Anfield US Equity Sector RotETF
13F holders, Q1 2025 (March 31)19holders +1
3new positions
0sold out
$16.49avg. 13F price*
At the end of Q1 2025, 19 institutions reported holding Anfield US Equity Sector Rot in their 13F filings, up 1 from Q4 2024. 3 opened new positions and 0 sold out. The largest holders were Foundations Investment Advisors, LLC ($84.6M), First International Bank & Trust ($16.5M) and Anfield Capital Management, LLC ($13.7M).
- Company
- Anfield US Equity Sector Rot
- Filed as
- TWO RDS SHARED TR (Q1 2025)
- CUSIP
- 90214Q733
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.4M |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 401,846 shares bought and 95,794 shares sold, net +306,052 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| Foundations Investment Advisors, LLC | 1.56% | Add +3.4% | 5,127,474 | $84.6M |
| First International Bank & Trust | 5.21% | Reduce -5.5% | 999,859 | $16.5M |
| Anfield Capital Management, LLC | 5.07% | Add +2.5% | 832,643 | $13.7M |
| Geneos Wealth Management Inc. | 0.22% | Reduce -6.9% | 391,891 | $6.5M |
| SLT Holdings LLC | 2.36% | Reduce -3.4% | 143,947 | $2.4M |
| GeoWealth Management, LLC | 0.08% | Add +194146.8% | 120,433 | $2.0M |
| Independent Advisor Alliance | 0.05% | Reduce -0.2% | 91,127 | $1.5M |
| AdvisorNet Financial, Inc | 0.08% | New | 67,712 | $1.1M |
| Atria Investments, Inc | 0.00% | Add +0.3% | 19,104 | $315K |
| Townsquare Capital LLC | 0.00% | No change | 18,349 | $303K |
| Avior Wealth Management, LLC | 0.01% | Reduce -16.8% | 17,834 | $293K |
| Jane Street Group, LLC | 0.00% | Add +1.6% | 13,107 | $216K |
| Royal Bank of Canada | 0.00% | New | 11,660 | $192K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 11,422 | $188K |
| UBS Group AG | 0.00% | Add +1866.0% | 8,493 | $140K |
| AE Wealth Management LLC | 0.00% | Add +22.3% | 5,852 | $96K |
| DecisionPoint Financial, LLC | 0.03% | No change | 5,841 | $96K |
| Osaic Holdings, Inc. | 0.00% | New | 4,548 | $75K |
| Tucker Asset Management LLC | 0.02% | No change | 3,902 | $64K |
"% 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.