CUSIP 90214Q733ANFIELD US EQUAESRQ4 2025
6 filings · latest Nov 3, 2025
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Foundations Investment Advisors, LLC | 4.68M | $79.29M |
| 2 | Anfield Capital Management, LLC | 954.8K | $16.19M |
| 3 | Geneos Wealth Management Inc. | 505.0K | $8.56M |
| 4 | Wealth Enhancement Trust Services, Inc. | 440.7K | $7.47M |
| 5 | Xy Planning Network, Inc. | 233.7K | $3.96M |
| 6 | J.M. Arbour, LLC | 104.6K | $1.77M |
| 7 | Independent Advisor Alliance | 64.2K | $1.09M |
| 8 | Advisornet Financial, Inc | 60.3K | $1.02M |
| 4 | Oct 6, 2023 | Foundations Investment Advisors, LLC | 13G/A | 32.7% | 2.91M | SEC |
| 5 | Jul 11, 2023 | Foundations Investment Advisors, LLC | 13G/A | 27.7% | 2.52M | SEC |
| 6 | Jan 26, 2023 | Foundations Investment Advisors, LLC | 13G | 21.2% | 1.83M | SEC |
| 9 |
| Mosley Wealth Management |
| 36.7K |
| $765.2K |
| 10 | Slt Holdings LLC | 27.1K | $459.9K |