Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

TWO RDS SHARED TR (AFIF)

35 + Investors. Track Smart Money conviction in AFIF. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
1Q ▲
Buyers last Q
65%

Smart Money Signals — AFIF

Based on 35 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added AFIF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
35 hedge funds hold AFIF right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +52% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+52% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 65% buying

22 buying12 selling
Last quarter: 22 funds were net buyers (15 opened a brand new position + 7 added to an existing one). Only 12 were sellers (9 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new AFIF position: 3 → 5 → 3 → 15. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 11% medium ■ 46% new
15 out of 35 hedge funds have held AFIF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

5 → 3 → 5 → 3 → 15 new funds/Q
New funds entering each quarter: 3 → 5 → 3 → 15. A growing number of institutions are discovering AFIF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 43% of holders stayed 2+ years

■ 43% veterans ■ 6% 1-2yr ■ 51% new
Of 35 current holders: 15 (43%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
7 of 35 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: AFIF

How many hedge funds hold AFIF — quarterly history vs. share price
Quarterly hedge fund ownership of AFIF vs. share price

Market Analysis: AFIF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AFIF

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: AFIF
2026 Q1 Stats Unlock in 17 days 35 + Investors

Track Smart Money conviction in AFIF. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 35 23 52.17%
13F Shares 18M 10M 77.0%
Total Value $172M $97M 77.08%
New Positions 15 3 +12
Increased Positions 7 7 -
Closed Positions 3 5 -2
Reduced Positions 9 8 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AFIF

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

35 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AFIF. Verified SEC 13F-HR filings.

Top 17 institutional holders of AFIF — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Wealth Enhancement Trust Services, Inc. 6.46% 5,731,813 $53.4M
2 Darwin Wealth Management, LLC 4.08% 1,407,249 $13.1M
3 J.M. Arbour, LLC 2.69% 301,188 $2.8M
4 USAdvisors Wealth Management, LLC 1.28% 414,261 $4K
5 AdvisorNet Financial, Inc 1.13% 2,336,249 $21.8M
6 RDA Financial Network 0.56% 240,619 $2.2M
7 XY Planning Network, Inc. 0.32% 213,770 $2.0M
8 Cooper Financial Group 0.29% 312,720 $2.9M
9 SILVER OAK SECURITIES, INCORPORATED 0.06% 90,710 $845K
10 TCFG WEALTH MANAGEMENT, LLC 0.06% 16,925 $158K
11 Signal Advisors Wealth, LLC 0.03% 42,890 $400K
12 Bell Bank 0.01% 25,387 $236K
13 Cambridge Investment Research Advisors, Inc. 0.01% 264,557 $2K
14 Private Advisor Group, LLC 0.00% 92,235 $859K
15 Avior Wealth Management, LLC 0.00% 14,066 $130K
16 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 34,780 $324K
17 Farther Finance Advisors, LLC 0.00% 319 $3K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — TWO RDS SHARED TR (AFIF)

What does the Smart Money Trend signal show for AFIF?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added AFIF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AFIF?

More buyers than sellers — 65% buying: Last quarter: 22 funds were net buyers (15 opened a brand new position + 7 added to an existing one). Only 12 were sellers (9 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AFIF holders?

Smaller funds dominant — 2% AUM from top-100: 7 of 35 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held AFIF?

43% of holders stayed for 2+ years: 15 out of 35 hedge funds have held AFIF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.