13FBOX
ANFIELD UNIVERSAL FIXED INCOME ETF · 13F Institutional Holdings
Options Calculator Rankings
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ANFIELD UNIVERSAL FIXED INCOME ETF

AFIF
Institutions
31
Combined AUM (Q2 2026)
$196.6M
Combined Shares (Q2 2026)
20.9M
Overall Trend
Increase
All institutions combined
Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.
📥 Inflow (Q1 2026→Q2 2026)
+3.1M
16 institutions added · 4 new buys
Est. buy amount
📤 Outflow (Q1 2026→Q2 2026)
-1.9M
26 institutions reduced · 15 exits
Est. sell amount
⚖️ Net Share Change
+1.2M
Net Buy
💰 Est. Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$196.6M
Institutions
31
New Buys
4
Adds
12
Reduces
11
Exits
15
Unchanged
4
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Wealth Enhancement Trust Services, Inc.
6.89%6.46%#1$54.5M5.8M$53.4M5.7M+63,727+1.11%Add
Drake & Associates, LLC
6.12%6.46%#2$36.4M3.9M$33.9M3.6M+225,756+6.20%Add
AdvisorNet Financial, Inc
1.17%1.13%#4$25.5M2.7M$21.8M2.3M+379,669+16.25%Add
Darwin Wealth Management, LLC
3.71%4.08%#3$13.6M1.4M$13.1M1.4M+34,144+2.43%Add
AXXCESS WEALTH MANAGEMENT, LLC
0.22%#13$13.6M1.4M$00+1.4MNew Buy
FOUNDATIONS INVESTMENT ADVISORS, LLC
0.1%0.12%#14$9.6M1.0M$9.9M1.1M-38,874-3.65%Reduce
Atria Investments, Inc
0.09%0.09%#15$9.0M956,431$8.5M907,271+49,160+5.42%Add
CENTAURUS FINANCIAL, INC.
0.22%0.28%#12$5.8M614,411$5.8M622,802-8,391-1.35%Reduce
COMPASS FINANCIAL MANAGEMENT LLC
0.46%#8$4.0M420,104$00+420,104New Buy
USAdvisors Wealth Management, LLC
1.03%1.28%#6$3.7M389,250$3.8M414,261-25,011-6.04%Reduce
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#21$3.3M345,884$2.5M264,557+81,327+30.74%Add
Cooper Financial Group
0.26%0.29%#9$3.2M337,742$2.9M312,720+25,022+8.00%Add
Mariner, LLC
<0.01%<0.01%#25$3.1M325,164$4.0M425,555-100,391-23.59%Reduce
RDA Financial Network
0.54%0.56%#7$2.5M264,528$2.2M240,619+23,909+9.94%Add
Ameritas Advisory Services, LLC
0.05%#16$2.3M247,649$00+247,649New Buy
XY Planning Network, Inc.
0.25%0.32%#10$2.0M208,586$2.0M213,770-5,184-2.43%Reduce
9823 Capital, L.P.
1.06%1.27%#5$1.6M166,542$1.7M179,940-13,398-7.45%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#27$595,87063,357$323,99034,780+28,577+82.17%Add
Sigma Planning Corp
0.01%0.02%#19$547,29358,192$549,60959,000-808-1.37%Reduce
MML INVESTORS SERVICES, LLC
<0.01%0.01%#26$457,99548,697$3.0M321,759-273,062-84.87%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#29$389,01741,363$3.4M365,896-324,533-88.70%Reduce
CITADEL ADVISORS LLC
<0.01%<0.01%#30$289,68330,801$108,13311,608+19,193+165.34%Add
Regatta Research & Money Management
0.25%#11$259,61827,604$00+27,604New Buy
GTS SECURITIES LLC
<0.01%0.03%#22$192,02220,417$833,79589,511-69,094-77.19%Reduce
TCFG Investment Advisors, LLC
0.05%0.06%#17$137,48214,618$157,66316,925-2,307-13.63%Reduce
Avior Wealth Management, LLC
<0.01%<0.01%#23$130,19814,066$130,19814,06600.00%Unchanged
Empirical Asset Management, LLC
0.03%0.03%#18$128,71213,685$116,27712,482+1,203+9.64%Add
DecisionPoint Financial, LLC
0.01%0.01%#20$53,2525,647$52,6055,64700.00%Unchanged
Geneos Wealth Management Inc.
<0.01%<0.01%#28$35,2123,746$30,4023,262+484+14.84%Add
Quest 10 Wealth Builders, Inc.
<0.01%<0.01%#24$4,411469$4,36946900.00%Unchanged
Farther Finance Advisors, LLC
<0.01%<0.01%#31$3,000319$2,98331900.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow