Who owns AMCFX?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of AMCFX from SEC Form 13F filings across 5 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, 5 institutions disclosed 24,429 shares of AMCFX worth $1.1M; the largest disclosed holder is Ethos Financial Group, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
5
13F holders
$1.1M
value, 2026 filers
24,429
shares disclosed
2
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 AMCFX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Ethos Financial Group, LLCNEW | 10,888 | $504,308 | 0.0% | — | new |
| 2 | Fulton Bank, N.A. | 5,481 | $252,253 | 0.0% | — | 0.0% |
| 3 | Williams Jones Wealth Management, LLC.NEW | 4,581 | $210,819 | 0.0% | — | new |
| 4 | KELLEHER FINANCIAL ADVISORS | 2,418 | $111,287 | 0.0% | — | +115.3% |
| 5 | Transce3nd, LLC | 1,061 | $49,365 | 0.4% | — | +6.6% |
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.