TWO RDS SHARED TR
ANFIELD US EQU · CUSIP 90214Q733
11
institutional holders
6.9m
shares reported held*
$73.0mreported value*
* 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 ≈ $10.55.
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.
| Holder | Stake |
|---|---|
| FOUNDATIONS INVESTMENT ADVISORS, LLC 13G · passive -3.6 pts · filed 2025-11-03 | 62.1% |
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| First International Bank & Trust 16.14% of their portfolio | 4.1m $42.9m | — |
| Foundations Investment Advisors, LLC 0.77% of their portfolio | 1.7m $17.6m | — |
| Geneos Wealth Management Inc. 0.26% of their portfolio | 355.2k $3.7m | — |
| Capital Wealth Alliance, LLC 2.50% of their portfolio | 285.1k $3.0m | — |
| Anfield Capital Management, LLC 1.34% of their portfolio | 265.6k $2.8m | — |
| Avior Wealth Management, LLC 0.14% of their portfolio | 157.1k $1.7m | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 94.5k $997.0k | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 20.6k $218.0k | — |
| UBS Group AG 0.00% of their portfolio | 5.1k $54.0k | — |
| Selective Wealth Management, Inc. 0.00% of their portfolio | 759 $8.0k | — |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | — |