CUSIP 90214Q733ANFIELD US EQUAESRQ4 2025
Aggregate 13F value by quarter
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22 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Foundations Investment Advisors, LLC | 4.68M | $79.29M | +21.0K | Added |
| 2 | Anfield Capital Management, LLC | 954.8K | $16.19M | +127.8K | Added |
| 3 | Geneos Wealth Management Inc. | 505.0K | $8.56M | +74.6K | Added |
| 4 | Wealth Enhancement Trust Services, Inc. | 440.7K | $7.47M |
| +440.7K |
| New Position |
| 5 | Xy Planning Network, Inc. | 233.7K | $3.96M | −3.1K | Reduced |
| 6 | J.M. Arbour, LLC | 104.6K | $1.77M | +104.6K | New Position |
| 7 | Independent Advisor Alliance | 64.2K | $1.09M | −9.2K | Reduced |
| 8 | Advisornet Financial, Inc | 60.3K | $1.02M | +8.3K | Added |
| 9 | Mosley Wealth Management | 36.7K | $765.2K | +36.7K | New Position |
| 10 | Slt Holdings LLC | 27.1K | $459.9K | −4.6K | Reduced |
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