Among active 13F managers last quarter, 1 opened and 1 added, while none reduced or exited; the largest holder to move was Keystone Financial Group (+0.1%).
4 tracked 13F filers disclose a position in AMEFX as of the latest SEC 13F filings, a combined $13.6M 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 | Kelleher Financial Advisors | 318K | $8.7M | ▲+93% Added · +153K sh | Q2 2026 | |
| 2 | Keystone Financial Group | 146K | $4.0M | ▲+0.1% Added · +217 sh | Q2 2026 | |
| 3 | McIlrath & Eck, LLC | 33K | $867K | ▲New +33K sh | Q1 2026 | |
| 4 | NBT Bank, N.A. | 4K | $101K | ▲New +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, 1 fund opened a new position in AMEFX 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 |
|---|---|---|
| Apple IncAAPL | 2 funds | $112.7M |
| Vanguard Growth ETFVUG | 2 funds | $83.4M |
| SS SPDR S&P 500 ETF Trust-USSPY | 2 funds | $83.1M |
| Vanguard Value ETFVTV | 2 funds | $72.6M |
| Microsoft CorpMSFT | 2 funds | $63.8M |
| Seagate Technology HoldingsSTX | 2 funds | $61.4M |
| Vanguard Total Stock MKT ETFVTI | 2 funds | $53.1M |
| Advanced Micro DevicesAMD | 2 funds | $46.8M |
| Nvidia CorpNVDA | 2 funds | $43.7M |
| Tesla IncTSLA | 2 funds | $41.2M |
| Vanguard Large-Cap ETFVV | 2 funds | $40.6M |
| Invesco QQQ Trust Series 1QQQ | 2 funds | $34.9M |
Ranked by how many of AMEFX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AMEFX.
| Class | 13F holders | Value held |
|---|---|---|
| AMECXMixed Assets, World Allocation | 5 funds | $3.0M |
| AMEFXthis pageOPEN END TAXABLE LOAD FUND | 4 funds | $13.6M |
| FIFAXOPEN END TAXABLE NO LOAD FUND | 4 funds | $7.9M |
| 453320509OPEN END - LOAD FUND 529 | 1 funds | $280K |
| RIDAXMutual Fund | 1 funds | $139K |
| 453320749OPEN END - NO LOAD FUND 529 | 1 funds | $104K |
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 AMEFX
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/AMEFX/capital-change-brief"
Use Arkolith's capital_change_brief for AMEFX. 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 AMEFX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.