AFIF Institutional Ownership & Shareholders
ANFIELD UNIVERSAL FIXED INCO (AFIF) is currently held by 33 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $192.73M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Wealth Enhancement Trust Services, Inc. is currently the largest disclosed institutional shareholder of AFIF tracked by InsiderSet, reporting ownership valued at approximately $61.67M in its September 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 $61.87M, representing an estimated gain of +0.33% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 92% 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
33
Total Reported Value
$192.73M
Largest Holder
Wealth Enhancement Trust Services, Inc.
Largest Position
$61.67M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
52
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. | 6.58% | 6,688,752 | $61,670,294 | $61,870,956 | +$200,662 | +0.33% | |
| Drake & Associates, Llc | 6.12% | 3,865,267 | $36,352,837 | $35,753,720 | -$599,117 | -1.65% | |
| Advisornet Financial, Inc | 1.19% | 2,836,535 | $26,266,310 | $26,237,949 | -$28,361 | -0.11% | |
| Darwin Wealth Management, Llc | 3.71% | 1,441,393 | $13,556,303 | $13,332,885 | -$223,418 | -1.65% | |
| Foundations Investment Advisors, Llc | 0.10% | 1,025,349 | $9,643,406 | $9,484,478 | -$158,928 | -1.65% | |
| Kestra Advisory Services, Llc | 0.03% | 1,021,769 | $9,420,706 | $9,451,363 | +$30,657 | +0.33% | |
| Atria Investments, Inc | 0.09% | 1,014,982 | $9,358,134 | $9,388,584 | +$30,450 | +0.33% | |
| Centaurus Financial, Inc. | 0.22% | 614,411 | $5,779,000 | $5,683,302 | -$95,698 | -1.66% | |
| Mariner, Llc | 0.00% | 325,164 | $3,058,163 | $3,007,767 | -$50,396 | -1.65% | |
| Cooper Financial Group | 0.24% | 329,713 | $3,039,953 | $3,049,845 | +$9,892 | +0.33% | |
| Rda Financial Network | 0.54% | 268,991 | $2,480,096 | $2,488,167 | +$8,071 | +0.33% | |
| Ameritas Advisory Services, Llc | 0.05% | 247,649 | $2,329,139 | $2,290,753 | -$38,386 | -1.65% | |
| Simplicity Wealth,Llc | 0.07% | 243,652 | $2,246,472 | $2,253,781 | +$7,309 | +0.33% | |
| Xy Planning Network, Inc. | 0.21% | 208,586 | $1,923,163 | $1,929,421 | +$6,258 | +0.33% | |
| 9823 Capital, L.P. | 1.06% | 166,542 | $1,564,825 | $1,540,514 | -$24,312 | -1.55% | |
| Kestra Private Wealth Services, Llc | 0.01% | 99,845 | $920,570 | $923,566 | +$2,996 | +0.33% | |
| Sigma Planning Corp | 0.01% | 57,602 | $531,088 | $532,819 | +$1,731 | +0.33% | |
| Signal Advisors Wealth, Llc | 0.02% | 50,901 | $469,310 | $470,834 | +$1,524 | +0.32% | |
| Mml Investors Services, Llc | 0.00% | 48,697 | $457,995 | $450,447 | -$7,548 | -1.65% | |
| Independent Financial Group, Llc | 0.01% | 39,525 | $364,421 | $365,606 | +$1,185 | +0.33% | |
| Citadel Advisors Llc | 0.00% | 30,801 | $289,683 | $284,909 | -$4,774 | -1.65% | |
| Bell Bank | 0.01% | 25,387 | $234,068 | $234,830 | +$762 | +0.33% | |
| Gts Securities Llc | 0.00% | 20,417 | $192,022 | $188,857 | -$3,165 | -1.65% | |
| Tcfg Investment Advisors, Llc | 0.06% | 18,135 | $167,205 | $167,749 | +$544 | +0.33% | |
| Tcfg Wealth Management, Llc | 0.06% | 16,925 | $157,663 | $156,556 | -$1,107 | -0.70% | |
| Empirical Asset Management, Llc | 0.03% | 13,685 | $128,712 | $126,586 | -$2,126 | -1.65% | |
| Decisionpoint Financial, Llc | 0.01% | 5,647 | $52,235 | $52,235 | -$0 | -0.00% | |
| Geneos Wealth Management Inc. | 0.00% | 3,746 | $35,212 | $34,651 | -$562 | -1.59% | |
| Cambridge Investment Research Advisors, Inc. | 0.06% | 2,718,670 | $25,066 | $25,147,698 | +$25,122,632 | +100225.93% | |
| Anfield Capital Management, Llc | 0.00% | 1,036 | $9,654 | $9,583 | -$71 | -0.74% | |
| Quest 10 Wealth Builders, Inc. | 0.00% | 469 | $4,324 | $4,338 | +$14 | +0.33% | |
| Usadvisors Wealth Management, Llc | 1.01% | 384,105 | $3,541 | $3,552,971 | +$3,549,430 | +100238.08% | |
| Farther Finance Advisors, Llc | 0.00% | 319 | $2,941 | $2,951 | +$10 | +0.33% |
Frequently asked questions about AFIF
Who are the largest institutional holders of AFIF?
The largest institutional holders of AFIF reported in the latest SEC Form 13F filings include Wealth Enhancement Trust Services, Inc., Drake & Associates, Llc, Advisornet Financial, Inc, Darwin Wealth Management, Llc, and Foundations Investment Advisors, Llc. InsiderSet ranks institutional holders by their latest reported AFIF position.
What is AFIF institutional ownership?
This page tracks AFIF positions reported by institutional investment managers through SEC Form 13F. ANFIELD UNIVERSAL FIXED INCO (AFIF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AFIF?
InsiderSet currently tracks 33 institutional managers reporting AFIF 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 AFIF shareholders.
How much AFIF stock do institutions own?
Institutional investment managers disclosed approximately $192.73M in AFIF holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AFIF institutional ownership last updated?
The latest AFIF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 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 AFIF 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 AFIF position after the reporting date.
Are institutions buying or selling AFIF?
Institutional buying and selling can be analyzed by comparing AFIF positions across consecutive 13F reporting periods. InsiderSet's AFIF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AFIF ownership changes.
How has AFIF institutional ownership changed over time?
InsiderSet tracks AFIF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.