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Anfield Dynamic Fixed Income (ADFI)

Q1 2026 vs Q2 2026

Comparing institutional holders between quarters

Quarters

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Foundations Investment Advisors, LLC
INCREASED
Shares5,416,425 from 5,327,856
Change+88,569 (+2%)
Value$46.0M (+$751.4K)
Filed 2026-08-14
J.M. Arbour, LLC
INCREASED
Shares188,442 from 175,271
Change+13,171 (+8%)
Value$1.6M (+$111.8K)
Filed 2026-08-14
Independent Advisor Alliance
DECREASED
Shares57,063 from 58,070
Change-1,007 (-2%)
Value$484.5K (-$8.6K)
Filed 2026-08-12
Citadel Advisors LLC
DECREASED
Shares46,346 from 52,759
Change-6,413 (-12%)
Value$393.5K (-$54.5K)
Filed 2026-09-02
AE Wealth Management LLC
INCREASED
Shares33,025 from 277
Change+32,748 (+11822%)
Value$280.4K (+$278.0K)
Filed 2026-08-03
AdvisorNet Financial, Inc
DECREASED
Shares26,488 from 42,162
Change-15,674 (-37%)
Value$224.9K (-$133.1K)
Filed 2026-07-23
Tcfg Investment Advisors, LLC
DECREASED
Shares20,680 from 21,143
Change-463 (-2%)
Value$175.7K (-$4.2K)
Filed 2026-07-17
Mosley Wealth Management
DECREASED
Shares18,964 from 62,315
Change-43,351 (-70%)
Value$161.0K (-$374.9K)
Filed 2026-07-23
Jane Street Group, LLC
NEW
Shares16,244
Change+16,244
Value$137.9K
Filed 2026-08-14
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares10,923 from 10,914
Change+9 (+0%)
Value$92.7K (+$76)
Filed 2026-07-24
UBS Group AG
NEW
Shares1,427
Change+1,427
Value$12.1K
Filed 2026-08-13
Creative Financial Designs Inc
UNCHANGED
Shares452 from 452
Change0 (0%)
Value$3.8K ($0)
Filed 2026-07-28
GeoWealth Management, LLC
INCREASED
Shares405 from 217
Change+188 (+87%)
Value$3.4K (+$1.6K)
Filed 2026-07-30
Harbour Investments, Inc.
UNCHANGED
Shares258 from 258
Change0 (0%)
Value$2.2K ($0)
Filed 2026-08-12
Morgan Stanley
CLOSED
Shares0 from 526
Change-526 (-100%)
Value$0 (-$4.5K)
Filed 2026-08-13
Anfield Capital Management, LLC
N/A
Shares— from 215,702
Change-215,702 (-100%)
Value—
Tcfg Wealth Management, LLC
N/A
Shares— from 21,143
Change-21,143 (-100%)
Value—
Status
Foundations Investment Advisors, LLC
INCREASED5,416,4255,327,856+88,569+2%$45.2M$46.0M+$751.4K2026-08-14
J.M. Arbour, LLC
INCREASED188,442175,271+13,171+8%$1.5M$1.6M+$111.8K2026-08-14
Independent Advisor Alliance
DECREASED57,06358,070-1,007-2%$493.0K$484.5K-$8.6K2026-08-12
Citadel Advisors LLC
DECREASED46,34652,759-6,413-12%$447.9K$393.5K-$54.5K2026-09-02
AE Wealth Management LLC
INCREASED33,025277+32,748+11822%$2.4K$280.4K+$278.0K2026-08-03
AdvisorNet Financial, Inc
DECREASED26,48842,162-15,674-37%$358.0K$224.9K-$133.1K2026-07-23
Tcfg Investment Advisors, LLC
DECREASED20,68021,143-463-2%$179.9K$175.7K-$4.2K2026-07-17
Mosley Wealth Management
DECREASED18,96462,315-43,351-70%$535.9K$161.0K-$374.9K2026-07-23
Jane Street Group, LLC
NEW16,244—+16,244——$137.9K—2026-08-14
Walser Wealth Management Company, A Ltd Liability Co
INCREASED10,92310,914+9+0%$92.7K$92.7K+$762026-07-24
UBS Group AG
NEW1,427—+1,427——$12.1K—2026-08-13
Creative Financial Designs Inc
UNCHANGED45245200%$3.8K$3.8K$02026-07-28
GeoWealth Management, LLC
INCREASED405217+188+87%$1.8K$3.4K+$1.6K2026-07-30
Harbour Investments, Inc.
UNCHANGED25825800%$2.2K$2.2K$02026-08-12
Morgan Stanley
CLOSED0526-526-100%$4.5K$0-$4.5K2026-08-13
Anfield Capital Management, LLC
N/A—215,702-215,702-100%$1.8M———
Tcfg Wealth Management, LLC
N/A—21,143-21,143-100%$179.9K———
Showing 17 of 17 institutions