CNEQ Institutional Ownership & Shareholders
ALGER CONCENTRATED EQTY ETF (CNEQ) is currently held by 96 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $595.09M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Rwa Wealth Partners, Llc is currently the largest disclosed institutional shareholder of CNEQ tracked by InsiderSet, reporting ownership valued at approximately $228.53M 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 $202.17M, representing an estimated loss of -11.53% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed CNEQ value among the investors covered in this analysis. Major shareholders include Rwa Wealth Partners, Llc, Lpl Financial Llc, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in ALGER CONCENTRATED EQTY ETF (CNEQ).
This page ranks the largest institutional CNEQ 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
96
Total Reported Value
$595.09M
Largest Holder
Rwa Wealth Partners, Llc
Largest Position
$228.53M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
108
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Rwa Wealth Partners, Llc | 2.19% | 5,537,339 | $228,525,978 | $202,168,247 | -$26,357,731 | -11.53% | |
| Lpl Financial Llc | 0.02% | 1,992,964 | $82,249,620 | $72,763,116 | -$9,486,504 | -11.53% | |
| Raymond James Financial Inc | 0.01% | 984,120 | $40,614,633 | $35,930,221 | -$4,684,412 | -11.53% | |
| Wells Fargo & Company/Mn | 0.01% | 863,886 | $35,652,575 | $31,540,478 | -$4,112,097 | -11.53% | |
| Flagship Harbor Advisors, Llc | 0.65% | 434,004 | $17,633,611 | $15,845,486 | -$1,788,125 | -10.14% | |
| Kwb Wealth | 1.15% | 332,219 | $13,498,058 | $12,129,316 | -$1,368,742 | -10.14% | |
| Truist Financial Corp | 0.02% | 318,398 | $12,936,522 | $11,624,711 | -$1,311,811 | -10.14% | |
| Commonwealth Equity Services, Llc | 0.01% | 257,384 | $10,457,499 | $9,397,090 | -$1,060,409 | -10.14% | |
| Great Valley Advisor Group, Inc. | 0.15% | 236,030 | $9,740,969 | $8,617,455 | -$1,123,514 | -11.53% | |
| Mgo One Seven Llc | 0.15% | 227,885 | $9,258,968 | $8,320,081 | -$938,887 | -10.14% | |
| Envestnet Asset Management Inc | 0.00% | 216,912 | $8,951,958 | $7,919,457 | -$1,032,501 | -11.53% | |
| Embree Financial Group | 0.83% | 208,952 | $8,489,712 | $7,628,838 | -$860,874 | -10.14% | |
| Newedge Advisors, Llc | 0.02% | 170,409 | $7,032,779 | $6,221,633 | -$811,146 | -11.53% | |
| Wpg Advisers, Llc | 3.57% | 162,283 | $6,593,541 | $5,924,952 | -$668,589 | -10.14% | |
| Prosperity Financial Group, Inc. | 1.91% | 159,750 | $6,490,661 | $5,832,473 | -$658,189 | -10.14% | |
| Colonial River Investments, Llc | 1.63% | 155,610 | $6,322,434 | $5,681,321 | -$641,113 | -10.14% | |
| Stifel Financial Corp | 0.00% | 137,329 | $5,667,586 | $5,013,882 | -$653,704 | -11.53% | |
| Sanctuary Advisors, Llc | 0.02% | 128,209 | $5,291,166 | $4,680,911 | -$610,255 | -11.53% | |
| Gladstone Institutional Advisory Llc | 0.15% | 113,744 | $4,694,213 | $4,152,793 | -$541,420 | -11.53% | |
| &Partners | 0.02% | 109,643 | $4,524,948 | $4,003,066 | -$521,882 | -11.53% | |
| Cora Capital Advisors Llc | 1.13% | 105,360 | $4,280,777 | $3,846,694 | -$434,083 | -10.14% | |
| Wealth Management Partners, Llc | 0.99% | 103,527 | $4,206,302 | $3,779,771 | -$426,531 | -10.14% | |
| Susquehanna International Group, Llp | 0.00% | 100,000 | $4,127,000 | $3,651,000 | -$476,000 | -11.53% | |
| Castle Rock Wealth Management, Llc | 0.75% | 94,905 | $3,973,686 | $3,464,982 | -$508,704 | -12.80% | |
| Janney Montgomery Scott Llc | 0.01% | 71,740 | $2,961,000 | $2,619,227 | -$341,773 | -11.54% | |
| Onyx Bridge Wealth Group Llc | 0.26% | 72,786 | $2,957,294 | $2,657,417 | -$299,877 | -10.14% | |
| Osaic Holdings, Inc. | 0.00% | 64,930 | $2,679,796 | $2,370,594 | -$309,202 | -11.54% | |
| Worth Financial Advisory Group, Llc | 1.02% | 60,979 | $2,477,577 | $2,226,343 | -$251,234 | -10.14% | |
| Harvest Investment Services, Llc | 0.35% | 55,514 | $2,291,063 | $2,026,816 | -$264,247 | -11.53% | |
| Proactive Wealth Strategies Llc | 0.33% | 49,598 | $2,046,926 | $1,810,823 | -$236,103 | -11.53% | |
| Sax Wealth Advisors, Llc | 0.05% | 43,957 | $1,785,972 | $1,604,870 | -$181,102 | -10.14% | |
| Mai Capital Management | 0.01% | 42,008 | $1,733,671 | $1,533,712 | -$199,959 | -11.53% | |
| Mutual Advisors, Llc | 0.03% | 37,252 | $1,537,404 | $1,360,071 | -$177,333 | -11.53% | |
| Gwn Securities Inc. | 0.25% | 35,736 | $1,474,824 | $1,304,721 | -$170,103 | -11.53% | |
| Cibc Bancorp Usa Inc. | 0.00% | 35,652 | $1,471,358 | $1,301,655 | -$169,703 | -11.53% | |
| Kestra Advisory Services, Llc | 0.00% | 34,664 | $1,408,386 | $1,265,583 | -$142,803 | -10.14% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 33,346 | $1,376,219 | $1,217,462 | -$158,757 | -11.54% | |
| Rockefeller Capital Management L.P. | 0.00% | 32,252 | $1,331,040 | $1,177,521 | -$153,519 | -11.53% | |
| Grove Bank & Trust | 0.13% | 31,997 | $1,300,038 | $1,168,210 | -$131,828 | -10.14% | |
| Western Wealth Management, Llc | 0.04% | 31,052 | $1,281,503 | $1,133,709 | -$147,794 | -11.53% | |
| Sugar Maple Asset Management, Llc | 0.71% | 30,541 | $1,240,881 | $1,115,052 | -$125,829 | -10.14% | |
| Oppenheimer & Co Inc | 0.01% | 29,716 | $1,207,361 | $1,084,931 | -$122,430 | -10.14% | |
| Equitable Holdings, Inc. | 0.01% | 27,034 | $1,115,684 | $987,011 | -$128,673 | -11.53% | |
| Royal Bank Of Canada | 0.00% | 25,757 | $1,063,000 | $940,388 | -$122,612 | -11.53% | |
| Stonebridge Financial Group, Llc / Mo | 0.71% | 25,729 | $1,061,831 | $939,366 | -$122,465 | -11.53% | |
| Flow Traders U.S. Llc | 0.04% | 24,426 | $1,008,000 | $891,793 | -$116,207 | -11.53% | |
| American Alpha Advisors, Llc | 0.59% | 24,216 | $999,394 | $884,126 | -$115,268 | -11.53% | |
| Ascentis Independent Advisors | 0.06% | 23,690 | $962,525 | $864,922 | -$97,603 | -10.14% | |
| Three Magnolias Financial Advisors, Llc | 0.51% | 20,819 | $845,876 | $760,102 | -$85,774 | -10.14% | |
| Bank Of America Corp | 0.00% | 19,510 | $805,178 | $712,310 | -$92,868 | -11.53% |
Frequently asked questions about CNEQ
Who are the largest institutional holders of CNEQ?
The largest institutional holders of CNEQ reported in the latest SEC Form 13F filings include Rwa Wealth Partners, Llc, Lpl Financial Llc, Raymond James Financial Inc, Wells Fargo & Company/Mn, and Flagship Harbor Advisors, Llc. InsiderSet ranks institutional holders by their latest reported CNEQ position.
What is CNEQ institutional ownership?
This page tracks CNEQ positions reported by institutional investment managers through SEC Form 13F. ALGER CONCENTRATED EQTY ETF (CNEQ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CNEQ?
InsiderSet currently tracks 96 institutional managers reporting CNEQ 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 CNEQ shareholders.
How much CNEQ stock do institutions own?
Institutional investment managers disclosed approximately $595.09M in CNEQ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CNEQ institutional ownership last updated?
The latest CNEQ 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 CNEQ 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 CNEQ position after the reporting date.
Are institutions buying or selling CNEQ?
Institutional buying and selling can be analyzed by comparing CNEQ positions across consecutive 13F reporting periods. InsiderSet's CNEQ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CNEQ ownership changes.
How has CNEQ institutional ownership changed over time?
InsiderSet tracks CNEQ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.