Anfield US Equity Sector RotETF
13F holders, Q2 2024 (June 30)13holders
3new positions
3sold out
$16.36avg. 13F price*
At the end of Q2 2024, 13 institutions reported holding Anfield US Equity Sector Rot in their 13F filings, unchanged from Q1 2024. 3 opened new positions and 3 sold out. The largest holders were Foundations Investment Advisors, LLC ($74.8M), First International Bank & Trust ($18.3M) and Anfield Capital Management, LLC ($13.2M).
- Company
- Anfield US Equity Sector Rot
- Filed as
- TWO RDS SHARED TR (Q2 2024)
- CUSIP
- 90214Q733
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $727K |
| Exits | 3 | $756K |
All 13F filers, Q1 2024 → Q2 2024: 1,474,527 shares bought and 118,248 shares sold, net +1,356,279 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 13 holders
| Foundations Investment Advisors, LLC | 1.82% | Add +44.9% | 4,573,412 | $74.8M |
| First International Bank & Trust | 6.29% | Reduce -2.8% | 1,116,866 | $18.3M |
| Anfield Capital Management, LLC | 6.42% | Add +0.7% | 808,754 | $13.2M |
| Geneos Wealth Management Inc. | 0.31% | Add +1.8% | 430,002 | $7.0M |
| Mosley Wealth Management | 0.64% | Reduce -0.1% | 45,810 | $749K |
| Avior Wealth Management, LLC | 0.02% | Reduce -45.5% | 33,252 | $542K |
| Susquehanna International Group, LLP | 0.00% | New | 24,479 | $400K |
| Townsquare Capital LLC | 0.01% | Reduce -28.0% | 23,425 | $383K |
| Atria Investments, Inc | 0.00% | New | 19,719 | $323K |
| DecisionPoint Financial, LLC | 0.03% | No change | 5,841 | $95K |
| Osaic Holdings, Inc. | 0.00% | No change | 2,270 | $37K |
| Global Retirement Partners, LLC | 0.00% | New | 219 | $4K |
| UBS Group AG | 0.00% | Reduce -75.2% | 57 | $932 |
"% 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.