Anfield U.S. Equity Sector Rotation ETF (AESR) Ownership & Trading Activity
Institutional holders, insider transactions, and congressional trades for AESR. 13F holdings as of 2026-06-30.
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.
Top Institutional Holders
| Institution | Shares | Value | Change |
|---|---|---|---|
| Foundations Investment Advisors | 9,388,555 | $195M | INCREASED |
| Geneos Wealth Management | 508,172 | $10M | DECREASED |
| Wealth Enhancement Trust Services | 390,023 | $8M | DECREASED |
| XY Planning Network | 231,039 | $5M | DECREASED |
| Regatta Research & Money Management | 80,562 | $2M | NEW |
Full institutional holdings, insider history, and congressional trades for Anfield U.S. Equity Sector Rotation ETF on SentiSense.