THE ALGER ETF TRUST (INVN)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
7
Reporting holders
$4.5M
Reported value
0.0%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| NWM ADVISORS, LLC | $1.7M | 77,907 | 1.31% | 3q | -55.0%-$2.0M |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 72,502 | 0.00% | 6q | +3.1%+$46.6K |
| HighTower Advisors, LLC | $391.4K | 18,266 | 0.00% | 6q | -25.8%-$136.3K |
| CITADEL ADVISORS LLC | $354.0K | 16,521 | 0.00% | new | NEW |
| MONECO ADVISORS, LLC | $296.0K | 13,814 | 0.02% | new | NEW |
| JPMORGAN CHASE & CO | $248.6K | 11,554 | 0.00% | 3q | +267.0%+$180.9K |
| UBS Group AG | $3.3K | 156 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 7 | $4.5M | 210,720 | 3 | 2 | 2 | 0.0% |
| Q1 2026 | 5 | $5.7M | 306,240 | 0 | 1 | 3 | 0.0% |
| Q4 2025 | 6 | $9.6M | 441,801 | 1 | 2 | 1 | 0.0% |
| Q3 2025 | 4 | $1.1M | 113,152 | 2 | 1 | 1 | 0.0% |
| Q2 2025 | 2 | $777.6K | 77,699 | 0 | 2 | 0 | 0.0% |
| Q1 2025 | 4 | $1.4M | 93,593 | 4 | 0 | 0 | 0.0% |