Anfield US Equity Sector RotETF
13F holders, Q1 2026 (March 31)21holders −1
2new positions
1sold out
$16.76avg. 13F price*
At the end of Q1 2026, 21 institutions reported holding Anfield US Equity Sector Rot in their 13F filings, down 1 from Q4 2025. 2 opened new positions and 1 sold out. The largest holders were Foundations Investment Advisors, LLC ($90.0M), Anfield Capital Management, LLC ($16.0M) and Geneos Wealth Management Inc. ($8.6M).
- Company
- Anfield US Equity Sector Rot
- Filed as
- TWO RDS SHARED TR (Q1 2026)
- CUSIP
- 90214Q733
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $199K |
| Exits | 1 | $247K |
All 13F filers, Q4 2025 → Q1 2026: 755,022 shares bought and 33,714 shares sold, net +721,308 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| Foundations Investment Advisors, LLC | 1.12% | Add +15.1% | 5,381,458 | $90.0M |
| Anfield Capital Management, LLC | 4.41% | Add +0.3% | 958,218 | $16.0M |
| Geneos Wealth Management Inc. | 0.20% | Add +1.7% | 513,540 | $8.6M |
| Wealth Enhancement Trust Services, Inc. | 0.85% | Reduce -4.2% | 422,107 | $7.1M |
| XY Planning Network, Inc. | 0.64% | No change | 233,715 | $4.0M |
| J.M. Arbour, LLC | 1.88% | Add +11.6% | 116,817 | $2.0M |
| Independent Advisor Alliance | 0.01% | Add +11.7% | 71,677 | $1.2M |
| AdvisorNet Financial, Inc | 0.05% | Add +1.3% | 61,127 | $1.0M |
| Mosley Wealth Management | 0.34% | Add +0.0% | 36,705 | $755K |
| SLT Holdings LLC | 0.31% | Reduce -2.1% | 26,567 | $444K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.12% | Add +52.5% | 15,718 | $263K |
| Royal Bank of Canada | 0.00% | No change | 11,660 | $195K |
| LPL Financial LLC | 0.00% | New | 11,515 | $193K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.8% | 11,512 | $193K |
| DecisionPoint Financial, LLC | 0.02% | No change | 5,841 | $98K |
| Osaic Holdings, Inc. | 0.00% | No change | 2,799 | $47K |
| AE Wealth Management LLC | 0.00% | Add +31.7% | 2,388 | $40K |
| Creative Financial Designs Inc. | 0.00% | No change | 908 | $15K |
| GeoWealth Management, LLC | 0.00% | Add +63.1% | 695 | $12K |
| Harbour Investments, Inc. | 0.00% | No change | 518 | $9K |
| Morgan Stanley | 0.00% | New | 397 | $7K |
"% 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.