ALAI Institutional Ownership
Alger AI Enablers & Adopters ETF
1W: +0.2%
1M: +6.3%
3M: +4.7%
YTD: +29.6%
1Y: +26.4%
$47.04
+0.28 (+0.60%)
Weekly Expected Move ±2.6%
$45
$46
$47
$48
$50
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — ALAI
90
Institutional Holders
+10 vs prior quarter
0.0%
Ownership
+0.00pp
304M
Total Invested
23
New Positions
34
Increased
24
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (103 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Arkadios Wealth Advisors | 1,339,871 | $63M | +184,019 | +15.9% | 5Q | SEC ↗ |
| 2 | LPL Financial LLC | 1,061,213 | $50M | -21,617 | -2.0% | 5Q | SEC ↗ |
| 3 | Goldstein Advisors, LLC | 638,243 | $30M | -43,741 | -6.4% | 4Q | SEC ↗ |
| 4 | TRAPHAGEN INVESTMENT ADVISORS LLC | 413,367 | $19M | +94,545 | +29.7% | 3Q | SEC ↗ |
| 5 | WELLS FARGO & COMPANY/MN | 398,395 | $19M | +260,281 | +188.5% | 3Q | SEC ↗ |
| 6 | GREAT VALLEY ADVISOR GROUP, INC. | 273,286 | $13M | +46,351 | +20.4% | 5Q | SEC ↗ |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 204,869 | $10M | +4,334 | +2.2% | 8Q | SEC ↗ |
| 8 | Ocean Park Asset Management, LLC NEW | 140,332 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 9 | STIFEL FINANCIAL CORP | 135,742 | $6M | +24,593 | +22.1% | 4Q | SEC ↗ |
| 10 | Colonial River Investments, LLC | 134,688 | $6M | +101,987 | +311.9% | 4Q | SEC ↗ |
| 11 | Sunrise Financial Services, LLC | 117,333 | $6M | +5,683 | +5.1% | 2Q | SEC ↗ |
| 12 | Prosperity Financial Group, Inc. NEW | 115,559 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 13 | Proactive Wealth Strategies LLC | 113,128 | $5M | +31,470 | +38.5% | 2Q | SEC ↗ |
| 14 | Onyx Bridge Wealth Group LLC | 101,124 | $5M | +2,031 | +2.0% | 7Q | SEC ↗ |
| 15 | RAYMOND JAMES FINANCIAL INC | 96,338 | $5M | +33,451 | +53.2% | 3Q | SEC ↗ |
| 16 | NWM ADVISORS, LLC | 79,266 | $4M | +5,371 | +7.3% | 3Q | SEC ↗ |
| 17 | Stratos Wealth Partners, LTD. | 78,737 | $4M | -18,338 | -18.9% | 4Q | SEC ↗ |
| 18 | NewEdge Advisors, LLC | 75,386 | $4M | -22,400 | -22.9% | 5Q | SEC ↗ |
| 19 | Noble Wealth Management PBC | 66,568 | $3M | -4,570 | -6.4% | 4Q | SEC ↗ |
| 20 | Apollon Financial, LLC | 59,706 | $3M | +4,093 | +7.4% | 4Q | SEC ↗ |
| 21 | SMITH, MOORE & CO. | 58,777 | $3M | +15,799 | +36.8% | 3Q | SEC ↗ |
| 22 | &PARTNERS | 57,701 | $3M | +12,353 | +27.2% | 6Q | SEC ↗ |
| 23 | Cambridge Investment Research Advisors | 54,510 | $3M | +3,534 | +6.9% | 7Q | SEC ↗ |
| 24 | ROYAL BANK OF CANADA | 50,636 | $2M | -107,370 | -68.0% | 4Q | SEC ↗ |
| 25 | Berbice Capital Management LLC | 49,514 | $2M | +2,600 | +5.5% | 4Q | SEC ↗ |
| 26 | Sanctuary Advisors, LLC | 47,494 | $2M | -1,529 | -3.1% | 5Q | SEC ↗ |
| 27 | Private Advisor Group, LLC | 39,870 | $2M | -6,972 | -14.9% | 4Q | SEC ↗ |
| 28 | ENVESTNET ASSET MANAGEMENT INC | 39,501 | $2M | -96,895 | -71.0% | 6Q | SEC ↗ |
| 29 | PCG Wealth Advisors, LLC | 35,845 | $2M | +1,472 | +4.3% | 4Q | SEC ↗ |
| 30 | CFO CAPITAL MANAGEMENT LLC | 35,036 | $2M | +1,285 | +3.8% | 2Q | SEC ↗ |
| 31 | MONECO ADVISORS, LLC NEW | 34,649 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 32 | Aurora Private Wealth, Inc. | 34,561 | $2M | +13,708 | +65.7% | 3Q | SEC ↗ |
| 33 | OSAIC HOLDINGS, INC. | 32,301 | $2M | +5,139 | +18.9% | 7Q | SEC ↗ |
| 34 | FRED ALGER MANAGEMENT, LLC | 28,104 | $1M | — | +0.0% | 8Q | SEC ↗ |
| 35 | Western Wealth Management, LLC | 27,182 | $1M | -218 | -0.8% | 4Q | SEC ↗ |
| 36 | Kingsview Wealth Management, LLC | 26,169 | $1M | +327 | +1.3% | 4Q | SEC ↗ |
| 37 | THOROUGHBRED FINANCIAL SERVICES, LLC | 25,829 | $1M | +2,749 | +11.9% | 6Q | SEC ↗ |
| 38 | HighTower Advisors, LLC | 25,710 | $1M | — | +0.0% | 7Q | SEC ↗ |
| 39 | Sankala Group LLC | 20,879 | $982K | +8,152 | +64.1% | 3Q | SEC ↗ |
| 40 | Brookwood Investment Group LLC | 19,483 | $916K | +786 | +4.2% | 3Q | SEC ↗ |
| 41 | PMG Wealth Management, Inc. | 18,529 | $872K | +1,192 | +6.9% | 3Q | SEC ↗ |
| 42 | HighPoint Advisor Group LLC NEW | 17,892 | $842K | — | +0.0% | 1Q | SEC ↗ |
| 43 | FLAGSHIP HARBOR ADVISORS, LLC | 17,701 | $833K | -209 | -1.2% | 2Q | SEC ↗ |
| 44 | OPPENHEIMER & CO INC | 16,073 | $756K | -1,609 | -9.1% | 2Q | SEC ↗ |
| 45 | BANK OF AMERICA CORP /DE NEW | 14,952 | $703K | — | +0.0% | 1Q | SEC ↗ |
| 46 | Triton Wealth Management, PLLC | 13,633 | $641K | -694 | -4.8% | 4Q | SEC ↗ |
| 47 | Equitable Holdings, Inc. | 13,059 | $614K | +922 | +7.6% | 4Q | SEC ↗ |
| 48 | Cetera Investment Advisers | 12,925 | $608K | +6,009 | +86.9% | 3Q | SEC ↗ |
| 49 | PRESILIUM PRIVATE WEALTH, LLC NEW | 11,990 | $564K | — | +0.0% | 1Q | SEC ↗ |
| 50 | Mutual Advisors, LLC | 11,430 | $538K | +558 | +5.1% | 4Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Ocean Park Asset Management, LLC | 140,332 | $7M |
| Prosperity Financial Group, Inc. | 115,559 | $5M |
| MONECO ADVISORS, LLC | 34,649 | $2M |
| HighPoint Advisor Group LLC | 17,892 | $842K |
| BANK OF AMERICA CORP /DE | 14,952 | $703K |
| PRESILIUM PRIVATE WEALTH, LLC | 11,990 | $564K |
| Western Pacific Wealth Management, | 10,815 | $509K |
| Perennial Investment Advisors, LLC | 10,108 | $475K |
| Hibernia Wealth Partners, LLC | 9,561 | $450K |
| Three Magnolias Financial Advisors, | 7,505 | $353K |
| Trek Financial, LLC | 7,226 | $340K |
| TRUIST FINANCIAL CORP | 6,955 | $327K |
| Snowden Capital Advisors LLC | 5,085 | $239K |
| SHEETS SMITH WEALTH MANAGEMENT | 4,801 | $226K |
| Impact Partnership Wealth, LLC | 4,582 | $216K |
| WPG Advisers, LLC | 2,360 | $111K |
| Global Retirement Partners, LLC | 500 | $24K |
| FMR LLC | 408 | $19K |
| Vision Retirement, LLC | 226 | $11K |
| MORGAN STANLEY | 222 | $10K |
Sold Out (15)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Members Advisory Group LLC | 275,867 | $13M |
| MML INVESTORS SERVICES, LLC | 99,000 | $5M |
| SFG Wealth Management, LLC. | 65,364 | $3M |
| Independent Advisor Alliance | 41,449 | $2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 40,726 | $2M |
| JANE STREET GROUP, LLC | 39,359 | $2M |
| AXXCESS WEALTH MANAGEMENT, LLC | 31,664 | $1M |
| Orion Porfolio Solutions, LLC | 27,216 | $1M |
| GTS SECURITIES LLC | 23,473 | $1M |
| CITADEL ADVISORS LLC | 14,512 | $683K |
| Rubicon Advisors, GP | 10,147 | $477K |
| UBS Group AG | 4,605 | $217K |
| Kestra Advisory Services, LLC | 909 | $43K |
| GHP Investment Advisors, Inc. | 176 | $8K |
| TOTH FINANCIAL ADVISORY CORP | 40 | $2K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ROYAL BANK OF CANADA | -107,370 | -68.0% | 50,636 |
| ENVESTNET ASSET MANAGEMENT INC | -96,895 | -71.0% | 39,501 |
| Whipplewood Advisors, LLC | -44,399 | -87.8% | 6,157 |
| Goldstein Advisors, LLC | -43,741 | -6.4% | 638,243 |
| NewEdge Advisors, LLC | -22,400 | -22.9% | 75,386 |
| LPL Financial LLC | -21,617 | -2.0% | 1,061,213 |
| Stratos Wealth Partners, LTD. | -18,338 | -18.9% | 78,737 |
| IHT Wealth Management, LLC | -15,204 | -65.3% | 8,063 |
| Private Advisor Group, LLC | -6,972 | -14.9% | 39,870 |
| Noble Wealth Management PBC | -4,570 | -6.4% | 66,568 |
| HARBOUR INVESTMENTS, INC. | -4,478 | -94.7% | 253 |
| PRIVATE TRUST CO NA | -3,608 | -48.6% | 3,819 |
| Atria Investments, Inc | -2,223 | -22.8% | 7,536 |
| OPPENHEIMER & CO INC | -1,609 | -9.1% | 16,073 |
| Sanctuary Advisors, LLC | -1,529 | -3.1% | 47,494 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -778 | -9.0% | 7,823 |
| Triton Wealth Management, PLLC | -694 | -4.8% | 13,633 |
| Western Wealth Management, LLC | -218 | -0.8% | 27,182 |
| FLAGSHIP HARBOR ADVISORS, LLC | -209 | -1.2% | 17,701 |
| Essential Investment Partners LLC | -5 | -0.2% | 3,210 |