Who owns ALAI?
Alger AI Enablers & Adopters ETF · Alger
85 institutions reported holding ALAI, worth $307.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of ALAI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Arkadios Wealth Advisors | Atlanta, GA | $61.2M | 1,339,871 | +184,019 shares |
| LPL Financial LLC | Fort Mill, SC | $48.4M | 1,061,213 | −21,617 shares |
| Goldstein Advisors, LLC | Madison, WI | $29.1M | 638,243 | −43,741 shares |
| Traphagen Investment Advisors LLC | Oradell, NJ | $18.9M | 413,367 | +94,545 shares |
| Wells Fargo & Company | San Francisco, CA | $18.2M | 398,395 | +260,281 shares |
| Great Valley Advisor Group, Inc. | Wilmington, DE | $12.5M | 273,286 | +46,351 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $9.4M | 204,869 | +4,334 shares |
| Ocean Park Asset Management, LLC | Santa Monica, CA | $6.4M | 140,332 | New position |
| Stifel Financial Corp. | St. Louis, MO | $6.2M | 135,742 | +24,593 shares |
| Colonial River Investments, LLC | Midlothian, VA | $6.1M | 134,688 | +101,987 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
Similar ETFs
Compare what they hold: ALAI vs TNGY, ALAI vs DFNL, ALAI vs WTAI, ALAI vs IETC.
Frequently asked questions
Who owns ALAI?
85 institutional managers reported holding ALAI in Form 13F filings for June 30, 2026, worth $307.2M in total. The largest reported position was held by Arkadios Wealth Advisors, at $61.2M.
Did institutions buy or sell ALAI last quarter?
Reported 13F value rose 58.6% from March 31, 2026, which includes price moves as well as buying and selling. 24 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is ALAI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.