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Anfield Universal Fixed Inco (AFIF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wealth Enhancement Trust Services, Inc.
NEW
Shares6,688,752
Change+6,688,752
Value$61.7M
Filed 2026-10-07
AdvisorNet Financial, Inc
NEW
Shares2,836,535
Change+2,836,535
Value$26.3M
Filed 2026-10-15
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares2,718,670 from 345,884
Change+2,372,786 (+686%)
Value$25.1M (+$25.1M)
Filed 2026-11-02
Compass Financial Management LLC
INCREASED
Shares1,236,396 from 305,243
Change+931,153 (+305%)
Value$11.4M (+$8.5M)
Filed 2026-10-30
Kestra Advisory Services, LLC
NEW
Shares1,021,769
Change+1,021,769
Value$9.4M
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares1,014,982 from 956,431
Change+58,551 (+6%)
Value$9.4M (+$362.9K)
Filed 2026-10-15
J.M. Arbour, LLC
NEW
Shares342,458
Change+342,458
Value$3.2M
Filed 2026-11-05
Cooper Financial Group
DECREASED
Shares329,713 from 337,742
Change-8,029 (-2%)
Value$3.0M (-$136.5K)
Filed 2026-10-07
RDA Financial Network
INCREASED
Shares268,991 from 264,528
Change+4,463 (+2%)
Value$2.5M (-$7.8K)
Filed 2026-10-15
Simplicity Wealth,LLC
NEW
Shares243,652
Change+243,652
Value$2.2M
Filed 2026-10-23
XY Planning Network, Inc.
UNCHANGED
Shares208,586 from 208,586
Change0 (0%)
Value$1.9M (-$38.6K)
Filed 2026-10-14
Kestra Private Wealth Services, LLC
NEW
Shares99,845
Change+99,845
Value$920.6K
Filed 2026-11-06
LPL Financial LLC
NEW
Shares68,113
Change+68,113
Value$628.0K
Filed 2026-11-06
Sigma Planning Corp
DECREASED
Shares57,602 from 58,192
Change-590 (-1%)
Value$531.1K (-$16.2K)
Filed 2026-10-23
Signal Advisors Wealth, LLC
NEW
Shares50,901
Change+50,901
Value$469.3K
Filed 2026-10-13
Independent Financial Group, LLC
NEW
Shares39,525
Change+39,525
Value$364.4K
Filed 2026-10-13
Bell Bank
NEW
Shares25,387
Change+25,387
Value$234.1K
Filed 2026-10-21
Tcfg Investment Advisors, LLC
NEW
Shares18,135
Change+18,135
Value$167.2K
Filed 2026-10-20
FIG Financial Advisory Services Inc
NEW
Shares15,215
Change+15,215
Value$140.3K
Filed 2026-10-07
DecisionPoint Financial, LLC
UNCHANGED
Shares5,647 from 5,647
Change0 (0%)
Value$52.2K (-$1.0K)
Filed 2026-10-27
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares469 from 469
Change0 (0%)
Value$4.3K (-$87)
Filed 2026-11-02
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 1,441,393
Change-1,441,393 (-100%)
Value$0 (-$13.6M)
Filed 2026-10-21
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 63,357
Change-63,357 (-100%)
Value$0 (-$595.9K)
Filed 2026-11-02
Drake & Associates, LLC
N/A
Shares— from 3,865,267
Change-3,865,267 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 1,441,393
Change-1,441,393 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 1,025,349
Change-1,025,349 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 614,411
Change-614,411 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 325,164
Change-325,164 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 247,649
Change-247,649 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 48,697
Change-48,697 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 30,801
Change-30,801 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 27,604
Change-27,604 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 20,417
Change-20,417 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 13,685
Change-13,685 (-100%)
Value—
Status
Wealth Enhancement Trust Services, Inc.
NEW6,688,752—+6,688,752——$61.7M—2026-10-07
AdvisorNet Financial, Inc
NEW2,836,535—+2,836,535——$26.3M—2026-10-15
Cambridge Investment Research Advisors, Inc.
INCREASED2,718,670345,884+2,372,786+686%$3.3K$25.1M+$25.1M2026-11-02
Compass Financial Management LLC
INCREASED1,236,396305,243+931,153+305%$2.9M$11.4M+$8.5M2026-10-30
Kestra Advisory Services, LLC
NEW1,021,769—+1,021,769——$9.4M—2026-11-02
Atria Investments, Inc
INCREASED1,014,982956,431+58,551+6%$9.0M$9.4M+$362.9K2026-10-15
J.M. Arbour, LLC
NEW342,458—+342,458——$3.2M—2026-11-05
Cooper Financial Group
DECREASED329,713337,742-8,029-2%$3.2M$3.0M-$136.5K2026-10-07
RDA Financial Network
INCREASED268,991264,528+4,463+2%$2.5M$2.5M-$7.8K2026-10-15
Simplicity Wealth,LLC
NEW243,652—+243,652——$2.2M—2026-10-23
XY Planning Network, Inc.
UNCHANGED208,586208,58600%$2.0M$1.9M-$38.6K2026-10-14
Kestra Private Wealth Services, LLC
NEW99,845—+99,845——$920.6K—2026-11-06
LPL Financial LLC
NEW68,113—+68,113——$628.0K—2026-11-06
Sigma Planning Corp
DECREASED57,60258,192-590-1%$547.3K$531.1K-$16.2K2026-10-23
Signal Advisors Wealth, LLC
NEW50,901—+50,901——$469.3K—2026-10-13
Independent Financial Group, LLC
NEW39,525—+39,525——$364.4K—2026-10-13
Bell Bank
NEW25,387—+25,387——$234.1K—2026-10-21
Tcfg Investment Advisors, LLC
NEW18,135—+18,135——$167.2K—2026-10-20
FIG Financial Advisory Services Inc
NEW15,215—+15,215——$140.3K—2026-10-07
DecisionPoint Financial, LLC
UNCHANGED5,6475,64700%$53.3K$52.2K-$1.0K2026-10-27
Quest 10 Wealth Builders, Inc.
UNCHANGED46946900%$4.4K$4.3K-$872026-11-02
Axxcess Wealth Management, LLC
CLOSED01,441,393-1,441,393-100%$13.6M$0-$13.6M2026-10-21
Commonwealth Equity Services, LLC
CLOSED063,357-63,357-100%$595.9K$0-$595.9K2026-11-02
Drake & Associates, LLC
N/A—3,865,267-3,865,267-100%$36.4M———
Darwin Wealth Management, LLC
N/A—1,441,393-1,441,393-100%$13.6M———
Foundations Investment Advisors, LLC
N/A—1,025,349-1,025,349-100%$9.6M———
Centaurus Financial, Inc.
N/A—614,411-614,411-100%$5.8K———
Mariner, LLC
N/A—325,164-325,164-100%$3.1M———
Ameritas Advisory Services, LLC
N/A—247,649-247,649-100%$2.3M———
MML Investors Services, LLC
N/A—48,697-48,697-100%$458.0K———
Citadel Advisors LLC
N/A—30,801-30,801-100%$289.7K———
Regatta Research & Money Management
N/A—27,604-27,604-100%$259.6K———
GTS Securities LLC
N/A—20,417-20,417-100%$192.0K———
Empirical Asset Management, LLC
N/A—13,685-13,685-100%$128.7K———
Showing 34 of 34 institutions