APPLIED FINANCE SELECT-INST (AFVZX) Institutional Ownership and Insiders Activity

APPLIED FINANCE SELECT-INST (AFVZX) is widely held by institutional investors, with 1 firm reporting positions valued at approximately $71.57M based on SEC Form 13F filings for the quarter ended September 30, 2026.

Fulton Bank, N.A. is the largest disclosed holder, reporting approximately $71.57M in AFVZX holdings in its latest filing.

Institutional ownership remains highly concentrated, with Fulton Bank, N.A. representing the majority of disclosed value.