Anfield U.S. Equity Sector Rotation ETF (AESR) Institutional Ownership $19.22 +3.38 (+21.34%) As of 07/3/2025 03:35 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatingsBuy This Stock Institutional Ownership Changes (13F Filings) for Anfield U.S. Equity Sector Rotation ETF (BATS:AESR)Number ofInstitutional Buyers(last 12 months)2TotalInstitutional Inflows(last 12 months)$1.60MNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$1.21M Get AESR Insider Trade Alerts Want to know when executives and insiders are buying or selling Anfield U.S. Equity Sector Rotation ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data AESR Institutional Buying and Selling by Quarter Anfield U.S. Equity Sector Rotation ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/13/2025Anfield Capital Management LLC832,643$13.73M5.1%+2.4%10.884% 4/7/2025AdvisorNet Financial Inc67,712$1.12M0.1%N/A0.868% 2/5/2025Anfield Capital Management LLC812,756$14.05M5.1%+0.5%13.324% 1/17/2025Avior Wealth Management LLC21,429$369K0.0%-26.2%0.351% 1/10/2025First International Bank & Trust1,057,748$18.28M5.9%-1.6%17.340% 11/8/2024Avior Wealth Management LLC29,027$492K0.0%-12.7%0.476% 10/5/2024First International Bank & Trust1,074,855$18.27M5.9%-3.8%17.621% 7/31/2024Anfield Capital Management LLC808,754$13.23M6.4%+0.6%13.258% 7/3/2024First International Bank & Trust1,116,866$18.27M6.3%-2.8%18.309% 1/30/2024Avior Wealth Management LLC69,587$960K0.1%-27.2%0.761% 1/9/2024First International Bank & Trust1,868,412$25.80M10.1%-49.9%20.420% 10/17/2023Avior Wealth Management LLC95,592$1.17M0.1%-5.1%1.045% 10/12/2023First International Bank & Trust3,732,955$45.62M16.4%-11.4%40.797% 7/19/2023Nelson Van Denburg & Campbell Wealth Management Group LLC100,709$1.29M0.1%-32.4%1.154% 7/17/2023First International Bank & Trust4,211,941$53.83M17.1%+2.3%48.247% 5/10/2023Nelson Van Denburg & Campbell Wealth Management Group LLC149,043$1.79M0.1%-6.9%1.707% 4/14/2023First International Bank & Trust4,115,963$49.47M16.4%-0.9%47.694% 2/14/2023Nelson Van Denburg & Campbell Wealth Management Group LLC160,166$1.83M0.1%+1.9%0.000% 2/9/2023First International Bank & Trust4,152,818$47.55M16.2%+2.1%0.000% 1/30/2023First Interstate Bank17,202$197K0.0%N/A0.000% (Data available from 1/1/2016 forward) AESR Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of AESR shares? During the previous two years, the following institutional investors and hedge funds held shares of Anfield U.S. Equity Sector Rotation ETF shares: First International Bank & Trust ($18.28M), Anfield Capital Management LLC ($13.73M), Nelson Van Denburg & Campbell Wealth Management Group LLC ($1.29M), and AdvisorNet Financial Inc ($1.12M), Avior Wealth Management LLC ($369K).Learn more on Anfield U.S. Equity Sector Rotation ETF's institutional investors. Which institutional investors have been buying Anfield U.S. Equity Sector Rotation ETF's stock? The following institutional investors have purchased Anfield U.S. Equity Sector Rotation ETF's stock in the last 24 months: First International Bank & Trust ($95.98K), AdvisorNet Financial Inc ($67.71K), and Anfield Capital Management LLC ($28.78K). How much institutional buying is happening at Anfield U.S. Equity Sector Rotation ETF? Institutional investors have bought a total of 96,488 shares in the last 24 months. This purchase volume represents approximately $1.60M in transactions. Which of Anfield U.S. Equity Sector Rotation ETF's major shareholders have been selling company stock? The following institutional investors have sold Anfield U.S. Equity Sector Rotation ETF stock in the last 24 months: First International Bank & Trust ($59.12K), and Avior Wealth Management LLC ($11.82K). How much institutional selling is happening at Anfield U.S. Equity Sector Rotation ETF? Institutional investors have sold a total of 70,941 shares in the last 24 months. This volume of shares sold represents approximately $1.21M in transactions. 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