Who owns AFIF?
Anfield Universal Fixed Income ETF · Anfield
23 institutions reported holding AFIF, worth $113.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of AFIF
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Drake & Associates, LLC | Waukesha, WI | $36.4M | 3,865,267 | New position |
| Axxcess Wealth Management, LLC | Carlsbad, CA | $13.6M | 1,441,393 | New position |
| Darwin Wealth Management, LLC | Tampa, FL | $13.6M | 1,441,393 | New position |
| Foundations Investment Advisors, LLC | Phoenix, AZ | $9.6M | 1,025,349 | New position |
| Atria Investments, Inc | Charlotte, NC | $9.0M | 956,431 | New position |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $6.5M | 691,768 | New position |
| Centaurus Financial, Inc. | Anaheim, CA | $5.8M | 614,411 | New position |
| Cooper Financial Group | Irvine, CA | $3.2M | 337,742 | New position |
| Mariner, LLC | Overland Park, KS | $3.1M | 325,164 | New position |
| Compass Financial Management LLC | Tampa, FL | $2.9M | 305,243 | 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 AFIF?
23 institutional managers reported holding AFIF in Form 13F filings for June 30, 2026, worth $113.2M in total. The largest reported position was held by Drake & Associates, LLC, at $36.4M.
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 AFIF 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.