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Institutional Ownership · SEC Form 13F

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.

109
Institutional holders
11,293,046
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
LPL Financial LLC added3,354,403$129M27.3%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added1,128,019$44M9.2%2026-Q1
STIFEL FINANCIAL CORP added676,357$26M5.5%2026-Q1
Arax Advisory Partners added559,136$22M4.5%2026-Q1
Stenger Family Office, LLC new420,939$16M3.4%2026-Q1
ASSETMARK, INC added411,708$16M3.3%2026-Q1
Prospera Financial Services Inc added406,207$16M3.3%2026-Q1
Cetera Investment Advisers added385,153$15M3.1%2026-Q1
Cambridge Investment Research Advisors, Inc. added362,102$14M2.9%2026-Q1
Kingsview Wealth Management, LLC trimmed190,563$7M1.6%2026-Q1
Gateway Wealth Partners, LLC added178,001$7M1.4%2026-Q1
BENJAMIN EDWARDS INC added177,859$7M1.4%2026-Q1
Integrated Wealth Concepts LLC added167,415$6M1.4%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC trimmed151,427$6M1.2%2026-Q1
TRUIST FINANCIAL CORP added117,527$5M1.0%2026-Q1
Bank of New York Mellon Corp added110,709$4M0.9%2026-Q1
MGO ONE SEVEN LLC added107,841$4M0.9%2026-Q1
Maridea Wealth Management LLC added106,762$4M0.9%2026-Q1
IFP Advisors, Inc added105,462$4M0.9%2026-Q1
OSAIC HOLDINGS, INC. added103,619$4M0.8%2026-Q1
Janney Montgomery Scott LLC added102,855$4M0.8%2026-Q1
IAMS WEALTH MANAGEMENT, LLC added94,189$4M0.8%2026-Q1
Concurrent Investment Advisors, LLC added90,995$4M0.7%2026-Q1
Wagner Wealth Management, Corp added89,806$3M0.7%2026-Q1
Atria Investments, Inc added83,080$3M0.7%2026-Q1
Boyce & Associates Wealth Consulting, Inc. added83,005$3M0.7%2026-Q1
Snowden Capital Advisors LLC added81,790$3M0.7%2026-Q1
AE Wealth Management LLC added81,788$3M0.7%2026-Q1
Kestra Advisory Services, LLC trimmed81,600$3M0.7%2026-Q1
Sigma Planning Corp trimmed73,859$3M0.6%2026-Q1
Orion Porfolio Solutions, LLC added72,768$3M0.6%2026-Q1
D.A. DAVIDSON & CO. added71,609$3M0.6%2026-Q1
OneAscent Financial Services LLC added59,293$2M0.5%2026-Q1
PARK AVENUE SECURITIES LLC added59,054$2M0.5%2026-Q1
RFG Advisory, LLC added55,735$2M0.5%2026-Q1
NewEdge Advisors, LLC trimmed12,762$2M0.4%2026-Q1
Pacific Excel Wealth Advisors, Inc. added48,024$2M0.4%2026-Q1
Koshinski Asset Management, Inc. added42,434$2M0.3%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC added41,540$2M0.3%2026-Q1
HARBOUR INVESTMENTS, INC. added37,015$1M0.3%2026-Q1
SMITH, MOORE & CO. added35,862$1M0.3%2026-Q1
NewEdge Wealth, LLC trimmed35,318$1M0.3%2026-Q1
Sanctuary Advisors, LLC added35,093$1M0.3%2026-Q1
GENTRY PRIVATE WEALTH, LLC trimmed34,784$1M0.3%2026-Q1
FSB PREMIER WEALTH MANAGEMENT, INC. trimmed34,160$1M0.3%2026-Q1
Pinnacle Family Advisors, LLC added33,984$1M0.3%2026-Q1
Arkadios Wealth Advisors added33,618$1M0.3%2026-Q1
Ignite Planners, LLC added30,750$1M0.3%2026-Q1
HBW ADVISORY SERVICES LLC trimmed32,309$1M0.3%2026-Q1
&PARTNERS added28,191$1M0.2%2026-Q1
Foundations Investment Advisors, LLC trimmed24,965$963K0.2%2026-Q1
GREAT VALLEY ADVISOR GROUP, INC. added20,620$795K0.2%2026-Q1
Envestnet Portfolio Solutions, Inc. added20,433$788K0.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added19,385$748K0.2%2026-Q1
Wealth Watch Advisors, INC trimmed19,026$734K0.2%2026-Q1
Blackhawk Capital Partners, LLC added16,331$630K0.1%2026-Q1
MML INVESTORS SERVICES, LLC added13,475$520K0.1%2026-Q1
WORLD EQUITY GROUP, INC. added13,451$519K0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added13,177$508K0.1%2026-Q1
MANCHESTER FINANCIAL INC trimmed13,072$504K0.1%2026-Q1
PRINCIPAL SECURITIES, INC. added11,605$448K0.1%2026-Q1
Asset Allocation Strategies LLC trimmed10,482$404K0.1%2026-Q1
Mutual Advisors, LLC added10,453$403K0.1%2026-Q1
Geneos Wealth Management Inc.10,314$398K0.1%2026-Q1
IHT Wealth Management, LLC added10,138$391K0.1%2026-Q1
GeoWealth Management, LLC added9,633$372K0.1%2026-Q1
PRIVATE CLIENT SERVICES, LLC added8,765$338K0.1%2026-Q1
NOVEM GROUP new8,755$338K0.1%2026-Q1
Pinnacle Financial Partners, Inc. added8,674$335K0.1%2026-Q1
Apollon Wealth Management, LLC trimmed8,516$329K0.1%2026-Q1
World Investment Advisors new8,243$318K0.1%2026-Q1
SILVER OAK SECURITIES, INCORPORATED added7,551$291K0.1%2026-Q1
Founders Financial Alliance, LLC trimmed7,550$291K0.1%2026-Q1
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. trimmed7,492$289K0.1%2026-Q1
Crusonia Wealth Advisors LLC7,235$279K0.1%2026-Q1
Ashton Thomas Private Wealth, LLC added7,138$275K0.1%2026-Q1
LUTS & GREENLEIGH GROUP, INC. new6,903$266K0.1%2026-Q1
LaSalle St. Investment Advisors, LLC trimmed6,786$262K0.1%2026-Q1
CEERA INVESTMENTS, LLC trimmed6,489$250K0.1%2026-Q1
FIRST TRUST ADVISORS LP trimmed6,460$249K0.1%2026-Q1
DAVENPORT & Co LLC trimmed5,681$219K0.0%2026-Q1
Western Wealth Management, LLC new5,306$205K0.0%2026-Q1
GoalVest Advisory LLC added2,902$112K0.0%2026-Q1
Synergy Investment Management, LLC trimmed2,413$93K0.0%2026-Q1
MENORA MIVTACHIM HOLDINGS LTD. added282,924$11M2.3%2025-Q4 stale
Global Retirement Partners, LLC trimmed193,350$8M1.6%2025-Q4 stale
Gladstone Institutional Advisory LLC trimmed117,640$5M1.0%2025-Q4 stale
JANE STREET GROUP, LLC added99,895$4M0.8%2025-Q2 stale
GOLDMAN SACHS GROUP INC added67,675$3M0.6%2025-Q4 stale
Orion Portfolio Solutions, LLC added47,134$2M0.3%2025-Q1 stale
CITADEL ADVISORS LLC trimmed34,218$1M0.3%2025-Q4 stale
Coppell Advisory Solutions LLC added30,505$1M0.3%2025-Q4 stale
Atria Wealth Solutions, Inc. added30,392$1M0.2%2025-Q1 stale
Tower Research Capital LLC (TRC) added23,509$919K0.2%2025-Q4 stale
RFG - Bristol Wealth Advisors, LLC new20,271$683K0.1%2025-Q1 stale
Traction Financial Partners, LLC new12,691$461K0.1%2025-Q2 stale
SYNOVUS FINANCIAL CORP new8,747$340K0.1%2025-Q3 stale
FOUNDERS FINANCIAL SECURITIES LLC added5,799$227K0.0%2025-Q4 stale
ABLE Financial Group, LLC added5,586$218K0.0%2025-Q4 stale
TUCKER ASSET MANAGEMENT LLC added4,444$174K0.0%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.

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.

Learn how to read institutional ownership