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Anfield US Equity Sector ROT (AESR)

CUSIP: 44053A424 | NYSE | 14 institutional holders

Quarters

Q3 2026Q2 2026
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Institutional Holders — Q3 2026

Wealth Enhancement Trust Services, Inc.358,162
0.8% of portfolio›$7.1M
XY Planning Network, Inc.230,152
0.5% of portfolio›$4.6M
J.M. Arbour, LLC106,034
1.7% of portfolio›$2.1M
AdvisorNet Financial, Inc61,007
0.1% of portfolio›$1.2M
Walser Wealth Management Company, A Ltd Liability Co22,812
0.2% of portfolio›$453.5K
SLT Holdings LLC10,947
0.1% of portfolio›$217.6K
DecisionPoint Financial, LLC5,841
0.0% of portfolio›$116.6K
First Command Advisory Services, Inc.725
0.0% of portfolio›$14.4K
StyleTurnoverLocationFiled
Wealth Enhancement Trust Services, Inc.
358,162$7.1M0.8%GrowthMediumSioux Falls, SD2026-10-07
XY Planning Network, Inc.
230,152$4.6M0.5%ETFLowBozeman, MT2026-10-14
J.M. Arbour, LLC
106,034$2.1M1.7%CoreHighGardiner, ME2026-11-05
AdvisorNet Financial, Inc
61,007$1.2M0.1%ETFLowMinnetonka, MN2026-10-15
Walser Wealth Management Company, A Ltd Liability Co
22,812$453.5K0.2%GrowthHighTampa, FL2026-10-15
SLT Holdings LLC
10,947$217.6K0.1%GrowthMediumScottsdale, AZ2026-10-15
DecisionPoint Financial, LLC
5,841$116.6K0.0%ETFVery LowMesa, AZ2026-10-27
First Command Advisory Services, Inc.
725$14.4K0.0%IndexLowFort Worth, TX2026-11-05