ALGER CONCENTRATED EQTY ETF (CNEQ) Institutional Shareholders
ALGER CONCENTRATED EQTY ETF (CNEQ) 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 $565.55M in CNEQ holdings during the latest filing period.
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 $220.94M, representing an estimated loss of -3.32% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 81% 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
88
Total Reported Value
$565.55M
Largest Holder
Rwa Wealth Partners, Llc
Largest Position
$228.53M
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 |
|---|---|---|---|---|---|---|---|
| Rwa Wealth Partners, Llc | 2.19% | 5,537,339 | $228,525,978 | $220,939,826 | -$7,586,152 | -3.32% | |
| Lpl Financial Llc | 0.02% | 1,992,964 | $82,249,620 | $79,519,264 | -$2,730,356 | -3.32% | |
| Raymond James Financial Inc | 0.01% | 984,120 | $40,614,633 | $39,266,388 | -$1,348,245 | -3.32% | |
| Wells Fargo & Company/Mn | 0.01% | 863,886 | $35,652,575 | $34,469,051 | -$1,183,524 | -3.32% | |
| Flagship Harbor Advisors, Llc | 0.68% | 429,140 | $17,710,613 | $17,122,686 | -$587,927 | -3.32% | |
| Truist Financial Corp | 0.02% | 314,257 | $12,969,405 | $12,538,854 | -$430,551 | -3.32% | |
| Commonwealth Equity Services, Llc | 0.01% | 248,912 | $10,272,609 | $9,931,589 | -$341,020 | -3.32% | |
| Great Valley Advisor Group, Inc. | 0.15% | 236,030 | $9,740,969 | $9,417,597 | -$323,372 | -3.32% | |
| Sanchez Wealth Management Group | 1.63% | 225,303 | $9,298,248 | $8,989,590 | -$308,658 | -3.32% | |
| Envestnet Asset Management Inc | 0.00% | 216,912 | $8,951,958 | $8,654,789 | -$297,169 | -3.32% | |
| Embree Financial Group | 0.75% | 181,678 | $7,497,869 | $7,248,952 | -$248,917 | -3.32% | |
| Newedge Advisors, Llc | 0.02% | 170,409 | $7,032,779 | $6,799,319 | -$233,460 | -3.32% | |
| Wpg Advisers, Llc | 3.72% | 153,165 | $6,321,120 | $6,111,284 | -$209,837 | -3.32% | |
| Stifel Financial Corp | 0.00% | 137,329 | $5,667,586 | $5,479,427 | -$188,159 | -3.32% | |
| Sanctuary Advisors, Llc | 0.02% | 128,209 | $5,291,166 | $5,115,539 | -$175,627 | -3.32% | |
| Colonial River Investments, Llc | 1.47% | 125,590 | $5,183,099 | $5,011,041 | -$172,058 | -3.32% | |
| Castle Rock Wealth Management, Llc | 0.94% | 118,358 | $4,795,879 | $4,722,484 | -$73,395 | -1.53% | |
| Gladstone Institutional Advisory Llc | 0.15% | 113,744 | $4,694,213 | $4,538,386 | -$155,827 | -3.32% | |
| &Partners | 0.02% | 109,643 | $4,524,948 | $4,374,756 | -$150,192 | -3.32% | |
| Susquehanna International Group, Llp | 0.00% | 100,000 | $4,127,000 | $3,990,000 | -$137,000 | -3.32% | |
| Cora Capital Advisors Llc | 1.09% | 93,724 | $3,867,989 | $3,739,588 | -$128,401 | -3.32% | |
| Wealth Management Partners, Llc | 0.90% | 92,852 | $3,832,002 | $3,704,795 | -$127,207 | -3.32% | |
| Janney Montgomery Scott Llc | 0.01% | 71,740 | $2,961,000 | $2,862,426 | -$98,574 | -3.33% | |
| Onyx Bridge Wealth Group Llc | 0.24% | 65,537 | $2,704,731 | $2,614,926 | -$89,805 | -3.32% | |
| Osaic Holdings, Inc. | 0.00% | 64,930 | $2,679,796 | $2,590,707 | -$89,089 | -3.32% | |
| Harvest Investment Services, Llc | 0.35% | 55,514 | $2,291,063 | $2,215,009 | -$76,054 | -3.32% | |
| Worth Financial Advisory Group, Llc | 0.92% | 53,445 | $2,205,675 | $2,132,456 | -$73,220 | -3.32% | |
| Proactive Wealth Strategies Llc | 0.33% | 49,598 | $2,046,926 | $1,978,960 | -$67,966 | -3.32% | |
| Mai Capital Management | 0.01% | 42,008 | $1,733,671 | $1,676,119 | -$57,552 | -3.32% | |
| Mutual Advisors, Llc | 0.03% | 37,252 | $1,537,404 | $1,486,355 | -$51,049 | -3.32% | |
| Gwn Securities Inc. | 0.25% | 35,736 | $1,474,824 | $1,425,866 | -$48,958 | -3.32% | |
| Cibc Bancorp Usa Inc. | 0.00% | 35,652 | $1,471,358 | $1,422,515 | -$48,843 | -3.32% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 33,346 | $1,376,219 | $1,330,505 | -$45,714 | -3.32% | |
| Rockefeller Capital Management L.P. | 0.00% | 32,252 | $1,331,040 | $1,286,855 | -$44,185 | -3.32% | |
| Western Wealth Management, Llc | 0.04% | 31,052 | $1,281,503 | $1,238,975 | -$42,528 | -3.32% | |
| Equitable Holdings, Inc. | 0.01% | 27,034 | $1,115,684 | $1,078,657 | -$37,027 | -3.32% | |
| Atria Investments, Inc | 0.01% | 26,826 | $1,107,105 | $1,070,357 | -$36,748 | -3.32% | |
| Royal Bank Of Canada | 0.00% | 25,757 | $1,063,000 | $1,027,704 | -$35,296 | -3.32% | |
| Stonebridge Financial Group, Llc / Mo | 0.71% | 25,729 | $1,061,831 | $1,026,587 | -$35,244 | -3.32% | |
| Flow Traders U.S. Llc | 0.04% | 24,426 | $1,008,000 | $974,597 | -$33,403 | -3.31% | |
| American Alpha Advisors, Llc | 0.59% | 24,216 | $999,394 | $966,218 | -$33,176 | -3.32% | |
| Kestra Advisory Services, Llc | 0.00% | 23,324 | $962,568 | $930,628 | -$31,940 | -3.32% | |
| Bank Of America Corp | 0.00% | 19,510 | $805,178 | $778,449 | -$26,729 | -3.32% | |
| Cetera Investment Advisers | 0.00% | 19,430 | $801,876 | $775,257 | -$26,619 | -3.32% | |
| Three Magnolias Financial Advisors, Llc | 0.43% | 18,771 | $774,679 | $748,963 | -$25,716 | -3.32% | |
| Sugar Maple Asset Management, Llc | 0.45% | 16,869 | $696,184 | $673,073 | -$23,111 | -3.32% | |
| Oppenheimer & Co Inc | 0.01% | 16,715 | $689,828 | $666,929 | -$22,900 | -3.32% | |
| Apollon Financial, Llc | 0.08% | 15,960 | $658,669 | $636,804 | -$21,865 | -3.32% | |
| Citadel Advisors Llc | 0.00% | 15,563 | $642,285 | $620,964 | -$21,321 | -3.32% | |
| Integrated Wealth Concepts Llc | 0.00% | 15,496 | $639,530 | $618,290 | -$21,240 | -3.32% |
Frequently asked questions about CNEQ
Who owns the most CNEQ stock?
The largest holders of CNEQ 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 CONCENTRATED EQTY ETF (CNEQ).
Is CNEQ widely held by superinvestors?
Many widely followed stocks like CNEQ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CNEQ 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.