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Anfield Universal Fixed Inco (AFIF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
USAdvisors Wealth Management, LLC
DECREASED
Shares384,105 from 389,250
Change-5,145 (-1%)
Value$3.5K (-$3.7M)
Filed 2026-10-21
Farther Finance Advisors, LLC
UNCHANGED
Shares319 from 319
Change0 (0%)
Value$2.9K (-$59)
Filed 2026-10-08
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 5,950,686
Change-5,950,686 (-100%)
Value$0 (-$56.0M)
Filed 2026-10-07
AdvisorNet Financial, Inc
CLOSED
Shares0 from 2,715,918
Change-2,715,918 (-100%)
Value$0 (-$25.5M)
Filed 2026-10-15
Compass Financial Management LLC
CLOSED
Shares0 from 114,861
Change-114,861 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-30
Tcfg Investment Advisors, LLC
CLOSED
Shares0 from 14,618
Change-14,618 (-100%)
Value$0 (-$137.5K)
Filed 2026-10-20
Avior Wealth Management, LLC
CLOSED
Shares0 from 12,190
Change-12,190 (-100%)
Value$0 (-$113.8K)
Filed 2026-10-13
Geneos Wealth Management Inc.
CLOSED
Shares0 from 3,746
Change-3,746 (-100%)
Value$0 (-$35.2K)
Filed 2026-11-09
9823 Capital, L.P.
N/A
Shares— from 166,542
Change-166,542 (-100%)
Value—
Status
USAdvisors Wealth Management, LLC
DECREASED384,105389,250-5,145-1%$3.7M$3.5K-$3.7M2026-10-21
Farther Finance Advisors, LLC
UNCHANGED31931900%$3.0K$2.9K-$592026-10-08
Wealth Enhancement Trust Services, Inc.
CLOSED05,950,686-5,950,686-100%$56.0M$0-$56.0M2026-10-07
AdvisorNet Financial, Inc
CLOSED02,715,918-2,715,918-100%$25.5M$0-$25.5M2026-10-15
Compass Financial Management LLC
CLOSED0114,861-114,861-100%$1.1M$0-$1.1M2026-10-30
Tcfg Investment Advisors, LLC
CLOSED014,618-14,618-100%$137.5K$0-$137.5K2026-10-20
Avior Wealth Management, LLC
CLOSED012,190-12,190-100%$113.8K$0-$113.8K2026-10-13
Geneos Wealth Management Inc.
CLOSED03,746-3,746-100%$35.2K$0-$35.2K2026-11-09
9823 Capital, L.P.
N/A—166,542-166,542-100%$1.6M———
Showing 9 of 9 institutions