Anfield Universal Fixed Inco (AFIF)

CUSIP: 44053A440 | NYSE | 33 institutional holders

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Institutional Holders — Q3 2026

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Wealth Enhancement Trust Services, Inc.6,688,752

6.6% of portfolio$61.7M

AdvisorNet Financial, Inc2,836,535

1.2% of portfolio$26.3M

Cambridge Investment Research Advisors, Inc.2,718,670

0.1% of portfolio$25.1M

Compass Financial Management LLC1,236,396

1.2% of portfolio$11.4M

Kestra Advisory Services, LLC1,021,769

0.0% of portfolio$9.4M

Atria Investments, Inc1,014,982

0.1% of portfolio$9.4M

J.M. Arbour, LLC342,458

2.5% of portfolio$3.2M

Cooper Financial Group329,713

0.2% of portfolio$3.0M

RDA Financial Network268,991

0.5% of portfolio$2.5M

Simplicity Wealth,LLC243,652

0.1% of portfolio$2.2M

XY Planning Network, Inc.208,586

0.2% of portfolio$1.9M

Kestra Private Wealth Services, LLC99,845

0.0% of portfolio$920.6K

Sigma Planning Corp57,602

0.0% of portfolio$531.1K

Signal Advisors Wealth, LLC50,901

0.0% of portfolio$469.3K

Independent Financial Group, LLC39,525

0.0% of portfolio$364.4K

Bell Bank25,387

0.0% of portfolio$234.1K

Tcfg Investment Advisors, LLC18,135

0.1% of portfolio$167.2K

FIG Financial Advisory Services Inc15,215

0.1% of portfolio$140.3K

DecisionPoint Financial, LLC5,647

0.0% of portfolio$52.2K

Quest 10 Wealth Builders, Inc.469

0.0% of portfolio$4.3K

				Style	Turnover	Location	Filed
Wealth Enhancement Trust Services, Inc.	6,688,752	$61.7M	6.6%	Growth	Medium	Sioux Falls, SD	2026-10-07
AdvisorNet Financial, Inc	2,836,535	$26.3M	1.2%	ETF	Low	Minnetonka, MN	2026-10-15
Cambridge Investment Research Advisors, Inc.	2,718,670	$25.1M	0.1%	ETF	Low	Fairfield, IA	2026-11-02
Compass Financial Management LLC	1,236,396	$11.4M	1.2%	Core	N/A	Tampa, FL	2026-10-30
Kestra Advisory Services, LLC	1,021,769	$9.4M	0.0%	Core	Low	Austin, TX	2026-11-02
Atria Investments, Inc	1,014,982	$9.4M	0.1%	Core	Medium	Charlotte, NC	2026-10-15
J.M. Arbour, LLC	342,458	$3.2M	2.5%	Core	High	Gardiner, ME	2026-11-05
Cooper Financial Group	329,713	$3.0M	0.2%	Growth	Medium	Irvine, CA	2026-10-07
RDA Financial Network	268,991	$2.5M	0.5%	Growth	Medium	Akron, IA	2026-10-15
Simplicity Wealth,LLC	243,652	$2.2M	0.1%	ETF	Low	Summit, NJ	2026-10-23
XY Planning Network, Inc.	208,586	$1.9M	0.2%	ETF	Low	Bozeman, MT	2026-10-14
Kestra Private Wealth Services, LLC	99,845	$920.6K	0.0%	Growth	Low	Austin, TX	2026-10-30
Sigma Planning Corp	57,602	$531.1K	0.0%	Growth	Medium	Ann Arbor, MI	2026-10-23
Signal Advisors Wealth, LLC	50,901	$469.3K	0.0%	ETF	Low	Detroit, MI	2026-10-13
Independent Financial Group, LLC	39,525	$364.4K	0.0%	Growth	Low	San Diego, CA	2026-10-13
Bell Bank	25,387	$234.1K	0.0%	ETF	Low	Fargo, ND	2026-10-21
Tcfg Investment Advisors, LLC	18,135	$167.2K	0.1%	Growth	Medium	Laguna Niguel, CA	2026-10-20
FIG Financial Advisory Services Inc	15,215	$140.3K	0.1%	Core	Very High	Oklahoma City, OK	2026-10-07
DecisionPoint Financial, LLC	5,647	$52.2K	0.0%	ETF	Very Low	Mesa, AZ	2026-10-27
Quest 10 Wealth Builders, Inc.	469	$4.3K	0.0%	ETF	Low	Fuquay-Varina, VA	2026-11-02