FRTY institutional holders

ALGER MID · 13F, 2026Q2

Managers holding42
Shares held4,284,793
Reported value$105.5m
Quarter flows8 new, 19 added, 10 trimmed, 7 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
UBS Group AG1,093,822$27.1m0.0%
LPL Financial LLC481,597$12.0m0.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC471,613$11.0m0.0%
RAYMOND JAMES FINANCIAL INC294,352$7.3m0.0%
TRUIST FINANCIAL CORP291,608$7.2m0.0%
Brookwood Investment Group LLC264,920$6.6m0.7%
COMMONWEALTH EQUITY SERVICES, LLC245,461$6.1m0.0%
Castle Rock Wealth Management, LLC133,065$3.2m0.6%
Proactive Wealth Strategies LLC86,330$2.1m0.3%
Cambridge Investment Research Advisors, Inc.82,738$2.1m0.0%
FLAGSHIP HARBOR ADVISORS, LLC74,974$1.9m0.1%
ENVESTNET ASSET MANAGEMENT INC69,998$1.7m0.0%
Advisory Advocates, LLC68,973$1.7m1.5%
CREATIVE FINANCIAL DESIGNS INC /ADV66,754$1.7m0.1%
Keystone Financial Services, LLC62,148$1.5m1.0%
Sargent Investment Group, LLC60,628$1.5m0.2%
Worth Financial Advisory Group, LLC57,555$1.4m0.6%
Western Wealth Management, LLC51,678$1.3m0.0%
JONES FINANCIAL COMPANIES LLLP48,276$1.1m0.0%
&PARTNERS41,615$1.0m0.0%
ROYAL BANK OF CANADA35,235$874,0000.0%
DAVENPORT & Co LLC33,433$829,7120.0%
Balentine LLC30,510$757,1670.0%
Cetera Investment Advisers20,632$512,0300.0%
Savant Capital, LLC14,690$325,3650.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("FRTY"). FRTY price history · All 13F data

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