Among active 13F managers last quarter, 1 opened and 1 reduced; the largest holder to move was Ethos Financial Group, LLC (−6.1%).
5 tracked 13F filers disclose a position in GAFFX as of the latest SEC 13F filings, a combined $7.1M 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 | Kelleher Financial Advisors | 66K | $5.8M | ▲+59% Added · +25K sh | Q2 2026 | |
| 2 | Ethos Financial Group, LLC | 5K | $445K | ▼−6.1% Reduced · −348 sh | Q2 2026 | |
| 3 | North Star Asset Management Inc | 4K | $332K | —Held | Q1 2026 | |
| 4 | Vermillion Wealth Management, Inc. | 4K | $309K | ▲Added Added · +4K sh | Q2 2026 | |
| 5 | McIlrath & Eck, LLC | 3K | $195K | ▲New +3K sh | Q1 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 GAFFX, while 1 reduced. 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 | 3 funds | $132.1M |
| Schwab US Broad Market ETFSCHB | 3 funds | $118.1M |
| Microsoft CorpMSFT | 3 funds | $114.1M |
| Vanguard Growth ETFVUG | 3 funds | $81.6M |
| Alphabet Inc-CL CGOOG | 3 funds | $78.4M |
| Vanguard Total Stock MKT ETFVTI | 3 funds | $69.9M |
| Vanguard Value ETFVTV | 3 funds | $63.6M |
| Amazon.com IncAMZN | 3 funds | $59.6M |
| Vanguard S&P 500 ETFVOO | 3 funds | $51.1M |
| Nvidia CorpNVDA | 3 funds | $50.5M |
| Visa Inc-Class A SharesV | 3 funds | $46.7M |
| Schwab (Charles) CorpSCHW | 3 funds | $46.7M |
Ranked by how many of GAFFX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in GAFFX.
| Class | 13F holders | Value held |
|---|---|---|
| AGTHXOPEN END TAXABLE LOAD FUND | 13 funds | $3.9M |
| GFFFXOPEN END TAXABLE LOAD FUND | 7 funds | $18.0M |
| GAFFXthis pageOPEN END TAXABLE NO LOAD FUND | 5 funds | $7.1M |
| GFAFXOPEN END TAXABLE LOAD FUND | 2 funds | $188K |
| GFACXMutual Fund | 2 funds | $56K |
| 399874502OPEN END - LOAD FUND 529 | 1 funds | $535K |
| 399874742OPEN END - NO LOAD FUND 529 | 1 funds | $317K |
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 GAFFX
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/GAFFX/capital-change-brief"
Use Arkolith's capital_change_brief for GAFFX. 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 GAFFX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.