ALAI · Insider trading · 13F holders · Congress trades
The Alger ETF Trust (ALAI)
Who is buying and selling ALAI: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 14
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
ALAI at a glance
- No open-market insider purchases or sales of ALAI were filed in the last 90 days.
- 14 13F filers hold ALAI among their 50 largest positions, worth $141.4M combined. The biggest bets by portfolio weight are Sunrise Financial Services, LLC (3.4%), Nwm Advisors, LLC (2.8%) and Colonial River Investments, LLC (2.0%). In their latest 13Fs, 0 managers opened a new position and 7 added to one.
- No member of Congress has disclosed a trade in ALAI.
ALAI insider trading
No open-market insider purchases or sales of ALAI were filed in the last 90 days.
Who owns ALAI? Hedge funds and superinvestors
14 13F filers hold ALAI among their 50 largest positions, worth $141.4M combined. The biggest bets by portfolio weight are Sunrise Financial Services, LLC (3.4%), Nwm Advisors, LLC (2.8%) and Colonial River Investments, LLC (2.0%). In their latest 13Fs, 0 managers opened a new position and 7 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Arkadios Wealth AdvisorsWealth manager | 0.9% | $61.2M | 1,339,871 | +15.9% shares | Q2 2026 |
| Traphagen Investment Advisors LLCWealth manager | 1.7% | $24.1M | 519,214 | +25.6% shares | Q3 2026 |
| Goldstein Advisors, LLCWealth manager | 1.9% | $21.9M | 470,273 | -26.3% shares | Q3 2026 |
| Colonial River Investments, LLCWealth manager | 2.0% | $7.7M | 166,185 | +23.4% shares | Q3 2026 |
| Sunrise Financial Services, LLCWealth manager | 3.4% | $6.1M | 130,369 | +11.1% shares | Q3 2026 |
| Proactive Wealth Strategies LLCWealth manager | 0.8% | $5.2M | 113,128 | — | Q2 2026 |
| Nwm Advisors, LLCWealth manager | 2.8% | $3.6M | 79,266 | +7.3% shares | Q2 2026 |
| Noble Wealth Management PBCWealth manager | 1.4% | $3.1M | 67,522 | +1.4% shares | Q3 2026 |
| Berbice Capital Management LLCHedge fund | 1.2% | $2.4M | 50,714 | +2.4% shares | Q3 2026 |
| Western Pacific Wealth Management, LPWealth manager | 1.9% | $2.3M | 49,169 | +354.6% shares | Q3 2026 |
| Cfo Capital Management LLCHedge fund | 1.0% | $1.2M | 35,036 | +3.8% shares | Q1 2026 |
| Aurora Private Wealth, Inc.Wealth manager | 0.6% | $957K | 20,602 | -40.4% shares | Q3 2026 |
| Sankala Group LLCWealth manager | 0.6% | $935K | 20,879 | — | Q2 2026 |
| PMG Wealth Management, Inc.Wealth manager | 0.5% | $846K | 18,529 | +6.9% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 8, Q2 2026: 5, Q1 2026: 1). Screen ALAI in the grand portfolio →
ALAI stock trades by members of Congress
No member of Congress has disclosed a trade in ALAI.
ALAI questions and answers
Are insiders buying ALAI stock?
No open-market insider purchases or sales of ALAI were filed in the last 90 days.
Which hedge funds own ALAI?
14 13F filers hold ALAI among their 50 largest positions, worth $141.4M combined. The biggest bets by portfolio weight are Sunrise Financial Services, LLC (3.4%), Nwm Advisors, LLC (2.8%) and Colonial River Investments, LLC (2.0%). In their latest 13Fs, 0 managers opened a new position and 7 added to one.
Has Congress traded ALAI?
No member of Congress has disclosed a trade in ALAI.
Who is the largest holder of ALAI?
Among 13F filers, Arkadios Wealth Advisors reports the largest ALAI position, $61.2M (1,339,871 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Sunrise Financial Services, LLC's: 3.4% of its portfolio.
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