AFOS ARS Focused Opportunity Strategy ETF
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Institutional owners (13F) 13 filers · $281.4M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 3 (-3 vs prior Q) | 1 (+1 vs prior Q) | 6 (+2 vs prior Q) | 3 (+3 vs prior Q) | +76K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| ARS Investment Partners, LLC | $262,410,691 | 5,625,529 | 93.24% | Shares |
| NewEdge Advisors, LLC | $9,900,947 | 212,255 | 3.52% | Shares |
| NEW WAVE WEALTH ADVISORS LLC | $2,671,579 | 57,273 | 0.95% | Shares |
| IFP Advisors, Inc | $1,242,427 | 26,635 | 0.44% | Shares |
| MGO ONE SEVEN LLC | $1,218,917 | 26,131 | 0.43% | Shares |
| GOLDMAN SACHS GROUP INC | $801,339 | 17,179 | 0.28% | Shares |
| FORTRESS PRIVATE LEDGER, LLC | $798,586 | 17,120 | 0.28% | Shares |
| ShoreHaven Wealth Partners, LLC | $767,535 | 16,454 | 0.27% | Shares |
| PRINCIPAL SECURITIES, INC. | $473,274 | 10,146 | 0.17% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $473,274 | 10,146 | 0.17% | Shares |
| Tiller Private Wealth, Inc. | $364,430 | 7,813 | 0.13% | Shares |
| GTS SECURITIES LLC | $292,284 | 6,266 | 0.10% | Shares |
| MORGAN STANLEY | $10,915 | 234 | 0.00% | Shares |