Who owns AFDM?
First Trust Active Factor International ETF · First Trust
52 institutions reported holding AFDM, worth $132.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of AFDM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $31.5M | 362,149 | +1,028 shares |
| Cetera Investment Advisers | Schaumburg, IL | $17.7M | 202,982 | +34,432 shares |
| Per Stirling Capital Management, LLC. | Austin, TX | $16.2M | 186,554 | +2,358 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $14.9M | 171,614 | +15,988 shares |
| Prospera Financial Services Inc | Dallas, TX | $11.3M | 129,472 | −12,175 shares |
| RiverFront Investment Group, LLC | Richmond, VA | $9.8M | 112,606 | −9,168 shares |
| Truist Financial Corp. | Charlotte, NC | $7.7M | 88,344 | +2,833 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $4.2M | 48,096 | +3,123 shares |
| UBS Group AG | Zurich, Switzerland | $3.6M | 41,732 | +11,319 shares |
| Jane Street Group, LLC | New York, NY | $2.0M | 22,875 | −1,910 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns AFDM?
52 institutional managers reported holding AFDM in Form 13F filings for June 30, 2026, worth $132.3M in total. The largest reported position was held by Morgan Stanley, at $31.5M.
Did institutions buy or sell AFDM last quarter?
Reported 13F value rose 9.8% from March 31, 2026, which includes price moves as well as buying and selling. 12 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is AFDM ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.