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Anfield Dynamic Fixed Income (ADFI)

CUSIP: 90214Q725 | NYSE | 37 institutional holders

Quarters

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025
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Institutional Holders — Q2 2026

Foundations Investment Advisors, LLC5,416,425
0.5% of portfolio›$46.0M
J.M. Arbour, LLC188,442
1.4% of portfolio›$1.6M
Independent Advisor Alliance57,063
0.0% of portfolio›$484.5K
Citadel Advisors LLC46,346
0.0% of portfolio›$393.5K
AE Wealth Management LLC33,025
0.0% of portfolio›$280.4K
AdvisorNet Financial, Inc26,488
0.0% of portfolio›$224.9K
Tcfg Investment Advisors, LLC20,680
0.1% of portfolio›$175.7K
Mosley Wealth Management18,964
0.1% of portfolio›$161.0K
Jane Street Group, LLC16,244
0.0% of portfolio›$137.9K
Walser Wealth Management Company, A Ltd Liability Co10,923
0.0% of portfolio›$92.7K
UBS Group AG1,427
0.0% of portfolio›$12.1K
Creative Financial Designs Inc452
0.0% of portfolio›$3.8K
GeoWealth Management, LLC405
0.0% of portfolio›$3.4K
Harbour Investments, Inc.258
0.0% of portfolio›$2.2K
StyleTurnoverLocationFiled
Foundations Investment Advisors, LLC
5,416,425$46.0M0.5%ETFMediumPhoenix, AZ2026-08-14
J.M. Arbour, LLC
188,442$1.6M1.4%CoreHighGardiner, ME2026-08-14
Independent Advisor Alliance
57,063$484.5K0.0%CoreLowCharlotte, NC2026-08-12
Citadel Advisors LLC
46,346$393.5K0.0%CoreVery HighMiami, FL2026-09-02
AE Wealth Management LLC
33,025$280.4K0.0%CoreMediumTopeka, KS2026-08-03
AdvisorNet Financial, Inc
26,488$224.9K0.0%ETFLowMinnetonka, MN2026-07-23
Tcfg Investment Advisors, LLC
20,680$175.7K0.1%GrowthMediumLaguna Niguel, CA2026-07-17
Mosley Wealth Management
18,964$161.0K0.1%ETFHighAnaheim, CA2026-07-23
Jane Street Group, LLC
16,244$137.9K0.0%CoreVery HighNew York, NY2026-08-14
Walser Wealth Management Company, A Ltd Liability Co
10,923$92.7K0.0%GrowthHighTampa, FL2026-07-24
UBS Group AG
1,427$12.1K0.0%CoreMediumZurich, Switzerland2026-08-13
Creative Financial Designs Inc
452$3.8K0.0%ETFMediumKokomo, IN2026-07-28
GeoWealth Management, LLC
405$3.4K0.0%ETFMediumChicago, IL2026-07-30
Harbour Investments, Inc.
258$2.2K0.0%ETFLowMadison, WI2026-08-12