Anfield US Equity Sector RotETF
13F holders, Q4 2024 (December 31)18holders +4
4new positions
1sold out
$17.29avg. 13F price*
At the end of Q4 2024, 18 institutions reported holding Anfield US Equity Sector Rot in their 13F filings, up 4 from Q3 2024. 4 opened new positions and 1 sold out. The largest holders were Foundations Investment Advisors, LLC ($85.7M), First International Bank & Trust ($18.3M) and Anfield Capital Management, LLC ($14.0M).
- Company
- Anfield US Equity Sector Rot
- Filed as
- TWO RDS SHARED TR (Q4 2024)
- CUSIP
- 90214Q733
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.7M |
| Exits | 1 | $39K |
All 13F filers, Q3 2024 → Q4 2024: 228,127 shares bought and 32,868 shares sold, net +195,259 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Foundations Investment Advisors, LLC | 1.66% | Add +2.6% | 4,959,183 | $85.7M |
| First International Bank & Trust | 5.92% | Reduce -1.6% | 1,057,748 | $18.3M |
| Anfield Capital Management, LLC | 5.10% | Add +0.5% | 812,756 | $14.0M |
| Geneos Wealth Management Inc. | 0.25% | Reduce -0.5% | 420,974 | $7.3M |
| SLT Holdings LLC | 2.50% | — | 149,027 | $2.6M |
| Independent Advisor Alliance | 0.02% | New | 91,274 | $1.6M |
| Mosley Wealth Management | 0.46% | Reduce -3.9% | 42,053 | $749K |
| Avior Wealth Management, LLC | 0.01% | Reduce -26.2% | 21,429 | $369K |
| Atria Investments, Inc | 0.00% | Reduce -1.5% | 19,055 | $329K |
| Townsquare Capital LLC | 0.00% | Reduce -8.7% | 18,349 | $317K |
| Jane Street Group, LLC | 0.00% | Add +2.8% | 12,905 | $223K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 11,422 | $197K |
| DecisionPoint Financial, LLC | 0.03% | No change | 5,841 | $101K |
| AE Wealth Management LLC | 0.00% | New | 4,787 | $83K |
| Tucker Asset Management LLC | 0.02% | New | 3,902 | $67K |
| UBS Group AG | 0.00% | Add +21.0% | 432 | $7K |
| Global Retirement Partners, LLC | 0.00% | No change | 219 | $4K |
| GeoWealth Management, LLC | 0.00% | New | 62 | $1K |
"% 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.