Institutional Holders (2026 Q1)
31 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AFSM. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | James J. Burns & Company, LLC | 2.46% | 551,235 | $18.1M |
| 2 | Advisortrust Partners, LLC | 0.23% | 17,162 | $564K |
| 3 | Crusonia Wealth Advisors LLC | 0.13% | 18,801 | $618K |
| 4 | Fsb Premier Wealth Management, INC. | 0.11% | 10,651 | $350K |
| 5 | Ethos Financial Group, LLC | 0.11% | 45,344 | $1.5M |
| 6 | World Equity Group, INC. | 0.09% | 10,292 | $338K |
| 7 | U.S. Capital Wealth Advisors, LLC | 0.05% | 63,919 | $2.1M |
| 8 | Mgo One Seven LLC | 0.05% | 73,518 | $2.4M |
| 9 | Snowden Capital Advisors LLC | 0.04% | 50,189 | $1.6M |
| 10 | Cwm, LLC | 0.04% | 422,615 | $13.9M |
| 11 | Tower Research Capital LLC (TRC) | 0.03% | 29,686 | $975K |
| 12 | Smith, Moore & CO. | 0.02% | 9,971 | $328K |
| 13 | Moors & Cabot, Inc. | 0.02% | 16,682 | $548K |
| 14 | Federation des caisses Desjardins du Quebec | 0.01% | 78,734 | $2.6M |
| 15 | Truist Financial Corp | 0.01% | 193,088 | $6.3M |
| 16 | RFG Advisory, LLC | 0.00% | 6,875 | $226K |
| 17 | Kestra Private Wealth Services, LLC | 0.00% | 9,142 | $300K |
| 18 | Kestra Advisory Services, LLC | 0.00% | 28,109 | $924K |
| 19 | Arkadios Wealth Advisors | 0.00% | 6,296 | $207K |
| 20 | Cetera Investment Advisers | 0.00% | 84,058 | $2.8M |
| 21 | Creative Financial Designs Inc /Adv | 0.00% | 1,154 | $38K |
| 22 | Osaic Holdings, INC. | 0.00% | 45,126 | $1.5M |
| 23 | Envestnet Asset Management Inc | 0.00% | 200,984 | $6.6M |
| 24 | LPL Financial LLC | 0.00% | 182,365 | $6.0M |
| 25 | Founders Financial Alliance, LLC | 0.00% | 250 | $8K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|