AFOS EA SERIES TRUST
FollowCMN (fund)
11 managers (11 13F filers) reported a position in AFOS shares at 2026-03-31, 5,956,814 shares in all. 5 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 11
- 13F filers
- 11
- New
- 5
- Added
- 4
- Reduced
- 1
- Sold out
- 0
- Shares held by filers
- 5,956,814
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, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, 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 | 5,631,927 | $204M | 10.58% | +28,228 | 13F-HRTimeline |
| NewEdge Advisors, LLC | 212,255 | $7.67M | 0.03% | 0 | 13F-HR/ATimeline |
| GTS SECURITIES LLC | 19,223 | $695K | 0.02% | -13,822 | 13F-HRTimeline |
| Ascentis Independent Advisorsin group Ascentis Wealth Management, L… | 17,203 | $622K | 0.05% | new | 13F-HRTimelineGroup |
| ShoreHaven Wealth Partners, LLC | 16,721 | $604K | 0.22% | +550 | 13F-HRTimeline |
| IFP Advisors, Inc | 15,622 | $564K | 0.01% | new | 13F-HRTimeline |
| FORTRESS PRIVATE LEDGER, LLC | 13,201 | $477K | 0.15% | +5,718 | 13F-HRTimeline |
| MGO ONE SEVEN LLC | 9,603 | $347K | 0.01% | new | 13F-HRTimeline |
| Tiller Private Wealth, Inc. | 7,799 | $282K | 0.1% | +862 | 13F-HRTimeline |
| NEW WAVE WEALTH ADVISORS LLC | 7,680 | $278K | 0.1% | new | 13F-HRTimeline |
| GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC | 5,580 | $202K | <0.01% | new | 13F-HRTimelineGroup |