ANFIELD UNIVERSAL FIXED INCO (AFIF) Institutional Ownership Changes & 13F Activity

ANFIELD UNIVERSAL FIXED INCO (AFIF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Drake & Associates, Llc, Darwin Wealth Management, Llc, Foundations Investment Advisors, Llc, Atria Investments, Inc, and Centaurus Financial, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
9823 Capital, L.P.Sell-13,398-7.4%166,542$1.56MQ2 2026Aug 14, 2026
Geneos Wealth Management Inc.Buy+484+14.8%3,746$35.21KQ2 2026Aug 06, 2026
Usadvisors Wealth Management, LlcSell-25,011-6.0%389,250$3.66MQ2 2026Jul 29, 2026
Advisornet Financial, IncBuy+379,669+16.3%2,715,918$25.54MQ2 2026Jul 23, 2026
Wealth Enhancement Trust Services, Inc.Buy+218,873+3.8%5,950,686$55.97MQ2 2026Jul 22, 2026
Tcfg Investment Advisors, LlcSell-2,307-13.6%14,618$137.48KQ2 2026Jul 17, 2026
Wells Fargo & Company/MnSell-1-100.0%0$0.00Q2 2026Jul 08, 2026
Avior Wealth Management, LlcSell-1,876-13.3%12,190$113.81KQ2 2026Jul 07, 2026
Sonoma Allocations LlcSell-255,047-100.0%0$0.00Q2 2026May 19, 2026
Centaurus Financial, Inc.Sell-622,802-100.0%0$0.00Q2 2026May 18, 2026
Gts Securities LlcSell-89,511-100.0%0$0.00Q2 2026May 15, 2026
Flow Traders U.S. LlcSell-54,205-100.0%0$0.00Q2 2026May 15, 2026
Citadel Advisors LlcSell-11,608-100.0%0$0.00Q2 2026May 15, 2026
Morgan StanleySell-1-100.0%0$0.00Q2 2026May 15, 2026
Raymond James Financial IncSell-21,567-100.0%0$0.00Q2 2026May 14, 2026
Drake & Associates, LlcSell-3,639,511-100.0%0$0.00Q2 2026May 13, 2026
Mariner, LlcSell-425,555-100.0%0$0.00Q2 2026May 13, 2026
Geowealth Management, LlcSell-245-100.0%0$0.00Q2 2026May 13, 2026
Jane Street Group, LlcSell-22,065-100.0%0$0.00Q2 2026May 12, 2026
Anfield Capital Management, LlcSell-1,036-100.0%0$0.00Q2 2026May 12, 2026
Foundations Investment Advisors, LlcSell-1,064,223-100.0%0$0.00Q2 2026May 11, 2026
Empirical Asset Management, LlcSell-12,482-100.0%0$0.00Q2 2026May 11, 2026
Lpl Financial LlcSell-69,283-100.0%0$0.00Q2 2026May 06, 2026
Decisionpoint Financial, LlcSell-5,647-100.0%0$0.00Q2 2026May 06, 2026
Quest 10 Wealth Builders, Inc.Sell-469-100.0%0$0.00Q2 2026May 06, 2026
Atria Investments, IncSell-907,271-100.0%0$0.00Q2 2026May 05, 2026
Envestnet Asset Management IncSell-365,896-100.0%0$0.00Q2 2026May 04, 2026
Mml Investors Services, LlcSell-321,759-100.0%0$0.00Q2 2026May 04, 2026
Sigma Planning CorpSell-59,000-100.0%0$0.00Q2 2026May 04, 2026
Darwin Wealth Management, LlcSell-1,407,249-100.0%0$0.00Q2 2026May 01, 2026
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Frequently asked questions about AFIF activity

  • Which institutional owners are buying AFIF?

    Institutional owners buying AFIF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in AFIF activity?

    "Buy" means an investor increased their reported position in AFIF compared to the prior reporting period. This reflects growing exposure to ANFIELD UNIVERSAL FIXED INCO (AFIF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in AFIF increasing?

    Institutional interest in AFIF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.