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ADFI TWO RDS SHARED TR

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ANFIELD DYNAMIC (fund)

14 managers (15 13F filers) reported a position in ADFI shares at 2026-03-31, 5,989,065 shares in all. 3 filers opened a position and 3 filers sold out during the quarter.

Managers
14
13F filers
15
New
3
Added
6
Reduced
2
Sold out
3
Shares held by filers
5,989,065

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC5,327,856$45.2M0.56%+572,97213F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…215,702$1.83M0.5%+54913F-HRTimelineGroup
J.M. Arbour, LLC175,271$1.49M1.43%+5,47713F-HRTimeline
Mosley Wealth Management62,315$536K0.24%+1313F-HRTimeline
Independent Advisor Alliance58,070$493K0.01%-30013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC52,759$448K<0.01%new13F-HRTimelineGroup
TCFG Investment Advisors, LLCgroup of 2 filers holding42,286$360K+20,561Timeline
AdvisorNet Financial, Inc42,162$358K0.02%+20013F-HRTimeline
Walser Wealth Management Company, A Ltd…10,914$92.7K0.04%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY526$4.47K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV452$3.84K<0.01%013F-HRTimeline
AE Wealth Management LLC277$2.35K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.258$2.19K<0.01%013F-HRTimeline
GeoWealth Management, LLC217$1.84K<0.01%+4013F-HRTimeline