Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i The Alger ETF Trust - Alger AI Enablers & Adopters ETF inkluderar Sunrise Financial Services, LLC, Proactive Wealth Strategies LLC, Independent Advisor Alliance, XML Financial, LLC, Capital Investment Advisory Services, LLC, GHP Investment Advisors, Inc., Us Bancorp \de\, och Tradewinds Capital Management, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 99 093 | 2,51 | 3 274 | −6,19 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 81 658 | 2 698 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 25 710 | 0,30 | 849 | −8,22 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 176 | 6 | ||||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 10 872 | 5,46 | 359 | −3,49 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 27 400 | 54,05 | 905 | 40,97 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 136 396 | 10,12 | 4 507 | 0,76 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 101 | 3 | ||||||
| 2026-04-30 | 13F | Whipplewood Advisors, LLC | 50 556 | 3,96 | 1 670 | −4,90 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 485 | 870,00 | 16 | 1 500,00 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 18 697 | 199,87 | 618 | 174,22 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 12 727 | 30,60 | 407 | 22,22 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 681 984 | 12,05 | 22 533 | 2,52 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1 082 830 | 11,00 | 35 777 | 1,56 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 7 427 | 1,23 | 245 | −7,20 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 41 449 | 1 369 | ||||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 318 822 | 2 591,39 | 10 534 | 2 366,74 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 17 910 | 592 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 62 887 | 187,72 | 2 078 | 163,24 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 46 842 | 143,93 | 1 548 | 123,23 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 3 520 | 116 | ||||||
| 2026-05-15 | 13F | Fred Alger Management, Llc | 28 104 | 11,33 | 929 | 1,87 | ||||
| 2026-04-21 | 13F | Wealth Effects Llc | 9 576 | 1,39 | 316 | −7,33 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 4 816 | 6 321,33 | 159 | 7 850,00 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 50 976 | 4,25 | 2 | 0,00 | ||||
| 2026-05-04 | 13F | Cfo Capital Management Llc | 35 036 | 3,81 | 1 158 | −5,01 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 111 149 | 15,43 | 3 672 | 5,61 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 45 348 | 18,14 | 1 498 | 8,01 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 39 359 | 106,29 | 1 300 | 88,95 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 55 613 | 6,92 | 1 837 | −2,18 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 138 | 5 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 17 682 | 584 | ||||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 42 978 | 254,34 | 1 420 | 224,94 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 8 601 | 34,60 | 290 | 21,43 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 158 006 | 3,80 | 5 221 | −5,02 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 197 480 | 35,21 | 7 131 | 142 520,00 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 226 935 | 23,57 | 7 498 | 13,06 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 23 267 | 8,36 | 769 | 0,66 | ||||
| 2026-05-13 | 13F | Nwm Advisors, Llc | 73 895 | 3,76 | 2 441 | −5,06 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 1 155 852 | 35,92 | 38 189 | 24,37 | ||||
| 2026-04-29 | 13F | Sunrise Financial Services, LLC | 111 650 | 3 689 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 138 114 | 25 011,64 | 4 563 | 23 915,79 | ||||
| 2026-05-06 | 13F | Berbice Capital Management LLC | 46 914 | 34,22 | 1 550 | 22,82 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 23 080 | 2,64 | 1 | |||||
| 2026-04-27 | 13F | Colonial River Wealth Management, LLC | 32 701 | 6,24 | 1 080 | −2,79 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 6 280 | 207 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 4 731 | 4 631,00 | 156 | 5 100,00 | ||||
| 2026-04-28 | 13F | PCG Wealth Advisors, LLC | 34 373 | 10,95 | 1 136 | 1,52 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 27 162 | 5,87 | 897 | −3,13 |
