Anfield Universal Fixed Income
AFIF • BATS
Anfield Universal Fixed Income is an exchange-traded fund on BATS. As of Q3 2025, 25 institutional investors hold shares in this ETF, with total holdings valued at $168.4M. First International Bank & Trust is the largest holder with a position valued at $71.4M.
Overview
Overview of institutional ownership in AFIF as of Q3 2025
All Institutions
- Institutions
- 25
- Value Held
- $168.4M
- Shares Held
- 17.9M
- Avg Position
- $6.7M
- Median Position
- $353.2K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in AFIF as of Q3 2025
| Institution | Position Value |
|---|---|
F First International Bank & Trust Institution | $71.4M 24.83% of portfolio |
 Drake & Associates, LLC RIA/Wealth | $29.1M 6.10% of portfolio |
A AdvisorNet Financial, Inc Institution | $19.6M 1.11% of portfolio |
 Harwood Advisory Group, LLC RIA/Wealth | $11.8M 3.85% of portfolio |
 Mariner Wealth Advisors, LLC RIA/Wealth | $10.0M 0.01% of portfolio |
 Foundations Investment Advisors, LLC RIA/Wealth | $9.2M 0.14% of portfolio |
 Sonoma Allocations LLC RIA/Wealth | $4.2M 1.52% of portfolio |
 MML INVESTORS SERVICES, LLC RIA/Wealth | $2.9M 0.01% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $2.9M 0.00% of portfolio |
X XY Planning Network, Inc. Institution | $2.4M 0.82% of portfolio |
Net Capital Flow
Institutional buying and selling activity for AFIF in Q3 2025
- Traded
- +$37.8M
- Buyers
- 12
- Sellers
- 12
- Total Bought
- +$48.5M
- Total Sold
- −$10.7M
- Avg Position
- $5.6M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Drake & Associates, LLC RIA/Wealth | +$29.1M +3.1M shares |
A AdvisorNet Financial, Inc Institution | +$13.9M +1.5M shares |
Sonoma Allocations LLC RIA/Wealth | +$4.2M +443.8K shares |
L LPL Financial LLC Institution | +$768.9K +81.9K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$189.0K +20.1K shares |
Harwood Advisory Group, LLC RIA/Wealth | +$122.4K +13.0K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$86.5K +9.2K shares |
G GTS SECURITIES LLC Institution | +$82.8K +8.8K shares |
H HRT FINANCIAL LLC Institution | +$66.0K +7.0K shares |
 WELLS FARGO & COMPANY/MN Institution | +$2.0K +211.6 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 GeoWealth Management, LLC RIA/Wealth | −$5.0M −528.9K shares |
F First International Bank & Trust Institution | −$1.9M −207.3K shares |
Foundations Investment Advisors, LLC RIA/Wealth | −$1.2M −124.5K shares |
Mariner Wealth Advisors, LLC RIA/Wealth | −$1.1M −117.2K shares |
 Fermata Advisors, LLC Hedge Fund•Sector | −$846.3K −90.9K shares |
 Signal Advisors Wealth, LLC RIA/Wealth | −$349.1K −37.5K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$174.4K −18.7K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | −$52.2K −5.6K shares |
J JANE STREET GROUP, LLC Institution | −$32.2K −3.4K shares |
−$21.1K −2.3K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited AFIF in Q3 2025
- New Positions
- 2
- New Value
- $33.3M
- Exited Positions
- 5
- Exited Value
- $1.4M
New Positions
| Institution | Position Value |
|---|---|
Drake & Associates, LLC RIA/Wealth | $29.1M 3.1M shares |
Sonoma Allocations LLC RIA/Wealth | $4.2M 443.8K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Fermata Advisors, LLC Hedge Fund•Sector | $846.3K 90.9K shares |
Signal Advisors Wealth, LLC RIA/Wealth | $349.1K 37.5K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $174.4K 18.7K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $13.1K 1.4K shares |
 UBS Group AG Institution | $158.0 17.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in AFIF as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with AFIF as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
F First International Bank & Trust Institution | 24.83% $71.4M |
Drake & Associates, LLC RIA/Wealth | 6.10% $29.1M |
Harwood Advisory Group, LLC RIA/Wealth | 3.85% $11.8M |
Sonoma Allocations LLC RIA/Wealth | 1.52% $4.2M |
A AdvisorNet Financial, Inc Institution | 1.11% $19.6M |
X XY Planning Network, Inc. Institution | 0.82% $2.4M |
Foundations Investment Advisors, LLC RIA/Wealth | 0.14% $9.2M |
GeoWealth Management, LLC RIA/Wealth | 0.08% $2.2M |
 Encompass More Asset Management RIA/Wealth | 0.02% $113.7K |
Mariner Wealth Advisors, LLC RIA/Wealth | 0.01% $10.0M |