CUSIP 90214Q725ANFIELD DYNAMICADFIQ4 2025
Aggregate 13F value by quarter
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15 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Foundations Investment Advisors, LLC | 4.75M | $40.77M | −127.1K | Reduced |
| 2 | Anfield Capital Management, LLC | 215.2K | $1.84M | −5.7K | Reduced |
| 3 | J.M. Arbour, LLC | 169.8K | $1.46M | +169.8K | New Position |
| 4 | Mosley Wealth Management | 62.3K |
| $536.4K |
| +62.3K |
| New Position |
| 5 | Independent Advisor Alliance | 58.4K | $500.5K | 0 | Held |
| 6 | Advisornet Financial, Inc | 42.0K | $359.8K | +441 | Added |
| 7 | Tcfg Wealth Management, LLC | 21.7K | $186.5K | −613 | Reduced |
| 8 | Atria Investments, Inc | 19.4K | $166.0K | −2.6K | Reduced |
| 9 | Jane Street Group, LLC | 15.0K | $128.5K | −4.2K | Reduced |
| 10 | Ubs Group AG | 1.7K | $14.7K | +1.6K | Added |
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