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Anfield U.S. Equity Sector Rotation ETF (AESR) Institutional Ownership

Anfield U.S. Equity Sector Rotation ETF logo
$19.18 +0.18 (+0.95%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Anfield U.S. Equity Sector Rotation ETF (BATS:AESR)

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$3.51M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$6.10M
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AESR Institutional Buying and Selling by Quarter

Anfield U.S. Equity Sector Rotation ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2026 AdvisorNet Financial Inc61,127$1.02M0.1%+1.3%0.791%
2/12/2026 Mosley Wealth Management36,699$622K0.3%N/A0.475%
2/3/2026Anfield Capital Management LLC954,848$16.19M5.1%+15.5%12.352%
1/1/2026JPMorgan Chase & Co.2,996$62K0.0%N/A0.039%
11/12/2025Anfield Capital Management LLC827,053$17.02M5.0%+1.5%10.699%
11/7/2025JPMorgan Chase & Co.2,996$62K0.0%N/A0.039%
10/9/2025 AdvisorNet Financial Inc51,990$1.07M0.1%-23.6%0.673%
10/7/2025First International Bank & Trust715,906$14.73M5.1%-4.1%9.261%
8/11/2025Anfield Capital Management LLC814,943$15.44M5.1%-2.1%10.543%
7/8/2025First International Bank & Trust746,296$14.14M4.9%-25.4%9.655%
5/13/2025Anfield 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%


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: Anfield Capital Management LLC ($16.19M), First International Bank & Trust ($14.73M), AdvisorNet Financial Inc ($1.02M), Mosley Wealth Management ($622K), and Avior Wealth Management LLC ($369K), JPMorgan Chase & Co. ($62K).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: Anfield Capital Management LLC ($168.68K), AdvisorNet Financial Inc ($68.51K), Mosley Wealth Management ($36.70K), and JPMorgan Chase & Co. ($5.99K).

How much institutional buying is happening at Anfield U.S. Equity Sector Rotation ETF?

Institutional investors have bought a total of 203,281 shares in the last 24 months. This purchase volume represents approximately $3.51M 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 ($283.95K), Anfield Capital Management LLC ($17.70K), and AdvisorNet Financial Inc ($16.03K).

How much institutional selling is happening at Anfield U.S. Equity Sector Rotation ETF?

Institutional investors have sold a total of 317,687 shares in the last 24 months. This volume of shares sold represents approximately $6.10M in transactions.


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This page (BATS:AESR) was last updated on 5/5/2026 by MarketBeat.com Staff.
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