Anfield US Equity Sector RotAESRETF
13F holders, Q2 2026 (June 30)9holders
$20.75avg. 13F price*
At the end of Q2 2026, 9 institutions reported holding Anfield US Equity Sector Rot (AESR) in their 13F filings. The largest holders were Foundations Investment Advisors, LLC ($194.8M), XY Planning Network, Inc. ($4.8M) and Regatta Research & Money Management ($1.7M).
- Company
- Anfield US Equity Sector Rot
- Filed as
- HORIZON FDS (Q2 2026)
- CUSIP
- 44053A424
- Latest filing quarter
- Q2 2026
Total Exit/New Position Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $201.1M |
| Exits | 0 | $0 |
Ownership 9 holders
| Foundations Investment Advisors, LLC | 2.01% | New | 9,388,555 | $194.8M |
| XY Planning Network, Inc. | 0.60% | New | 231,039 | $4.8M |
| Regatta Research & Money Management | 1.58% | — | 80,562 | $1.7M |
| AE Wealth Management LLC | 0.00% | New | 34,483 | $716K |
| Royal Bank of Canada | 0.00% | New | 11,660 | $242K |
| Goldman Sachs Group Inc. | 0.00% | New | 11,141 | $231K |
| SLT Holdings LLC | 0.15% | New | 10,947 | $227K |
| DecisionPoint Financial, LLC | 0.02% | New | 5,841 | $119K |
| Global Retirement Partners, LLC | 0.00% | — | 119 | $2K |
"% of holder's portfolio" is AESR's weight in each manager's 13F, not the share of Anfield US Equity Sector Rot the manager owns.