AFIX Institutional Ownership & Shareholders
ALLSPRING BRD MRKT CORE BND (AFIX) is currently held by 13 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $221.63M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Allspring Global Investments Holdings, Llc is currently the largest disclosed institutional shareholder of AFIX tracked by InsiderSet, reporting ownership valued at approximately $141.40M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $137.41M, representing an estimated loss of -2.82% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed AFIX value among the investors covered in this analysis. Major shareholders include Allspring Global Investments Holdings, Llc, James J. Burns & Company, Llc, Jpmorgan Chase & Co, and several other long-term asset managers with concentrated positions in ALLSPRING BRD MRKT CORE BND (AFIX).
This page ranks the largest institutional AFIX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
13
Total Reported Value
$221.63M
Largest Holder
Allspring Global Investments Holdings, Llc
Largest Position
$141.40M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
13
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Allspring Global Investments Holdings, Llc | 0.22% | 5,702,863 | $141,400,777 | $137,411,625 | -$3,989,152 | -2.82% | |
| James J. Burns & Company, Llc | 5.55% | 2,208,064 | $52,046,944 | $53,203,744 | +$1,156,800 | +2.22% | |
| Jpmorgan Chase & Co | 0.00% | 337,642 | $8,410,662 | $8,135,552 | -$275,110 | -3.27% | |
| Mn Wealth Advisors, Llc | 2.87% | 299,843 | $7,067,689 | $7,224,777 | +$157,088 | +2.22% | |
| Uptick Partners, Llc | 0.53% | 136,289 | $3,379,245 | $3,283,911 | -$95,334 | -2.82% | |
| Vestmark Advisory Solutions, Inc. | 0.03% | 136,289 | $3,379,245 | $3,283,911 | -$95,334 | -2.82% | |
| Mbe Wealth Management, Llc | 0.80% | 95,817 | $2,258,543 | $2,308,730 | +$50,187 | +2.22% | |
| Stiles Financial Services Inc | 0.33% | 54,804 | $1,291,813 | $1,320,513 | +$28,700 | +2.22% | |
| Citadel Advisors Llc | 0.00% | 34,430 | $853,682 | $829,598 | -$24,084 | -2.82% | |
| Goldman Sachs Group Inc | 0.00% | 16,987 | $421,188 | $409,305 | -$11,883 | -2.82% | |
| Jane Street Group, Llc | 0.00% | 16,687 | $413,749 | $402,077 | -$11,672 | -2.82% | |
| Lpl Financial Llc | 0.00% | 14,580 | $361,507 | $351,308 | -$10,199 | -2.82% | |
| Equitable Holdings, Inc. | 0.00% | 13,850 | $343,407 | $333,719 | -$9,688 | -2.82% |
Frequently asked questions about AFIX
Who are the largest institutional holders of AFIX?
The largest institutional holders of AFIX reported in the latest SEC Form 13F filings include Allspring Global Investments Holdings, Llc, James J. Burns & Company, Llc, Jpmorgan Chase & Co, Mn Wealth Advisors, Llc, and Uptick Partners, Llc. InsiderSet ranks institutional holders by their latest reported AFIX position.
What is AFIX institutional ownership?
This page tracks AFIX positions reported by institutional investment managers through SEC Form 13F. ALLSPRING BRD MRKT CORE BND (AFIX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AFIX?
InsiderSet currently tracks 13 institutional managers reporting AFIX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AFIX shareholders.
How much AFIX stock do institutions own?
Institutional investment managers disclosed approximately $221.63M in AFIX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AFIX institutional ownership last updated?
The latest AFIX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AFIX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AFIX position after the reporting date.
Are institutions buying or selling AFIX?
Institutional buying and selling can be analyzed by comparing AFIX positions across consecutive 13F reporting periods. InsiderSet's AFIX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AFIX ownership changes.
How has AFIX institutional ownership changed over time?
InsiderSet tracks AFIX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.