13FBOX
THE ALGER ETF TRUST · 13F 机构持仓分析
期权收益计算器 机构排行
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THE ALGER ETF TRUST

FRTY
持有机构数
43
机构合计市值 (Q2 2026)
$1.05亿
机构合计股数 (Q2 2026)
428.9万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+54.0万股
25 · 7 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-35.3万股
17 · 6 清仓 · ≈
⚖️ 净额
+18.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.05亿
持有机构数
43
新买入
7
加仓
18
减仓
11
清仓
6
持股不变
7
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
瑞银集团UBS Group AG
<0.01%<0.01%#24$2,714.5万109.4万股$2,481.6万127.4万股-18.0万股-14.14%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#25$1,195.2万48.2万股$837.7万43.0万股+5.2万股+11.99%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.02%0.02%#16$1,103.8万47.2万股$883.6万44.9万股+2.2万股+4.93%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#27$730.5万29.4万股$572.8万29.4万股+328股+0.11%加仓
Truist金融TRUIST FINANCIAL CORP
0.01%<0.01%#19$723.7万29.2万股$54.0万2.8万股+26.4万股+952.43%加仓
Brookwood Investment Group LLC
0.74%0.72%#3$657.5万26.5万股$586.2万30.1万股-3.6万股-11.96%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#21$609.2万24.5万股$422.6万21.7万股+2.9万股+13.14%加仓
Castle Rock Wealth Management, LLC
0.63%0.54%#4$322.3万13.3万股$247.7万12.6万股+7,057股+5.60%加仓
Proactive Wealth Strategies LLC
0.34%0.22%#6$214.2万8.6万股$118.5万6.1万股+2.6万股+41.92%加仓
FLAGSHIP HARBOR 顾问FLAGSHIP HARBOR ADVISORS, LLC
0.07%0.07%#12$186.1万7.5万股$150.7万7.7万股-2,403股-3.11%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#35$173.7万7.0万股$115.1万5.9万股+1.1万股+18.51%加仓
Advisory Advocates, LLC
1.47%1.3%#1$171.2万6.9万股$127.2万6.5万股+3,700股+5.67%加仓
CREATIVE FINANCIAL DESIGNS INC /ADV
0.08%0.08%#11$165.7万6.7万股$138.1万7.1万股-4,126股-5.82%减仓
Keystone Financial Services, LLC
0.93%0.79%#2$154.2万6.2万股$117.4万6.0万股+1,873股+3.11%加仓
Sargent Investment Group, LLC
0.18%0.16%#8$150.5万6.1万股$118.1万6.1万股00.00%持仓不变
Worth Financial Advisory Group, LLC
0.6%2.45%#5$142.8万5.8万股$547.9万1.4万股+4.3万股+298.86%加仓
Western 财富管理Western Wealth Management, LLC
0.04%0.04%#13$128.3万5.2万股$113.9万5.8万股-6,777股-11.59%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#34$114.2万4.8万股$27.0万1.4万股+3.4万股+240.04%加仓
&Partners&PARTNERS
<0.01%<0.01%#22$103.3万4.2万股$73.4万3.8万股+3,929股+10.43%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#26$102.7万4.1万股$82.7万4.2万股-1,072股-2.53%减仓
Ascentis Independent Advisors
0.12%0.07%#9$88.9万4.6万股$88.9万4.6万股00.00%持仓不变
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#38$87.4万3.5万股$67.4万3.5万股+622股+1.80%加仓
Davenport公司DAVENPORT & Co LLC
<0.01%<0.01%#23$83.0万3.3万股$61.2万3.1万股+2,000股+6.36%加仓
Balentine LLC
0.03%0.02%#14$75.7万3.1万股$59.4万3.1万股00.00%持仓不变
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#33$51.2万2.1万股$30.3万1.6万股+5,055股+32.45%加仓
Savant资本Savant Capital, LLC
<0.01%#30$32.5万1.5万股$00股+1.5万股新买入
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#37$32.4万1.3万股$27.4万1.4万股-1,012股-7.20%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#29$31.8万1.3万股$00股+1.3万股新买入
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#36$30.7万1.2万股$58.6万3.0万股-1.8万股-58.86%减仓
Prosperity Financial Group, Inc.
0.09%0.09%#10$29.0万1.2万股$23.6万1.2万股-450股-3.71%减仓
Stonebridge Financial Group, LLC / MO
0.19%0.16%#7$28.9万1.2万股$19.5万1.0万股+1,640股+16.39%加仓
Janney Montgomery Scott LLC
<0.01%<0.01%#32$28.6万1.2万股$20.4万1.0万股+1,095股+10.48%加仓
Kovack Advisors, Inc.
0.01%0.01%#18$26.8万1.1万股$21.5万1.1万股00.00%持仓不变
Tradition Wealth Management, LLC
0.02%0.01%#17$24.8万1.0万股$19.5万1.0万股00.00%持仓不变
IFP顾问IFP Advisors, Inc
<0.01%#28$9.4万3,782股$00股+3,782股新买入
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#39$3.7万1,500股$2.9万1,500股00.00%持仓不变
Whipplewood Advisors, LLC
0.02%0.5%#15$3.0万1,226股$97.1万5.0万股-4.9万股-97.54%减仓
Catherine Avery Investment Management LLC
0.01%#20$1.8万721股$00股+721股新买入
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%#40$1.2万481股$00股+481股新买入
Farther金融顾问Farther Finance Advisors, LLC
<0.01%#41$5,187209股$00股+209股新买入
Ritter Daniher Financial Advisory LLC / DE
<0.01%<0.01%#31$3,735150股$6,937356股-206股-57.87%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%#42$833股$00股+3股新买入
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#43$361股$271股00.00%持仓不变

🧭 机构资金流板块热力图

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