Among active 13F managers last quarter, 2 opened and none reduced or exited; the largest holder to move was McIlrath & Eck, LLC (new position).
7 tracked 13F filers disclose a position in ANWFX as of the latest SEC 13F filings, a combined $1.1M 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 | NBT Bank, N.A. | 6K | $458K | ▲New +6K sh | Q2 2026 | |
| 2 | Keystone Financial Group | 3K | $247K | —Held | Q2 2026 | |
| 3 | McIlrath & Eck, LLC | 3K | $167K | ▲New +3K sh | Q1 2026 | |
| 4 | Kelleher Financial Advisors | 2K | $181K | ▲+100% Added · +1K sh | Q2 2026 | |
| 5 | Estabrook Capital Management | 398 | $30K | —Held | Q2 2026 | |
| 6 | Oakworth Capital, Inc. | 378 | $25K | —Held | Q1 2026 | |
| 7 | Coston, McIsaac & Partners | 158 | $11K | ▲New +158 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 ANWFX, 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 | 5 funds | $217.9M |
| Microsoft CorpMSFT | 5 funds | $142.5M |
| JPMorgan Chase & CoJPM | 5 funds | $134.0M |
| Alphabet Inc-CL CGOOG | 5 funds | $75.3M |
| Walmart IncWMT | 5 funds | $74.3M |
| Nvidia CorpNVDA | 5 funds | $62.6M |
| Berkshire Hathaway Inc-CL BBRK/B | 5 funds | $52.8M |
| Johnson & JohnsonJNJ | 5 funds | $49.1M |
| Advanced Micro DevicesAMD | 5 funds | $48.4M |
| Alphabet Inc-CL AGOOGL | 5 funds | $46.9M |
| Amazon.com IncAMZN | 5 funds | $42.7M |
| Tesla IncTSLA | 5 funds | $42.1M |
Ranked by how many of ANWFX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ANWFX.
| Class | 13F holders | Value held |
|---|---|---|
| ANWPXMPL | 8 funds | $2.7M |
| ANWFXthis pageOPEN END TAXABLE LOAD FUND | 7 funds | $1.1M |
| FNPFXOPEN END TAXABLE NO LOAD FUND | 3 funds | $666K |
| 648018745OPEN END - NO LOAD FUND 529 | 1 funds | $67K |
| 648018406OPEN END TAXABLE LOAD FUND | 1 funds | $38K |
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 ANWFX
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/ANWFX/capital-change-brief"
Use Arkolith's capital_change_brief for ANWFX. 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 ANWFX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.