Anfield US Equity Sector RotETF
13F holders, Q2 2025 (June 30)21holders +2
3new positions
2sold out
$18.95avg. 13F price*
At the end of Q2 2025, 21 institutions reported holding Anfield US Equity Sector Rot in their 13F filings, up 2 from Q1 2025. 3 opened new positions and 2 sold out. The largest holders were Foundations Investment Advisors, LLC ($94.1M), Anfield Capital Management, LLC ($15.4M) and First International Bank & Trust ($14.1M).
- Company
- Anfield US Equity Sector Rot
- Filed as
- TWO RDS SHARED TR (Q2 2025)
- CUSIP
- 90214Q733
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $4.5M |
| Exits | 2 | $367K |
All 13F filers, Q1 2025 → Q2 2025: 264,527 shares bought and 495,147 shares sold, net −230,620 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| Foundations Investment Advisors, LLC | 1.49% | Reduce -3.2% | 4,963,664 | $94.1M |
| Anfield Capital Management, LLC | 5.11% | Reduce -2.1% | 814,943 | $15.4M |
| First International Bank & Trust | 4.92% | Reduce -25.4% | 746,296 | $14.1M |
| Geneos Wealth Management Inc. | 0.18% | Reduce -2.6% | 381,624 | $7.2M |
| XY Planning Network, Inc. | 1.53% | New | 236,807 | $4.5M |
| SLT Holdings LLC | 1.96% | Reduce -6.3% | 134,885 | $2.6M |
| GeoWealth Management, LLC | 0.09% | Reduce -4.5% | 114,955 | $2.2M |
| Independent Advisor Alliance | 0.05% | Reduce -3.0% | 88,421 | $1.7M |
| AdvisorNet Financial, Inc | 0.08% | Add +0.5% | 68,024 | $1.3M |
| Jane Street Group, LLC | 0.00% | Add +117.7% | 28,529 | $541K |
| Atria Investments, Inc | 0.00% | Reduce -3.8% | 18,379 | $348K |
| UBS Group AG | 0.00% | Add +109.4% | 17,784 | $337K |
| Royal Bank of Canada | 0.00% | No change | 11,660 | $221K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 11,422 | $216K |
| Avior Wealth Management, LLC | 0.01% | Reduce -41.0% | 10,523 | $198K |
| AE Wealth Management LLC | 0.00% | Add +26.6% | 7,410 | $140K |
| DecisionPoint Financial, LLC | 0.03% | No change | 5,841 | $111K |
| Osaic Holdings, Inc. | 0.00% | Reduce -50.0% | 2,274 | $43K |
| Morgan Stanley | 0.00% | New | 619 | $12K |
| Harbour Investments, Inc. | 0.00% | New | 518 | $10K |
| Global Retirement Partners, LLC | 0.00% | — | 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.