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 19 institutions that hold shares in the stock, with a total of 5.77 Million shares, which have been reported (via 13F filing form) to have a value of $49.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
4,882,014
shares
|
$41.8 Million
0.67% of portfolio
|
Q3 2025
Reduced 5.85%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
220,887
shares
|
$1.89 Million
0.61% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
192,218
shares
|
$1.65 Million
0.01% of portfolio
|
Q3 2025
Reduced 88.38%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
169,768
shares
|
$1.45 Million
0.06% of portfolio
|
Q3 2025
Reduced 7.83%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
69,790
shares
|
$598,100
0.37% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
58,370
shares
|
$500,230
0.01% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
41,521
shares
|
$355,834
0.02% of portfolio
|
Q3 2025
Reduced 42.78%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
30,512
shares
|
$261,487
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
26,315
shares
|
$225,519
0.12% of portfolio
|
Q4 2023
Reduced 11.94%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
21,936
shares
|
$187,991
0.0% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
19,164
shares
|
$164,235
0.0% of portfolio
|
Q3 2025
Reduced 44.42%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Oct 23, 2025 Q3 2025 |
13,132
shares
|
$112,541
0.07% of portfolio
|
Q3 2025
Reduced 93.04%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
12,818
shares
|
$109,850
0.0% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
11,282
shares
|
$96,686
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
3,946
shares
|
$33,817
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
433
shares
|
$3,710
0.0% of portfolio
|
Q3 2025
Reduced 75.26%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
258
shares
|
$2,211
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
99
shares
|
$848
0.0% of portfolio
|
Q3 2025
Reduced 98.62%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|