Public ownership evidence

Anfield U.S. Equity Sector Rotation ETF (AESR) Ownership Disclosures

Read AESR insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Anfield U.S. Equity Sector Rotation ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Foundations Investment Advisors, LLC
Report period
2026-06-30
Available
2026-08-15
Reported shares
25,767
Value (USD)
$534,665
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001743404-26-000008
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read AESR fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read AESR fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Foundations Investment Advisors, LLC2026-06-302026-08-1525,767$534,665None
Foundations Investment Advisors, LLC2026-06-302026-08-158,903,778$184,753,405None
Foundations Investment Advisors, LLC2026-06-302026-08-1524,391$506,113None
Foundations Investment Advisors, LLC2026-06-302026-08-15434,619$9,018,335None
ROYAL BANK OF CANADA2026-06-302026-08-1511,660$242,000None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1511,141$231,176None
Regatta Research & Money Management2026-06-302026-08-13825$17,119None
Regatta Research & Money Management2026-06-302026-08-13794$16,476None
Regatta Research & Money Management2026-06-302026-08-13780$16,185None
Regatta Research & Money Management2026-06-302026-08-13779$16,165None
Regatta Research & Money Management2026-06-302026-08-13747$15,501None
Regatta Research & Money Management2026-06-302026-08-13743$15,418None
Regatta Research & Money Management2026-06-302026-08-13740$15,355None
Regatta Research & Money Management2026-06-302026-08-13739$15,322None
Regatta Research & Money Management2026-06-302026-08-13718$14,899None
Regatta Research & Money Management2026-06-302026-08-13716$14,837None
Regatta Research & Money Management2026-06-302026-08-13694$14,401None
Regatta Research & Money Management2026-06-302026-08-13689$14,297None
Regatta Research & Money Management2026-06-302026-08-13662$13,737None
Regatta Research & Money Management2026-06-302026-08-13650$13,488None
Regatta Research & Money Management2026-06-302026-08-13630$13,073None
Regatta Research & Money Management2026-06-302026-08-13617$12,803None
Regatta Research & Money Management2026-06-302026-08-13616$12,768None
Regatta Research & Money Management2026-06-302026-08-13562$11,662None
Regatta Research & Money Management2026-06-302026-08-13551$11,434None
Regatta Research & Money Management2026-06-302026-08-13548$11,368None
Regatta Research & Money Management2026-06-302026-08-13522$10,832None
Regatta Research & Money Management2026-06-302026-08-13491$10,189None
Regatta Research & Money Management2026-06-302026-08-136,041$125,351None
Regatta Research & Money Management2026-06-302026-08-134,999$103,730None
Regatta Research & Money Management2026-06-302026-08-134,919$102,070None
Regatta Research & Money Management2026-06-302026-08-134,213$87,420None
Regatta Research & Money Management2026-06-302026-08-133,237$67,162None
Regatta Research & Money Management2026-06-302026-08-133,168$65,736None
Regatta Research & Money Management2026-06-302026-08-133,118$64,699None
Regatta Research & Money Management2026-06-302026-08-132,755$57,161None
Regatta Research & Money Management2026-06-302026-08-132,523$52,353None
Regatta Research & Money Management2026-06-302026-08-132,491$51,689None
Regatta Research & Money Management2026-06-302026-08-132,094$43,451None
Regatta Research & Money Management2026-06-302026-08-132,066$42,870None
Regatta Research & Money Management2026-06-302026-08-131,820$37,760None
Regatta Research & Money Management2026-06-302026-08-131,615$33,512None
Regatta Research & Money Management2026-06-302026-08-131,514$31,408None
Regatta Research & Money Management2026-06-302026-08-131,484$30,793None
Regatta Research & Money Management2026-06-302026-08-131,480$30,696None
Regatta Research & Money Management2026-06-302026-08-131,480$30,691None
Regatta Research & Money Management2026-06-302026-08-131,460$30,295None
Regatta Research & Money Management2026-06-302026-08-131,402$29,092None
Regatta Research & Money Management2026-06-302026-08-131,373$28,471None
Regatta Research & Money Management2026-06-302026-08-131,317$27,328None

90-day public filing window, up to 50 source positions.

Foundations Investment Advisors, LLC ↗Foundations Investment Advisors, LLC ↗Foundations Investment Advisors, LLC ↗Foundations Investment Advisors, LLC ↗ROYAL BANK OF CANADA ↗GOLDMAN SACHS GROUP INC ↗Regatta Research & Money Management ↗Regatta Research & Money Management ↗Regatta Research & Money Management ↗Regatta Research & Money Management ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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