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AESR · Anfield U.S. Equity Sector Rotation ETF · Holdings ETF

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$20.15 +0.18 (+0.90%) At close · Oct 2
Volume · Oct 2 31.18K Avg daily vol (3M) 36.7K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.
Holders: 9
Total Value: $202,817,677
Total Shares: 9,774,347

Holder Concentration

Across 9 13F filers
Top Holder
96.1%
of institutional value
Top 5
99.7%
of institutional value
Top 10
100.0%
of institutional value
HHI
9,233
Highly concentrated
Showing 9 of 9
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Foundations Investment Advisors, LLC $194,812,515 96.05% 9,388,555
XY Planning Network, Inc. $4,794,059 2.36% 231,039
Regatta Research & Money Management $1,671,642 0.82% 80,562
AE Wealth Management LLC $715,522 0.35% 34,483
ROYAL BANK OF CANADA $241,945 0.12% 11,660
GOLDMAN SACHS GROUP INC $231,175 0.11% 11,141
SLT Holdings LLC $227,150 0.11% 10,947
DecisionPoint Financial, LLC $121,200 0.06% 5,841
Global Retirement Partners, LLC $2,469 0.00% 119