Anfield US Equity Sector RotETF
13F holders, Q3 2024 (September 30)14holders +1
2new positions
1sold out
$16.99avg. 13F price*
At the end of Q3 2024, 14 institutions reported holding Anfield US Equity Sector Rot in their 13F filings, up 1 from Q2 2024. 2 opened new positions and 1 sold out. The largest holders were Foundations Investment Advisors, LLC ($82.2M), First International Bank & Trust ($18.3M) and Anfield Capital Management, LLC ($13.7M).
- Company
- Anfield US Equity Sector Rot
- Filed as
- TWO RDS SHARED TR (Q3 2024)
- CUSIP
- 90214Q733
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $407K |
| Exits | 1 | $400K |
All 13F filers, Q2 2024 → Q3 2024: 286,373 shares bought and 83,347 shares sold, net +203,026 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| Foundations Investment Advisors, LLC | 1.73% | Add +5.7% | 4,835,203 | $82.2M |
| First International Bank & Trust | 5.85% | Reduce -3.8% | 1,074,855 | $18.3M |
| Anfield Capital Management, LLC | 5.24% | Add +0.0% | 809,064 | $13.7M |
| Geneos Wealth Management Inc. | 0.27% | Reduce -1.6% | 423,137 | $7.2M |
| Mosley Wealth Management | 0.52% | Reduce -4.5% | 43,763 | $761K |
| Avior Wealth Management, LLC | 0.02% | Reduce -12.7% | 29,027 | $492K |
| Townsquare Capital LLC | 0.00% | Reduce -14.3% | 20,087 | $341K |
| Atria Investments, Inc | 0.00% | Reduce -1.9% | 19,337 | $329K |
| Jane Street Group, LLC | 0.00% | New | 12,550 | $213K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 11,422 | $194K |
| DecisionPoint Financial, LLC | 0.03% | No change | 5,841 | $99K |
| Osaic Holdings, Inc. | 0.00% | No change | 2,270 | $39K |
| UBS Group AG | 0.00% | Add +526.3% | 357 | $6K |
| Global Retirement Partners, LLC | 0.00% | No change | 219 | $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.