Who owns Anfield U.S. Equity Sector Rotation ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of AESR from SEC Form 13F filings across 9 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 9 institutions disclosed 9.8M shares of Anfield U.S. Equity Sector Rotation ETF worth $202.8M — about 114.6% of shares outstanding; the largest disclosed holder is Foundations Investment Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
9
13F holders
$202.8M
value, 2026 filers
114.6%
of shares outstanding (9.8M sh)
9
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of AESR's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Foundations Investment Advisors, LLCNEW | 9.4M | $194.8M | 2.0% | 110.1% | new |
| 2 | XY Planning Network, Inc.NEW | 231,039 | $4.8M | 0.6% | 2.7% | new |
| 3 | Regatta Research & Money ManagementNEW | 80,562 | $1.7M | 1.6% | 0.9% | new |
| 4 | AE Wealth Management LLCNEW | 34,483 | $715,522 | 0.0% | 0.4% | new |
| 5 | ROYAL BANK OF CANADANEW | 11,660 | $242,000 | 0.0% | 0.1% | new |
| 6 | GOLDMAN SACHS GROUP INCNEW | 11,141 | $231,176 | 0.0% | 0.1% | new |
| 7 | SLT Holdings LLCNEW | 10,947 | $227,150 | 0.1% | 0.1% | new |
| 8 | DecisionPoint Financial, LLCNEW | 5,841 | $118,865 | 0.0% | 0.1% | new |
| 9 | Global Retirement Partners, LLCNEW | 119 | $2,469 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.