AFLG

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$43.33

-0.43 (-0.98%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding AFLG · 2026-Q1 methodology → sources →

109 holders

% of shares outstanding held

—

Shares held (13F)

11,295,655

Reporting holders

109

Top holders

largest 100 of 109 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	LPL Financial LLC	3,354,4033.4M	$129M	—	ADD 41%
2	ENVESTNET ASSET MANAGEMENT INC	1,128,0191.1M	$44M	—	ADD 42%
3	STIFEL FINANCIAL CORP	676,357676,357	$26M	—	ADD 83%
4	Arax Advisory Partners	559,136559,136	$22M	—	ADD 7%
5	Stenger Family Office, LLC	420,939420,939	$16M	—	NEW
6	ASSETMARK, INC	411,708411,708	$16M	—	ADD 34%
7	Prospera Financial Services Inc	406,207406,207	$16M	—	ADD 6%
8	Cetera Investment Advisers	385,153385,153	$15M	—	ADD 28%
9	Cambridge Investment Research Advisors, Inc.	362,102362,102	$14M	—	ADD 11%
10	Kingsview Wealth Management, LLC	190,563190,563	$7M	—	TRIM -16%
11	Gateway Wealth Partners, LLC	178,001178,001	$7M	—	ADD 183%
12	BENJAMIN EDWARDS INC	177,859177,859	$7M	—	ADD 60%
13	Integrated Wealth Concepts LLC	167,415167,415	$6M	—	ADD 440%
14	KESTRA PRIVATE WEALTH SERVICES, LLC	151,427151,427	$6M	—	TRIM -3%
15	TRUIST FINANCIAL CORP	117,527117,527	$5M	—	—
16	Bank of New York Mellon Corp	110,709110,709	$4M	—	ADD 43%
17	MGO ONE SEVEN LLC	107,841107,841	$4M	—	ADD 23%
18	Maridea Wealth Management LLC	106,762106,762	$4M	—	ADD 7%
19	IFP Advisors, Inc	105,462105,462	$4M	—	ADD 24%
20	OSAIC HOLDINGS, INC.	103,619103,619	$4M	—	ADD 21%
21	Janney Montgomery Scott LLC	102,855102,855	$4M	—	ADD 63%
22	IAMS WEALTH MANAGEMENT, LLC	94,18994,189	$4M	—	ADD 35%
23	Concurrent Investment Advisors, LLC	90,99590,995	$4M	—	ADD 4%
24	Wagner Wealth Management, Corp	89,80689,806	$3M	—	ADD 41%
25	Atria Investments, Inc	83,08083,080	$3M	—	ADD 26%
26	Boyce & Associates Wealth Consulting, Inc.	83,00583,005	$3M	—	ADD 24%
27	Snowden Capital Advisors LLC	81,79081,790	$3M	—	ADD 11%
28	AE Wealth Management LLC	81,78881,788	$3M	—	ADD 19%
29	Kestra Advisory Services, LLC	81,60081,600	$3M	—	TRIM -39%
30	Sigma Planning Corp	73,85973,859	$3M	—	TRIM -37%
31	Orion Porfolio Solutions, LLC	72,76872,768	$3M	—	ADD 51%
32	D.A. DAVIDSON & CO.	71,60971,609	$3M	—	—
33	OneAscent Financial Services LLC	59,29359,293	$2M	—	ADD 22%
34	PARK AVENUE SECURITIES LLC	59,05459,054	$2M	—	ADD 47%
35	RFG Advisory, LLC	55,73555,735	$2M	—	ADD 34%
36	NewEdge Advisors, LLC	12,76212,762	$2M	—	TRIM -80%
37	Pacific Excel Wealth Advisors, Inc.	48,02448,024	$2M	—	ADD 130%
38	INDEPENDENT FINANCIAL GROUP, LLC	44,14944,149	$2M	—	ADD 14%
39	Koshinski Asset Management, Inc.	42,43442,434	$2M	—	ADD 18%
40	HARBOUR INVESTMENTS, INC.	37,01537,015	$1M	—	ADD 46%
41	SMITH, MOORE & CO.	35,86235,862	$1M	—	ADD 8%
42	NewEdge Wealth, LLC	35,31835,318	$1M	—	—
43	Sanctuary Advisors, LLC	35,09335,093	$1M	—	ADD 31%
44	GENTRY PRIVATE WEALTH, LLC	34,78434,784	$1M	—	TRIM -5%
45	FSB PREMIER WEALTH MANAGEMENT, INC.	34,16034,160	$1M	—	TRIM -2%
46	Pinnacle Family Advisors, LLC	33,98433,984	$1M	—	ADD 2%
47	Arkadios Wealth Advisors	33,61833,618	$1M	—	ADD 6%
48	Ignite Planners, LLC	30,75030,750	$1M	—	ADD 123%
49	HBW ADVISORY SERVICES LLC	32,30932,309	$1M	—	TRIM -16%
50	&PARTNERS	28,19128,191	$1M	—	ADD 7%
51	Foundations Investment Advisors, LLC	24,96524,965	$963,017	—	—
52	GREAT VALLEY ADVISOR GROUP, INC.	20,62020,620	$795,400	—	ADD 9%
53	Envestnet Portfolio Solutions, Inc.	20,43320,433	$788,203	—	ADD 58%
54	COMMONWEALTH EQUITY SERVICES, LLC	19,38519,385	$747,764	—	ADD 33%
55	Wealth Watch Advisors, INC	19,02619,026	$733,928	—	TRIM -17%
56	Blackhawk Capital Partners, LLC	16,33116,331	$629,969	—	ADD 8%
57	MML INVESTORS SERVICES, LLC	13,47513,475	$519,789	—	ADD 32%
58	WORLD EQUITY GROUP, INC.	13,45113,451	$518,874	—	ADD 4%
59	SUSQUEHANNA INTERNATIONAL GROUP, LLP	13,17713,177	$508,303	—	ADD 117%
60	MANCHESTER FINANCIAL INC	13,07213,072	$504,255	—	TRIM -95%
61	PRINCIPAL SECURITIES, INC.	11,60511,605	$447,663	—	ADD 45%
62	Asset Allocation Strategies LLC	10,48210,482	$404,355	—	TRIM -11%
63	Mutual Advisors, LLC	10,45310,453	$403,225	—	ADD 20%
64	Geneos Wealth Management Inc.	10,31410,314	$397,914	—	—
65	IHT Wealth Management, LLC	10,13810,138	$391,072	—	ADD 88%
66	GeoWealth Management, LLC	9,6339,633	$371,595	—	ADD 10%
67	PRIVATE CLIENT SERVICES, LLC	8,7658,765	$338,110	—	ADD 19%
68	NOVEM GROUP	8,7558,755	$337,730	—	NEW
69	Pinnacle Financial Partners, Inc.	8,6748,674	$334,847	—	—
70	Apollon Wealth Management, LLC	8,5168,516	$328,505	—	TRIM -3%
71	World Investment Advisors	8,2438,243	$317,975	—	NEW
72	SILVER OAK SECURITIES, INCORPORATED	7,5517,551	$291,280	—	ADD 72%
73	Founders Financial Alliance, LLC	7,5507,550	$291,241	—	—
74	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	7,4927,492	$289,001	—	TRIM -9%
75	Crusonia Wealth Advisors LLC	7,2357,235	$279,090	—	—
76	Ashton Thomas Private Wealth, LLC	7,1387,138	$275,348	—	ADD 36%
77	LUTS & GREENLEIGH GROUP, INC.	6,9036,903	$266,283	—	NEW
78	LaSalle St. Investment Advisors, LLC	6,7866,786	$261,784	—	TRIM -10%
79	CEERA INVESTMENTS, LLC	6,4896,489	$250,313	—	—
80	FIRST TRUST ADVISORS LP	6,4606,460	$249,194	—	TRIM -34%
81	DAVENPORT & Co LLC	5,6815,681	$219,145	—	TRIM -51%
82	Western Wealth Management, LLC	5,3065,306	$204,693	—	NEW
83	GoalVest Advisory LLC	2,9022,902	$111,945	—	ADD 37%
84	Synergy Investment Management, LLC	2,4132,413	$93,063	—	NEW
85	Rossby Financial, LCC	2,3012,301	$89,509	—	ADD 34%
86	Cullen/Frost Bankers, Inc.	2,1062,106	$81,254	—	ADD 125%
87	Capital Investment Advisory Services, LLC	1,4811,481	$57,130	—	ADD 14%
88	Signature Equity Partners, LLC	1,1811,181	$45,557	—	ADD 39%
89	Smartleaf Asset Management LLC	981981	$36,797	—	—
90	Steward Partners Investment Advisory, LLC	750750	$28,931	—	NEW
91	Advisory Services Network, LLC	736736	$28,374	—	NEW
92	ROYAL BANK OF CANADA	699699	$27,000	—	ADD 192%
93	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	650650	$25,285	—	ADD 227%
94	Spire Wealth Management	640640	$24,688	—	NEW
95	My Portfolio Guide, LLC	520520	$20,073	—	NEW
96	Medallion Wealth Advisors, LLC	468468	$18,058	—	—
97	Financial Gravity Asset Management, Inc.	457457	$17,629	—	TRIM -81%
98	Balentine LLC	382382	$14,719	—	—
99	JPMORGAN CHASE & CO	322322	$12,078	—	TRIM -74%
100	MORGAN STANLEY	278278	$10,735	—	TRIM -23%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

LPL Financial LLC

82K

935K

1.6M

2.1M

2.4M

3.4M

$129M

ENVESTNET ASSET MANAGEMENT INC

491K

693K

725K

746K

796K

1.1M

$44M

STIFEL FINANCIAL CORP

—

378K

370K

369K

676K

$26M

Arax Advisory Partners

—

522K

559K

$22M

Stenger Family Office, LLC

—

421K

$16M

ASSETMARK, INC

159K

227K

284K

295K

307K

412K

$16M

Prospera Financial Services Inc

53K

82K

81K

239K

381K

406K

$16M

Cetera Investment Advisers

131K

214K

303K

319K

300K

385K

$15M

Cambridge Investment Research Advisors, Inc.

56K

132K

233K

283K

328K

362K

$14M

Kingsview Wealth Management, LLC

—

42K

43K

44K

228K

191K

$7M

Gateway Wealth Partners, LLC

—

43K

53K

55K

63K

178K

$7M

BENJAMIN EDWARDS INC

38K

67K

81K

92K

111K

178K

$7M

Integrated Wealth Concepts LLC

—

30K

31K

167K

$6M

KESTRA PRIVATE WEALTH SERVICES, LLC

—

137K

148K

159K

156K

151K

$6M

TRUIST FINANCIAL CORP

—

39K

59K

56K

116K

118K

$5M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	109	11,295,655	—	$437M
2025-Q4	108	9,390,056	—	$367M
2025-Q3	94	7,894,701	—	$306M
2025-Q2	84	6,782,169	—	$246M
2025-Q1	70	4,799,164	—	$162M
2024-Q4	50	1,920,226	—	$66M
2024-Q3	12	140,988	—	$5M
2024-Q2	9	101,509	—	$3M
2024-Q1	7	32,705	—	$1M
2023-Q4	7	37,841	—	$1M
2023-Q3	8	85,587	—	$2M
2023-Q2	7

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding AFLG · 2026-Q1 methodology → sources →

109 holders

% of shares outstanding held

—

Shares held (13F)

11,295,655

Reporting holders

109

Top holders

largest 100 of 109 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	LPL Financial LLC	3,354,4033.4M	$129M	—	ADD 41%
2	ENVESTNET ASSET MANAGEMENT INC	1,128,0191.1M	$44M	—	ADD 42%
3	STIFEL FINANCIAL CORP	676,357676,357	$26M	—	ADD 83%
4	Arax Advisory Partners	559,136559,136	$22M	—	ADD 7%
5	Stenger Family Office, LLC	420,939420,939	$16M	—	NEW
6	ASSETMARK, INC	411,708411,708	$16M	—	ADD 34%
7	Prospera Financial Services Inc	406,207406,207	$16M	—	ADD 6%
8	Cetera Investment Advisers	385,153385,153	$15M	—	ADD 28%
9	Cambridge Investment Research Advisors, Inc.	362,102362,102	$14M	—	ADD 11%
10	Kingsview Wealth Management, LLC	190,563190,563	$7M	—	TRIM -16%
11	Gateway Wealth Partners, LLC	178,001178,001	$7M	—	ADD 183%
12	BENJAMIN EDWARDS INC	177,859177,859	$7M	—	ADD 60%
13	Integrated Wealth Concepts LLC	167,415167,415	$6M	—	ADD 440%
14	KESTRA PRIVATE WEALTH SERVICES, LLC	151,427151,427	$6M	—	TRIM -3%
15	TRUIST FINANCIAL CORP	117,527117,527	$5M	—	—
16	Bank of New York Mellon Corp	110,709110,709	$4M	—	ADD 43%
17	MGO ONE SEVEN LLC	107,841107,841	$4M	—	ADD 23%
18	Maridea Wealth Management LLC	106,762106,762	$4M	—	ADD 7%
19	IFP Advisors, Inc	105,462105,462	$4M	—	ADD 24%
20	OSAIC HOLDINGS, INC.	103,619103,619	$4M	—	ADD 21%
21	Janney Montgomery Scott LLC	102,855102,855	$4M	—	ADD 63%
22	IAMS WEALTH MANAGEMENT, LLC	94,18994,189	$4M	—	ADD 35%
23	Concurrent Investment Advisors, LLC	90,99590,995	$4M	—	ADD 4%
24	Wagner Wealth Management, Corp	89,80689,806	$3M	—	ADD 41%
25	Atria Investments, Inc	83,08083,080	$3M	—	ADD 26%
26	Boyce & Associates Wealth Consulting, Inc.	83,00583,005	$3M	—	ADD 24%
27	Snowden Capital Advisors LLC	81,79081,790	$3M	—	ADD 11%
28	AE Wealth Management LLC	81,78881,788	$3M	—	ADD 19%
29	Kestra Advisory Services, LLC	81,60081,600	$3M	—	TRIM -39%
30	Sigma Planning Corp	73,85973,859	$3M	—	TRIM -37%
31	Orion Porfolio Solutions, LLC	72,76872,768	$3M	—	ADD 51%
32	D.A. DAVIDSON & CO.	71,60971,609	$3M	—	—
33	OneAscent Financial Services LLC	59,29359,293	$2M	—	ADD 22%
34	PARK AVENUE SECURITIES LLC	59,05459,054	$2M	—	ADD 47%
35	RFG Advisory, LLC	55,73555,735	$2M	—	ADD 34%
36	NewEdge Advisors, LLC	12,76212,762	$2M	—	TRIM -80%
37	Pacific Excel Wealth Advisors, Inc.	48,02448,024	$2M	—	ADD 130%
38	INDEPENDENT FINANCIAL GROUP, LLC	44,14944,149	$2M	—	ADD 14%
39	Koshinski Asset Management, Inc.	42,43442,434	$2M	—	ADD 18%
40	HARBOUR INVESTMENTS, INC.	37,01537,015	$1M	—	ADD 46%
41	SMITH, MOORE & CO.	35,86235,862	$1M	—	ADD 8%
42	NewEdge Wealth, LLC	35,31835,318	$1M	—	—
43	Sanctuary Advisors, LLC	35,09335,093	$1M	—	ADD 31%
44	GENTRY PRIVATE WEALTH, LLC	34,78434,784	$1M	—	TRIM -5%
45	FSB PREMIER WEALTH MANAGEMENT, INC.	34,16034,160	$1M	—	TRIM -2%
46	Pinnacle Family Advisors, LLC	33,98433,984	$1M	—	ADD 2%
47	Arkadios Wealth Advisors	33,61833,618	$1M	—	ADD 6%
48	Ignite Planners, LLC	30,75030,750	$1M	—	ADD 123%
49	HBW ADVISORY SERVICES LLC	32,30932,309	$1M	—	TRIM -16%
50	&PARTNERS	28,19128,191	$1M	—	ADD 7%
51	Foundations Investment Advisors, LLC	24,96524,965	$963,017	—	—
52	GREAT VALLEY ADVISOR GROUP, INC.	20,62020,620	$795,400	—	ADD 9%
53	Envestnet Portfolio Solutions, Inc.	20,43320,433	$788,203	—	ADD 58%
54	COMMONWEALTH EQUITY SERVICES, LLC	19,38519,385	$747,764	—	ADD 33%
55	Wealth Watch Advisors, INC	19,02619,026	$733,928	—	TRIM -17%
56	Blackhawk Capital Partners, LLC	16,33116,331	$629,969	—	ADD 8%
57	MML INVESTORS SERVICES, LLC	13,47513,475	$519,789	—	ADD 32%
58	WORLD EQUITY GROUP, INC.	13,45113,451	$518,874	—	ADD 4%
59	SUSQUEHANNA INTERNATIONAL GROUP, LLP	13,17713,177	$508,303	—	ADD 117%
60	MANCHESTER FINANCIAL INC	13,07213,072	$504,255	—	TRIM -95%
61	PRINCIPAL SECURITIES, INC.	11,60511,605	$447,663	—	ADD 45%
62	Asset Allocation Strategies LLC	10,48210,482	$404,355	—	TRIM -11%
63	Mutual Advisors, LLC	10,45310,453	$403,225	—	ADD 20%
64	Geneos Wealth Management Inc.	10,31410,314	$397,914	—	—
65	IHT Wealth Management, LLC	10,13810,138	$391,072	—	ADD 88%
66	GeoWealth Management, LLC	9,6339,633	$371,595	—	ADD 10%
67	PRIVATE CLIENT SERVICES, LLC	8,7658,765	$338,110	—	ADD 19%
68	NOVEM GROUP	8,7558,755	$337,730	—	NEW
69	Pinnacle Financial Partners, Inc.	8,6748,674	$334,847	—	—
70	Apollon Wealth Management, LLC	8,5168,516	$328,505	—	TRIM -3%
71	World Investment Advisors	8,2438,243	$317,975	—	NEW
72	SILVER OAK SECURITIES, INCORPORATED	7,5517,551	$291,280	—	ADD 72%
73	Founders Financial Alliance, LLC	7,5507,550	$291,241	—	—
74	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	7,4927,492	$289,001	—	TRIM -9%
75	Crusonia Wealth Advisors LLC	7,2357,235	$279,090	—	—
76	Ashton Thomas Private Wealth, LLC	7,1387,138	$275,348	—	ADD 36%
77	LUTS & GREENLEIGH GROUP, INC.	6,9036,903	$266,283	—	NEW
78	LaSalle St. Investment Advisors, LLC	6,7866,786	$261,784	—	TRIM -10%
79	CEERA INVESTMENTS, LLC	6,4896,489	$250,313	—	—
80	FIRST TRUST ADVISORS LP	6,4606,460	$249,194	—	TRIM -34%
81	DAVENPORT & Co LLC	5,6815,681	$219,145	—	TRIM -51%
82	Western Wealth Management, LLC	5,3065,306	$204,693	—	NEW
83	GoalVest Advisory LLC	2,9022,902	$111,945	—	ADD 37%
84	Synergy Investment Management, LLC	2,4132,413	$93,063	—	NEW
85	Rossby Financial, LCC	2,3012,301	$89,509	—	ADD 34%
86	Cullen/Frost Bankers, Inc.	2,1062,106	$81,254	—	ADD 125%
87	Capital Investment Advisory Services, LLC	1,4811,481	$57,130	—	ADD 14%
88	Signature Equity Partners, LLC	1,1811,181	$45,557	—	ADD 39%
89	Smartleaf Asset Management LLC	981981	$36,797	—	—
90	Steward Partners Investment Advisory, LLC	750750	$28,931	—	NEW
91	Advisory Services Network, LLC	736736	$28,374	—	NEW
92	ROYAL BANK OF CANADA	699699	$27,000	—	ADD 192%
93	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	650650	$25,285	—	ADD 227%
94	Spire Wealth Management	640640	$24,688	—	NEW
95	My Portfolio Guide, LLC	520520	$20,073	—	NEW
96	Medallion Wealth Advisors, LLC	468468	$18,058	—	—
97	Financial Gravity Asset Management, Inc.	457457	$17,629	—	TRIM -81%
98	Balentine LLC	382382	$14,719	—	—
99	JPMORGAN CHASE & CO	322322	$12,078	—	TRIM -74%
100	MORGAN STANLEY	278278	$10,735	—	TRIM -23%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

LPL Financial LLC

82K

935K

1.6M

2.1M

2.4M

3.4M

$129M

ENVESTNET ASSET MANAGEMENT INC

491K

693K

725K

746K

796K

1.1M

$44M

STIFEL FINANCIAL CORP

—

378K

370K

369K

676K

$26M

Arax Advisory Partners

—

522K

559K

$22M

Stenger Family Office, LLC

—

421K

$16M

ASSETMARK, INC

159K

227K

284K

295K

307K

412K

$16M

Prospera Financial Services Inc

53K

82K

81K

239K

381K

406K

$16M

Cetera Investment Advisers

131K

214K

303K

319K

300K

385K

$15M

Cambridge Investment Research Advisors, Inc.

56K

132K

233K

283K

328K

362K

$14M

Kingsview Wealth Management, LLC

—

42K

43K

44K

228K

191K

$7M

Gateway Wealth Partners, LLC

—

43K

53K

55K

63K

178K

$7M

BENJAMIN EDWARDS INC

38K

67K

81K

92K

111K

178K

$7M

Integrated Wealth Concepts LLC

—

30K

31K

167K

$6M

KESTRA PRIVATE WEALTH SERVICES, LLC

—

137K

148K

159K

156K

151K

$6M

TRUIST FINANCIAL CORP

—

39K

59K

56K

116K

118K

$5M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	109	11,295,655	—	$437M
2025-Q4	108	9,390,056	—	$367M
2025-Q3	94	7,894,701	—	$306M
2025-Q2	84	6,782,169	—	$246M
2025-Q1	70	4,799,164	—	$162M
2024-Q4	50	1,920,226	—	$66M
2024-Q3	12	140,988	—	$5M
2024-Q2	9	101,509	—	$3M
2024-Q1	7	32,705	—	$1M
2023-Q4	7	37,841	—	$1M
2023-Q3	8	85,587	—	$2M
2023-Q2	7

Short interest has its own tab now — open SI →

AFLG☆

Institutional ownership· 13F filers holding AFLG · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding AFLG · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

AFLG