Who owns CNEQ?
Alger Concentrated Equity ETF · Alger
92 institutions reported holding CNEQ, worth $574.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CNEQ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| RWA Wealth Partners, LLC | Boston, MA | $228.5M | 5,537,339 | +510,257 shares |
| LPL Financial LLC | Fort Mill, SC | $82.2M | 1,992,964 | +653,741 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $40.6M | 984,120 | +262,459 shares |
| Wells Fargo & Company | San Francisco, CA | $35.7M | 863,886 | +786,291 shares |
| Flagship Harbor Advisors, LLC | Boston, MA | $17.7M | 429,140 | +18,080 shares |
| Truist Financial Corp. | Charlotte, NC | $13.0M | 314,257 | +107,594 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $10.3M | 248,912 | +25,805 shares |
| Great Valley Advisor Group, Inc. | Wilmington, DE | $9.7M | 236,030 | New position |
| Sanchez Wealth Management Group | Jacksonville, FL | $9.3M | 225,303 | +8,606 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $9.0M | 216,912 | +80,281 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.
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Frequently asked questions
Who owns CNEQ?
92 institutional managers reported holding CNEQ in Form 13F filings for June 30, 2026, worth $574.2M in total. The largest reported position was held by RWA Wealth Partners, LLC, at $228.5M.
Did institutions buy or sell CNEQ last quarter?
Reported 13F value rose 79.6% from March 31, 2026, which includes price moves as well as buying and selling. 34 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 CNEQ 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.