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This page summarizes the AFRM holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether AFRM is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing AFRM Share Count |
|---|
| Benjamin F. Edwards & Company Inc. |
161 |
5,357 |
+5,196 |
+3227.33% |
| Susquehanna International Group LLP |
57,014 |
693,225 |
+636,211 |
+1115.89% |
| Russell Investments Group Ltd. |
1,102 |
10,010 |
+8,908 |
+808.35% |
| Royal Fund Management LLC |
21,744 |
85,244 |
+63,500 |
+292.03% |
| Proequities Inc. |
4 |
12 |
+8 |
+200.00% |
| Global Wealth Strategies & Associates |
500 |
970 |
+470 |
+94.00% |
| Massmutual Trust Co. FSB ADV |
24 |
43 |
+19 |
+79.17% |
| Raymond James & Associates |
30,440 |
49,674 |
+19,234 |
+63.19% |
| GSA Capital Partners LLP |
12,947 |
20,946 |
+7,999 |
+61.78% |
| Duality Advisers LP |
64,766 |
91,274 |
+26,508 |
+40.93% |
| HB Wealth Management LLC |
7,112 |
9,906 |
+2,794 |
+39.29% |
| Principal Financial Group Inc. |
14,197 |
19,065 |
+4,868 |
+34.29% |
| Entropy Technologies LP |
59,526 |
75,787 |
+16,261 |
+27.32% |
| Atomi Financial Group Inc. |
56,799 |
70,666 |
+13,867 |
+24.41% |
| Myecfo LLC |
8,851 |
10,995 |
+2,144 |
+24.22% |
| Omega Financial Group LLC |
77,040 |
93,568 |
+16,528 |
+21.45% |
| California Public Employees Retirement System |
330,486 |
401,215 |
+70,729 |
+21.40% |
| Chicago Partners Investment Group LLC |
36,052 |
42,787 |
+6,735 |
+18.68% |
| DiNuzzo Private Wealth Inc. |
12 |
14 |
+2 |
+16.67% |
| Mirae Asset Global Investments Co. Ltd. |
277,431 |
320,387 |
+42,956 |
+15.48% |
| Commonwealth Equity Services LLC |
10,392 |
11,868 |
+1,476 |
+14.20% |
| SG Americas Securities LLC |
20,960 |
23,834 |
+2,874 |
+13.71% |
| KBC Group NV |
4,329 |
4,898 |
+569 |
+13.14% |
| Signaturefd LLC |
5,407 |
6,072 |
+665 |
+12.30% |
| HighTower Advisors LLC |
37,491 |
41,958 |
+4,467 |
+11.91% |
| Private Advisor Group LLC |
8,385 |
9,360 |
+975 |
+11.63% |
| Private Wealth Management Group LLC |
198 |
219 |
+21 |
+10.61% |
| Parallel Advisors LLC |
2,688 |
2,886 |
+198 |
+7.37% |
| Victory Capital Management Inc. |
30,333 |
32,135 |
+1,802 |
+5.94% |
| US Bancorp DE |
16,248 |
17,166 |
+918 |
+5.65% |
| Quent Capital LLC |
764 |
805 |
+41 |
+5.37% |
| Baillie Gifford & Co. |
17,983,039 |
18,732,407 |
+749,368 |
+4.17% |
| Nisa Investment Advisors LLC |
79,860 |
83,160 |
+3,300 |
+4.13% |
| Yeomans Consulting Group Inc. |
11,020 |
11,294 |
+274 |
+2.49% |
| Holistic Financial Partners |
5,711 |
5,786 |
+75 |
+1.31% |
| Swiss National Bank |
425,300 |
430,400 |
+5,100 |
+1.20% |
| CAPROCK Group Inc. |
7,818 |
7,852 |
+34 |
+0.43% |
| Smartleaf Asset Management LLC |
292 |
293 |
+1 |
+0.34% |
| Hemington Wealth Management |
5,586 |
5,588 |
+2 |
+0.04% |
| 13F Filers Reporting New Positions In AFRM |
|---|
| State of Michigan Retirement System |
0 |
26,895 |
+26,895 |
+100% |
| Oppenheimer & Co. Inc. |
0 |
7,110 |
+7,110 |
+100% |
| Los Angeles Capital Management & Equity Research Inc. |
0 |
20,113 |
+20,113 |
+100% |
| Avantax Advisory Services Inc. |
0 |
6,937 |
+6,937 |
+100% |
| Capstone Investment Advisors LLC |
0 |
5,949 |
+5,949 |
+100% |
| Northwest Investment Counselors LLC |
0 |
28 |
+28 |
+100% |
| Susquehanna Fundamental Investments LLC |
0 |
22,575 |
+22,575 |
+100% |
| YHB Investment Advisors Inc. |
0 |
300 |
+300 |
+100% |
| Simplex Trading LLC |
0 |
70,561 |
+70,561 |
+100% |
| Mather Group LLC. |
0 |
402 |
+402 |
+100% |
| Venturi Wealth Management LLC |
0 |
112 |
+112 |
+100% |
| RJA Asset Management LLC |
0 |
397,425 |
+397,425 |
+100% |
| Gainplan LLC |
0 |
10,000 |
+10,000 |
+100% |
| SpiderRock Advisors LLC |
0 |
24,461 |
+24,461 |
+100% |
| Qsemble Capital Management LP |
0 |
19,563 |
+19,563 |
+100% |
| Allspring Global Investments Holdings LLC |
0 |
655 |
+655 |
+100% |
| ZRC Wealth Management LLC |
0 |
5 |
+5 |
+100% |
| ORG Partners LLC |
0 |
689 |
+689 |
+100% |
| Lecap Asset Management Ltd. |
0 |
60,390 |
+60,390 |
+100% |
| Winthrop Capital Management LLC |
0 |
30 |
+30 |
+100% |
| Richardson Financial Services Inc. |
0 |
20 |
+20 |
+100% |
| Diversify Advisory Services LLC |
0 |
103,162 |
+103,162 |
+100% |
| Hilltop National Bank |
0 |
100 |
+100 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Valley National Advisers Inc. |
220 |
220 |
UNCH |
0.00% |
| Salem Investment Counselors Inc. |
100 |
100 |
UNCH |
0.00% |
| Allen Holding Inc. NY |
255,262 |
255,262 |
UNCH |
0.00% |
| Optimum Investment Advisors |
330 |
330 |
UNCH |
0.00% |
| WASHINGTON TRUST Co |
521 |
521 |
UNCH |
0.00% |
| Cim Investment Mangement Inc. |
18,567 |
18,567 |
UNCH |
0.00% |
| Pacific Heights Asset Management LLC |
315,000 |
315,000 |
UNCH |
0.00% |
| Allen Investment Management LLC |
161,044 |
161,044 |
UNCH |
0.00% |
| West Oak Capital LLC |
40 |
40 |
UNCH |
0.00% |
| Hall Laurie J Trustee |
50 |
50 |
UNCH |
0.00% |
| Allen Operations LLC |
721,382 |
721,382 |
UNCH |
0.00% |
| DekaBank Deutsche Girozentrale |
2,617 |
2,617 |
UNCH |
0.00% |
| State of New Jersey Common Pension Fund D |
130,663 |
130,663 |
UNCH |
0.00% |
| Zweig DiMenna Associates LLC |
313,316 |
313,316 |
UNCH |
0.00% |
| Westside Investment Management Inc. |
1,641 |
1,641 |
UNCH |
0.00% |
| Gradient Investments LLC |
77 |
77 |
UNCH |
0.00% |
| JFS Wealth Advisors LLC |
53 |
53 |
UNCH |
0.00% |
| Paragon Capital Management Ltd |
10,770 |
10,770 |
UNCH |
0.00% |
| Blume Capital Management Inc. |
80 |
80 |
UNCH |
0.00% |
| Heritage Wealth Advisors |
15 |
15 |
UNCH |
0.00% |
| Capital Advisors Ltd. LLC |
479 |
479 |
UNCH |
0.00% |
| Riggs Asset Managment Co. Inc. |
3 |
3 |
UNCH |
0.00% |
| Private Ocean LLC |
961 |
961 |
UNCH |
0.00% |
| MCF Advisors LLC |
3 |
3 |
UNCH |
0.00% |
| Tradewinds Capital Management LLC |
315 |
315 |
UNCH |
0.00% |
| AllSquare Wealth Management LLC |
68 |
68 |
UNCH |
0.00% |
| Bfsg LLC |
100 |
100 |
UNCH |
0.00% |
| Once Capital Management LLC |
84,400 |
84,400 |
UNCH |
0.00% |
| Tower View Investment Management & Research LLC |
100 |
100 |
UNCH |
0.00% |
| Larson Financial Group LLC |
5 |
5 |
UNCH |
0.00% |
| Geneos Wealth Management Inc. |
115 |
115 |
UNCH |
0.00% |
| Banque Cantonale Vaudoise |
200 |
200 |
UNCH |
0.00% |
| Maryland State Retirement & Pension System |
17,492 |
17,492 |
UNCH |
0.00% |
| Tsfg LLC |
250 |
250 |
UNCH |
0.00% |
| CVA Family Office LLC |
35 |
35 |
UNCH |
0.00% |
| Source Financial Advisors LLC |
15,835 |
15,835 |
UNCH |
0.00% |
| Rise Advisors LLC |
20 |
20 |
UNCH |
0.00% |
| Hexagon Capital Partners LLC |
3 |
3 |
UNCH |
0.00% |
| SOA Wealth Advisors LLC. |
41 |
41 |
UNCH |
0.00% |
| Householder Group Estate & Retirement Specialist LLC |
135 |
135 |
UNCH |
0.00% |
| Activest Wealth Management |
304 |
304 |
UNCH |
0.00% |
| Bell Investment Advisors Inc |
70 |
70 |
UNCH |
0.00% |
| SJS Investment Consulting Inc. |
27 |
27 |
UNCH |
0.00% |
| CarsonAllaria Wealth Management Ltd. |
50 |
50 |
UNCH |
0.00% |
| Shearwater Capital LLC |
7,000 |
7,000 |
UNCH |
0.00% |
| City State Bank |
55 |
55 |
UNCH |
0.00% |
| Fortitude Family Office LLC |
124 |
124 |
UNCH |
0.00% |
| CGC Financial Services LLC |
50 |
50 |
UNCH |
0.00% |
| West Paces Advisors Inc. |
5 |
5 |
UNCH |
0.00% |
| Sachetta LLC |
118 |
118 |
UNCH |
0.00% |
| Spectrum Wealth Counsel LLC |
5,850 |
5,850 |
UNCH |
0.00% |
| 13F Filers Decreasing AFRM Share Count |
|---|
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
118 |
7 |
-111 |
-94.07% |
| Huntington National Bank |
339 |
25 |
-314 |
-92.63% |
| Creative Financial Designs Inc. ADV |
665 |
100 |
-565 |
-84.96% |
| FORA Capital LLC |
193,735 |
33,436 |
-160,299 |
-82.74% |
| Fifth Third Bancorp |
204 |
64 |
-140 |
-68.63% |
| Raymond James Financial Services Advisors Inc. |
211,766 |
75,057 |
-136,709 |
-64.56% |
| Amalgamated Bank |
35,196 |
13,094 |
-22,102 |
-62.80% |
| Sequoia Financial Advisors LLC |
23,520 |
8,792 |
-14,728 |
-62.62% |
| Newbridge Financial Services Group Inc. |
6,142 |
2,392 |
-3,750 |
-61.06% |
| Global Retirement Partners LLC |
618 |
318 |
-300 |
-48.54% |
| Rakuten Securities Inc. |
21,436 |
11,680 |
-9,756 |
-45.51% |
| QRG Capital Management Inc. |
178,547 |
105,396 |
-73,151 |
-40.97% |
| Van ECK Associates Corp |
25,767 |
16,357 |
-9,410 |
-36.52% |
| Teacher Retirement System of Texas |
24,014 |
15,511 |
-8,503 |
-35.41% |
| PayPay Securities Corp |
273 |
180 |
-93 |
-34.07% |
| Sei Investments Co. |
61,816 |
41,295 |
-20,521 |
-33.20% |
| M&T Bank Corp |
31,630 |
21,862 |
-9,768 |
-30.88% |
| Allworth Financial LP |
648 |
482 |
-166 |
-25.62% |
| Quantbot Technologies LP |
48,685 |
36,971 |
-11,714 |
-24.06% |
| State Board of Administration of Florida Retirement System |
202,887 |
156,200 |
-46,687 |
-23.01% |
| Kathleen S. Wright Associates Inc. |
4,246 |
3,377 |
-869 |
-20.47% |
| Lindbrook Capital LLC |
1,386 |
1,120 |
-266 |
-19.19% |
| Atlas Capital Advisors LLC |
16,831 |
13,691 |
-3,140 |
-18.66% |
| White Lighthouse Investment Management Inc. |
12,035 |
9,845 |
-2,190 |
-18.20% |
| Bruce G. Allen Investments LLC |
140 |
123 |
-17 |
-12.14% |
| New York State Common Retirement Fund |
163,900 |
144,600 |
-19,300 |
-11.78% |
| Bank of New York Mellon Corp |
758,203 |
690,271 |
-67,932 |
-8.96% |
| Oppenheimer Asset Management Inc. |
12,997 |
12,001 |
-996 |
-7.66% |
| Davy Global Fund Management Ltd |
6,328 |
5,931 |
-397 |
-6.27% |
| Catalyst Private Wealth LLC |
175,348 |
164,478 |
-10,870 |
-6.20% |
| GAMMA Investing LLC |
3,036 |
2,923 |
-113 |
-3.72% |
| Exchange Traded Concepts LLC |
36,951 |
35,608 |
-1,343 |
-3.63% |
| Zurcher Kantonalbank Zurich Cantonalbank |
46,464 |
44,990 |
-1,474 |
-3.17% |
| Legacy Capital Group California Inc. |
38,499 |
37,527 |
-972 |
-2.52% |
| Cravens & Co Advisors LLC |
11,917 |
11,822 |
-95 |
-0.80% |
| Arizona State Retirement System |
60,320 |
59,906 |
-414 |
-0.69% |
| Versant Capital Management Inc |
2,216 |
2,201 |
-15 |
-0.68% |
| CWM LLC |
5,802 |
5,778 |
-24 |
-0.41% |
| Independent Advisor Alliance |
15,456 |
15,415 |
-41 |
-0.27% |
| AdvisorNet Financial Inc |
5,010 |
5,000 |
-10 |
-0.20% |
| Mission Wealth Management LP |
19,513 |
19,499 |
-14 |
-0.07% |
| 13F Filers Exiting AFRM |
|---|
| Arlington Trust Co LLC |
55 |
0 |
-55 |
-100.00% |
| Susquehanna Portfolio Strategies LLC |
285,206 |
0 |
-285,206 |
-100.00% |
| VitalStone Financial LLC |
67 |
0 |
-67 |
-100.00% |
| Stephens Consulting LLC |
1,500 |
0 |
-1,500 |
-100.00% |
| Richelieu Gestion PLC |
2,712 |
0 |
-2,712 |
-100.00% |
| AFG Fiduciary Services Limited Partnership |
7,000 |
0 |
-7,000 |
-100.00% |
| Spire Wealth Management |
1,040 |
0 |
-1,040 |
-100.00% |
| Ronald Blue Trust Inc. |
108 |
0 |
-108 |
-100.00% |
| Planned Solutions Inc. |
508 |
0 |
-508 |
-100.00% |
| Cornerstone Planning Group LLC |
200 |
0 |
-200 |
-100.00% |
| International Assets Investment Management LLC |
34,545 |
0 |
-34,545 |
-100.00% |
| Avion Wealth |
45 |
0 |
-45 |
-100.00% |
| Meeder Advisory Services Inc. |
5,134 |
0 |
-5,134 |
-100.00% |
| Oak Thistle LLC |
19,425 |
0 |
-19,425 |
-100.00% |
| Investors Research Corp |
1 |
0 |
-1 |
-100.00% |
| SeaCrest Wealth Management LLC |
19,140 |
0 |
-19,140 |
-100.00% |
| Glassman Wealth Services |
246 |
0 |
-246 |
-100.00% |
| Friedenthal Financial |
16,598 |
0 |
-16,598 |
-100.00% |
| JJJ Advisors Inc. |
2 |
0 |
-2 |
-100.00% |
| Empowered Funds LLC |
4,120 |
0 |
-4,120 |
-100.00% |
| Focused Wealth Management Inc |
50 |
0 |
-50 |
-100.00% |
| Advisory Services Network LLC |
95 |
0 |
-95 |
-100.00% |
| Renaissance Capital LLC |
143,795 |
0 |
-143,795 |
-100.00% |
| Cutler Group LP |
18,271 |
0 |
-18,271 |
-100.00% |
| Diversified Trust Co |
4,643 |
0 |
-4,643 |
-100.00% |
| IMC Chicago LLC |
54,400 |
0 |
-54,400 |
-100.00% |
| Aspiriant LLC |
5,045 |
0 |
-5,045 |
-100.00% |
| Cambridge Investment Research Advisors Inc. |
5,017 |
0 |
-5,017 |
-100.00% |
| J.W. Cole Advisors Inc. |
9,223 |
0 |
-9,223 |
-100.00% |
| Choate Investment Advisors |
5,245 |
0 |
-5,245 |
-100.00% |
| Essex Financial Services Inc. |
4,192 |
0 |
-4,192 |
-100.00% |
| Hollencrest Capital Management |
2 |
0 |
-2 |
-100.00% |
| Whittier Trust Co. |
1,500 |
0 |
-1,500 |
-100.00% |
| Arcadia Investment Management Corp MI |
2,500 |
0 |
-2,500 |
-100.00% |
See Summary: Institutional Holders of AFRM
See Details: Top 10 Hedge Funds Holding AFRM
Also See: AFRM Insider Buying
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