Who owns AFIX?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of AFIX from SEC Form 13F filings across 13 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 13 institutions disclosed 9.0M shares of AFIX worth $223.1M; the largest disclosed holder is Allspring Global Investments Holdings, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
13
13F holders
$223.1M
value, 2026 filers
9.0M
shares disclosed
5
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of AFIX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Allspring Global Investments Holdings, LLC | 5.7M | $141.4M | 0.2% | — | 0.0% |
| 2 | James J. Burns & Company, LLCNEW | 2.1M | $52.3M | 5.7% | — | new |
| 3 | JPMORGAN CHASE & CONEW | 337,642 | $8.4M | 0.0% | — | new |
| 4 | MN Wealth Advisors, LLC | 336,455 | $8.3M | 3.6% | — | +11.7% |
| 5 | Vestmark Advisory Solutions, Inc.NEW | 136,289 | $3.4M | 0.0% | — | new |
| 6 | UPTICK PARTNERS, LLCNEW | 136,289 | $3.4M | 0.5% | — | new |
| 7 | MBE Wealth Management, LLCNEW | 91,571 | $2.3M | 0.8% | — | new |
| 8 | Stiles Financial Services Inc | 50,346 | $1.2M | 0.3% | — | +0.4% |
| 9 | CITADEL ADVISORS LLC | 34,430 | $853,682 | 0.0% | — | -57.9% |
| 10 | GOLDMAN SACHS GROUP INC | 16,987 | $421,188 | 0.0% | — | -76.6% |
| 11 | JANE STREET GROUP, LLC | 16,687 | $413,749 | 0.0% | — | +1.2% |
| 12 | LPL Financial LLC | 14,580 | $361,507 | 0.0% | — | -13.3% |
| 13 | Equitable Holdings, Inc. | 13,850 | $343,407 | 0.0% | — | +40.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.