CUSIP 90214Q725ANFIELD DYNAMICADFIQ4 2025
7 filings · latest Nov 3, 2025
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Foundations Investment Advisors, LLC | 4.75M | $40.77M |
| 2 | Anfield Capital Management, LLC | 215.2K | $1.84M |
| 3 | J.M. Arbour, LLC | 169.8K | $1.46M |
| 4 | Mosley Wealth Management | 62.3K | $536.4K |
| 5 | Independent Advisor Alliance | 58.4K | $500.5K |
| 6 | Advisornet Financial, Inc | 42.0K | $359.8K |
| 7 | Tcfg Wealth Management, LLC | 21.7K | $186.5K |
| 8 | Atria Investments, Inc | 19.4K | $166.0K |
| 9 |
| 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 |
| Jane Street Group, LLC |
| 15.0K |
| $128.5K |
| 10 | Ubs Group AG | 1.7K | $14.7K |