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Disclosery

ALAI THE ALGER ETF TRUST

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AI ENABLERS ADOP (fund)

69 managers (69 13F filers) reported a position in ALAI shares at 2026-03-31, 5,996,198 shares in all. 10 filers opened a position and 11 filers sold out during the quarter.

Managers
69
13F filers
69
New
10
Added
40
Reduced
14
Sold out
11
Shares held by filers
5,996,198

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Arkadios Wealth Advisors1,155,852$38.2M0.63%+305,45613F-HRTimeline
LPL Financial LLC1,082,830$35.8M0.01%+107,30713F-HRTimeline
Goldstein Advisors, LLC681,984$22.5M2.5%+73,33713F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC318,822$10.5M0.85%+306,97613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…226,935$7.5M0.14%+43,28613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC200,535$6.63M0.01%+3,05513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA158,006$5.22M<0.01%+5,77913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN138,114$4.56M<0.01%+137,56413F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC136,396$4.51M<0.01%+12,53713F-HRTimelineGroup
Sunrise Financial Services, LLC111,650$3.69M2.61%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP111,149$3.67M<0.01%+14,85413F-HRTimelineGroup
Onyx Bridge Wealth Group LLC99,093$3.27M0.35%+2,42513F-HRTimeline
MML INVESTORS SERVICES, LLC99,000$3.27M0.01%-2,45413F-HRTimeline
NewEdge Advisors, LLC97,786$3.23M0.01%-26,12513F-HR/ATimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.97,075$3.21M0.04%-19,89113F-HRTimelineGroup
Proactive Wealth Strategies LLC81,658$2.7M0.51%new13F-HRTimeline
NWM ADVISORS, LLC73,895$2.44M2.22%+2,67613F-HRTimeline
Noble Wealth Management PBC71,138$2.35M1.21%-1,59013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC62,887$2.08M<0.01%+41,03013F-HRTimelineGroup
Apollon Financial, LLCin group Apollon Wealth Management, LLC55,613$1.84M0.25%+3,60013F-HRTimelineGroup
Cambridge Investment Research Advisors,…50,976$1.68M<0.01%+2,07713F-HRTimeline
Whipplewood Advisors, LLC50,556$1.67M0.87%+1,92613F-HRTimeline
Sanctuary Advisors, LLC49,023$1.62M0.01%-1,61013F-HRTimeline
Berbice Capital Management LLC46,914$1.55M1.01%+11,96013F-HRTimeline
Private Advisor Group, LLC46,842$1.55M0.01%+27,63913F-HRTimeline
&PARTNERS45,348$1.5M0.01%+6,96313F-HRTimeline
SMITH, MOORE & CO.42,978$1.42M0.1%+30,84913F-HRTimeline
Independent Advisor Alliance41,449$1.37M0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC39,359$1.3M<0.01%+20,28013F-HRTimelineGroup
CFO CAPITAL MANAGEMENT LLC35,036$1.16M0.95%+1,28513F-HRTimeline
PCG Wealth Advisors, LLC34,373$1.14M0.29%+3,39313F-HRTimeline
Colonial River Investments, LLC32,701$1.08M0.39%+1,92213F-HRTimeline
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC28,104$929K<0.01%+2,85913F-HRTimelineGroup
Western Wealth Management, LLC27,400$905K0.03%+9,61313F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.27,162$897K<0.01%+1,50513F-HRTimelineGroup
Kingsview Wealth Management, LLC25,842$854K0.01%-1,82313F-HRTimeline
HighTower Advisors, LLC25,710$849K<0.01%+7813F-HRTimeline
IHT Wealth Management, LLC23,267$769K0.02%+1,79613F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC23,080$762K0.05%+59313F-HRTimeline
Aurora Private Wealth, Inc.20,853$753K0.54%-39,74613F-HRTimeline
Brookwood Investment Group LLC18,697$618K0.08%+12,46213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC17,910$592K0.03%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …17,682$584K0.01%new13F-HRTimelineGroup
PMG Wealth Management, Inc.17,337$573K0.41%-8713F-HRTimeline
Triton Wealth Management, PLLC14,327$479K0.18%-9,84613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.12,137$438K<0.01%-15,91913F-HRTimelineGroup
Sankala Group LLC12,727$407K0.33%+2,98213F-HRTimeline
Mutual Advisors, LLC10,872$359K0.01%+56313F-HRTimeline
National Philanthropic Trust10,693$353K<0.01%013F-HRTimeline
Atria Investments, Inc9,759$322K<0.01%-18,70213F-HRTimeline
WEALTH EFFECTS LLC9,576$316K0.11%+13113F-HRTimeline
Integrated Wealth Concepts LLC9,560$316K<0.01%-87113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,601$290K<0.01%+2,21113F-HRTimeline
Prospect Financial Services LLC7,537$249K0.15%-1513F-HRTimeline
PRIVATE TRUST CO NA7,427$245K0.02%+9013F-HRTimeline
Cetera Investment Advisers6,916$229K<0.01%-87613F-HRTimeline
XML Financial, LLC6,280$207K0.02%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV4,816$159K0.01%+4,74113F-HRTimeline
HARBOUR INVESTMENTS, INC.4,731$156K<0.01%+4,63113F-HRTimeline
Capital Investment Advisory Services, L…3,520$116K0.01%new13F-HRTimeline
Essential Investment Partners LLC3,215$106K0.1%+27213F-HRTimeline
Farther Finance Advisors, LLC1,283$43.1K<0.01%013F-HRTimeline
Grove Bank & Trust1,264$41.8K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…940$31.1K0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC485$16K0.01%+43513F-HRTimeline
GHP Investment Advisors, Inc.176$5.82K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\138$4.56K<0.01%new13F-HRTimelineGroup
Tradewinds Capital Management, LLC101$3.34K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC100$3.3K<0.01%013F-HRTimelineGroup