Anfield US Equity Sector RotETF
13F holders, Q2 2026 (June 30)8holders −13
1new positions
13sold out
$20.44avg. 13F price*
At the end of Q2 2026, 8 institutions reported holding Anfield US Equity Sector Rot in their 13F filings, down 13 from Q1 2026. 1 opened new positions and 13 sold out. The largest holders were Geneos Wealth Management Inc. ($10.2M), Wealth Enhancement Trust Services, Inc. ($8.1M) and Independent Advisor Alliance ($1.4M).
- Company
- Anfield US Equity Sector Rot
- CUSIP
- 90214Q733
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $662K |
| Exits | 13 | $97.5M |
All 13F filers, Q1 2026 → Q2 2026: 31,891 shares bought and 5,894,567 shares sold, net −5,862,676 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Geneos Wealth Management Inc. | 0.21% | Reduce -1.1% | 508,172 | $10.2M |
| Wealth Enhancement Trust Services, Inc. | 0.90% | Reduce -7.6% | 390,023 | $8.1M |
| Independent Advisor Alliance | 0.03% | Reduce -2.8% | 69,700 | $1.4M |
| AdvisorNet Financial, Inc | 0.05% | Reduce -15.2% | 51,852 | $1.1M |
| Highline Wealth Partners LLC | 0.14% | New | 31,891 | $662K |
| Mosley Wealth Management | 0.08% | Reduce -67.5% | 11,924 | $247K |
| Creative Financial Designs Inc. | 0.00% | No change | 908 | $19K |
| Harbour Investments, Inc. | 0.00% | No change | 518 | $11K |
"% of holder's portfolio" is ANFIELD US EQUITY SECTOR ROT's weight in each manager's 13F, not the share of Anfield US Equity Sector Rot the manager owns.