AESR Institutional Ownership
Anfield U.S. Equity Sector Rotation ETF
1W: -0.3%
1M: +2.1%
3M: -1.2%
YTD: +17.3%
1Y: +20.0%
3Y: +104.3%
5Y: +89.6%
$20.14
+0.17 (+0.85%)
Weekly Expected Move ±2.0%
$19
$20
$20
$21
$21
Overview
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Institutional Ownership — AESR
9
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
203M
Total Invested
9
New Positions
0
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Top Institutional Holders (9 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Foundations Investment Advisors, LLC NEW | 9,388,555 | $189M | — | +0.0% | 1Q | SEC ↗ |
| 2 | XY Planning Network, Inc. NEW | 231,039 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 3 | Regatta Research & Money Management NEW | 80,562 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 4 | AE Wealth Management LLC NEW | 34,483 | $694K | — | +0.0% | 1Q | SEC ↗ |
| 5 | ROYAL BANK OF CANADA NEW | 11,660 | $235K | — | +0.0% | 1Q | SEC ↗ |
| 6 | GOLDMAN SACHS GROUP INC NEW | 11,141 | $224K | — | +0.0% | 1Q | SEC ↗ |
| 7 | SLT Holdings LLC NEW | 10,947 | $220K | — | +0.0% | 1Q | SEC ↗ |
| 8 | DecisionPoint Financial, LLC NEW | 5,841 | $118K | — | +0.0% | 1Q | SEC ↗ |
| 9 | Global Retirement Partners, LLC NEW | 119 | $2K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| Foundations Investment Advisors, LL | 9,388,555 | $189M |
| XY Planning Network, Inc. | 231,039 | $5M |
| Regatta Research & Money Management | 80,562 | $2M |
| AE Wealth Management LLC | 34,483 | $694K |
| ROYAL BANK OF CANADA | 11,660 | $235K |
| GOLDMAN SACHS GROUP INC | 11,141 | $224K |
| SLT Holdings LLC | 10,947 | $220K |
| DecisionPoint Financial, LLC | 5,841 | $118K |
| Global Retirement Partners, LLC | 119 | $2K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (0)
None.
Biggest Decreases (0)
None.