,220 | $9,368,659 | +$18,439 | +0.20% | |
| Ocean Park Asset Management, Llc | 0.31% | 140,332 | $6,404,752 | $6,417,382 | +$12,630 | +0.20% | |
| Stifel Financial Corp | 0.01% | 135,742 | $6,195,260 | $6,207,482 | +$12,222 | +0.20% | |
| Colonial River Investments, Llc | 1.75% | 134,688 | $6,147,139 | $6,159,282 | +$12,143 | +0.20% | |
| Sunrise Financial Services, Llc | 3.18% | 117,333 | $5,355,078 | $5,365,638 | +$10,560 | +0.20% | |
| Prosperity Financial Group, Inc. | 1.63% | 115,559 | $5,274,113 | $5,284,513 | +$10,400 | +0.20% | |
| Proactive Wealth Strategies Llc | 0.83% | 113,128 | $5,163,164 | $5,173,343 | +$10,179 | +0.20% | |
| Onyx Bridge Wealth Group Llc | 0.42% | 101,124 | $4,615,298 | $4,624,401 | +$9,103 | +0.20% | |
| Raymond James Financial Inc | 0.00% | 96,338 | $4,396,867 | $4,405,537 | +$8,670 | +0.20% | |
| Nwm Advisors, Llc | 2.85% | 79,266 | $3,617,696 | $3,624,834 | +$7,138 | +0.20% | |
| Stratos Wealth Partners, Ltd. | 0.04% | 78,737 | $3,593,579 | $3,600,643 | +$7,064 | +0.20% | |
| Newedge Advisors, Llc | 0.01% | 75,386 | $3,440,591 | $3,447,402 | +$6,811 | +0.20% | |
| Noble Wealth Management Pbc | 1.39% | 66,568 | $3,038,164 | $3,044,155 | +$5,991 | +0.20% | |
| Apollon Financial, Llc | 0.32% | 59,706 | $2,725,000 | $2,730,355 | +$5,355 | +0.20% | |
| Smith, Moore & Co. | 0.17% | 58,777 | $2,682,586 | $2,687,872 | +$5,286 | +0.20% | |
| &Partners | 0.01% | 57,701 | $2,633,141 | $2,638,667 | +$5,526 | +0.21% | |
| Royal Bank Of Canada | 0.00% | 50,636 | $2,311,000 | $2,315,584 | +$4,584 | +0.20% | |
| Berbice Capital Management Llc | 1.17% | 49,514 | $2,259,819 | $2,264,275 | +$4,456 | +0.20% | |
| Sanctuary Advisors, Llc | 0.01% | 47,494 | $2,167,637 | $2,171,901 | +$4,264 | +0.20% | |
| Private Advisor Group, Llc | 0.01% | 39,870 | $1,819,654 | $1,823,255 | +$3,601 | +0.20% | |
| Envestnet Asset Management Inc | 0.00% | 39,501 | $1,802,848 | $1,806,381 | +$3,533 | +0.20% | |
| Pcg Wealth Advisors, Llc | 0.36% | 35,845 | $1,635,955 | $1,639,192 | +$3,237 | +0.20% | |
| Moneco Advisors, Llc | 0.10% | 34,649 | $1,581,380 | $1,584,499 | +$3,119 | +0.20% | |
| Osaic Holdings, Inc. | 0.00% | 32,301 | $1,474,147 | $1,477,125 | +$2,978 | +0.20% | |
| Fred Alger Management, Llc | 0.00% | 28,104 | $1,282,667 | $1,285,196 | +$2,529 | +0.20% | |
| Western Wealth Management, Llc | 0.04% | 27,182 | $1,240,590 | $1,243,033 | +$2,443 | +0.20% | |
| Kingsview Wealth Management, Llc | 0.01% | 26,169 | $1,194,353 | $1,196,708 | +$2,355 | +0.20% | |
| Cfo Capital Management Llc | 0.95% | 35,036 | $1,157,589 | $1,602,196 | +$444,607 | +38.41% | |
| Thoroughbred Financial Services, Llc | 0.05% | 25,829 | $1,134,000 | $1,181,160 | +$47,160 | +4.16% | |
| Brookwood Investment Group Llc | 0.10% | 19,483 | $889,204 | $890,958 | +$1,754 | +0.20% | |
| Pmg Wealth Management, Inc. | 0.52% | 18,529 | $845,664 | $847,331 | +$1,667 | +0.20% | |
| Highpoint Advisor Group Llc | 0.03% | 17,892 | $816,588 | $818,201 | +$1,613 | +0.20% | |
| Flagship Harbor Advisors, Llc | 0.03% | 17,701 | $807,872 | $809,467 | +$1,595 | +0.20% | |
| Oppenheimer & Co Inc | 0.01% | 16,073 | $733,572 | $735,018 | +$1,446 | +0.20% | |
| Bank Of America Corp | 0.00% | 14,952 | $682,409 | $683,755 | +$1,346 | +0.20% | |
| Triton Wealth Management, Pllc | 0.19% | 13,633 | $607,167 | $623,437 | +$16,270 | +2.68% | |
| Equitable Holdings, Inc. | 0.00% | 13,059 | $595,988 | $597,188 | +$1,200 | +0.20% | |
| Cetera Investment Advisers | 0.00% | 12,925 | $589,897 | $591,060 | +$1,163 | +0.20% | |
| Presilium Private Wealth, Llc | 0.08% | 11,990 | $547,224 | $548,303 | +$1,079 | +0.20% | |
| Mutual Advisors, Llc | 0.01% | 11,430 | $521,685 | $522,694 | +$1,009 | +0.19% | |
| Western Pacific Wealth Management, Lp | 0.45% | 10,815 | $493,597 | $494,570 | +$973 | +0.20% | |
| National Philanthropic Trust | 0.01% | 10,693 | $488,029 | $488,991 | +$962 | +0.20% | |
| Integrated Wealth Concepts Llc | 0.00% | 10,125 | $462,105 | $463,016 | +$911 | +0.20% | |
| Perennial Investment Advisors, Llc | 0.03% | 10,108 | $461,318 | $462,239 | +$921 | +0.20% |
Frequently asked questions about ALAI
Who owns the most ALAI stock?
The largest holders of ALAI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ALGER AI ENABLE & ADOPT ETF (ALAI).
Is ALAI widely held by superinvestors?
Many widely followed stocks like ALAI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ALAI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.