Who owns FRTY?
Alger Mid Cap 40 ETF · Alger
42 institutions reported holding FRTY, worth $105.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FRTY
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| UBS Group AG | Zurich, Switzerland | $27.1M | 1,093,822 | −180,085 shares |
| LPL Financial LLC | Fort Mill, SC | $12.0M | 481,597 | +51,544 shares |
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $11.0M | 471,613 | +22,157 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $7.3M | 294,352 | +328 shares |
| Truist Financial Corp. | Charlotte, NC | $7.2M | 291,608 | +263,900 shares |
| Brookwood Investment Group LLC | Phoenix, AZ | $6.6M | 264,920 | −36,004 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $6.1M | 245,461 | +28,505 shares |
| Castle Rock Wealth Management, LLC | Walnut Creek, CA | $3.2M | 133,065 | +7,057 shares |
| Proactive Wealth Strategies LLC | Marietta, GA | $2.1M | 86,330 | +25,500 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $2.1M | 82,738 | +40,297 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: FRTY vs SEIS, FRTY vs XSLV, FRTY vs PSCI, FRTY vs CVSM.
Frequently asked questions
Who owns FRTY?
42 institutional managers reported holding FRTY in Form 13F filings for June 30, 2026, worth $105.5M in total. The largest reported position was held by UBS Group AG, at $27.1M.
Did institutions buy or sell FRTY last quarter?
Reported 13F value rose 23.9% from March 31, 2026, which includes price moves as well as buying and selling. 9 firms reported a new position and 6 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 FRTY 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.