Who owns AFLG (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-Q1 13F filings. 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
33 tracked funds added or opened AFLG while 15 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
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 gap the other way — the median holder sizes AFLG more heavily than its largest holder by dollar value does.
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 2025-Q4 and 2026-Q1, across 109 tracked filers holding AFLG, 80 increased or opened the position and 41 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 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 1
- Stenger Family Office, LLC$16M
Full exits 7
- MENORA MIVTACHIM HOLDINGS LTD.$11M
- Global Retirement Partners, LLC$8M
- Gladstone Institutional Advisory LLC$5M
- GOLDMAN SACHS GROUP INC$3M
- CITADEL ADVISORS LLC$1M
- Coppell Advisory Solutions LLC$1M
Largest adds
- LPL Financial LLC$37M
- ENVESTNET ASSET MANAGEMENT INC$12M
- STIFEL FINANCIAL CORP$12M
- Integrated Wealth Concepts LLC$5M
- Gateway Wealth Partners, LLC$4M
- ASSETMARK, INC$4M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$12M
- MANCHESTER FINANCIAL INC$9M
- Kestra Advisory Services, LLC$2M
- Sigma Planning Corp$2M
- Kingsview Wealth Management, LLC$2M
- NewEdge Advisors, LLC$604K
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 3,354,403 | $129M | 27.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,128,019 | $44M | 9.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 676,357 | $26M | 5.5% | 2026-Q1 |
| Arax Advisory Partners added | 559,136 | $22M | 4.5% | 2026-Q1 |
| Stenger Family Office, LLC new | 420,939 | $16M | 3.4% | 2026-Q1 |
| ASSETMARK, INC added | 411,708 | $16M | 3.3% | 2026-Q1 |
| Prospera Financial Services Inc added | 406,207 | $16M | 3.3% | 2026-Q1 |
| Cetera Investment Advisers added | 385,153 | $15M | 3.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 362,102 | $14M | 2.9% | 2026-Q1 |
| Kingsview Wealth Management, LLC trimmed | 190,563 | $7M | 1.6% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 178,001 | $7M | 1.4% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 177,859 | $7M | 1.4% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 167,415 | $6M | 1.4% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 151,427 | $6M | 1.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 117,527 | $5M | 1.0% | 2026-Q1 |
| Bank of New York Mellon Corp added | 110,709 | $4M | 0.9% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 107,841 | $4M | 0.9% | 2026-Q1 |
| Maridea Wealth Management LLC added | 106,762 | $4M | 0.9% | 2026-Q1 |
| IFP Advisors, Inc added | 105,462 | $4M | 0.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 103,619 | $4M | 0.8% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 102,855 | $4M | 0.8% | 2026-Q1 |
| IAMS WEALTH MANAGEMENT, LLC added | 94,189 | $4M | 0.8% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 90,995 | $4M | 0.7% | 2026-Q1 |
| Wagner Wealth Management, Corp added | 89,806 | $3M | 0.7% | 2026-Q1 |
| Atria Investments, Inc added | 83,080 | $3M | 0.7% | 2026-Q1 |
| Boyce & Associates Wealth Consulting, Inc. added | 83,005 | $3M | 0.7% | 2026-Q1 |
| Snowden Capital Advisors LLC added | 81,790 | $3M | 0.7% | 2026-Q1 |
| AE Wealth Management LLC added | 81,788 | $3M | 0.7% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 81,600 | $3M | 0.7% | 2026-Q1 |
| Sigma Planning Corp trimmed | 73,859 | $3M | 0.6% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 72,768 | $3M | 0.6% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 71,609 | $3M | 0.6% | 2026-Q1 |
| OneAscent Financial Services LLC added | 59,293 | $2M | 0.5% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 59,054 | $2M | 0.5% | 2026-Q1 |
| RFG Advisory, LLC added | 55,735 | $2M | 0.5% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 12,762 | $2M | 0.4% | 2026-Q1 |
| Pacific Excel Wealth Advisors, Inc. added | 48,024 | $2M | 0.4% | 2026-Q1 |
| Koshinski Asset Management, Inc. added | 42,434 | $2M | 0.3% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 41,540 | $2M | 0.3% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 37,015 | $1M | 0.3% | 2026-Q1 |
| SMITH, MOORE & CO. added | 35,862 | $1M | 0.3% | 2026-Q1 |
| NewEdge Wealth, LLC trimmed | 35,318 | $1M | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 35,093 | $1M | 0.3% | 2026-Q1 |
| GENTRY PRIVATE WEALTH, LLC trimmed | 34,784 | $1M | 0.3% | 2026-Q1 |
| FSB PREMIER WEALTH MANAGEMENT, INC. trimmed | 34,160 | $1M | 0.3% | 2026-Q1 |
| Pinnacle Family Advisors, LLC added | 33,984 | $1M | 0.3% | 2026-Q1 |
| Arkadios Wealth Advisors added | 33,618 | $1M | 0.3% | 2026-Q1 |
| Ignite Planners, LLC added | 30,750 | $1M | 0.3% | 2026-Q1 |
| HBW ADVISORY SERVICES LLC trimmed | 32,309 | $1M | 0.3% | 2026-Q1 |
| &PARTNERS added | 28,191 | $1M | 0.2% | 2026-Q1 |
| Foundations Investment Advisors, LLC trimmed | 24,965 | $963K | 0.2% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 20,620 | $795K | 0.2% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 20,433 | $788K | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 19,385 | $748K | 0.2% | 2026-Q1 |
| Wealth Watch Advisors, INC trimmed | 19,026 | $734K | 0.2% | 2026-Q1 |
| Blackhawk Capital Partners, LLC added | 16,331 | $630K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 13,475 | $520K | 0.1% | 2026-Q1 |
| WORLD EQUITY GROUP, INC. added | 13,451 | $519K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 13,177 | $508K | 0.1% | 2026-Q1 |
| MANCHESTER FINANCIAL INC trimmed | 13,072 | $504K | 0.1% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 11,605 | $448K | 0.1% | 2026-Q1 |
| Asset Allocation Strategies LLC trimmed | 10,482 | $404K | 0.1% | 2026-Q1 |
| Mutual Advisors, LLC added | 10,453 | $403K | 0.1% | 2026-Q1 |
| Geneos Wealth Management Inc. | 10,314 | $398K | 0.1% | 2026-Q1 |
| IHT Wealth Management, LLC added | 10,138 | $391K | 0.1% | 2026-Q1 |
| GeoWealth Management, LLC added | 9,633 | $372K | 0.1% | 2026-Q1 |
| PRIVATE CLIENT SERVICES, LLC added | 8,765 | $338K | 0.1% | 2026-Q1 |
| NOVEM GROUP new | 8,755 | $338K | 0.1% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. added | 8,674 | $335K | 0.1% | 2026-Q1 |
| Apollon Wealth Management, LLC trimmed | 8,516 | $329K | 0.1% | 2026-Q1 |
| World Investment Advisors new | 8,243 | $318K | 0.1% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED added | 7,551 | $291K | 0.1% | 2026-Q1 |
| Founders Financial Alliance, LLC trimmed | 7,550 | $291K | 0.1% | 2026-Q1 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. trimmed | 7,492 | $289K | 0.1% | 2026-Q1 |
| Crusonia Wealth Advisors LLC | 7,235 | $279K | 0.1% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC added | 7,138 | $275K | 0.1% | 2026-Q1 |
| LUTS & GREENLEIGH GROUP, INC. new | 6,903 | $266K | 0.1% | 2026-Q1 |
| LaSalle St. Investment Advisors, LLC trimmed | 6,786 | $262K | 0.1% | 2026-Q1 |
| CEERA INVESTMENTS, LLC trimmed | 6,489 | $250K | 0.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 6,460 | $249K | 0.1% | 2026-Q1 |
| DAVENPORT & Co LLC trimmed | 5,681 | $219K | 0.0% | 2026-Q1 |
| Western Wealth Management, LLC new | 5,306 | $205K | 0.0% | 2026-Q1 |
| GoalVest Advisory LLC added | 2,902 | $112K | 0.0% | 2026-Q1 |
| Synergy Investment Management, LLC trimmed | 2,413 | $93K | 0.0% | 2026-Q1 |
| MENORA MIVTACHIM HOLDINGS LTD. added | 282,924 | $11M | 2.3% | 2025-Q4 stale |
| Global Retirement Partners, LLC trimmed | 193,350 | $8M | 1.6% | 2025-Q4 stale |
| Gladstone Institutional Advisory LLC trimmed | 117,640 | $5M | 1.0% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 99,895 | $4M | 0.8% | 2025-Q2 stale |
| GOLDMAN SACHS GROUP INC added | 67,675 | $3M | 0.6% | 2025-Q4 stale |
| Orion Portfolio Solutions, LLC added | 47,134 | $2M | 0.3% | 2025-Q1 stale |
| CITADEL ADVISORS LLC trimmed | 34,218 | $1M | 0.3% | 2025-Q4 stale |
| Coppell Advisory Solutions LLC added | 30,505 | $1M | 0.3% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. added | 30,392 | $1M | 0.2% | 2025-Q1 stale |
| Tower Research Capital LLC (TRC) added | 23,509 | $919K | 0.2% | 2025-Q4 stale |
| RFG - Bristol Wealth Advisors, LLC new | 20,271 | $683K | 0.1% | 2025-Q1 stale |
| Traction Financial Partners, LLC new | 12,691 | $461K | 0.1% | 2025-Q2 stale |
| SYNOVUS FINANCIAL CORP new | 8,747 | $340K | 0.1% | 2025-Q3 stale |
| FOUNDERS FINANCIAL SECURITIES LLC added | 5,799 | $227K | 0.0% | 2025-Q4 stale |
| ABLE Financial Group, LLC added | 5,586 | $218K | 0.0% | 2025-Q4 stale |
| TUCKER ASSET MANAGEMENT LLC added | 4,444 | $174K | 0.0% | 2025-Q4 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.
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.