47 tracked 13F filers disclose a position in AEF as of the latest SEC 13F filings, a combined $151.1M 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 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $82.6M | 11.3M | ▼−0.3% Reduced · −36K sh | Q1 2026 | |
| 2 | Allspring Global Investments Holdings, LLC | $19.6M | 2.7M | ▼−5.5% Reduced · −155K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $13.0M | 1.8M | ▲+1.9% Added · +33K sh | Q1 2026 | |
| 4 | 1607 Capital Partners, LLC | $9.1M | 1.2M | ▼−18% Reduced · −272K sh | Q1 2026 | |
| 5 | LAZARD ASSET MANAGEMENT LLC | $8.1M | 1.1M | ▼−23% Reduced · −331K sh | Q1 2026 | |
| 6 | Uncommon Cents Investing LLC | $3.1M | 322K | ▼−0.1% Reduced · −300 sh | Q2 2026 | |
| 7 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $1.8M | 253K | ▼−5.3% Reduced · −14K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $1.7M | 227K | ▲+58% Added · +84K sh | Q1 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $1.4M | 199K | ▼−10% Reduced · −22K sh | Q1 2026 | |
| 10 | Private Advisor Group, LLC | $1.4M | 192K | ▲+7.4% Added · +13K sh | Q1 2026 | |
| 11 | GUGGENHEIM CAPITAL LLC | $1.3M | 177K | ▲+3.0% Added · +5K sh | Q1 2026 | |
| 12 | BANK OF AMERICA CORP /DE/ | $1.2M | 169K | ▼−13% Reduced · −26K sh | Q1 2026 | |
| 13 | Shaker Financial Services, LLC | $1.6M | 163K | ▲+3.8% Added · +6K sh | Q2 2026 | |
| 14 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $1.1M | 150K | ▼−63% Reduced · −255K sh | Q1 2026 | |
| 15 | EVOLVE PRIVATE WEALTH, LLC | $820K | 113K | ▲+3.2% Added · +3K sh | Q1 2026 | |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $471K | 65K | ▲+3.3% Added · +2K sh | Q1 2026 | |
| 17 | MILLENNIUM MANAGEMENT LLC | $409K | 56K | ▲New +56K sh | Q1 2026 | |
| 18 | RAYMOND JAMES FINANCIAL INC | $231K | 32K | ▲+75% Added · +14K sh | Q1 2026 | |
| 19 | READYSTATE ASSET MANAGEMENT LP | $203K | 28K | ▲New +28K sh | Q1 2026 | |
| 20 | &PARTNERS | $174K | 24K | ▲New +24K sh | Q1 2026 | |
| 21 | Rockefeller Capital Management L.P. | $167K | 23K | ▼−51% Reduced · −24K sh | Q1 2026 | |
| 22 | DECISION INVESTMENTS, INC | $207K | 22K | ▲+4.0% Added · +830 sh | Q2 2026 | |
| 23 | JANE STREET GROUP, LLC | $154K | 21K | ▲+77% Added · +9K sh | Q1 2026 | |
| 24 | Clearstead Advisors, LLC | $146K | 20K | —Held | Q1 2026 | |
| 25 | Creative Planning | $145K | 20K | ▲+70% Added · +8K 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, 5 funds opened a new position in AEF and 4 added to an existing one, while 7 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 19 funds | $8.9B |
| ISHARES CORE S&P 500 ETFIVV | 19 funds | $8.4B |
| APPLE INCAAPL | 18 funds | $9.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 18 funds | $4.3B |
| HOME DEPOT INCHD | 18 funds | $1.4B |
| ALBEMARLE CORPALB | 18 funds | $73.3M |
| NVIDIA CORPNVDA | 17 funds | $8.6B |
| AMAZON.COM INCAMZN | 17 funds | $6.5B |
| ALPHABET INC-CL AGOOGL | 17 funds | $5.4B |
| BROADCOM INCAVGO | 17 funds | $4.2B |
| VANGUARD S&P 500 ETFVOO | 17 funds | $4.2B |
| META PLATFORMS INC-CLASS AMETA | 17 funds | $3.1B |
Ranked by how many of AEF's institutional holders also hold each name, a cross-fund conviction signal.
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.