22 institutions reported holding $21.8M of ANFIELD U.S. EQUITY SECTOR ROTATION ETF (AESRXXXX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Geneos Wealth Management Inc. ($10.2M), Wealth Enhancement Trust Services, Inc. ($8.1M), Independent Advisor Alliance ($1.4M), AdvisorNet Financial, Inc ($1.1M), HIGHLINE WEALTH PARTNERS LLC ($661,738). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Geneos Wealth Management Inc. | $10.2M | 508,172 | Trimmed |
| 2 | Wealth Enhancement Trust Services, Inc. | $8.1M | 390,023 | Trimmed |
| 3 | Independent Advisor Alliance | $1.4M | 69,700 | Trimmed |
| 4 | AdvisorNet Financial, Inc | $1.1M | 51,852 | Trimmed |
| 5 | HIGHLINE WEALTH PARTNERS LLC | $661,738 | 31,891 | New |
| 6 | Mosley Wealth Management | $247,422 | 11,924 | Trimmed |
| 7 | CREATIVE FINANCIAL DESIGNS INC /ADV | $18,841 | 908 | Hold |
| 8 | HARBOUR INVESTMENTS, INC. | $10,749 | 518 | Hold |
| 9 | Royal Bank of Canada | $0 | 0 | Exited |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $0 | 0 | Exited |
| 11 | LPL Financial LLC | $0 | 0 | Exited |
| 12 | GeoWealth Management, LLC | $0 | 0 | Exited |
| 13 | OSAIC HOLDINGS, INC. | $0 | 0 | Exited |
| 14 | AE Wealth Management LLC | $0 | 0 | Exited |
| 15 | Foundations Investment Advisors, LLC | $0 | 0 | Exited |
| 16 | Global Retirement Partners, LLC | $0 | 0 | Exited |
| 17 | XY Planning Network, Inc. | $0 | 0 | Exited |
| 18 | DecisionPoint Financial, LLC | $0 | 0 | Exited |
| 19 | SLT Holdings LLC | $0 | 0 | Exited |
| 20 | J.M. Arbour, LLC | $0 | 0 | Exited |
| 21 | Walser Wealth Management Company, A Ltd Liability Co | $0 | 0 | Exited |
| 22 | MORGAN STANLEY | $0 | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30