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 18 institutions that hold shares in the stock, with a total of 6.13 Million shares, which have been reported (via 13F filing form) to have a value of $52.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
5,185,426
shares
|
$44.4 Million
0.75% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
221,240
shares
|
$1.89 Million
0.66% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Jul 24, 2025 Q2 2025 |
188,591
shares
|
$1.61 Million
1.2% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
184,190
shares
|
$1.58 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
72,558
shares
|
$621,096
0.04% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
69,790
shares
|
$597,402
0.37% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
58,723
shares
|
$502,668
0.01% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
34,479
shares
|
$295,140
0.0% of portfolio
|
Q2 2025
Added 14.35%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
26,315
shares
|
$225,256
0.12% of portfolio
|
Q4 2023
Reduced 11.94%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
22,029
shares
|
$188,568
0.0% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
20,693
shares
|
$177,132
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
12,294
shares
|
$105,236
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
7,150
shares
|
$61,204
0.0% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
3,946
shares
|
$33,777
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,750
shares
|
$14,980
0.0% of portfolio
|
Q2 2025
Reduced 27.81%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
942
shares
|
$8,063
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
258
shares
|
$2,208
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|