AFOS EA SERIES TRUST
FollowCMN (fund)
13 managers (13 13F filers) reported a position in AFOS shares at 2026-06-30, 6,033,181 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 13
- 13F filers
- 13
- New
- 3
- Added
- 6
- Reduced
- 3
- Sold out
- 1
- Shares held by filers
- 6,033,181
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| ARS Investment Partners, LLC | 5,625,529 | $262M | 11.46% | -6,398 | 13F-HRTimeline |
| NewEdge Advisors, LLC | 212,255 | $9.9M | 0.03% | 0 | 13F-HRTimeline |
| NEW WAVE WEALTH ADVISORS LLC | 57,273 | $2.67M | 0.73% | +49,593 | 13F-HR/ATimeline |
| IFP Advisors, Inc | 26,635 | $1.24M | 0.02% | +11,013 | 13F-HRTimeline |
| MGO ONE SEVEN LLC | 26,131 | $1.22M | 0.02% | +16,528 | 13F-HRTimeline |
| GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC | 17,179 | $801K | <0.01% | +11,599 | 13F-HRTimelineGroup |
| FORTRESS PRIVATE LEDGER, LLC | 17,120 | $799K | 0.22% | +3,919 | 13F-HRTimeline |
| ShoreHaven Wealth Partners, LLC | 16,454 | $768K | 0.24% | -267 | 13F-HRTimeline |
| PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC | 10,146 | $473K | 0.01% | new | 13F-HRTimelineGroup |
| ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC | 10,146 | $473K | <0.01% | new | 13F-HRTimelineGroup |
| Tiller Private Wealth, Inc. | 7,813 | $364K | 0.11% | +14 | 13F-HRTimeline |
| GTS SECURITIES LLC | 6,266 | $292K | 0.01% | -12,957 | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 234 | $10.9K | <0.01% | new | 13F-HRTimelineGroup |