ANFIELD UNIVERSAL FIXED INCO (AFIF) Top Institutional Shareholders
ANFIELD UNIVERSAL FIXED INCO (AFIF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $170.81M in AFIF holdings during the latest filing period.
Wealth Enhancement Trust Services, Inc. is currently the largest disclosed institutional shareholder of AFIF tracked by InsiderSet, reporting ownership valued at approximately $53.39M in its March 31, 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 $53.99M, representing an estimated gain of +1.12% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% of the total disclosed AFIF value among the investors covered in this analysis. Major shareholders include Wealth Enhancement Trust Services, Inc., Drake & Associates, Llc, Advisornet Financial, Inc, and several other long-term asset managers with concentrated positions in ANFIELD UNIVERSAL FIXED INCO (AFIF).
This page ranks the largest institutional AFIF 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
42
Total Reported Value
$170.81M
Largest Holder
Wealth Enhancement Trust Services, Inc.
Largest Position
$53.39M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
47
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wealth Enhancement Trust Services, Inc. | 6.46% | 5,731,813 | $53,394,131 | $53,993,678 | +$599,547 | +1.12% | |
| Drake & Associates, Llc | 6.46% | 3,639,511 | $33,903,497 | $34,284,194 | +$380,697 | +1.12% | |
| Advisornet Financial, Inc | 1.13% | 2,336,249 | $21,763,092 | $22,007,466 | +$244,374 | +1.12% | |
| Darwin Wealth Management, Llc | 4.08% | 1,407,249 | $13,109,091 | $13,256,286 | +$147,195 | +1.12% | |
| Foundations Investment Advisors, Llc | 0.12% | 1,064,223 | $9,913,665 | $10,024,981 | +$111,316 | +1.12% | |
| Atria Investments, Inc | 0.09% | 907,271 | $8,451,592 | $8,546,493 | +$94,901 | +1.12% | |
| Mariner, Llc | 0.00% | 425,555 | $3,964,215 | $4,008,728 | +$44,513 | +1.12% | |
| Envestnet Asset Management Inc | 0.00% | 365,896 | $3,408,470 | $3,446,740 | +$38,270 | +1.12% | |
| Mml Investors Services, Llc | 0.01% | 321,759 | $2,997,312 | $3,030,970 | +$33,658 | +1.12% | |
| Cooper Financial Group | 0.29% | 312,720 | $2,913,108 | $2,945,822 | +$32,714 | +1.12% | |
| J.M. Arbour, Llc | 2.69% | 301,188 | $2,805,687 | $2,837,191 | +$31,504 | +1.12% | |
| Sonoma Allocations Llc | 0.82% | 255,047 | $2,383,413 | $2,402,543 | +$19,130 | +0.80% | |
| Rda Financial Network | 0.56% | 240,619 | $2,241,465 | $2,266,631 | +$25,166 | +1.12% | |
| Xy Planning Network, Inc. | 0.32% | 213,770 | $1,998,750 | $2,013,713 | +$14,963 | +0.75% | |
| 9823 Capital, L.P. | 1.27% | 179,940 | $1,676,215 | $1,695,035 | +$18,820 | +1.12% | |
| Private Advisor Group, Llc | 0.00% | 92,235 | $859,208 | $868,854 | +$9,646 | +1.12% | |
| Silver Oak Securities, Incorporated | 0.06% | 90,710 | $845,000 | $854,488 | +$9,488 | +1.12% | |
| Gts Securities Llc | 0.03% | 89,511 | $833,795 | $843,194 | +$9,399 | +1.13% | |
| Lpl Financial Llc | 0.00% | 69,283 | $645,399 | $652,646 | +$7,247 | +1.12% | |
| Sigma Planning Corp | 0.02% | 59,000 | $549,609 | $555,780 | +$6,171 | +1.12% | |
| Signal Advisors Wealth, Llc | 0.03% | 42,890 | $399,534 | $404,024 | +$4,490 | +1.12% | |
| Commonwealth Equity Services, Llc | 0.00% | 34,780 | $323,990 | $327,628 | +$3,638 | +1.12% | |
| Bell Bank | 0.01% | 25,387 | $236,490 | $239,146 | +$2,656 | +1.12% | |
| Jane Street Group, Llc | 0.00% | 22,065 | $205,544 | $207,852 | +$2,308 | +1.12% | |
| Raymond James Financial Inc | 0.00% | 21,567 | $200,905 | $203,161 | +$2,256 | +1.12% | |
| Tcfg Investment Advisors, Llc | 0.06% | 16,925 | $157,663 | $159,434 | +$1,771 | +1.12% | |
| Tcfg Wealth Management, Llc | 0.06% | 16,925 | $157,663 | $159,434 | +$1,771 | +1.12% | |
| Avior Wealth Management, Llc | 0.00% | 14,066 | $130,198 | $132,502 | +$2,304 | +1.77% | |
| Empirical Asset Management, Llc | 0.03% | 12,482 | $116,277 | $117,580 | +$1,303 | +1.12% | |
| Citadel Advisors Llc | 0.00% | 11,608 | $108,133 | $109,347 | +$1,214 | +1.12% | |
| Decisionpoint Financial, Llc | 0.01% | 5,647 | $52,605 | $53,195 | +$590 | +1.12% | |
| Geneos Wealth Management Inc. | 0.00% | 3,262 | $30,402 | $30,728 | +$326 | +1.07% | |
| Anfield Capital Management, Llc | 0.00% | 1,036 | $9,654 | $9,759 | +$105 | +1.09% | |
| Centaurus Financial, Inc. | 0.28% | 622,802 | $5,802 | $5,866,795 | +$5,860,993 | +101016.77% | |
| Quest 10 Wealth Builders, Inc. | 0.00% | 469 | $4,369 | $4,418 | +$49 | +1.12% | |
| Usadvisors Wealth Management, Llc | 1.28% | 414,261 | $3,848 | $3,902,339 | +$3,898,491 | +101312.13% | |
| Farther Finance Advisors, Llc | 0.00% | 319 | $2,983 | $3,005 | +$22 | +0.74% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 264,557 | $2,464 | $2,492,127 | +$2,489,663 | +101041.52% | |
| Geowealth Management, Llc | 0.00% | 245 | $2,282 | $2,308 | +$26 | +1.13% | |
| Flow Traders U.S. Llc | 0.02% | 54,205 | $505 | $510,611 | +$510,106 | +101011.11% | |
| Morgan Stanley | 0.00% | 1 | $16 | $9 | -$7 | -41.13% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $7 | $9 | +$2 | +34.57% |
Frequently asked questions about AFIF
Who owns the most AFIF stock?
The largest holders of AFIF are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ANFIELD UNIVERSAL FIXED INCO (AFIF).
Is AFIF widely held by superinvestors?
Many widely followed stocks like AFIF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AFIF is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.