AFOS Institutional Ownership & Shareholders
ARS FOCUSED OPP STRAT ETF (AFOS) is currently held by 15 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $283.97M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $242.65M, representing an estimated loss of -7.53% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% 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
15
Total Reported Value
$283.97M
Largest Holder
Ars Investment Partners, Llc
Largest Position
$262.41M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
15
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ars Investment Partners, Llc | 11.46% | 5,625,529 | $262,410,691 | $242,648,193 | -$19,762,498 | -7.53% | |
| Newedge Advisors, Llc | 0.03% | 212,255 | $9,900,947 | $9,155,280 | -$745,667 | -7.53% | |
| New Wave Wealth Advisors Llc | 0.60% | 49,681 | $2,257,654 | $2,142,910 | -$114,744 | -5.08% | |
| Tiller Private Wealth, Inc. | 0.61% | 43,420 | $1,947,543 | $1,872,852 | -$74,691 | -3.84% | |
| Mgo One Seven Llc | 0.02% | 32,927 | $1,476,904 | $1,420,253 | -$56,651 | -3.84% | |
| Ifp Advisors, Inc | 0.02% | 28,355 | $1,271,835 | $1,223,048 | -$48,787 | -3.84% | |
| Shorehaven Wealth Partners, Llc | 0.28% | 19,998 | $897,004 | $862,582 | -$34,422 | -3.84% | |
| Goldman Sachs Group Inc | 0.00% | 17,179 | $801,339 | $740,989 | -$60,350 | -7.53% | |
| Fortress Private Ledger, Llc | 0.22% | 17,120 | $798,586 | $738,444 | -$60,142 | -7.53% | |
| Envestnet Asset Management Inc | 0.00% | 10,146 | $473,274 | $437,631 | -$35,643 | -7.53% | |
| Principal Securities, Inc. | 0.01% | 10,146 | $473,274 | $437,631 | -$35,643 | -7.53% | |
| Gts Securities Llc | 0.01% | 6,266 | $292,284 | $270,274 | -$22,010 | -7.53% | |
| Morgan Stanley | 0.00% | 234 | $10,915 | $10,093 | -$822 | -7.53% | |
| West Paces Advisors Inc. | 0.00% | 160 | $7,177 | $6,901 | -$276 | -3.84% |
Frequently asked questions about AFOS
Who are the largest institutional holders of AFOS?
The largest institutional holders of AFOS reported in the latest SEC Form 13F filings include Ars Investment Partners, Llc, Newedge Advisors, Llc, New Wave Wealth Advisors Llc, Tiller Private Wealth, Inc., and Mgo One Seven Llc. InsiderSet ranks institutional holders by their latest reported AFOS position.
What is AFOS institutional ownership?
This page tracks AFOS positions reported by institutional investment managers through SEC Form 13F. ARS FOCUSED OPP STRAT ETF (AFOS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AFOS?
InsiderSet currently tracks 15 institutional managers reporting AFOS 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 AFOS shareholders.
How much AFOS stock do institutions own?
Institutional investment managers disclosed approximately $283.97M in AFOS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AFOS institutional ownership last updated?
The latest AFOS 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 AFOS 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 AFOS position after the reporting date.
Are institutions buying or selling AFOS?
Institutional buying and selling can be analyzed by comparing AFOS positions across consecutive 13F reporting periods. InsiderSet's AFOS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AFOS ownership changes.
How has AFOS institutional ownership changed over time?
InsiderSet tracks AFOS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.