Institutional Ownership Two Rds Shared Tr Anfield Dive (DALT)
This table provides information about the institutional ownership of Two Rds Shared Tr Anfield Dive (DALT). We have compiled data on the 22 institutions that hold shares in the stock, with a total of 5.04 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
May 13, 2024 Q1 2024 |
4,414,140
shares
|
$0
1.11% of portfolio
|
Q1 2024
Added 7.67%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 09, 2024 Q1 2024 |
171,853
shares
|
$0
0.75% of portfolio
|
Q1 2024
Added 0.31%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 07, 2024 Q1 2024 |
151,278
shares
|
$0
0.13% of portfolio
|
Q1 2024
Reduced 1.18%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Apr 15, 2024 Q1 2024 |
84,832
shares
|
$0
0.72% of portfolio
|
Q1 2024
Reduced 14.64%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
54,994
shares
|
$0
0.25% of portfolio
|
Q4 2023
Reduced 10.25%
|
|
|
Townsquare Capital LLC
|
May 15, 2024 Q1 2024 |
30,654
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 4.32%
|
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
20,778
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 27.7%
|
|
|
Old Mission Capital LLC
|
May 14, 2024 Q1 2024 |
17,582
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 19.27%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2024 Q4 2023 |
17,291
shares
|
$0
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Hrt Financial LP
New York, NY |
May 13, 2024 Q1 2024 |
17,154
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 30, 2024 Q1 2024 |
15,286
shares
|
$0
0.01% of portfolio
|
Q1 2024
Reduced 22.72%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
14,226
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 25.55%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
11,579
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 34.14%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
4,850
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 14, 2024 Q1 2024 |
4,363
shares
|
$0
0.02% of portfolio
|
Q1 2024
Reduced 3.22%
|
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
4,111
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 2.77%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
1,810
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 34.11%
|
|
|
Hm Payson & CO
Portland, ME |
Jun 20, 2024 Q1 2024 |
1,465
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
13
shares
|
$0
0.0% of portfolio
|
Q3 2023
Reduced 90.85%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
1
shares
|
$0
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
|
|