Institutional Ownership
Two Rds Shared Tr
CUSIP 90214Q733ANFIELD US EQUAESRQ1 2026
Institutional Holders
21
13F filers
Shares Held
7.89M
Aggregate institutional
Institutional Value
$132.14M
Q1 2026
Net New Holders
+1
2 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased11
Decreased2
Sold out1
Institutional Holders
21 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Foundations Investment Advisors, LLC | 5.38M | $90.03M | +704.4K | Added |
| 2 | Anfield Capital Management, LLC | 958.2K | $16.03M | +3.4K | Added |
| 3 | Geneos Wealth Management Inc. | 513.5K | $8.59M | +8.5K | Added |
| 4 | Wealth Enhancement Trust Services, Inc. | 422.1K | $7.06M | −18.6K | Reduced |
| 5 | Xy Planning Network, Inc. | 233.7K | $3.98M | 0 | Held |
| 6 | J.M. Arbour, LLC | 116.8K | $1.95M | +12.2K | Added |
| 7 | Independent Advisor Alliance | 71.7K | $1.20M | +7.5K | Added |
| 8 | Advisornet Financial, Inc | 61.1K | $1.02M | +798 | Added |
| 9 | Mosley Wealth Management | 36.7K | $755.4K | +6 | Added |
| 10 | Slt Holdings LLC | 26.6K | $444.5K | −563 | Reduced |
11 more institutional holders on Premium
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