Among active 13F managers last quarter, 2 opened and 1 reduced; the largest holder to move was North Star Asset Management Inc (−0.4%).
8 tracked 13F filers disclose a position in AEPFX as of the latest SEC 13F filings, a combined $3.9M 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 | North Star Asset Management Inc | 48K | $2.8M | ▼−0.4% Reduced · −203 sh | Q1 2026 | |
| 2 | Great Lakes Advisors, LLC | 6K | $399K | —Held | Q2 2026 | |
| 3 | NBT Bank, N.A. | 3K | $172K | ▲New +3K sh | Q2 2026 | |
| 4 | Oakworth Capital, Inc. | 2K | $140K | —Held | Q1 2026 | |
| 5 | Kelleher Financial Advisors | 2K | $151K | ▼−59% Reduced · −3K sh | Q2 2026 | |
| 6 | McIlrath & Eck, LLC | 2K | $136K | ▲New +2K sh | Q1 2026 | |
| 7 | Vermillion Wealth Management, Inc. | 2K | $98K | ▲Added Added · +2K sh | Q2 2026 | |
| 8 | Financial Gravity Companies, Inc. | 13 | $801 | ▲New +13 sh | Q2 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, 2 funds opened a new position in AEPFX, while 1 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 |
|---|---|---|
| Apple IncAAPL | 5 funds | $635.8M |
| Amazon.com IncAMZN | 5 funds | $588.0M |
| Microsoft CorpMSFT | 5 funds | $500.1M |
| JPMorgan Chase & CoJPM | 5 funds | $452.4M |
| Alphabet Inc-CL AGOOGL | 5 funds | $270.8M |
| Nvidia CorpNVDA | 5 funds | $245.5M |
| Broadcom IncAVGO | 5 funds | $214.4M |
| Merck & Co. Inc.MRK | 5 funds | $211.4M |
| Bank Of America CorpBAC | 5 funds | $206.7M |
| RTX CorpRTX | 5 funds | $196.8M |
| Linde PLCLIN | 5 funds | $195.5M |
| Alphabet Inc-CL CGOOG | 5 funds | $194.5M |
Ranked by how many of AEPFX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AEPFX.
No filings captured for this ticker in the live stream yet.
Connected entities for AEPFX
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/AEPFX/capital-change-brief"
Use Arkolith's capital_change_brief for AEPFX. 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 AEPFX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.