Who Owns Alger Mid Cap 40 ETF (FRTY)?Hedge Fund & Institutional Holders

$19.46-0.07 (-0.35%)Financial ServicesNYSE_ARCA

Institutional Holders

40

as of Q4 2025

Total Institutional Value

$2.995424939100006e+95T

% of Float Held

—

QoQ Change in Holders

+14 / -1

Price History

$14.19$16.42$18.64$20.87$23.09Sep 24Jun 25Mar 26

FRTY — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+1.3M+$30.0M
Brookwood Investment Group LLCNew Position+285K+$6.0M
Castle Rock Wealth Management, LLCNew Position+123K+$2.5M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+130K+$2.0M
FLAGSHIP HARBOR ADVISORS, LLCNew Position+85K+$1.8M
Keystone Financial Services, LLCNew Position+59K+$1.2M
Whipplewood Advisors, LLCNew Position+50K+$1.0M
Worth Financial Advisory Group, LLCNew Position+41K+$865K
Golden State Equity PartnersNew Position+37K+$788K
Cambridge Investment Research Advisors, Inc.Increased+33K+$578K
TRUIST FINANCIAL CORPNew Position+18K+$374K
Sanctuary Advisors, LLCNew Position+12K+$266K
Kovack Advisors, Inc.New Position+11K+$196K
CWM, LLCNew Position+2K+$48K
PRIVATE TRUST CO NANew Position+685+$14K

FRTY — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
FRED ALGER MANAGEMENT, LLCClosed Position-285K-$6.4B
Prosperity Financial Group, Inc.Decreased-174K-$4.2B
Sargent Investment Group, LLCDecreased-8K-$1.7B
CREATIVE FINANCIAL DESIGNS INC /ADVDecreased-2K-$1.6B
NewEdge Advisors, LLCDecreased-2K-$1.0B
Independent Wealth Network Inc.Decreased-583-$585.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1,343,240$30.0M0.04%Share
2UBS Group AG1,184,528$24.9M0.00%Share
3LPL Financial LLC507,945$10.0M0.00%Share
4Brookwood Investment Group LLC285,366$6.0M0.72%Share
5RAYMOND JAMES FINANCIAL INC293,923$6.0M0.00%Share
6Castle Rock Wealth Management, LLC123,146$2.5M0.55%Share
7COMMONWEALTH EQUITY SERVICES, LLC130,096$2.0M0.00%Share
8FLAGSHIP HARBOR ADVISORS, LLC85,356$1.8M0.08%Share
9CREATIVE FINANCIAL DESIGNS INC /ADV71,275$1.5M0.09%Share
10Sargent Investment Group, LLC68,853$1.4M0.18%Share
11Keystone Financial Services, LLC58,768$1.2M0.84%Share
12Whipplewood Advisors, LLC49,827$1.0M0.67%Share
13Cambridge Investment Research Advisors, Inc.52,022$1.0M0.00%Share
14Worth Financial Advisory Group, LLC41,097$865K0.42%Share
15Golden State Equity Partners37,459$788K0.13%Share
16DAVENPORT & Co LLC30,733$647K0.00%Share
17Balentine LLC30,510$642K0.02%Share
18Independent Wealth Network Inc.25,573$538K0.16%Share
19TRUIST FINANCIAL CORP17,780$374K0.00%Share
20Prosperity Financial Group, Inc.12,931$272K0.10%Share
21Sanctuary Advisors, LLC11,688$266K0.00%Share
22Tradition Wealth Management, LLC10,000$210K0.02%Share
23Kovack Advisors, Inc.11,004$196K0.02%Share
24CWM, LLC2,275$48K0.00%Share
25PRIVATE TRUST CO NA685$14K0.00%Share
26Noble Wealth Management PBC580$12K0.01%Share
27Global Wealth Strategies & Associates216$4K0.00%Share
28AdvisorNet Financial, Inc104$2K0.00%Share
29Ritter Daniher Financial Advisory LLC / DE356$00.00%Share
30JONES FINANCIAL COMPANIES LLLP6,654$00.00%Share
31RAYMOND JAMES FINANCIAL INC34,125$00.00%Share
32OSAIC HOLDINGS, INC.3$00.00%Share
33STIFEL FINANCIAL CORP13,742$00.00%Share
34HighTower Advisors, LLC29,191$00.00%Share
35ROYAL BANK OF CANADA33,985$00.00%Share
36&PARTNERS35,992$00.00%Share
37BANK OF AMERICA CORP /DE/70$00.00%Share
38NewEdge Advisors, LLC44,902$00.00%Share
39ENVESTNET ASSET MANAGEMENT INC37,604$00.00%Share
40MORGAN STANLEY1$00.00%Share

FRTY Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202539$94.4M+20
Q3 202519$44.9B-13
Q2 202532$68.3B+5
Q1 202527$56.0B+8
Q4 202419$23.7B+4
Q3 202415$3.8T+2
Q2 202413$3.9T+1
Q1 202412$3.0T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 40 institutional investors hold FRTY (Alger Mid Cap 40 ETF). The largest holder is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC with $30.0M in shares. This quarter, 14 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own FRTY?

As of Q4 2025, 40 institutional investors report holding FRTY (Alger Mid Cap 40 ETF) in their 13F filings.

Who is the largest institutional holder of FRTY?

The largest institutional holder of FRTY is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC with $30.0M in shares.

Is institutional ownership of FRTY increasing or decreasing?

This quarter, 14 institutions opened new positions in FRTY and 1 closed their positions.