Institutional Ownership Two Rds Shared Tr Anfield Dyna (ADFI)
This table provides information about the institutional ownership of Two Rds Shared Tr Anfield Dyna (ADFI). We have compiled data on the 11 institutions that hold shares in the stock, with a total of 3.12 Million shares, which have been reported (via 13F filing form) to have a value of $26.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
May 13, 2024 Q1 2024 |
2,972,314
shares
|
$25.2 Million
0.71% of portfolio
|
Q1 2024
Added 16.2%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Apr 15, 2024 Q1 2024 |
50,375
shares
|
$427,683
0.4% of portfolio
|
Q1 2024
Reduced 19.34%
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
30,606
shares
|
$259,844
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
26,315
shares
|
$223,414
0.12% of portfolio
|
Q4 2023
Reduced 11.94%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
11,069
shares
|
$93,975
0.0% of portfolio
|
Q1 2024
Added 280.77%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
10,000
shares
|
$84,900
0.0% of portfolio
|
Q1 2024
Reduced 27.59%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2024 Q4 2023 |
9,663
shares
|
$82,038
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
4,419
shares
|
$37,517
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
2,639
shares
|
$22,405
0.0% of portfolio
|
Q1 2024
Added 48.51%
|
|
|
Hm Payson & CO
Portland, ME |
Jun 20, 2024 Q1 2024 |
492
shares
|
$4,177
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|