Who owns AESR?
Anfield U.S. Equity Sector Rotation ETF · Anfield
9 institutions reported holding AESR, worth $202.8M, in Form 13F filings for June 30, 2026.
Top 9 institutional holders of AESR
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Foundations Investment Advisors, LLC | Phoenix, AZ | $194.8M | 9,388,555 | New position |
| XY Planning Network, Inc. | Bozeman, MT | $4.8M | 231,039 | New position |
| Regatta Research & Money Management | Metairie, LA | $1.7M | 80,562 | New position |
| AE Wealth Management LLC | Topeka, KS | $716K | 34,483 | New position |
| Royal Bank of Canada | Toronto, Ontario, Canada | $242K | 11,660 | New position |
| Goldman Sachs Group Inc. | New York, NY | $231K | 11,141 | New position |
| SLT Holdings LLC | Scottsdale, AZ | $227K | 10,947 | New position |
| DecisionPoint Financial, LLC | Mesa, AZ | $119K | 5,841 | New position |
| Global Retirement Partners, LLC | San Rafael, CA | $2K | 119 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns AESR?
9 institutional managers reported holding AESR in Form 13F filings for June 30, 2026, worth $202.8M in total. The largest reported position was held by Foundations Investment Advisors, LLC, at $194.8M.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is AESR ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.