Among active 13F managers last quarter, 2 opened and 1 added, while none reduced or exited; the largest holder to move was Ethos Financial Group, LLC (new position). No recent Form 4 insider filings for AHMFX.
Funds lean in and no leg opposes.
3 tracked 13F filers disclose a position in AHMFX as of the latest SEC 13F filings, a combined $606K 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 | Ethos Financial Group, LLC | 34K | $538K | ▲New +34K sh | Q2 2026 | |
| 2 | McIlrath & Eck, LLC | 3K | $52K | ▲New +3K sh | Q1 2026 | |
| 3 | Financial Gravity Companies, Inc. | 1K | $16K | ▲+4.3% Added · +43 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 AHMFX and 1 added to an existing one, while none reduced or exited. 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 |
|---|---|---|
| Vanguard Growth ETFVUG | 3 funds | $76.2M |
| Vanguard Value ETFVTV | 3 funds | $62.1M |
| Microsoft CorpMSFT | 3 funds | $61.8M |
| Apple IncAAPL | 3 funds | $51.5M |
| Schwab US Broad Market ETFSCHB | 3 funds | $50.8M |
| Vanguard S&P 500 ETFVOO | 3 funds | $42.8M |
| SS SPDR S&P 500 ETF Trust-USSPY | 3 funds | $38.4M |
| Ishares 0-5 Year Tips Bond ESTIP | 3 funds | $37.8M |
| Abrdn Physical Gold SharesSGOL | 3 funds | $35.8M |
| Schwab US Large-Cap ETFSCHX | 3 funds | $30.3M |
| Vanguard Mid-Cap ETFVO | 3 funds | $28.8M |
| Invesco QQQ Trust Series 1QQQ | 3 funds | $26.2M |
Ranked by how many of AHMFX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AHMFX.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 1 | 0 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| AHMFXthis pageOPEN END - LOAD FUND | 3 funds | $606K |
| AMHIXOPEN END - LOAD FUND | 2 funds | $35K |
| 026545400OPEN END - LOAD FUND | 1 funds | $19K |
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 AHMFX
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/AHMFX/capital-change-brief"
Use Arkolith's capital_change_brief for AHMFX. 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 AHMFX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.