§ EQUITY
USDCNEQ
ALGER CONCENTRATED EQTY ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
77 increased/new, 12 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| RWA WEALTH PARTNERS, LLC | 5.0M | 1.7% | +36275% |
| LPL Financial LLC | 1.3M | 0.0% | +24% |
| RAYMOND JAMES FINANCIAL INC | 722K | 0.0% | +27% |
| Worth Financial Advisory Group, LLC | 33K | 6.7% | −15% |
| FLAGSHIP HARBOR ADVISORS, LLC | 411K | 0.6% | +6% |
| COMMONWEALTH EQUITY SERVICES, LLC | 223K | 0.0% | +8% |
◇ AC INTELLIGENCE
Top institutional owners for CNEQ as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER96.6% · 57 holders
DEALER / BANK3.4% · 5 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for CNEQ in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention CNEQ yet.