FRTY

Alger Mid Cap 40 ETF
UnclassifiedUSCUSIP 015564107◍ Confluence graph
Tracked 13F Holders
7
+0 QoQ
13F Value (tracked)
$11.1M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)0 adding · 0 trimming
Insider net (180d)$0
Price history not yet available for FRTY.
Build

Use FRTY data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns FRTY

This stock page is the Follow view. The Build view lets your agent query FRTY owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/FRTY"
Ask your agent
Use Arkolith to show who owns FRTY,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

7 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$8.8M
449K
−67%
Reduced · −894K sh
Q1 2026
2&PARTNERS
$734K
38K
+4.7%
Added · +2K sh
Q1 2026
3DAVENPORT & Co LLC
$612K
31K
+2.3%
Added · +700 sh
Q1 2026
4Balentine LLC
$594K
31K
Held
Q1 2026
5Kovack Advisors, Inc.
$215K
11K
Held
Q1 2026
6CWM, LLC
$38K
2K
−14%
Reduced · −326 sh
Q1 2026
7NewEdge Advisors, LLC
$29K
2K
−97%
Reduced · −43K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

23 funds+18 since Q2 2022
01223Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $62.8M

Share classes

Class13F holdersValue held
CNEQMF Closed and MF Open39 funds$283.8M
ALAIMF Closed and MF Open37 funds$132.9M
FRTYthis pageMID CAP 40 ETF23 funds$62.8M
ATFVmc19 funds$36.3M
015564602RUSSELL INNOVATI3 funds$1.8M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own FRTY also own

CompanyCo-held byCombined value
ISHARES CORE S&P 500 ETFIVV11 funds$5.3B
APPLE INCAAPL11 funds$2.9B
MICROSOFT CORPMSFT11 funds$2.8B
ISHARES CORE U.S. AGGREGATEAGG11 funds$2.4B
NVIDIA CORPNVDA11 funds$2.2B
AMAZON.COM INCAMZN11 funds$2.2B
ALPHABET INC-CL AGOOGL11 funds$1.8B
VANGUARD VALUE ETFVTV11 funds$1.5B
BERKSHIRE HATHAWAY INC-CL BBRK/B11 funds$1.5B
STE STR SPDR PT S&P 500 ETFSPYM11 funds$1.4B
JPMORGAN CHASE & COJPM11 funds$1.4B
VANGUARD S&P 500 ETFVOO11 funds$1.4B

Ranked by how many of FRTY's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for FRTY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.