CNEQ — The Alger ETF Trust Institutional Holders · Q3 2026
Who owns The Alger ETF Trust (CNEQ)? 7 institutions reported holding $8.11M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Castle Rock Wealth Management, LLC ($4.0M), Sacks & Associates, LLC ($2.0M), Grove Bank & Trust ($1.3M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Castle Rock Wealth Management, LLC | $4.0M | 94,905 | Trimmed |
| 2 | SACKS & ASSOCIATES, LLC | $2.0M | 48,172 | Hold |
| 3 | Grove Bank & Trust | $1.3M | 31,997 | New |
| 4 | BAKER TILLY WEALTH MANAGEMENT, LLC | $507,875 | 12,500 | New |
| 5 | Weaver Consulting Group | $281,874 | 6,938 | New |
| 6 | CoreCap Advisors, LLC | $74,922 | 1,844 | Trimmed |
| 7 | Farther Finance Advisors, LLC | $16,252 | 400 | Added |
Source: SEC Form 13F filings · as of 2026-09-30