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Institutional Ownership · SEC Form 13F

Who owns AFOS


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

11
Institutional holders
6M
Shares held (tracked funds)

How the tape is positioned

3 tracked funds added or opened AFOS while 2 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

AFOS’s largest tracked holder by dollar value, ARS Investment Partners, LLC, sizes it at 10.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 10.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in AFOS 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 11 tracked filers holding AFOS, 9 increased or opened the position and 1 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 AFOS 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 2

  • Ascentis Independent Advisors$622K
  • IFP Advisors, Inc$564K

Largest adds

  • ARS Investment Partners, LLC$11M

Largest trims

  • NewEdge Advisors, LLC$7M
  • GTS SECURITIES LLC$441K

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.

FundSharesReported value% of valueQuarter
ARS Investment Partners, LLC added5,631,927$204M97.9%2026-Q1
GTS SECURITIES LLC trimmed19,223$695K0.3%2026-Q1
Ascentis Independent Advisors new17,203$622K0.3%2026-Q1
ShoreHaven Wealth Partners, LLC added16,721$604K0.3%2026-Q1
IFP Advisors, Inc new15,622$564K0.3%2026-Q1
FORTRESS PRIVATE LEDGER, LLC added13,201$477K0.2%2026-Q1
MGO ONE SEVEN LLC new9,603$347K0.2%2026-Q1
Tiller Private Wealth, Inc. added7,799$282K0.1%2026-Q1
NEW WAVE WEALTH ADVISORS LLC new7,680$278K0.1%2026-Q1
NewEdge Advisors, LLC212,255$212K0.1%2026-Q1
GOLDMAN SACHS GROUP INC new5,580$202K0.1%2026-Q1

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