AFOS Institutional Ownership
ARS Focused Opportunity Strategy ETF
1W: +0.2%
1M: +0.0%
3M: -0.1%
YTD: +29.0%
1Y: +45.6%
$45.49
+0.17 (+0.39%)
Weekly Expected Move ±2.3%
$43
$44
$45
$47
$48
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Institutional Ownership — AFOS
14
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
281M
Total Invested
3
New Positions
6
Increased
4
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (14 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ARS Investment Partners, LLC | 5,625,529 | $256M | -6,398 | -0.1% | 5Q | SEC ↗ |
| 2 | NewEdge Advisors, LLC | 212,255 | $10M | — | +0.0% | 5Q | SEC ↗ |
| 3 | NEW WAVE WEALTH ADVISORS LLC | 57,273 | $3M | +49,593 | +645.7% | 2Q | SEC ↗ |
| 4 | IFP Advisors, Inc | 26,635 | $1M | +11,013 | +70.5% | 2Q | SEC ↗ |
| 5 | MGO ONE SEVEN LLC | 26,131 | $1M | +16,528 | +172.1% | 2Q | SEC ↗ |
| 6 | GOLDMAN SACHS GROUP INC | 17,179 | $782K | +11,599 | +207.9% | 2Q | SEC ↗ |
| 7 | FORTRESS PRIVATE LEDGER, LLC | 17,120 | $779K | +3,919 | +29.7% | 3Q | SEC ↗ |
| 8 | ShoreHaven Wealth Partners, LLC | 16,454 | $749K | -267 | -1.6% | 4Q | SEC ↗ |
| 9 | PRINCIPAL SECURITIES, INC. NEW | 10,146 | $462K | — | +0.0% | 1Q | SEC ↗ |
| 10 | ENVESTNET ASSET MANAGEMENT INC NEW | 10,146 | $462K | — | +0.0% | 1Q | SEC ↗ |
| 11 | Tiller Private Wealth, Inc. | 7,813 | $355K | +14 | +0.2% | 3Q | SEC ↗ |
| 12 | GTS SECURITIES LLC | 6,266 | $285K | -12,957 | -67.4% | 4Q | SEC ↗ |
| 13 | MORGAN STANLEY NEW | 234 | $11K | — | +0.0% | 1Q | SEC ↗ |
| 14 | Ascentis Independent Advisors | 0 | $0K | -17,203 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| PRINCIPAL SECURITIES, INC. | 10,146 | $462K |
| ENVESTNET ASSET MANAGEMENT INC | 10,146 | $462K |
| MORGAN STANLEY | 234 | $11K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Ascentis Independent Advisors | 17,203 | $783K |
Biggest Increases (6)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| NEW WAVE WEALTH ADVISORS LLC | +49,593 | +645.7% | 57,273 |
| MGO ONE SEVEN LLC | +16,528 | +172.1% | 26,131 |
| GOLDMAN SACHS GROUP INC | +11,599 | +207.9% | 17,179 |
| IFP Advisors, Inc | +11,013 | +70.5% | 26,635 |
| FORTRESS PRIVATE LEDGER, LLC | +3,919 | +29.7% | 17,120 |
| Tiller Private Wealth, Inc. | +14 | +0.2% | 7,813 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GTS SECURITIES LLC | -12,957 | -67.4% | 6,266 |
| ARS Investment Partners, LLC | -6,398 | -0.1% | 5,625,529 |
| ShoreHaven Wealth Partners, LLC | -267 | -1.6% | 16,454 |