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Anfield US Equity Sector ROT (AESR)
CUSIP: 90214Q733 | NYSE | 50 institutional holders
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Institutional Holders — Q3 2026
Sort by
Shares — high to low
Value — high to low
% Portfolio — high to low
Institution — A to Z
Highline Wealth Partners LLC
31,891
0.1% of portfolio
›
$634.0K
Mosley Wealth Management
11,413
0.1% of portfolio
›
$225.8K
Creative Financial Designs Inc
908
0.0% of portfolio
›
$18.1K
Institution
Shares ↓
Value
% Port.
Style
Turnover
Location
Filed
Highline Wealth Partners LLC
31,891
$634.0K
0.1%
ETF
Medium
Sherman Oaks, CA
2026-10-19
Mosley Wealth Management
11,413
$225.8K
0.1%
ETF
High
Anaheim, CA
2026-10-16
Creative Financial Designs Inc
908
$18.1K
0.0%
ETF
Medium
Kokomo, IN
2026-11-04