Anfield US Equity Sector RotETF
13F holders, Q1 2024 (March 31)13holders
$15.57avg. 13F price*
At the end of Q1 2024, 13 institutions reported holding Anfield US Equity Sector Rot in their 13F filings. The largest holders were Foundations Investment Advisors, LLC ($49.1M), First International Bank & Trust ($17.9M) and Anfield Capital Management, LLC ($12.5M).
- Company
- Anfield US Equity Sector Rot
- Filed as
- TWO RDS SHARED TR (Q1 2024)
- CUSIP
- 90214Q733
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $528K |
| Exits | 5 | $2.6M |
Ownership 13 holders
| Foundations Investment Advisors, LLC | 1.29% | Add +6.1% | 3,156,094 | $49.1M |
| First International Bank & Trust | 6.18% | Reduce -38.5% | 1,149,538 | $17.9M |
| Anfield Capital Management, LLC | 6.03% | Reduce -2.2% | 803,557 | $12.5M |
| Geneos Wealth Management Inc. | 0.30% | Add +4.3% | 422,407 | $6.6M |
| Avior Wealth Management, LLC | 0.04% | Reduce -12.4% | 60,960 | $948K |
| Mosley Wealth Management | 0.67% | Reduce -18.9% | 45,850 | $714K |
| Townsquare Capital LLC | 0.01% | Reduce -6.2% | 32,515 | $506K |
| Jane Street Group, LLC | 0.00% | New | 30,058 | $468K |
| AE Wealth Management LLC | 0.00% | Reduce -15.6% | 16,913 | $263K |
| DecisionPoint Financial, LLC | 0.03% | No change | 5,841 | $88K |
| Osaic Holdings, Inc. | 0.00% | New | 2,270 | $35K |
| HM Payson & Co. | 0.00% | New | 1,594 | $25K |
| UBS Group AG | 0.00% | Reduce -84.4% | 230 | $4K |
"% of holder's portfolio" is ANFIELD US EQUITY SECTOR ROT's weight in each manager's 13F, not the share of Anfield US Equity Sector Rot the manager owns.