Who owns AFIX
Which tracked institutional funds hold AFIX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AFIX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
6 tracked funds added or opened AFIX while 3 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
AFIX’s largest tracked holder by dollar value, Allspring Global Investments Holdings, LLC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AFIX 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 2026-Q1 and 2026-Q2, across 13 tracked filers holding AFIX, 9 increased or opened the position and 3 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 AFIX between the 2026-Q1 and 2026-Q2 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 4
- James J. Burns & Company, LLC$52M
- Vestmark Advisory Solutions, Inc.$3M
- UPTICK PARTNERS, LLC$3M
- MBE Wealth Management, LLC$2M
Largest adds
- JPMORGAN CHASE & CO$946K
- MN Wealth Advisors, LLC$838K
Largest trims
- GOLDMAN SACHS GROUP INC$1M
- CITADEL ADVISORS LLC$1M
- Allspring Global Investments Holdings, LLC$658K
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 5,702,863 | $141M | 63.4% | 2026-Q2 |
| James J. Burns & Company, LLC new | 2,107,718 | $52M | 23.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 337,642 | $8M | 3.8% | 2026-Q2 |
| MN Wealth Advisors, LLC added | 336,455 | $8M | 3.7% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. new | 136,289 | $3M | 1.5% | 2026-Q2 |
| UPTICK PARTNERS, LLC new | 136,289 | $3M | 1.5% | 2026-Q2 |
| MBE Wealth Management, LLC new | 91,571 | $2M | 1.0% | 2026-Q2 |
| Stiles Financial Services Inc added | 50,346 | $1M | 0.6% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 34,430 | $854K | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 16,987 | $421K | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 16,687 | $414K | 0.2% | 2026-Q2 |
| LPL Financial LLC trimmed | 14,580 | $362K | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 13,850 | $343K | 0.2% | 2026-Q2 |
| UBS Group AG new | 3,382 | $85K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.
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.