Among active 13F managers last quarter, 1 opened and none reduced or exited; the largest holder to move was Coston, McIsaac & Partners (new position).
2 tracked 13F filers disclose a position in ANEFX as of the latest SEC 13F filings, a combined $369K 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 | 4K | $298K | —Held | Q2 2026 | |
| 2 | Coston, McIsaac & Partners | 790 | $71K | ▲New +790 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 ANEFX, 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).
| Class | 13F holders | Value held |
|---|---|---|
| NEFFXOPEN END TAXABLE LOAD FUND | 4 funds | $1.9M |
| ANEFXthis pageMF | 2 funds | $369K |
| 643822778OPEN END TAXABLE NO LOAD FUND | 1 funds | $229K |
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 ANEFX
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/ANEFX/capital-change-brief"
Use Arkolith's capital_change_brief for ANEFX. 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 ANEFX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.