Institutional Ownership
Two Rds Shared Tr
CUSIP 90214Q725ANFIELD DYNAMICADFIQ1 2026
13D / 13G Filings
7
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
96.7%
Max % of class reported
Institutional Holders
15
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
7 filings · latest Nov 3, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Nov 3, 2025 | Foundations Investment Advisors, LLC | 13G/A | 91.3% | 4.88M | SEC |
| 2 | Jul 29, 2025 | Foundations Investment Advisors, LLC | 13G/A | 93.5% | 5.23M | SEC |
| 3 | Apr 29, 2025 | Foundations Investment Advisors, LLC | 13G/A | 95.1% | 5.37M | SEC |
| 4 | Dec 5, 2024 | Foundations Investment Advisors, LLC | 13G/A | 96.7% | 5.10M | SEC |
| 5 | Oct 6, 2023 | Foundations Investment Advisors, LLC | 13G/A | 85.5% | 2.29M | SEC |
| 6 | Jul 11, 2023 | Foundations Investment Advisors, LLC | 13G/A | 80.0% | 2.00M | SEC |
| 7 | Jan 26, 2023 | Foundations Investment Advisors, LLC | 13G | 72.5% | 1.30M | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Foundations Investment Advisors, LLC | 5.33M | $45.23M |
| 2 | Anfield Capital Management, LLC | 215.7K | $1.83M |
| 3 | J.M. Arbour, LLC | 175.3K | $1.49M |
| 4 | Mosley Wealth Management | 62.3K | $535.9K |
| 5 | Independent Advisor Alliance | 58.1K | $493.0K |
| 6 | Citadel Advisors LLC | 52.8K | $447.9K |
| 7 | Advisornet Financial, Inc | 42.2K | $358.0K |
| 8 | Tcfg Wealth Management, LLC | 21.1K | $179.9K |
| 9 | Tcfg Investment Advisors, LLC | 21.1K | $179.9K |
| 10 | Walser Wealth Management Company, A Ltd Liability Co | 10.9K | $92.7K |