CUSIP 90214Q535FNDTNS DYN VALUEQ1 2025
6 filings · latest Jul 8, 2025
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Foundations Investment Advisors, LLC | 1.38M | $14.17M |
| 2 | Geowealth Management, LLC | 855.2K | $8.76M |
| 3 | Anfield Capital Management, LLC | 45.6K | $467.0K |
| 4 | Ubs Group AG | 1.9K | $19.3K |
| 4 | Apr 29, 2025 | Foundations Investment Advisors, LLC | 13G/A | 59.7% | 1.39M | SEC |
| 5 | Feb 5, 2025 | Foundations Investment Advisors, LLC | 13G/A | 58.6% | 1.41M | SEC |
| 6 | Jan 8, 2025 | Foundations Investment Advisors, LLC | 13G | 50.0% | 999.2K | SEC |