Among active 13F managers last quarter, 3 opened and 2 added, while 1 reduced; the largest holder to move was James J. Burns & Company, LLC (new position).
13 tracked 13F filers disclose a position in AFIX as of the latest SEC 13F filings, a combined $223.6M 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 | Allspring Global Investments Holdings, LLC | 5.7M | $141.4M | —Held | Q2 2026 | |
| 2 | James J. Burns & Company, LLC | 2.1M | $52.3M | ▲New +2.1M sh | Q2 2026 | |
| 3 | MN Wealth Advisors, LLC | 336K | $8.3M | ▲+12% Added · +35K sh | Q2 2026 | |
| 4 | JPMorgan Chase & Co | 300K | $7.5M | ▲New +300K sh | Q1 2026 | |
| 5 | Vestmark Advisory Solutions, Inc. | 136K | $3.4M | ▲New +136K sh | Q2 2026 | |
| 6 | Uptick Partners, LLC | 136K | $3.4M | ▲New +136K sh | Q2 2026 | |
| 7 | MBE Wealth Management, LLC | 92K | $2.3M | ▲New +92K sh | Q2 2026 | |
| 8 | Goldman Sachs Group Inc | 73K | $1.8M | ▼−6.8% Reduced · −5K sh | Q1 2026 | |
| 9 | Stiles Financial Services Inc | 50K | $1.2M | ▲+0.4% Added · +216 sh | Q2 2026 | |
| 10 | Citadel Advisors LLC | 34K | $854K | ▼−58% Reduced · −47K sh | Q2 2026 | |
| 11 | LPL Financial LLC | 17K | $419K | ▲New +17K sh | Q1 2026 | |
| 12 | Jane Street Group, LLC | 16K | $411K | ▼−55% Reduced · −20K sh | Q1 2026 | |
| 13 | Equitable Holdings, Inc. | 14K | $343K | ▲+41% Added · +4K 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 AFIX and 2 added to an existing one, 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 |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 7 funds | $14.0B |
| Nvidia CorpNVDA | 7 funds | $4.6B |
| Apple IncAAPL | 7 funds | $4.1B |
| Amazon.com IncAMZN | 7 funds | $4.0B |
| Microsoft CorpMSFT | 7 funds | $2.7B |
| Alphabet Inc-CL AGOOGL | 7 funds | $2.3B |
| Alphabet Inc-CL CGOOG | 7 funds | $1.8B |
| Eli Lilly & CoLLY | 7 funds | $1.6B |
| Advanced Micro DevicesAMD | 7 funds | $1.5B |
| Micron Technology IncMU | 7 funds | $1.3B |
| JPMorgan Chase & CoJPM | 7 funds | $1.1B |
| Mastercard Inc - AMA | 7 funds | $984.5M |
Ranked by how many of AFIX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AFIX.
| Class | 13F holders | Value held |
|---|---|---|
| ASCESMID CORE ETF | 22 funds | $75.7M |
| APLUETF | 21 funds | $336.1M |
| AFIXthis pageFUND | 13 funds | $223.6M |
| AINPINCOME PLUS ETF | 10 funds | $188.0M |
| ASLVSPECIAL LARG VAL | 9 funds | $206.2M |
| AUSMULTRA SRT MUNI | 6 funds | $24.2M |
| AGRWLT LARGE GRW ETF | 3 funds | $109.2M |
| ALRGLT LARGE CORE ET | 3 funds | $6.2M |
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 AFIX
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/AFIX/capital-change-brief"
Use Arkolith's capital_change_brief for AFIX. 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 AFIX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.