Anfield US Equity Sector RotETF
13F holders, Q4 2025 (December 31)22holders +1
2new positions
4sold out
$16.97avg. 13F price*
At the end of Q4 2025, 22 institutions reported holding Anfield US Equity Sector Rot in their 13F filings, up 1 from Q3 2025. 2 opened new positions and 4 sold out. The largest holders were Foundations Investment Advisors, LLC ($79.3M), Anfield Capital Management, LLC ($16.2M) and Geneos Wealth Management Inc. ($8.6M).
- Company
- Anfield US Equity Sector Rot
- Filed as
- TWO RDS SHARED TR (Q4 2025)
- CUSIP
- 90214Q733
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $22K |
| Exits | 4 | $562K |
All 13F filers, Q3 2025 → Q4 2025: 233,591 shares bought and 152,917 shares sold, net +80,674 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 22 holders
| Foundations Investment Advisors, LLC | 1.04% | Add +0.5% | 4,677,074 | $79.3M |
| Anfield Capital Management, LLC | 5.11% | Add +15.4% | 954,848 | $16.2M |
| Geneos Wealth Management Inc. | 0.21% | Add +17.3% | 505,013 | $8.6M |
| Wealth Enhancement Trust Services, Inc. | 0.94% | — | 440,668 | $7.5M |
| XY Planning Network, Inc. | 0.69% | Reduce -1.3% | 233,715 | $4.0M |
| J.M. Arbour, LLC | 1.77% | — | 104,649 | $1.8M |
| Independent Advisor Alliance | 0.03% | Reduce -12.6% | 64,163 | $1.1M |
| AdvisorNet Financial, Inc | 0.05% | Add +16.0% | 60,329 | $1.0M |
| Mosley Wealth Management | 0.35% | — | 36,699 | $765K |
| SLT Holdings LLC | 0.31% | Reduce -14.4% | 27,130 | $460K |
| Atria Investments, Inc | 0.00% | Reduce -11.7% | 14,590 | $247K |
| Royal Bank of Canada | 0.00% | No change | 11,660 | $198K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 11,422 | $194K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.09% | — | 10,309 | $175K |
| DecisionPoint Financial, LLC | 0.02% | No change | 5,841 | $99K |
| Osaic Holdings, Inc. | 0.00% | Add +23.1% | 2,799 | $47K |
| AE Wealth Management LLC | 0.00% | Reduce -44.2% | 1,813 | $31K |
| Creative Financial Designs Inc. | 0.00% | New | 908 | $15K |
| Harbour Investments, Inc. | 0.00% | No change | 518 | $9K |
| GeoWealth Management, LLC | 0.00% | Reduce -99.6% | 426 | $7K |
| Motiv8 Investments LLC | 0.00% | New | 425 | $7K |
| 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.