CUSIP 90214Q766ANFIELD UNVL ETFAFIFQ4 2025
6 filings · latest Nov 3, 2025
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Wealth Enhancement Trust Services, Inc. | 5.80M | $54.54M |
| 2 | Drake & Associates, LLC | 3.33M | $31.32M |
| 3 | Advisornet Financial, Inc | 2.30M | $21.64M |
| 4 | Darwin Wealth Management, LLC | 1.28M | $12.03M |
| 5 | Axxcess Wealth Management, LLC | 1.25M | $11.81M |
| 6 | Foundations Investment Advisors, LLC | 981.7K | $9.24M |
| 7 | Mariner, LLC | 837.0K | $7.88M |
| 8 | Mml Investors Services, LLC | 349.7K | $3.29M |
| 4 | Feb 4, 2025 | Foundations Investment Advisors, LLC | 13G/A | 12.5% | 1.42M | SEC |
| 5 | Dec 6, 2024 | Foundations Investment Advisors, LLC | 13G/A | 11.4% | 1.37M | SEC |
| 6 | Jan 26, 2023 | Foundations Investment Advisors, LLC | 13G | 6.1% | 806.5K | SEC |
| 9 |
| Envestnet Asset Management Inc |
| 338.7K |
| $3.19M |
| 10 | Sonoma Allocations LLC | 287.2K | $2.71M |