% of shares outstanding is not shown for AFMFX: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for AFMFX in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | McIlrath & Eck, LLC | 3,2073,207 | $187,399 | — | NEW |
| 2 | KELLEHER FINANCIAL ADVISORS | 2,2252,225 | $130,005 | — | — |
| 3 | Financial Gravity Asset Management, Inc. | 2626 | $1,522 | — | NEW |
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 | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| McIlrath & Eck, LLC | — | — | — | — | — | 3K | $187,399 |
| KELLEHER FINANCIAL ADVISORS | — | — | — | 2K | 2K | 2K | $130,005 |
| Financial Gravity Asset Management, Inc. | — | 24 | — | — | — | 26 | $1,522 |
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.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
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.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| McIlrath & Eck, LLC | +3,207 | $187,417 | OPEN |
| Financial Gravity Asset Management, Inc. | +26 | $1,519 | OPEN |
| KELLEHER FINANCIAL ADVISORS | +10 | $584 | — |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Kohmann Bosshard Financial Services, LLC | −1,256 | $73,401 | CLOSE |
| Garton & Associates Financial Advisors LLC | −1,147 | $67,031 | CLOSE |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 3 | 5,458 | — | $318,926 |
| 2025-Q4 | 3 | 4,618 | — | $274,469 |
| 2025-Q3 | 1 | 2,078 | — | $129,399 |
| 2025-Q2 | 3 | 50,088 | — | $3M |
| 2025-Q1 | 2 | 42,292 | — | $2M |
| 2024-Q4 | 4 | 51,353 | — | $3M |
| 2024-Q3 | 2 | 40,226 | — | $2M |
| 2024-Q2 | 3 | 35,774 | — | $2M |
| 2024-Q1 | 1 | 15,596 | — | $847,620 |
| 2023-Q4 | 2 | 1,990 | — | $101,470 |
| 2023-Q3 | 2 | 33,602 | — | $2M |
| 2023-Q2 | 2 | 26,154 | — | $1M |
| 2023-Q1 | 1 | 26,096 | — | $1M |
| 2022-Q4 | 1 | 26,060 | — | $1M |
| 2022-Q3 | 1 | 26,464 | — | $1M |
| 2022-Q2 | 1 | 24,905 | — | $1M |
| 2022-Q1 | 1 | 24,541 | — | $1M |
| 2021-Q4 | 1 | 24,520 | — | $1M |
| 2021-Q3 | 1 | 26,229 | — | $1M |
| 2021-Q2 | 1 | 27,182 | — | $1M |
| 2021-Q1 | 1 | 27,152 | — | $1M |
| 2020-Q4 | 1 | 27,743 | — | $1M |
| 2020-Q3 | 1 | 27,697 | — | $1M |
| 2020-Q2 | 1 | 27,656 | — | $1M |
| 2020-Q1 | 1 | 27,613 | — | $976,000 |
| 2019-Q4 | 1 | 27,711 | — | $1M |
| 2019-Q3 | 1 | 27,464 | — | $1M |
| 2019-Q2 | 1 | 27,425 | — | $1M |
| 2019-Q1 | 1 | 27,386 | — | $1M |
| 2018-Q4 | 1 | 6,962 | — | $261,000 |
| 2018-Q3 | 1 | 7,355 | — | $315,000 |
