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Advanced Flower Capital Inc.

AFCG
Exchange
Nasdaq
SEC CIK
0001822523

In the last 90 days, Advanced Flower Capital Inc. insiders filed 17 open-market purchases and 0 sales; 43 institutions reported holding it in 13F filings for Q2 2026, worth $13.5M in total; no superinvestor holds it.

13F holders, Q4 2023

Institutional positions in Advanced Flower Capital Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
87
+3 vs. Q3 2023
Shares held
5.51M
+428.7K (+8.4%) vs. Q3 2023
Total value
$66.5M
+$6.64M (+11.1%) vs. Q3 2023
New holders
15
40 more added
Sold out
12
16 more reduced

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting AFCG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2023: 87 institutions
Q1 2021: 27 institutionsQ2 2021: 60 institutionsQ3 2021: 58 institutionsQ4 2021: 70 institutionsQ1 2022: 72 institutionsQ2 2022: 64 institutionsQ3 2022: 80 institutionsQ4 2022: 85 institutionsQ1 2023: 84 institutionsQ2 2023: 83 institutionsQ3 2023: 84 institutionsQ4 2023: 87 institutionsQ1 2024: 84 institutionsQ2 2024: 74 institutionsQ3 2024: 86 institutionsQ4 2024: 86 institutionsQ1 2025: 84 institutionsQ2 2025: 78 institutionsQ3 2025: 72 institutionsQ4 2025: 69 institutionsQ1 2026: 51 institutionsQ2 2026: 43 institutions
Value heldQ4 2023: $66.5M
Q1 2021: $120.4MQ2 2021: $183.7MQ3 2021: $172.0MQ4 2021: $169.7MQ1 2022: $160.4MQ2 2022: $124.1MQ3 2022: $115.2MQ4 2022: $120.1MQ1 2023: $83.8MQ2 2023: $71.8MQ3 2023: $59.8MQ4 2023: $66.5MQ1 2024: $74.2MQ2 2024: $68.6MQ3 2024: $62.6MQ4 2024: $55.8MQ1 2025: $32.9MQ2 2025: $25.7MQ3 2025: $20.0MQ4 2025: $16.3MQ1 2026: $11.4MQ2 2026: $13.5M
Institutions holding AFCG and their total value by quarter
QuarterHoldersValue
Q2 202643$13.5M
Q1 202651$11.4M
Q4 202569$16.3M
Q3 202572$20.0M
Q2 202578$25.7M
Q1 202584$32.9M
Q4 202486$55.8M
Q3 202486$62.6M
Q2 202474$68.6M
Q1 202484$74.2M
Q4 202387$66.5M
Q3 202384$59.8M
Q2 202383$71.8M
Q1 202384$83.8M
Q4 202285$120.1M
Q3 202280$115.2M
Q2 202264$124.1M
Q1 202272$160.4M
Q4 202170$169.7M
Q3 202158$172.0M
Q2 202160$183.7M
Q1 202127$120.4M

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Advanced Flower Capital Inc.; share changes are against Q3 2023.

Institutions holding AFCG in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Coston, McIsaac & Partners18$00.00%00.0%Unchanged
FMR LLC2$240.00%+2New
GAMMA Investing LLC25$2920.00%+25New
Sachetta, LLC49$5900.00%+49New
Proequities, Inc.50$6250.00%00.0%Unchanged
Covestor Ltd108$1.00K0.00%+8+8.0%Added
Lindbrook Capital, LLC84$1.01K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC90$1.08K0.00%+90New
Allworth Financial LP109$1.31K0.00%00.0%Unchanged
Parallel Advisors, LLC124$1.49K0.00%00.0%Unchanged
WealthCollab, LLC471$5.67K0.00%+471New
Focused Wealth Management, Inc1,000$12.0K0.00%00.0%Unchanged
Advisory Services Network, LLC1,000$12.0K0.00%+1,000New
Metropolitan Life Insurance Co1,080$13.0K0.00%00.0%Unchanged
Legal & General Group Plc1,209$14.5K0.00%−349−22.4%Reduced
Amalgamated Bank1,507$18.0K0.00%−165−9.9%Reduced
Ameritas Investment Partners, Inc.1,617$19.5K0.00%00.0%Unchanged
Citigroup Inc2,378$28.6K0.00%+2,237+1,586.5%Added
California State Teachers Retirement System2,698$32.5K0.00%−919−25.4%Reduced
STRS Ohio3,500$42.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.4,001$48.1K0.00%−2,227−35.8%Reduced
Wells Fargo & Company5,047$60.7K0.00%+996+24.6%Added
Quantbot Technologies LP5,300$63.8K0.00%+5,278+23,990.9%Added
Spire Wealth Management5,500$65.1K0.00%+5,500New
New York State Common Retirement Fund6,844$82.3K0.00%+10+0.1%Added
Tower Research Capital LLC (TRC)7,030$84.6K0.00%+2,212+45.9%Added
PEAK6 Investments LLC7,217$86.8K0.00%−1,716−19.2%Reduced
Quest Partners LLC7,270$87.5K0.02%+7,270New
Nisa Investment Advisors, LLC7,540$90.7K0.00%−2,285−23.3%Reduced
Deutsche Bank AG8,125$97.7K0.00%00.0%Unchanged
American International Group, Inc.8,148$98.0K0.00%−33−0.4%Reduced
SG Americas Securities, LLC8,945$108.0K0.00%+8,945New
MetLife Investment Management8,992$108.2K0.00%00.0%Unchanged
Ritholtz Wealth Management10,340$124.4K0.00%+10,340New
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors10,969$132.0K0.03%+418+4.0%Added
Alliancebernstein L.P.11,720$141.0K0.00%+1,030+9.6%Added
Janus Henderson Group PLC12,761$153.5K0.00%+1,624+14.6%Added
Royal Bank of Canada13,498$162.0K0.00%+346+2.6%Added
Eagle Global Advisors LLC14,450$173.8K0.01%−5,000−25.7%Reduced
Worth Asset Management, LLC14,785$177.9K0.13%+14,785New
Geode Capital Management, LLC15,348$185.1K0.00%00.0%Unchanged
Guardian Asset Advisors, LLC15,529$186.8K0.18%+15,529New
Susquehanna International Group, LLP15,713$189.0K0.00%+15,713New
Martingale Asset Management L P16,233$195.3K0.00%+100+0.6%Added
Allspring Global Investments Holdings, LLC18,035$217.0K0.00%−6,190−25.6%Reduced
Newbridge Financial Services Group, Inc.18,300$220.1K0.11%+5,300+40.8%Added
Jane Street Group, LLC20,101$241.8K0.00%+20,101New
Cetera Investment Advisers20,735$249.4K0.00%+1,055+5.4%Added
Jump Financial, LLC21,900$263.5K0.01%+3,700+20.3%Added
SMART Wealth LLC21,994$264.6K0.14%+7,453+51.3%Added
Barclays PLC22,447$270.0K0.00%+19,519+666.6%Added
Manufacturers Life Insurance Company, The23,100$277.9K0.00%−1,018−4.2%Reduced
AE Wealth Management LLC23,634$281.7K0.00%+5,183+28.1%Added
LSV Asset Management24,230$291.0K0.00%00.0%Unchanged
Rhumbline Advisers24,651$296.5K0.00%−269−1.1%Reduced
Cambria Investment Management, L.P.24,675$296.8K0.02%00.0%Unchanged
Prudential Financial Inc24,840$298.8K0.00%+2,600+11.7%Added
O'Shaughnessy Asset Management, LLC24,891$299.4K0.00%+24,891New
UBS Group AG25,973$312.5K0.00%+8,759+50.9%Added
Catalyst Capital Advisors LLC26,000$312.8K0.01%00.0%Unchanged
SMH Capital Advisors Inc26,000$312.8K0.68%00.0%Unchanged
JPMorgan Chase & Co27,924$335.9K0.00%+16,775+150.5%Added
Invesco Ltd.29,550$355.5K0.00%+1,798+6.5%Added
Bank of America Corp31,553$379.6K0.00%+2,986+10.5%Added
HighTower Advisors, LLC34,260$411.0K0.00%+3,246+10.5%Added
Nuveen Asset Management, LLC39,070$470.1K0.00%+8,380+27.3%Added
First Trust Advisors LP43,851$527.5K0.00%+1,042+2.4%Added
Charles Schwab Investment Management Inc45,736$550.2K0.00%−2,260−4.7%Reduced
Two Sigma Advisers, LP46,700$561.8K0.00%+5,600+13.6%Added
Empowered Funds, LLC47,474$571.1K0.01%+4,224+9.8%Added
Penserra Capital Management LLC50,403$606.0K0.01%−15,627−23.7%Reduced
Morgan Stanley56,824$683.6K0.00%+25,807+83.2%Added
Truvestments Capital LLC60,451$727.2K0.33%−37,307−38.2%Reduced
Two Sigma Investments, LP61,191$736.1K0.00%−31,259−33.8%Reduced
AdvisorShares Investments LLC63,606$765.2K0.18%+19,116+43.0%Added
Bank of New York Mellon Corp71,915$865.1K0.00%+1,144+1.6%Added
AXS Investments LLC83,873$1.01M0.24%+3,869+4.8%Added
Los Angeles Capital Management LLC86,157$1.04M0.00%+44,350+106.1%Added
Ameriprise Financial Inc102,062$1.23M0.00%+6,651+7.0%Added
Bridgeway Capital Management, LLC113,274$1.36M0.03%+4,224+3.9%Added
Northern Trust Corp145,836$1.75M0.00%+12,861+9.7%Added
Renaissance Technologies LLC172,400$2.07M0.00%+48,592+39.2%Added
Mirae Asset Global Investments Co., Ltd.255,028$3.07M0.01%−24,278−8.7%Reduced
State Street Corp320,624$4.01M0.00%+19,233+6.4%Added
Wasatch Advisors Inc573,915$6.90M0.04%+265,835+86.3%Added
Vanguard Group Inc883,291$10.6M0.00%+27,464+3.2%Added
BlackRock Inc.1,415,134$17.0M0.00%+108,958+8.3%Added
Balyasny Asset Management LLC0$00.00%−131,214−100.0%Sold out
RMB Capital Management, LLC0$00.00%−56,825−100.0%Sold out
Millennium Management LLC0$00.00%−18,837−100.0%Sold out
Virtu Financial LLC0$00.00%−16,454−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−14,219−100.0%Sold out
Old Mission Capital LLC0$00.00%−13,265−100.0%Sold out
Commonwealth Equity Services, LLC0$00.00%−10,346−100.0%Sold out
Group One Trading, L.P.0$00.00%−1,900−100.0%Sold out
Coppell Advisory Solutions LLC0$00.00%−1,200−100.0%Sold out
Farther Finance Advisors, LLC0$00.00%−500−100.0%Sold out
Citadel Advisors LLC0$00.00%−237−100.0%Sold out
Flaharty Asset Management, LLC0$00.00%−50−100.0%Sold out