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Institutional Ownership · SEC Form 13F

Who owns AFBI (AFBI)


Which tracked institutional funds hold AFBI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AFBI company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

33
Institutional holders
1,674,506
Shares held (tracked funds)
27.5%
Of shares outstanding

How the tape is positioned

9 tracked funds added or opened AFBI while 4 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

AFBI’s largest tracked holder by dollar value, ALLIANCEBERNSTEIN L.P., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in AFBI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 33 tracked filers holding AFBI, 18 increased or opened the position and 17 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in AFBI between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 7

  • GARDNER LEWIS ASSET MANAGEMENT L P$3M
  • VANGUARD CAPITAL MANAGEMENT LLC$3M
  • PRELUDE CAPITAL MANAGEMENT, LLC$988K
  • Flywheel Private Wealth LLC$913K
  • GABELLI FUNDS LLC$640K
  • GABELLI & Co INVESTMENT ADVISERS, INC.$622K

Full exits 3

  • VANGUARD GROUP INC$3M
  • MALTESE CAPITAL MANAGEMENT LLC$1M
  • Beartown Capital Management, LLC$623K

Largest adds

  • RAFFLES ASSOCIATES LP$356K
  • Yakira Capital Management, Inc.$269K

Largest trims

  • Objectivity Squared, LLC$282K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
ALLIANCEBERNSTEIN L.P. added598,619$12M27.0%2026-Q1
RAFFLES ASSOCIATES LP198,842$4M9.8%2026-Q1
GARDNER LEWIS ASSET MANAGEMENT L P new151,282$3M7.4%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new143,688$3M7.1%2026-Q1
Yakira Capital Management, Inc. added76,294$2M3.8%2026-Q1
DIMENSIONAL FUND ADVISORS LP60,098$1M2.9%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed59,148$1M2.9%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC trimmed49,675$1M2.4%2026-Q1
PRELUDE CAPITAL MANAGEMENT, LLC new44,376$988K2.2%2026-Q1
Flywheel Private Wealth LLC new41,000$913K2.0%2026-Q1
GABELLI FUNDS LLC new28,737$640K1.4%2026-Q1
GABELLI & Co INVESTMENT ADVISERS, INC. new27,950$622K1.4%2026-Q1
VANGUARD FIDUCIARY TRUST CO new27,787$619K1.4%2026-Q1
STATE STREET CORP22,519$501K1.1%2026-Q1
BlackRock, Inc. trimmed22,378$498K1.1%2026-Q1
WELLS FARGO & COMPANY/MN trimmed21,200$472K1.0%2026-Q1
NORTHERN TRUST CORP trimmed17,508$390K0.9%2026-Q1
Farther Finance Advisors, LLC trimmed15,476$345K0.8%2026-Q1
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS new13,099$292K0.6%2026-Q1
Objectivity Squared, LLC trimmed12,000$267K0.6%2026-Q1
Virtu Financial LLC new11,640$259K0.6%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed10,428$232K0.5%2026-Q1
CITADEL ADVISORS LLC trimmed9,174$204K0.5%2026-Q1
LONGFELLOW INVESTMENT MANAGEMENT CO LLC new3,367$75K0.2%2026-Q1
Rockefeller Capital Management L.P.2,500$56K0.1%2026-Q1
Vanguard Global Advisers, LLC new2,450$55K0.1%2026-Q1
UBS Group AG added1,012$23K0.0%2026-Q1
OAKWORTH CAPITAL, INC.1,000$22K0.0%2026-Q1
FMR LLC707$16K0.0%2026-Q1
Advisory Services Network, LLC new433$10K0.0%2026-Q1
ROYAL BANK OF CANADA trimmed81$2K0.0%2026-Q1
Caitong International Asset Management Co., Ltd new10$2230.0%2026-Q1
Avion Wealth280.0%2026-Q1
VANGUARD GROUP INC added165,383$3M7.6%2025-Q4 stale
Tabor Asset Management, LP new141,222$3M5.5%2025-Q1 stale
MALTESE CAPITAL MANAGEMENT LLC added56,439$1M2.5%2025-Q4 stale
Beartown Capital Management, LLC new30,416$623K1.4%2025-Q4 stale
MILLENNIUM MANAGEMENT LLC added25,335$450K1.0%2025-Q1 stale
SALZHAUER MICHAEL15,027$307K0.7%2025-Q4 stale
CSS LLC/IL trimmed14,024$249K0.6%2025-Q1 stale
JANE STREET GROUP, LLC trimmed12,426$228K0.5%2025-Q2 stale
FNY Investment Advisers, LLC new2,705$53K0.1%2025-Q3 stale
Covestor Ltd2,417$49K0.1%2025-Q4 stale
BARCLAYS PLC added1,837$39K0.1%2025-Q3 stale
MORGAN STANLEY added380$8K0.0%2025-Q4 stale
BNP PARIBAS FINANCIAL MARKETS new331$7K0.0%2025-Q4 stale
Tower Research Capital LLC (TRC) trimmed111$2K0.0%2025-Q3 stale
BANK OF AMERICA CORP /DE/ trimmed7$1430.0%2025-Q4 stale
CITIGROUP INC trimmed1$210.0%2025-Q4 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

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