Vault-13

TWO RDS SHARED TR

ANFIELD US EQU · CUSIP 90214Q733

8 institutional holders -13 vs Q1 2026
1,064,9881.1m shares reported held*
$21.8mreported value*
1 new 0 added 5 reduced 13 sold out net sold ≈ $121.7m (-5.9m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $20.44.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0102030Q3 22: 11Q4 22: 12Q1 23: 12Q2 23: 12Q3 23: 13Q4 23: 19Q1 24: 14Q2 24: 14Q3 24: 15Q4 24: 19Q1 25: 20Q2 25: 22Q3 25: 21Q4 25: 22Q1 26: 21Q2 26: 88Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202211
Q4 202212
Q1 202312
Q2 202312
Q3 202313
Q4 202319
Q1 202414
Q2 202414
Q3 202415
Q4 202419
Q1 202520
Q2 202522
Q3 202521
Q4 202522
Q1 202621
Q2 20268

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q3 24: 5 bought or addedQ3 24: 7 cut or sold outQ4 24: 8 bought or addedQ4 24: 7 cut or sold outQ4 24Q1 25: 11 bought or addedQ1 25: 4 cut or sold outQ2 25: 8 bought or addedQ2 25: 12 cut or sold outQ2 25Q3 25: 3 bought or addedQ3 25: 13 cut or sold outQ4 25: 7 bought or addedQ4 25: 10 cut or sold outQ4 25Q1 26: 13 bought or addedQ1 26: 3 cut or sold outQ2 26: 1 bought or addedQ2 26: 18 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202457
Q4 202487
Q1 2025114
Q2 2025812
Q3 2025313
Q4 2025710
Q1 2026133
Q2 2026118

Biggest buyers

HIGHLINE WEALTH PARTNERS LLC New +31,891+31.9k

Biggest sellers

Foundations Investment Advisors, LLC Sold out -5,381,458-5.4m
XY Planning Network, Inc. Sold out -233,715-233.7k
J.M. Arbour, LLC Sold out -116,817-116.8k
Wealth Enhancement Trust Services, Inc. Reduced -32,084-32.1k
SLT Holdings LLC Sold out -26,567-26.6k
Mosley Wealth Management Reduced -24,781-24.8k
Walser Wealth Management Company, A Ltd Liability Co Sold out -15,718-15.7k
ROYAL BANK OF CANADA Sold out -11,660-11.7k
LPL Financial LLC Sold out -11,515-11.5k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Sold out -11,512-11.5k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
FOUNDATIONS INVESTMENT ADVISORS, LLC 13G · passive -3.6 pts · filed 2025-11-03 62.1% -3.6 pts 4.7m 2025-11-03

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Geneos Wealth Management Inc. 0.21% of their portfolio ENGLEWOOD, CO 508,172508.2k $10.2m $10.2m 0.21% Reduced -5.4k -5,368
2 Wealth Enhancement Trust Services, Inc. 0.90% of their portfolio SIOUX FALLS, SD 390,023390.0k $8.1m $8.1m 0.90% Reduced -32.1k -32,084
3 Independent Advisor Alliance 0.03% of their portfolio CHARLOTTE, NC 69,70069.7k $1.4m $1.4m 0.03% Reduced -2.0k -1,977
4 AdvisorNet Financial, Inc 0.05% of their portfolio MINNETONKA, MN 51,85251.9k $1.1m $1.1m 0.05% Reduced -9.3k -9,275
5 HIGHLINE WEALTH PARTNERS LLC 0.14% of their portfolio SHERMAN OAKS, CA 31,89131.9k $661.7k $661.7k 0.14% New
6 Mosley Wealth Management 0.08% of their portfolio ANAHEIM, CA 11,92411.9k $247.4k $247.4k 0.08% Reduced -24.8k -24,781
7 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 908908 $18.8k $18.8k 0.00% Unchanged
8 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 518518 $10.7k $10.7k 0.00% Unchanged