72 tracked 13F filers disclose a position in AFB as of the latest SEC 13F filings, a combined $173.3M 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 | Pathstone Holdings, LLC | $33.0M | 3.1M | ▲+13% Added · +346K sh | Q1 2026 | |
| 2 | Karpus Management, Inc. | $27.3M | 2.6M | ▲+66% Added · +1.0M sh | Q1 2026 | |
| 3 | Allspring Global Investments Holdings, LLC | $15.7M | 1.5M | ▲+2.2% Added · +32K sh | Q1 2026 | |
| 4 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $11.3M | 1.1M | ▲+2.1% Added · +22K sh | Q1 2026 | |
| 5 | KEYBANK NATIONAL ASSOCIATION/OH | $10.3M | 960K | ▲+3.1% Added · +29K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $9.4M | 879K | ▲+23% Added · +165K sh | Q1 2026 | |
| 7 | GUGGENHEIM CAPITAL LLC | $7.6M | 706K | ▲+0.2% Added · +1K sh | Q1 2026 | |
| 8 | Advisors Asset Management, Inc. | $7.4M | 688K | ▼−1.7% Reduced · −12K sh | Q1 2026 | |
| 9 | Hennion & Walsh Asset Management, Inc. | $6.8M | 600K | ▼−1.1% Reduced · −6K sh | Q2 2026 | |
| 10 | WELLS FARGO & COMPANY/MN | $5.4M | 508K | ▲+2.7% Added · +13K sh | Q1 2026 | |
| 11 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $4.3M | 374K | ▼−18% Reduced · −80K sh | Q2 2026 | |
| 12 | VAN ECK ASSOCIATES CORP | Withheld | 272K | ▲+12% Added · +29K sh | Q1 2026 | |
| 13 | ROBINSON CAPITAL MANAGEMENT, LLC | $3.0M | 265K | —Held | Q2 2026 | |
| 14 | Almitas Capital LLC | $2.3M | 214K | —Held | Q1 2026 | |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $2.1M | 194K | ▼−1.4% Reduced · −3K sh | Q1 2026 | |
| 16 | Rareview Capital LLC | $1.8M | 170K | ▼−60% Reduced · −250K sh | Q2 2026 | |
| 17 | Logan Stone Capital, LLC | $1.6M | 153K | ▼−19% Reduced · −36K sh | Q1 2026 | |
| 18 | Bank of New York Mellon Corp | $1.6M | 147K | ▲+4.4% Added · +6K sh | Q1 2026 | |
| 19 | Fiera Capital Corp | $1.6M | 142K | ▼−3.8% Reduced · −6K sh | Q2 2026 | |
| 20 | Indiana Trust & Investment Management Co | $1.6M | 137K | —Held | Q2 2026 | |
| 21 | Dakota Wealth Management | $1.5M | 134K | ▲+29% Added · +30K sh | Q2 2026 | |
| 22 | WHITEBOX ADVISORS LLC | $1.2M | 114K | —Held | Q1 2026 | |
| 23 | LPL Financial LLC | $1.1M | 99K | ▲~0% Added · +26 sh | Q1 2026 | |
| 24 | &PARTNERS | $991K | 93K | ▲+11% Added · +10K sh | Q1 2026 | |
| 25 | RIVERBRIDGE PARTNERS LLC | $1.0M | 88K | ▼−43% Reduced · −67K 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, 3 funds opened a new position in AFB and 10 added to an existing one, while 12 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 | 27 funds | $3.8B |
| BLACKROCK MUNIHOLDINGS FUNDMHD | 25 funds | $468.3M |
| APPLE INCAAPL | 24 funds | $2.9B |
| ALPHABET INC-CL AGOOGL | 23 funds | $3.4B |
| AMAZON.COM INCAMZN | 22 funds | $2.3B |
| NVIDIA CORPNVDA | 21 funds | $3.3B |
| BROADCOM INCAVGO | 21 funds | $1.8B |
| JOHNSON & JOHNSONJNJ | 21 funds | $1.0B |
| VISA INC-CLASS A SHARESV | 21 funds | $777.1M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 21 funds | $748.6M |
| ELI LILLY & COLLY | 21 funds | $701.1M |
| WALMART INCWMT | 21 funds | $635.8M |
Ranked by how many of AFB's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for AFB
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/AFB/capital-change-brief"
Use Arkolith's capital_change_brief for AFB. 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 AFB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.