35 tracked 13F filers disclose a position in AFSM as of the latest SEC 13F filings, a combined $88.7M 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 | James J. Burns & Company, LLC | $22.9M | 558K | ▲+1.1% Added · +6K sh | Q2 2026 | |
| 2 | CWM, LLC | $13.9M | 423K | ▲+26% Added · +86K sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $6.6M | 201K | ▲+6.0% Added · +11K sh | Q1 2026 | |
| 4 | TRUIST FINANCIAL CORP | $6.3M | 193K | ▲+4.3% Added · +8K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $6.0M | 182K | ▲+54% Added · +64K sh | Q1 2026 | |
| 6 | JPMORGAN CHASE & CO | $4.3M | 136K | ▲+28% Added · +30K sh | Q1 2026 | |
| 7 | Cetera Investment Advisers | $2.8M | 84K | ▼−4.5% Reduced · −4K sh | Q1 2026 | |
| 8 | MGO ONE SEVEN LLC | $3.3M | 80K | ▲+8.9% Added · +7K sh | Q2 2026 | |
| 9 | Federation des caisses Desjardins du Quebec | $2.6M | 79K | ▲+2.0% Added · +2K sh | Q1 2026 | |
| 10 | Kestra Advisory Services, LLC | $3.1M | 75K | ▲+167% Added · +47K sh | Q2 2026 | |
| 11 | Arax Advisory Partners | $2.7M | 65K | ▲New +65K sh | Q2 2026 | |
| 12 | U.S. Capital Wealth Advisors, LLC | $2.1M | 64K | ▲New +64K sh | Q1 2026 | |
| 13 | Snowden Capital Advisors LLC | $1.6M | 50K | ▲+28% Added · +11K sh | Q1 2026 | |
| 14 | Ethos Financial Group, LLC | $1.9M | 48K | ▲+6.2% Added · +3K sh | Q2 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $1.5M | 45K | ▼−18% Reduced · −10K sh | Q1 2026 | |
| 16 | Tower Research Capital LLC (TRC) | $975K | 30K | ▲+26% Added · +6K sh | Q1 2026 | |
| 17 | ADVISORTRUST PARTNERS, LLC | $933K | 23K | ▲+32% Added · +6K sh | Q2 2026 | |
| 18 | Crusonia Wealth Advisors LLC | $733K | 18K | ▼−5.2% Reduced · −977 sh | Q2 2026 | |
| 19 | FSB PREMIER WEALTH MANAGEMENT, INC. | $641K | 16K | ▲+46% Added · +5K sh | Q2 2026 | |
| 20 | Moors & Cabot, Inc. | $612K | 15K | ▼−11% Reduced · −2K sh | Q2 2026 | |
| 21 | CITADEL ADVISORS LLC | $464K | 14K | ▲New +14K sh | Q1 2026 | |
| 22 | SMITH, MOORE & CO. | $500K | 12K | ▲+22% Added · +2K sh | Q2 2026 | |
| 23 | WORLD EQUITY GROUP, INC. | $447K | 11K | ▲+5.6% Added · +581 sh | Q2 2026 | |
| 24 | KESTRA PRIVATE WEALTH SERVICES, LLC | $396K | 10K | ▲+5.5% Added · +504 sh | Q2 2026 | |
| 25 | Arkadios Wealth Advisors | $260K | 6K | ▲+0.4% Added · +23 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, 5 funds opened a new position in AFSM and 9 added to an existing one, while 3 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 |
|---|---|---|
| NVIDIA CORPNVDA | 19 funds | $5.2B |
| APPLE INCAAPL | 19 funds | $3.5B |
| AMAZON.COM INCAMZN | 19 funds | $2.6B |
| MICRON TECHNOLOGY INCMU | 19 funds | $2.0B |
| MICROSOFT CORPMSFT | 19 funds | $2.0B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 19 funds | $1.6B |
| ALPHABET INC-CL AGOOGL | 19 funds | $1.5B |
| META PLATFORMS INC-CLASS AMETA | 19 funds | $1.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 19 funds | $1.3B |
| ALPHABET INC-CL CGOOG | 19 funds | $1.3B |
| INVESCO QQQ TRUST SERIES 1QQQ | 19 funds | $1.3B |
| JPMORGAN CHASE & COJPM | 19 funds | $1.2B |
Ranked by how many of AFSM's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BUFRmc | 496 funds | $7.5B |
| FIXDmc | 297 funds | $2.6B |
| UCONmc | 257 funds | $2.7B |
| FFEBmc | 165 funds | $357.0M |
| FAUGmc | 165 funds | $240.9M |
| FJANmc | 149 funds | $373.7M |
| EIPImc | 144 funds | $354.1M |
| FJUNmc | 140 funds | $300.1M |
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 AFSM
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/AFSM/capital-change-brief"
Use Arkolith's capital_change_brief for AFSM. 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 AFSM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.