Who Owns AESR?
Anfield U.S. Equity Sector Rotation ETF — Institutional Ownership & 13F Holdings
$18.93
-0.11 (-0.58%)
Market Cap
$155.3M
Shares Outstanding
7,582,388
Institutional Holders
18
Total Inst. Value
$234.5M
% of Float Held
—
QoQ Holder Change
+8
Institutional data as of Q1 2025
New Positions
5
Closed Positions
4
Increased
7
Decreased
4
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $188.3M | 11,422 |
| 2 | First International Bank & TrustNew | $16.5M | 999,859 |
| 3 | Anfield Capital Management, LLC | $13.7M | 832,643 |
| 4 | Geneos Wealth Management Inc. | $6.5M | 392,287 |
| 5 | SLT Holdings LLC | $2.4M | 143,947 |
| 6 | GeoWealth Management, LLC | $2.0M | 120,433 |
| 7 | Independent Advisor Alliance | $1.5M | 91,127 |
| 8 | AdvisorNet Financial, IncNew | $1.1M | 67,712 |
| 9 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $792K | 5,127,474 |
| 10 | Atria Investments, Inc | $315K | 19,104 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| First International Bank & TrustNew | +1000K | $16.5M |
| Anfield Capital Management, LLC | +20K | $13.7M |
| GeoWealth Management, LLC | +120K | $2.0M |
| AdvisorNet Financial, IncNew | +68K | $1.1M |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | +168K | $792K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Geneos Wealth Management Inc. | -29K | $6.5M |
| SLT Holdings LLC | -5K | $2.4M |
| Avior Wealth Management, LLC | -4K | $293K |
| Independent Advisor Alliance | -147 | $1.5M |
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Frequently Asked Questions
How many institutional investors hold AESR?
As of Q1 2025, 18 institutional investors report holding AESR (Anfield U.S. Equity Sector Rotation ETF) in their 13F filings.
Which hedge fund owns the most AESR?
The largest institutional holder of AESR is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $188.3M in shares.
Are institutions buying or selling AESR?
This quarter, 5 institutions opened new positions in AESR and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.