ARS FOCUSED OPP STRAT ETF (AFOS) Institutional Shareholders

ARS FOCUSED OPP STRAT ETF (AFOS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $281.43M in AFOS holdings during the latest filing period.

Ars Investment Partners, Llc is currently the largest disclosed institutional shareholder of AFOS tracked by InsiderSet, reporting ownership valued at approximately $262.41M 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 $254.56M, representing an estimated loss of -2.99% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed AFOS value among the investors covered in this analysis. Major shareholders include Ars Investment Partners, Llc, Newedge Advisors, Llc, New Wave Wealth Advisors Llc, and several other long-term asset managers with concentrated positions in ARS FOCUSED OPP STRAT ETF (AFOS).

This page ranks the largest institutional AFOS 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

$281.43M

Largest Holder

Ars Investment Partners, Llc

Largest Position

$262.41M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

14

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Ars Investment Partners, Llc11.46%5,625,529$262,410,691$254,555,187-$7,855,504-2.99%
Newedge Advisors, Llc0.03%212,255$9,900,947$9,604,539-$296,408-2.99%
New Wave Wealth Advisors Llc0.73%57,273$2,671,579$2,591,603-$79,976-2.99%
Ifp Advisors, Inc0.02%26,635$1,242,427$1,205,234-$37,193-2.99%
Mgo One Seven Llc0.02%26,131$1,218,917$1,182,428-$36,489-2.99%
Goldman Sachs Group Inc0.00%17,179$801,339$777,350-$23,989-2.99%
Fortress Private Ledger, Llc0.22%17,120$798,586$774,680-$23,906-2.99%
Shorehaven Wealth Partners, Llc0.24%16,454$767,535$744,544-$22,992-3.00%
Envestnet Asset Management Inc0.00%10,146$473,274$459,107-$14,168-2.99%
Principal Securities, Inc.0.01%10,146$473,274$459,107-$14,168-2.99%
Tiller Private Wealth, Inc.0.11%7,813$364,430$353,538-$10,892-2.99%
Gts Securities Llc0.01%6,266$292,284$283,537-$8,748-2.99%
Morgan Stanley0.00%234$10,915$10,589-$327-2.99%
Showing 13 of 13

Frequently asked questions about AFOS

  • Who owns the most AFOS stock?

    The largest holders of AFOS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ARS FOCUSED OPP STRAT ETF (AFOS).

  • Is AFOS widely held by superinvestors?

    Many widely followed stocks like AFOS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AFOS is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.