19 tracked 13F filers disclose a position in AFIF as of the latest SEC 13F filings, a combined $104.1M 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 | Wealth Enhancement Trust Services, Inc. | $56.0M | 6.0M | ▲+3.8% Added · +219K sh | Q2 2026 | |
| 2 | AdvisorNet Financial, Inc | $25.5M | 2.7M | ▲+16% Added · +380K sh | Q2 2026 | |
| 3 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $9.9M | 1.1M | ▲+8.4% Added · +83K sh | Q1 2026 | |
| 4 | Mariner, LLC | $4.0M | 426K | ▼−49% Reduced · −411K sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $3.4M | 366K | ▲+8.0% Added · +27K sh | Q1 2026 | |
| 6 | 9823 Capital, L.P. | $1.6M | 167K | ▼−7.4% Reduced · −13K sh | Q2 2026 | |
| 7 | COMPASS FINANCIAL MANAGEMENT LLC | $1.1M | 115K | ▲New +115K sh | Q2 2026 | |
| 8 | GTS SECURITIES LLC | $834K | 90K | ▲+708% Added · +78K sh | Q1 2026 | |
| 9 | LPL Financial LLC | $645K | 69K | ▲+0.2% Added · +117 sh | Q1 2026 | |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $324K | 35K | ▲+87% Added · +16K sh | Q1 2026 | |
| 11 | JANE STREET GROUP, LLC | $206K | 22K | ▼−18% Reduced · −5K sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $201K | 22K | ▲New +22K sh | Q1 2026 | |
| 13 | TCFG Investment Advisors, LLC | $137K | 15K | ▼−14% Reduced · −2K sh | Q2 2026 | |
| 14 | Avior Wealth Management, LLC | $130K | 14K | ▼−24% Reduced · −4K sh | Q1 2026 | |
| 15 | CITADEL ADVISORS LLC | $108K | 12K | ▲New +12K sh | Q1 2026 | |
| 16 | Geneos Wealth Management Inc. | $35K | 4K | ▲+15% Added · +484 sh | Q2 2026 | |
| 17 | Farther Finance Advisors, LLC | $3K | 319 | —Held | Q1 2026 | |
| 18 | MORGAN STANLEY | $16 | 1 | —Held | Q1 2026 | |
| 19 | WELLS FARGO & COMPANY/MN | $7 | 1 | —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, 2 funds opened a new position in AFIF 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 |
|---|---|---|
| AMAZON.COM INCAMZN | 8 funds | $1.9B |
| APPLE INCAAPL | 8 funds | $1.9B |
| MICROSOFT CORPMSFT | 8 funds | $1.3B |
| TESLA INCTSLA | 8 funds | $856.4M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 8 funds | $505.4M |
| INVESCO QQQ TRUST SERIES 1QQQ | 8 funds | $388.3M |
| CATERPILLAR INCCAT | 8 funds | $266.3M |
| GE VERNOVA INCGEV | 8 funds | $176.8M |
| GOLDMAN SACHS GROUP INCGS | 8 funds | $148.0M |
| NVIDIA CORPNVDA | 7 funds | $3.8B |
| ISHARES CORE S&P 500 ETFIVV | 7 funds | $3.6B |
| MICRON TECHNOLOGY INCMU | 7 funds | $1.6B |
Ranked by how many of AFIF's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| LSAFUIE | 21 funds | $38.9M |
| LSATUIE | 20 funds | $25.0M |
| AFIFthis pageETF | 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.
No filings captured for this ticker in the live stream yet.
Connected entities for AFIF
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/AFIF/capital-change-brief"
Use Arkolith's capital_change_brief for AFIF. 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 AFIF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.