Anfield US Equity Sector RotETF
13F holders, Q3 2025 (September 30)21holders
1new positions
1sold out
$20.53avg. 13F price*
At the end of Q3 2025, 21 institutions reported holding Anfield US Equity Sector Rot in their 13F filings, unchanged from Q2 2025. 1 opened new positions and 1 sold out. The largest holders were Foundations Investment Advisors, LLC ($95.8M), Anfield Capital Management, LLC ($17.0M) and First International Bank & Trust ($14.7M).
- Company
- Anfield US Equity Sector Rot
- Filed as
- TWO RDS SHARED TR (Q3 2025)
- CUSIP
- 90214Q733
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $62K |
| Exits | 1 | $12K |
All 13F filers, Q2 2025 → Q3 2025: 63,861 shares bought and 520,533 shares sold, net −456,672 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| Foundations Investment Advisors, LLC | 1.39% | Reduce -6.2% | 4,656,109 | $95.8M |
| Anfield Capital Management, LLC | 5.01% | Add +1.5% | 827,053 | $17.0M |
| First International Bank & Trust | 5.12% | Reduce -4.1% | 715,906 | $14.7M |
| Geneos Wealth Management Inc. | 0.22% | Add +12.8% | 430,379 | $8.9M |
| XY Planning Network, Inc. | 1.53% | No change | 236,807 | $4.5M |
| GeoWealth Management, LLC | 0.08% | Reduce -8.1% | 105,688 | $2.2M |
| Independent Advisor Alliance | 0.04% | Reduce -17.0% | 73,386 | $1.5M |
| AdvisorNet Financial, Inc | 0.06% | Reduce -23.6% | 51,990 | $1.1M |
| SLT Holdings LLC | 0.44% | Reduce -76.5% | 31,690 | $652K |
| Atria Investments, Inc | 0.00% | Reduce -10.1% | 16,530 | $340K |
| Jane Street Group, LLC | 0.00% | Reduce -54.7% | 12,924 | $266K |
| Royal Bank of Canada | 0.00% | No change | 11,660 | $240K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 11,422 | $235K |
| Avior Wealth Management, LLC | 0.01% | Reduce -1.9% | 10,321 | $210K |
| DecisionPoint Financial, LLC | 0.03% | No change | 5,841 | $120K |
| AE Wealth Management LLC | 0.00% | Reduce -56.1% | 3,250 | $67K |
| JPMorgan Chase & Co. | 0.00% | New | 2,996 | $62K |
| Osaic Holdings, Inc. | 0.00% | No change | 2,274 | $47K |
| UBS Group AG | 0.00% | Reduce -93.5% | 1,162 | $24K |
| Harbour Investments, Inc. | 0.00% | No change | 518 | $11K |
| Global Retirement Partners, LLC | 0.00% | No change | 219 | $5K |
"% 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.