Who Owns ALGER AI (ALAI)? -- Institutional Holders (2026-06-30)

89 institutions reported holding $304.3M of ALGER AI (ALAI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Arkadios Wealth Advisors ($61.2M), LPL Financial LLC ($48.4M), Goldstein Advisors, LLC ($29.1M), TRAPHAGEN INVESTMENT ADVISORS LLC ($18.9M), WELLS FARGO & COMPANY/MN ($18.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Arkadios Wealth Advisors$61.2M1.3MAdded
2LPL Financial LLC$48.4M1.1MTrimmed
3Goldstein Advisors, LLC$29.1M638,243Trimmed
4TRAPHAGEN INVESTMENT ADVISORS LLC$18.9M413,367Added
5WELLS FARGO & COMPANY/MN$18.2M398,395Added
6GREAT VALLEY ADVISOR GROUP, INC.$12.5M273,286Added
7COMMONWEALTH EQUITY SERVICES, LLC$9.4M204,869Added
8Ocean Park Asset Management, LLC$6.4M140,332New
9STIFEL FINANCIAL CORP$6.2M135,742Added
10Colonial River Investments, LLC$6.1M134,688Added
11Sunrise Financial Services, LLC$5.4M117,333Added
12Prosperity Financial Group, Inc.$5.3M115,559New
13Proactive Wealth Strategies LLC$5.2M113,128Added
14Onyx Bridge Wealth Group LLC$4.6M101,124Added
15RAYMOND JAMES FINANCIAL INC$4.4M96,338Added
16NWM ADVISORS, LLC$3.6M79,266Added
17Stratos Wealth Partners, LTD.$3.6M78,737Trimmed
18NewEdge Advisors, LLC$3.4M75,386Trimmed
19Noble Wealth Management PBC$3.0M66,568Trimmed
20Apollon Financial, LLC$2.7M59,706Added
21SMITH, MOORE & CO.$2.7M58,777Added
22&PARTNERS$2.6M57,701Added
23Cambridge Investment Research Advisors, Inc.$2.5M54,510Added
24Royal Bank of Canada$2.3M50,636Trimmed
25Berbice Capital Management LLC$2.3M49,514Added

Source: SEC Form 13F filings · as of 2026-06-30