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Anfield US Equity Sector ROT (AESR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wealth Enhancement Trust Services, Inc.
NEW
Shares358,162
Change+358,162
Value$7.1M
Filed 2026-10-07
XY Planning Network, Inc.
DECREASED
Shares230,152 from 231,039
Change-887 (0%)
Value$4.6M (-$218.6K)
Filed 2026-10-14
J.M. Arbour, LLC
NEW
Shares106,034
Change+106,034
Value$2.1M
Filed 2026-11-05
AdvisorNet Financial, Inc
NEW
Shares61,007
Change+61,007
Value$1.2M
Filed 2026-10-15
Walser Wealth Management Company, A Ltd Liability Co
NEW
Shares22,812
Change+22,812
Value$453.5K
Filed 2026-10-15
SLT Holdings LLC
UNCHANGED
Shares10,947 from 10,947
Change0 (0%)
Value$217.6K (-$9.5K)
Filed 2026-10-15
DecisionPoint Financial, LLC
UNCHANGED
Shares5,841 from 5,841
Change0 (0%)
Value$116.6K (-$2.2K)
Filed 2026-10-27
First Command Advisory Services, Inc.
NEW
Shares725
Change+725
Value$14.4K
Filed 2026-11-05
Foundations Investment Advisors, LLC
N/A
Shares— from 9,388,555
Change-9,388,555 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 80,562
Change-80,562 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 34,483
Change-34,483 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 11,660
Change-11,660 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 11,141
Change-11,141 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 119
Change-119 (-100%)
Value—
Status
Wealth Enhancement Trust Services, Inc.
NEW358,162—+358,162——$7.1M—2026-10-07
XY Planning Network, Inc.
DECREASED230,152231,039-8870%$4.8M$4.6M-$218.6K2026-10-14
J.M. Arbour, LLC
NEW106,034—+106,034——$2.1M—2026-11-05
AdvisorNet Financial, Inc
NEW61,007—+61,007——$1.2M—2026-10-15
Walser Wealth Management Company, A Ltd Liability Co
NEW22,812—+22,812——$453.5K—2026-10-15
SLT Holdings LLC
UNCHANGED10,94710,94700%$227.2K$217.6K-$9.5K2026-10-15
DecisionPoint Financial, LLC
UNCHANGED5,8415,84100%$118.9K$116.6K-$2.2K2026-10-27
First Command Advisory Services, Inc.
NEW725—+725——$14.4K—2026-11-05
Foundations Investment Advisors, LLC
N/A—9,388,555-9,388,555-100%$194.8M———
Regatta Research & Money Management
N/A—80,562-80,562-100%$1.7M———
AE Wealth Management LLC
N/A—34,483-34,483-100%$715.5K———
Royal Bank of Canada
N/A—11,660-11,660-100%$242.0K———
Goldman Sachs Group Inc
N/A—11,141-11,141-100%$231.2K———
Global Retirement Partners, LLC
N/A—119-119-100%$2.5K———
Showing 14 of 14 institutions