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 14 institutions that hold shares in the stock, with a total of 5.74 Million shares, which have been reported (via 13F filing form) to have a value of $48.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,113,958
shares
|
$43.3 Million
0.88% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Feb 07, 2025 Q4 2024 |
207,532
shares
|
$1.76 Million
1.61% of portfolio
|
Q4 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
205,012
shares
|
$1.74 Million
0.65% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
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
|
Feb 07, 2025 Q4 2024 |
54,121
shares
|
$458,404
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
31,275
shares
|
$264,899
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
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 |
Feb 06, 2025 Q4 2024 |
20,815
shares
|
$176,303
0.0% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
6,084
shares
|
$51,531
0.0% of portfolio
|
Q4 2024
Added 15110.0%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
3,946
shares
|
$33,422
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,465
shares
|
$20,878
0.0% of portfolio
|
Q4 2024
Reduced 24.55%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
812
shares
|
$6,877
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
50
shares
|
$423
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|