Anfield U.S. Equity Sector Rotation ETF (AESR)
ETF ยท Cboe BZX
Anfield U.S. Equity Sector Rotation ETF (AESR) is an exchange-traded fund listed on Cboe BZX, where it has traded since December 16, 2019.
- Type
- Exchange-traded fund
- Listed On
- Cboe BZX
- Listed Since
- December 16, 2019
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 17 institutions reported holding AESR, with 10.8 million shares worth $224.6 million in aggregate. The largest reported holder was Foundations Investment Advisors, with 9.4 million shares worth $194.8 million. Of the 5 largest holders listed below, 1 opened a new position in AESR, 1 added shares and 3 reduced their positions during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Foundations Investment Advisors | 9,388,555 | $195M | Added 74.46% |
| Geneos Wealth Management | 508,172 | $10M | Reduced 1.05% |
| Wealth Enhancement Trust Services | 390,023 | $8M | Reduced 7.6% |
| XY Planning Network | 231,039 | $5M | Reduced 1.14% |
| Regatta Research & Money Management | 80,562 | $2M | New position |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is AESR?
Anfield U.S. Equity Sector Rotation ETF (AESR) is an exchange-traded fund listed on Cboe BZX, where it has traded since December 16, 2019.
Who are the largest institutional holders of AESR?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of AESR were Foundations Investment Advisors, Geneos Wealth Management and Wealth Enhancement Trust Services.
How many institutions own AESR?
17 institutions reported a position in AESR for the quarter ended June 30, 2026, worth $224.6 million in total.
Did institutions buy or sell AESR last quarter?
Of the 5 largest reported holders, 1 opened a new position in AESR, 1 added shares and 3 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for AESR.
Every reported institutional holder, plus insider and congressional trades in AESR, on SentiSense.