Institutional Ownership
Two Rds Shared Tr
CUSIP 90214Q725ANFIELD DYNAMICADFIQ1 2026
Institutional Holders
15
13F filers
Shares Held
5.99M
Aggregate institutional
Institutional Value
$50.85M
Q1 2026
Net New Holders
+0
3 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased6
Decreased2
Sold out3
Institutional Holders
15 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Foundations Investment Advisors, LLC | 5.33M | $45.23M | +573.0K | Added |
| 2 | Anfield Capital Management, LLC | 215.7K | $1.83M | +549 | Added |
| 3 | J.M. Arbour, LLC | 175.3K | $1.49M | +5.5K | Added |
| 4 | Mosley Wealth Management | 62.3K | $535.9K | +13 | Added |
| 5 | Independent Advisor Alliance | 58.1K | $493.0K | −300 | Reduced |
| 6 | Citadel Advisors LLC | 52.8K | $447.9K | +52.8K | New |
| 7 | Advisornet Financial, Inc | 42.2K | $358.0K | +200 | Added |
| 8 | Tcfg Wealth Management, LLC | 21.1K | $179.9K | −582 | Reduced |
| 9 | Tcfg Investment Advisors, LLC | 21.1K | $179.9K | +21.1K | First Filing |
| 10 | Walser Wealth Management Company, A Ltd Liability Co | 10.9K | $92.7K | +10.9K | New |
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