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 16 institutions that hold shares in the stock, with a total of 6.32 Million shares, which have been reported (via 13F filing form) to have a value of $53.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
5,371,907
shares
|
$45.5 Million
0.9% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
227,002
shares
|
$1.92 Million
0.75% of portfolio
|
Q1 2025
Added 10.73%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
May 07, 2025 Q1 2025 |
199,344
shares
|
$1.69 Million
1.59% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
190,424
shares
|
$1.61 Million
0.07% of portfolio
|
Q1 2025
Added 380748.0%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
76,629
shares
|
$649,047
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
69,790
shares
|
$591,121
0.37% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
60,830
shares
|
$515,230
0.02% of portfolio
|
Q1 2025
Added 12.4%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
30,152
shares
|
$255,387
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
28,146
shares
|
$238,396
0.01% of portfolio
|
Q1 2025
Reduced 10.0%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
26,315
shares
|
$222,888
0.12% of portfolio
|
Q4 2023
Reduced 11.94%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
22,790
shares
|
$193,031
0.0% of portfolio
|
Q1 2025
Added 9.49%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
7,370
shares
|
$62,423
0.0% of portfolio
|
Q1 2025
Added 21.14%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
3,946
shares
|
$33,422
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
2,424
shares
|
$20,531
0.0% of portfolio
|
Q1 2025
Added 198.52%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
216
shares
|
$1,829
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|