§ EQUITY
USDAESR
ANFIELD US EQUITY SECTOR ROT
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
11 increased/new, 4 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Foundations Investment Advisors, LLC | 5.4M | 1.1% | +15% |
| Anfield Capital Management, LLC | 958K | 4.4% | +0% |
| Geneos Wealth Management Inc. | 514K | 0.2% | +2% |
| Wealth Enhancement Trust Services, Inc. | 422K | 0.9% | −4% |
| XY Planning Network, Inc. | 234K | 0.6% | ±0% |
| J.M. Arbour, LLC | 117K | 1.9% | +12% |
◇ AC INTELLIGENCE
Top institutional owners for AESR as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER99.7% · 18 holders
DEALER / BANK0.2% · 2 holders
INCOME / DEFENSIVE0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for AESR in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention AESR yet.