DOSSIER · 13F Holders · Q2 2026
AFVZX

WORLD FDS TR

1 institutions still hold WORLD FDS TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 98148J188·1 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$82M
visible holders
Holders
1
filers reporting
Concentration
100.00%
FULTON BANK, N.A. #1
top holder share
AI Holders Summary · Q2 2026

1 institutions reported AFVZX in Q2 2026. FULTON BANK, N.A. leads at 100.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
FULTON BANK, N.A.
CIK 0000883782
$82M3.1M2.52%Q2 2026