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

$19.96+0.49 (+2.54%)Financial ServicesNYSE_ARCA

Institutional Holders

38

as of Q4 2025

Total Institutional Value

$2.493900060080006e+144T

% of Float Held

—

QoQ Change in Holders

+12 / -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
UBS Group AGIncreased+447K+$8.4B
Brookwood Investment Group LLCNew Position+285K+$6.0B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+130K+$2.0B
FLAGSHIP HARBOR ADVISORS, LLCNew Position+85K+$1.8B
Keystone Financial Services, LLCNew Position+59K+$1.2B
Whipplewood Advisors, LLCNew Position+50K+$1.0B
Worth Financial Advisory Group, LLCNew Position+41K+$865.0M
Golden State Equity PartnersNew Position+37K+$788.0M
RAYMOND JAMES FINANCIAL INCIncreased+82K+$483.9M
Kovack Advisors, Inc.New Position+11K+$196.0M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+1.3M+$30.0M
PRIVATE TRUST CO NANew Position+685+$14.0M
Global Wealth Strategies & AssociatesNew Position+216+$4.0M
Castle Rock Wealth Management, LLCNew Position+123K+$2.5M
Cambridge Investment Research Advisors, Inc.Increased+33K+$578K

FRTY — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
FRED ALGER MANAGEMENT, LLCClosed Position-285K-$6.4B
Prosperity Financial Group, Inc.Decreased-174K-$3.9B
NewEdge Advisors, LLCDecreased-2K-$1.0B
CREATIVE FINANCIAL DESIGNS INC /ADVDecreased-2K-$129.1M
Independent Wealth Network Inc.Decreased-583-$47.5M
Sargent Investment Group, LLCDecreased-8K-$278K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1UBS Group AG1,184,528$24.9B4.04%Share
2Brookwood Investment Group LLC285,366$6.0B0.72%Share
3RAYMOND JAMES FINANCIAL INC293,923$6.0B1.87%Share
4COMMONWEALTH EQUITY SERVICES, LLC130,096$2.0B2.67%Share
5FLAGSHIP HARBOR ADVISORS, LLC85,356$1.8B0.08%Share
6CREATIVE FINANCIAL DESIGNS INC /ADV71,275$1.5B0.09%Share
7Keystone Financial Services, LLC58,768$1.2B0.84%Share
8Whipplewood Advisors, LLC49,827$1.0B0.67%Share
9Worth Financial Advisory Group, LLC41,097$865.0M0.42%Share
10Golden State Equity Partners37,459$788.0M0.13%Share
11Balentine LLC30,510$642.0M0.02%Share
12Independent Wealth Network Inc.25,573$538.0M0.16%Share
13Prosperity Financial Group, Inc.12,931$272.0M0.10%Share
14Tradition Wealth Management, LLC10,000$210.0M0.02%Share
15Kovack Advisors, Inc.11,004$196.0M0.02%Share
16WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1,343,240$30.0M0.04%Share
17PRIVATE TRUST CO NA685$14.0M0.00%Share
18LPL Financial LLC507,945$10.0M0.00%Share
19Global Wealth Strategies & Associates216$4.0M0.00%Share
20Castle Rock Wealth Management, LLC123,146$2.5M0.55%Share
21AdvisorNet Financial, Inc104$2.0M0.00%Share
22Sargent Investment Group, LLC68,853$1.4M0.18%Share
23Cambridge Investment Research Advisors, Inc.52,022$1.0M0.00%Share
24DAVENPORT & Co LLC30,733$647K0.00%Share
25TRUIST FINANCIAL CORP17,780$374K0.00%Share
26CWM, LLC2,275$48K0.00%Share
27STIFEL FINANCIAL CORP13,742$00.00%Share
28NewEdge Advisors, LLC44,902$00.00%Share
29HighTower Advisors, LLC29,191$00.00%Share
30&PARTNERS35,992$00.00%Share
31Ritter Daniher Financial Advisory LLC / DE356$00.00%Share
32ENVESTNET ASSET MANAGEMENT INC37,604$00.00%Share
33MORGAN STANLEY1$00.00%Share
34OSAIC HOLDINGS, INC.3$00.00%Share
35ROYAL BANK OF CANADA33,985$00.00%Share
36RAYMOND JAMES FINANCIAL INC34,125$00.00%Share
37BANK OF AMERICA CORP /DE/70$00.00%Share
38JONES FINANCIAL COMPANIES LLLP6,654$00.00%Share

FRTY Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202537$48.1B+18
Q3 202519$42.6B-11
Q2 202530$65.0B+3
Q1 202527$54.1B+8
Q4 202419$21.5B+4
Q3 202415$8.9B+2
Q2 202413$9.0B+1
Q1 202412$9.6B—

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As of Q4 2025, 38 institutional investors hold FRTY (Alger Mid Cap 40 ETF). The largest holder is UBS Group AG with $24.9B in shares. This quarter, 12 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own FRTY?

As of Q4 2025, 38 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 UBS Group AG with $24.9B in shares.

Is institutional ownership of FRTY increasing or decreasing?

This quarter, 12 institutions opened new positions in FRTY and 1 closed their positions.