AESR Institutional Ownership & Shareholders
ANFIELD US EQUITY SECTOR ROT (AESR) is currently held by 9 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $208.97M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Foundations Investment Advisors, Llc is currently the largest disclosed institutional shareholder of AESR tracked by InsiderSet, reporting ownership valued at approximately $194.81M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $178.76M, representing an estimated loss of -8.24% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed AESR value among the investors covered in this analysis. Major shareholders include Foundations Investment Advisors, Llc, Wealth Enhancement Trust Services, Inc., Xy Planning Network, Inc., and several other long-term asset managers with concentrated positions in ANFIELD US EQUITY SECTOR ROT (AESR).
This page ranks the largest institutional AESR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
9
Total Reported Value
$208.97M
Largest Holder
Foundations Investment Advisors, Llc
Largest Position
$194.81M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
9
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Foundations Investment Advisors, Llc | 2.01% | 9,388,555 | $194,812,518 | $178,758,087 | -$16,054,431 | -8.24% | |
| Wealth Enhancement Trust Services, Inc. | 0.76% | 358,162 | $7,120,261 | $6,819,404 | -$300,857 | -4.23% | |
| Xy Planning Network, Inc. | 0.49% | 230,152 | $4,575,421 | $4,382,094 | -$193,327 | -4.23% | |
| Advisornet Financial, Inc | 0.05% | 61,007 | $1,199,076 | $1,161,573 | -$37,503 | -3.13% | |
| Walser Wealth Management Company, A Ltd Liability Co | 0.18% | 22,812 | $453,507 | $434,340 | -$19,167 | -4.23% | |
| Royal Bank Of Canada | 0.00% | 11,660 | $242,000 | $222,006 | -$19,994 | -8.26% | |
| Goldman Sachs Group Inc | 0.00% | 11,141 | $231,176 | $212,125 | -$19,051 | -8.24% | |
| Slt Holdings Llc | 0.13% | 10,947 | $217,626 | $208,431 | -$9,195 | -4.23% | |
| Decisionpoint Financial, Llc | 0.02% | 5,841 | $116,645 | $111,213 | -$5,432 | -4.66% |
Frequently asked questions about AESR
Who are the largest institutional holders of AESR?
The largest institutional holders of AESR reported in the latest SEC Form 13F filings include Foundations Investment Advisors, Llc, Wealth Enhancement Trust Services, Inc., Xy Planning Network, Inc., Advisornet Financial, Inc, and Walser Wealth Management Company, A Ltd Liability Co. InsiderSet ranks institutional holders by their latest reported AESR position.
What is AESR institutional ownership?
This page tracks AESR positions reported by institutional investment managers through SEC Form 13F. ANFIELD US EQUITY SECTOR ROT (AESR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AESR?
InsiderSet currently tracks 9 institutional managers reporting AESR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AESR shareholders.
How much AESR stock do institutions own?
Institutional investment managers disclosed approximately $208.97M in AESR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AESR institutional ownership last updated?
The latest AESR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AESR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AESR position after the reporting date.
Are institutions buying or selling AESR?
Institutional buying and selling can be analyzed by comparing AESR positions across consecutive 13F reporting periods. InsiderSet's AESR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AESR ownership changes.
How has AESR institutional ownership changed over time?
InsiderSet tracks AESR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.