Among active 13F managers last quarter, 6 opened and 7 added, while 9 reduced; the largest holder to move was City Of London Investment Management Co Ltd (−7.4%).
57 tracked 13F filers disclose a position in AEF as of the latest SEC 13F filings, a combined $172.4M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | City Of London Investment Management Co Ltd | 10.5M | $100.7M | ▼−7.4% Reduced · −838K sh | Q2 2026 | |
| 2 | Allspring Global Investments Holdings, LLC | 2.4M | $22.7M | ▼−12% Reduced · −325K sh | Q2 2026 | |
| 3 | Morgan Stanley | 1.8M | $13.0M | ▲+1.9% Added · +33K sh | Q1 2026 | |
| 4 | Lazard Asset Management LLC | 1.1M | $8.1M | ▼−23% Reduced · −331K sh | Q1 2026 | |
| 5 | 1607 Capital Partners, LLC | 793K | $7.6M | ▼−36% Reduced · −453K sh | Q2 2026 | |
| 6 | Uncommon Cents Investing Inc | 322K | $3.1M | ▼−0.1% Reduced · −300 sh | Q2 2026 | |
| 7 | LPL Financial LLC | 227K | $1.7M | ▲+58% Added · +84K sh | Q1 2026 | |
| 8 | Envestnet Asset Management Inc | 199K | $1.4M | ▼−10% Reduced · −22K sh | Q1 2026 | |
| 9 | Guggenheim Capital LLC | 177K | $1.3M | ▲+3.0% Added · +5K sh | Q1 2026 | |
| 10 | Bank Of America Corp | 169K | $1.2M | ▼−13% Reduced · −26K sh | Q1 2026 | |
| 11 | Shaker Financial Services, LLC | 163K | $1.6M | ▲+3.8% Added · +6K sh | Q2 2026 | |
| 12 | Public Employees Retirement System Of Ohio | 150K | $1.4M | —Held | Q2 2026 | |
| 13 | Steward Partners Investment Advisory, LLC | 146K | $1.4M | ▲New +146K sh | Q2 2026 | |
| 14 | Vanguard Capital Wealth Advisors | 121K | $1.2M | ▼−47% Reduced · −106K sh | Q2 2026 | |
| 15 | Evolve Private Wealth, LLC | 108K | $1.0M | ▼−4.4% Reduced · −5K sh | Q2 2026 | |
| 16 | Commonwealth Equity Services, LLC | 65K | $471K | ▲+3.3% Added · +2K sh | Q1 2026 | |
| 17 | Closed-End Fund Advisors, Inc. | 64K | $613K | ▼−15% Reduced · −11K sh | Q2 2026 | |
| 18 | Millennium Management LLC | 56K | $409K | ▲New +56K sh | Q1 2026 | |
| 19 | Blue Bell Private Wealth Management, LLC | 47K | $453K | ▼−0.8% Reduced · −400 sh | Q2 2026 | |
| 20 | Raymond James Financial Inc | 32K | $231K | ▲+75% Added · +14K sh | Q1 2026 | |
| 21 | Uhlmann Price Securities, LLC | 31K | $295K | ▼−25% Reduced · −10K sh | Q2 2026 | |
| 22 | &Partners | 24K | $228K | ▼−0.6% Reduced · −155 sh | Q2 2026 | |
| 23 | Rockefeller Capital Management L.P. | 23K | $167K | ▼−51% Reduced · −24K sh | Q1 2026 | |
| 24 | Decision Investments, Inc | 22K | $207K | ▲+4.0% Added · +830 sh | Q2 2026 | |
| 25 | Jane Street Group, LLC | 21K | $154K | ▲+77% Added · +9K 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.
Last quarter, 6 funds opened a new position in AEF and 7 added to an existing one, while 9 reduced. 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 | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 25 funds | $5.1B |
| Nvidia CorpNVDA | 24 funds | $6.9B |
| Apple IncAAPL | 24 funds | $6.6B |
| Alphabet Inc-CL AGOOGL | 24 funds | $3.2B |
| SS SPDR S&P 500 ETF Trust-USSPY | 24 funds | $1.4B |
| Amazon.com IncAMZN | 23 funds | $4.1B |
| Meta Platforms Inc-Class AMETA | 23 funds | $2.4B |
| Eli Lilly & CoLLY | 23 funds | $1.6B |
| JPMorgan Chase & CoJPM | 23 funds | $1.2B |
| Johnson & JohnsonJNJ | 23 funds | $1.0B |
| Merck & Co. Inc.MRK | 22 funds | $905.1M |
| Berkshire Hathaway Inc-CL BBRK/B | 22 funds | $854.3M |
Ranked by how many of AEF's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AEF.
Connected entities for AEF
This ETF 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/AEF/capital-change-brief"
Use Arkolith's capital_change_brief for AEF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for AEF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.