12 tracked 13F filers disclose a position in ADFI as of the latest SEC 13F filings, a combined $48.0M in reported value. 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $45.2M | 5.3M | ▲+12% Added · +573K sh | Q1 2026 | |
| 2 | J.M. Arbour, LLC | $1.6M | 188K | ▲+7.5% Added · +13K sh | Q2 2026 | |
| 3 | CITADEL ADVISORS LLC | $448K | 53K | ▲New +53K sh | Q1 2026 | |
| 4 | AdvisorNet Financial, Inc | $225K | 26K | ▼−37% Reduced · −16K sh | Q2 2026 | |
| 5 | TCFG Investment Advisors, LLC | $176K | 21K | ▼−2.2% Reduced · −463 sh | Q2 2026 | |
| 6 | Mosley Wealth Management | $161K | 19K | ▼−70% Reduced · −43K sh | Q2 2026 | |
| 7 | Walser Wealth Management Company, A Ltd Liability Co | $93K | 11K | ▲+0.1% Added · +9 sh | Q2 2026 | |
| 8 | MORGAN STANLEY | $4K | 526 | ▲New +526 sh | Q1 2026 | |
| 9 | CREATIVE FINANCIAL DESIGNS INC /ADV | $4K | 452 | —Held | Q2 2026 | |
| 10 | GeoWealth Management, LLC | $3K | 405 | ▲+87% Added · +188 sh | Q2 2026 | |
| 11 | AE Wealth Management LLC | $2K | 277 | —Held | Q1 2026 | |
| 12 | HARBOUR INVESTMENTS, INC. | $2K | 258 | —Held | 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.
Last quarter, 1 fund opened a new position in ADFI and 3 added to an existing one, while 2 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 8 funds | $3.5B |
| ISHARES CORE S&P 500 ETFIVV | 8 funds | $3.0B |
| AMAZON.COM INCAMZN | 8 funds | $1.9B |
| APPLE INCAAPL | 8 funds | $1.7B |
| MICRON TECHNOLOGY INCMU | 8 funds | $1.6B |
| MICROSOFT CORPMSFT | 8 funds | $1.2B |
| META PLATFORMS INC-CLASS AMETA | 8 funds | $1.1B |
| BROADCOM INCAVGO | 8 funds | $1.1B |
| ALPHABET INC-CL AGOOGL | 8 funds | $952.1M |
| TESLA INCTSLA | 8 funds | $826.7M |
| JPMORGAN CHASE & COJPM | 8 funds | $819.5M |
| ALPHABET INC-CL CGOOG | 8 funds | $738.5M |
Ranked by how many of ADFI's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 21, 2017 | LIM KOK SEONG | 10% Owner | Sell (S) | 27.5M | $1.6M |
| Sep 21, 2017 | LEE JIN HAN ALVIN | 10% Owner | Sell (S) | 27.5M | $1.6M |
| Class | 13F holders | Value held |
|---|---|---|
| LSAFUIE | 21 funds | $38.9M |
| LSATUIE | 20 funds | $25.0M |
| AFIFETF | 19 funds | $104.1M |
| WLDRSIMP AF WORL ETF | 17 funds | $66.8M |
| AESRETF | 14 funds | $111.0M |
| DYLDLEADERSHARES DY | 14 funds | $20.4M |
| RPHSREGENTS PK HDGD | 13 funds | $42.4M |
| CGVETF | 12 funds | $73.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for ADFI
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ADFI/capital-change-brief"
Use Arkolith's capital_change_brief for ADFI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ADFI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.