Amer Fnds Inc Of Amer-f2
$28.38-0.5%
+$4.3M
Net Activity
+36.06% total shares
Institutions Holding
5
Popularity Rank
#11881
Avg Weight
0.34%
Total Value
$12.8M
5 institutions currently hold AMEFX, with 4 net buyers and 2 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
2
Net Buying Institutions
4
Top 5 by Value
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Across its top 5 institutional holders, AMEFX's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 12/100, avg. turnover score 20/100).
AMEFX ranks #11881 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
5 institutions disclose a position in AMEFX, but none treat it as a major bet — even Kelleher Financial Advisors, its most concentrated holder, allocates just 1.2% of its own portfolio to it.
Kelleher Financial Advisors has added to its AMEFX position for two straight quarters, increasing it by $4.4M to reach $8.7M today.
Transce3nd, LLC has trimmed its AMEFX position for two straight quarters, cutting it by $11.7K while still holding $26.0K.
AMEFX is down 0.5% today, but institutions show net buying of $4.3M this quarter — a divergence between today's price move and the underlying institutional flow.
+$4.3M
Total Buy Value
$878.6K
Total Sell Value
4
Net Buyers
2
Net Sellers
AMEFX
Q2 2026
Top 5 Institutional Movers
+$4.3M
+$101.4K
-$21.7K
+$11.3K
-$10.8K
AMEFX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
453320822
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,243
Total reported value
$2.2T
3231 13F institutions increased their position this quarter
Institutions Holding
5,991
Total reported value
$3.6T
3034 13F institutions increased their position this quarter
Institutions Holding
6,154
Total reported value
$1.8T
2973 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
5,145
Total reported value
$670.7B
Held by 5145 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,075
Total reported value
$1.1T
Held by 5075 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,924
Total reported value
$485.0B
Held by 4924 institutions — one of the most-tracked stocks on AlphaSMO
Access AMEFX's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/AMEFXCLI
npx alphasmo stocks get AMEFX