Who owns ARS Focused Opportunity Strategy ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of AFOS 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 6.0M shares of ARS Focused Opportunity Strategy ETF worth $281.4M — about 87.9% of shares outstanding; the largest disclosed holder is ARS Investment Partners, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
13
13F holders
$281.4M
value, 2026 filers
87.9%
of shares outstanding (6.0M sh)
3
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 AFOS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | ARS Investment Partners, LLC | 5.6M | $262.4M | 11.5% | 82% | -0.1% |
| 2 | NewEdge Advisors, LLC | 212,255 | $9.9M | 0.0% | 3.1% | 0.0% |
| 3 | NEW WAVE WEALTH ADVISORS LLC | 57,273 | $2.7M | 0.7% | 0.8% | +645.7% |
| 4 | IFP Advisors, Inc | 26,635 | $1.2M | 0.0% | 0.4% | +70.5% |
| 5 | MGO ONE SEVEN LLC | 26,131 | $1.2M | 0.0% | 0.4% | +172.1% |
| 6 | GOLDMAN SACHS GROUP INC | 17,179 | $801,339 | 0.0% | 0.3% | +207.9% |
| 7 | FORTRESS PRIVATE LEDGER, LLC | 17,120 | $798,586 | 0.2% | 0.2% | +29.7% |
| 8 | ShoreHaven Wealth Partners, LLC | 16,454 | $767,535 | 0.2% | 0.2% | -1.6% |
| 9 | PRINCIPAL SECURITIES, INC.NEW | 10,146 | $473,274 | 0.0% | 0.1% | new |
| 10 | ENVESTNET ASSET MANAGEMENT INCNEW | 10,146 | $473,274 | 0.0% | 0.1% | new |
| 11 | Tiller Private Wealth, Inc. | 7,813 | $364,430 | 0.1% | 0.1% | +0.2% |
| 12 | GTS SECURITIES LLC | 6,266 | $292,284 | 0.0% | 0.1% | -67.4% |
| 13 | MORGAN STANLEYNEW | 234 | $10,915 | 0.0% | 0% | new |
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. Research, not investment advice.