TWO RDS SHARED TR ANFIELD DYNAMIC

TWO RDS SHARED TR ANFIELD DYNAMIC is a security (CUSIP 90214Q725) tracked across SEC portfolio filings. 17 institutional managers reported $50.6M on Form 13F as of 2026-06-30.

Summary

Top institutional holders (Form 13F)

Showing 15 of 17 managers by value.

ManagerLocationValueShares
Foundations Investment Advisors, LLCPHOENIX, AZ$45.2M5,327,856
Anfield Capital Management, LLCNEWPORT BEACH, CA$1.8M215,702
J.M. Arbour, LLCGardiner, ME$1.5M175,271
Independent Advisor AllianceCHARLOTTE, NC$493K58,070
CITADEL ADVISORS LLCMIAMI, FL$448K52,759
AE Wealth Management LLCTOPEKA, KS$280K33,025
AdvisorNet Financial, IncMINNETONKA, MN$225K26,488
TCFG WEALTH MANAGEMENT, LLCLAGUNA NIGUEL, CA$180K21,143
TCFG Investment Advisors, LLCLAGUNA NIGUEL, CA$176K20,680
Mosley Wealth ManagementANAHEIM, CA$161K18,964
Walser Wealth Management Company, A Ltd Liability CoTAMPA, FL$93K10,923
MORGAN STANLEYNEW YORK, NY$4K526
CREATIVE FINANCIAL DESIGNS INC /ADVKOKOMO, IN$4K452
GeoWealth Management, LLCCHICAGO, IL$3K405
HARBOUR INVESTMENTS, INC.MADISON, WI$2K258

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