FRTY Institutional Ownership & Shareholders
ALGER MID CAP 40 ETF (FRTY) is currently held by 39 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $102.52M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Ubs Group Ag is currently the largest disclosed institutional shareholder of FRTY tracked by InsiderSet, reporting ownership valued at approximately $27.15M 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 $23.90M, representing an estimated loss of -11.94% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed FRTY value among the investors covered in this analysis. Major shareholders include Ubs Group Ag, Lpl Financial Llc, Wealth Enhancement Advisory Services, Llc, and several other long-term asset managers with concentrated positions in ALGER MID CAP 40 ETF (FRTY).
This page ranks the largest institutional FRTY 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
39
Total Reported Value
$102.52M
Largest Holder
Ubs Group Ag
Largest Position
$27.15M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
56
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ubs Group Ag | 0.00% | 1,093,822 | $27,145,381 | $23,903,183 | -$3,242,198 | -11.94% | |
| Lpl Financial Llc | 0.00% | 481,597 | $11,951,993 | $10,524,291 | -$1,427,702 | -11.95% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 494,270 | $11,348,443 | $10,801,233 | -$547,210 | -4.82% | |
| Raymond James Financial Inc | 0.00% | 294,352 | $7,305,051 | $6,432,445 | -$872,606 | -11.95% | |
| Truist Financial Corp | 0.01% | 297,309 | $7,044,978 | $6,497,064 | -$547,914 | -7.78% | |
| Brookwood Investment Group Llc | 0.76% | 264,920 | $6,574,626 | $5,789,270 | -$785,356 | -11.95% | |
| Commonwealth Equity Services, Llc | 0.01% | 245,461 | $6,091,710 | $5,364,035 | -$727,675 | -11.95% | |
| Castle Rock Wealth Management, Llc | 0.56% | 123,991 | $2,950,977 | $2,709,563 | -$241,414 | -8.18% | |
| Proactive Wealth Strategies Llc | 0.34% | 86,330 | $2,142,474 | $1,886,561 | -$255,913 | -11.94% | |
| Envestnet Asset Management Inc | 0.00% | 69,998 | $1,737,165 | $1,529,659 | -$207,506 | -11.95% | |
| Advisory Advocates, Llc | 1.47% | 68,973 | $1,711,730 | $1,507,260 | -$204,470 | -11.95% | |
| Flagship Harbor Advisors, Llc | 0.06% | 72,014 | $1,706,438 | $1,573,715 | -$132,723 | -7.78% | |
| Creative Financial Designs Inc | 0.08% | 66,754 | $1,656,671 | $1,458,768 | -$197,903 | -11.95% | |
| Keystone Financial Services, Llc | 0.93% | 62,148 | $1,542,357 | $1,358,114 | -$184,243 | -11.95% | |
| Sargent Investment Group, Llc | 0.18% | 60,628 | $1,504,629 | $1,324,898 | -$179,731 | -11.95% | |
| Worth Financial Advisory Group, Llc | 0.60% | 61,512 | $1,457,576 | $1,344,216 | -$113,360 | -7.78% | |
| Western Wealth Management, Llc | 0.04% | 51,678 | $1,282,510 | $1,129,314 | -$153,196 | -11.95% | |
| Jones Financial Companies Lllp | 0.00% | 48,276 | $1,142,210 | $1,054,971 | -$87,239 | -7.64% | |
| &Partners | 0.00% | 41,615 | $1,032,776 | $909,408 | -$123,368 | -11.95% | |
| Royal Bank Of Canada | 0.00% | 35,235 | $874,000 | $769,987 | -$104,013 | -11.90% | |
| Davenport & Co Llc | 0.00% | 33,433 | $792,213 | $730,608 | -$61,605 | -7.78% | |
| Balentine Llc | 0.03% | 30,510 | $757,167 | $666,732 | -$90,435 | -11.94% | |
| Cetera Investment Advisers | 0.00% | 20,632 | $512,030 | $450,869 | -$61,161 | -11.94% | |
| Savant Capital, Llc | 0.00% | 14,690 | $325,365 | $321,019 | -$4,346 | -1.34% | |
| Stifel Financial Corp | 0.00% | 13,040 | $323,620 | $284,962 | -$38,658 | -11.95% | |
| Integrated Wealth Concepts Llc | 0.00% | 12,813 | $317,985 | $280,001 | -$37,984 | -11.95% | |
| Stonebridge Financial Group, Llc / Mo | 0.19% | 11,644 | $288,974 | $254,455 | -$34,519 | -11.95% | |
| Janney Montgomery Scott Llc | 0.00% | 11,543 | $286,000 | $252,248 | -$33,752 | -11.80% | |
| Kovack Advisors, Inc. | 0.01% | 11,004 | $267,577 | $240,469 | -$27,108 | -10.13% | |
| Tradition Wealth Management, Llc | 0.02% | 10,000 | $248,174 | $218,529 | -$29,645 | -11.95% | |
| Ifp Advisors, Inc | 0.00% | 3,782 | $89,618 | $82,648 | -$6,970 | -7.78% | |
| Cwm, Llc | 0.00% | 1,949 | $37,967 | $42,591 | +$4,624 | +12.18% | |
| Newedge Advisors, Llc | 0.00% | 1,500 | $37,226 | $32,779 | -$4,447 | -11.95% | |
| Catherine Avery Investment Management Llc | 0.01% | 721 | $17,085 | $15,756 | -$1,329 | -7.78% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 481 | $11,937 | $10,511 | -$1,426 | -11.94% | |
| Ritter Daniher Financial Advisory Llc / De | 0.00% | 150 | $3,735 | $3,278 | -$457 | -12.24% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 41,369 | $1,027 | $904,033 | +$903,006 | +87926.55% | |
| Osaic Holdings, Inc. | 0.00% | 3 | $83 | $66 | -$17 | -21.01% | |
| Morgan Stanley | 0.00% | 1 | $36 | $22 | -$14 | -39.30% |
Frequently asked questions about FRTY
Who are the largest institutional holders of FRTY?
The largest institutional holders of FRTY reported in the latest SEC Form 13F filings include Ubs Group Ag, Lpl Financial Llc, Wealth Enhancement Advisory Services, Llc, Raymond James Financial Inc, and Truist Financial Corp. InsiderSet ranks institutional holders by their latest reported FRTY position.
What is FRTY institutional ownership?
This page tracks FRTY positions reported by institutional investment managers through SEC Form 13F. ALGER MID CAP 40 ETF (FRTY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FRTY?
InsiderSet currently tracks 39 institutional managers reporting FRTY 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 FRTY shareholders.
How much FRTY stock do institutions own?
Institutional investment managers disclosed approximately $102.52M in FRTY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FRTY institutional ownership last updated?
The latest FRTY 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 FRTY 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 FRTY position after the reporting date.
Are institutions buying or selling FRTY?
Institutional buying and selling can be analyzed by comparing FRTY positions across consecutive 13F reporting periods. InsiderSet's FRTY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FRTY ownership changes.
How has FRTY institutional ownership changed over time?
InsiderSet tracks FRTY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.