Who owns AFOS?
ARS Focused Opportunities Strategy ETF · ARS
13 institutions reported holding AFOS, worth $284.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of AFOS
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| ARS Investment Partners, LLC | New York, NY | $262.4M | 5,625,529 | −6,398 shares |
| NewEdge Advisors, LLC | New Orleans, LA | $9.9M | 212,255 | No change |
| New Wave Wealth Advisors LLC | Springdale, AR | $5.3M | 114,546 | +106,866 shares |
| IFP Advisors, Inc | Tampa, FL | $1.2M | 26,635 | +11,013 shares |
| MGO One Seven LLC | Beachwood, OH | $1.2M | 26,131 | +16,528 shares |
| Goldman Sachs Group Inc. | New York, NY | $801K | 17,179 | +11,599 shares |
| Fortress Private Ledger, LLC | Raleigh, NC | $799K | 17,120 | +3,919 shares |
| ShoreHaven Wealth Partners, LLC | Red Bank, NJ | $768K | 16,454 | −267 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $473K | 10,146 | New position |
| Principal Securities, Inc. | Des Moines, IA | $473K | 10,146 | New position |
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 AFOS?
13 institutional managers reported holding AFOS in Form 13F filings for June 30, 2026, worth $284.1M in total. The largest reported position was held by ARS Investment Partners, LLC, at $262.4M.
Did institutions buy or sell AFOS last quarter?
Reported 13F value rose 36.7% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 1 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 AFOS 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.