Skip to content

ADFI TWO RDS SHARED TR

Follow

ANFIELD DYNAMIC (fund)

14 managers (14 13F filers) reported a position in ADFI shares at 2026-06-30, 5,837,142 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.

Managers
14
13F filers
14
New
2
Added
5
Reduced
5
Sold out
1
Shares held by filers
5,837,142

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Foundations Investment Advisors, LLC5,416,425$46M0.47%+88,56913F-HRTimeline
J.M. Arbour, LLC188,442$1.6M1.38%+13,17113F-HRTimeline
Independent Advisor Alliance57,063$484K0.01%-1,00713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC46,346$393K<0.01%-6,41313F-HRTimelineGroup
AE Wealth Management LLC33,025$280K<0.01%+32,74813F-HRTimeline
AdvisorNet Financial, Inc26,488$225K0.01%-15,67413F-HRTimeline
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC20,680$176K0.06%-46313F-HRTimelineGroup
Mosley Wealth Management18,964$161K0.05%-43,35113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC16,244$138K<0.01%new13F-HRTimelineGroup
Walser Wealth Management Company, A Ltd…10,923$92.7K0.04%+913F-HRTimeline
UBS Group AGin group UBS Group AG1,427$12.1K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV452$3.84K<0.01%013F-HRTimeline
GeoWealth Management, LLC405$3.44K<0.01%+18813F-HRTimeline
HARBOUR INVESTMENTS, INC.258$2.19K<0.01%013F-HRTimeline