Who owns AFLG
Which tracked institutional funds hold AFLG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AFLG company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-27). 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
The tracked-fund tape on AFLG is one-sided between 2026-Q1 and 2026-Q2: 50 added or opened and 7 trimmed or exited — on balance accumulating.
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
AFLG’s largest tracked holder by dollar value, LPL Financial LLC, 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 AFLG 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 129 tracked filers holding AFLG, 88 increased or opened the position and 31 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 AFLG 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 8
- Kirkwood Financial Services$13M
- Global Retirement Partners, LLC$9M
- NI ACQUISITIONS COMPANY, LLC$5M
- Farther Finance Advisors, LLC$4M
- CITADEL ADVISORS LLC$2M
- J.W. COLE ADVISORS, INC.$2M
Full exits 4
- Cambridge Investment Research Advisors, Inc.$14M
- Janney Montgomery Scott LLC$4M
- PARK AVENUE SECURITIES LLC$2M
- Pacific Excel Wealth Advisors, Inc.$2M
Largest adds
- LPL Financial LLC$33M
- ENVESTNET ASSET MANAGEMENT INC$15M
- TRUIST FINANCIAL CORP$9M
- OSAIC HOLDINGS, INC.$7M
- Integrated Wealth Concepts LLC$6M
- Arax Advisory Partners$5M
Largest trims
- Prospera Financial Services Inc$6M
- Gateway Wealth Partners, LLC$2M
- INDEPENDENT FINANCIAL GROUP, LLC$886K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 3,749,879 | $163M | 29.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,350,946 | $59M | 10.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 677,127 | $29M | 5.3% | 2026-Q2 |
| Arax Advisory Partners added | 606,040 | $26M | 4.7% | 2026-Q2 |
| ASSETMARK, INC added | 432,914 | $19M | 3.4% | 2026-Q2 |
| Stenger Family Office, LLC trimmed | 408,634 | $18M | 3.2% | 2026-Q2 |
| Cetera Investment Advisers added | 399,483 | $17M | 3.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 315,935 | $14M | 2.5% | 2026-Q2 |
| Kirkwood Financial Services new | 298,890 | $13M | 2.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 286,484 | $12M | 2.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 263,481 | $11M | 2.1% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 229,423 | $10M | 1.8% | 2026-Q2 |
| Global Retirement Partners, LLC added | 209,335 | $9M | 1.6% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 191,726 | $8M | 1.5% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 175,210 | $8M | 1.4% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 144,812 | $6M | 1.1% | 2026-Q2 |
| IFP Advisors, Inc added | 121,179 | $5M | 0.9% | 2026-Q2 |
| Maridea Wealth Management LLC added | 117,671 | $5M | 0.9% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 114,188 | $5M | 0.9% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 111,705 | $5M | 0.9% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 107,373 | $5M | 0.8% | 2026-Q2 |
| Snowden Capital Advisors LLC added | 105,669 | $5M | 0.8% | 2026-Q2 |
| NI ACQUISITIONS COMPANY, LLC new | 102,956 | $5M | 0.9% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 98,964 | $4M | 0.8% | 2026-Q2 |
| Wagner Wealth Management, Corp added | 92,984 | $4M | 0.7% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 91,423 | $4M | 0.7% | 2026-Q2 |
| IAMS WEALTH MANAGEMENT, LLC trimmed | 91,041 | $4M | 0.7% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 88,452 | $4M | 0.7% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 88,199 | $4M | 0.7% | 2026-Q2 |
| Boyce & Associates Wealth Consulting, Inc. added | 85,564 | $4M | 0.7% | 2026-Q2 |
| Atria Investments, Inc trimmed | 82,181 | $4M | 0.6% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 74,653 | $3M | 0.6% | 2026-Q2 |
| Sigma Planning Corp added | 74,527 | $3M | 0.6% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 74,155 | $3M | 0.6% | 2026-Q2 |
| NewEdge Advisors, LLC added | 72,272 | $3M | 0.6% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 59,777 | $3M | 0.5% | 2026-Q2 |
| OneAscent Financial Services LLC trimmed | 58,611 | $3M | 0.5% | 2026-Q2 |
| Koshinski Asset Management, Inc. added | 58,183 | $3M | 0.5% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 50,550 | $2M | 0.4% | 2026-Q2 |
| Ignite Planners, LLC added | 46,616 | $2M | 0.4% | 2026-Q2 |
| NewEdge Wealth, LLC added | 45,513 | $2M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 44,186 | $2M | 0.3% | 2026-Q2 |
| Pinnacle Family Advisors, LLC added | 43,607 | $2M | 0.3% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 43,191 | $2M | 0.3% | 2026-Q2 |
| Arkadios Wealth Advisors added | 39,983 | $2M | 0.3% | 2026-Q2 |
| SMITH, MOORE & CO. added | 37,612 | $2M | 0.3% | 2026-Q2 |
| GENTRY PRIVATE WEALTH, LLC added | 35,897 | $2M | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 35,196 | $2M | 0.3% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. new | 35,142 | $2M | 0.3% | 2026-Q2 |
| FSB PREMIER WEALTH MANAGEMENT, INC. trimmed | 33,805 | $1M | 0.3% | 2026-Q2 |
| Wealth Watch Advisors, INC added | 33,456 | $1M | 0.3% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC added | 33,109 | $1M | 0.3% | 2026-Q2 |
| &PARTNERS added | 30,151 | $1M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 27,469 | $1M | 0.2% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 26,805 | $1M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 25,026 | $1M | 0.2% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 21,736 | $944K | 0.2% | 2026-Q2 |
| Blackhawk Capital Partners, LLC added | 21,648 | $940K | 0.2% | 2026-Q2 |
| Asset Allocation Strategies LLC added | 20,066 | $871K | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 16,505 | $717K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 16,212 | $704K | 0.1% | 2026-Q2 |
| SLT Holdings LLC new | 16,088 | $699K | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 15,398 | $669K | 0.1% | 2026-Q2 |
| Spectrum Wealth Advisory Group, LLC new | 14,991 | $651K | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC added | 14,278 | $620K | 0.1% | 2026-Q2 |
| WORLD EQUITY GROUP, INC. added | 14,114 | $613K | 0.1% | 2026-Q2 |
| MANCHESTER FINANCIAL INC added | 13,471 | $585K | 0.1% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 12,201 | $530K | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. | 10,314 | $448K | 0.1% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 10,009 | $435K | 0.1% | 2026-Q2 |
| World Investment Advisors added | 9,844 | $426K | 0.1% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED added | 9,753 | $423K | 0.1% | 2026-Q2 |
| GeoWealth Management, LLC added | 9,702 | $421K | 0.1% | 2026-Q2 |
| NOVEM GROUP added | 8,961 | $389K | 0.1% | 2026-Q2 |
| PRIVATE CLIENT SERVICES, LLC added | 8,864 | $385K | 0.1% | 2026-Q2 |
| TUCKER ASSET MANAGEMENT LLC added | 7,983 | $347K | 0.1% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. trimmed | 7,881 | $342K | 0.1% | 2026-Q2 |
| CEERA INVESTMENTS, LLC added | 7,849 | $341K | 0.1% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 7,814 | $339K | 0.1% | 2026-Q2 |
| Founders Financial Alliance, LLC trimmed | 7,547 | $328K | 0.1% | 2026-Q2 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 7,492 | $325K | 0.1% | 2026-Q2 |
| Crusonia Wealth Advisors LLC | 7,235 | $314K | 0.1% | 2026-Q2 |
| LUTS & GREENLEIGH GROUP, INC. | 6,903 | $300K | 0.1% | 2026-Q2 |
| LaSalle St. Investment Advisors, LLC trimmed | 6,652 | $289K | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 6,416 | $279K | 0.1% | 2026-Q2 |
| First Heartland Consultants, Inc. new | 6,139 | $267K | 0.0% | 2026-Q2 |
| DAVENPORT & Co LLC added | 5,859 | $254K | 0.0% | 2026-Q2 |
| ABLE Financial Group, LLC added | 5,724 | $249K | 0.0% | 2026-Q2 |
| Western Wealth Management, LLC added | 5,458 | $237K | 0.0% | 2026-Q2 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors new | 5,258 | $228K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 5,081 | $221K | 0.0% | 2026-Q2 |
| Purewater Capital LLC new | 4,985 | $216K | 0.0% | 2026-Q2 |
| BlueChip Wealth Advisors LLC new | 4,788 | $208K | 0.0% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. added | 4,557 | $198K | 0.0% | 2026-Q2 |
| GoalVest Advisory LLC | 2,902 | $126K | 0.0% | 2026-Q2 |
| Synergy Investment Management, LLC | 2,413 | $105K | 0.0% | 2026-Q2 |
| TOUNJIAN ADVISORY PARTNERS, LLC new | 2,303 | $100K | 0.0% | 2026-Q2 |
| Rossby Financial, LCC trimmed | 2,290 | $99K | 0.0% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 1,580 | $69K | 0.0% | 2026-Q2 |
| Signature Equity Partners, LLC added | 1,205 | $52K | 0.0% | 2026-Q2 |
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.