DOSSIER · 13F Holders · Q2 2026
ADFI

ANFIELD DYNAMIC FIXED INCOME ETF

17 institutions still hold ANFIELD DYNAMIC FIXED INCOME ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 90214Q725·17 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$51M
visible holders
Holders
17
filers reporting
Concentration
89.41%
FOUNDATIONS INVESTMENT ADVISORS, LLC #1
top holder share
AI Holders Summary · Q2 2026

17 institutions reported ADFI in Q2 2026. FOUNDATIONS INVESTMENT ADVISORS, LLC leads at 89.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$46M5.4M0.47%Q2 2026
02
Anfield Capital Management, LLC
CIK 0001602020
$2M216K0.50%Q1 2026
03
J.M. Arbour, LLC
CIK 0002099154
$2M188K1.38%Q2 2026
04
Independent Advisor Alliance
CIK 0001696899
$484K57K0.01%Q2 2026
05
CITADEL ADVISORS LLC
CIK 0001423053
$393K46K0.00%Q2 2026
06
AE Wealth Management LLC
CIK 0001697723
$280K33K0.00%Q2 2026
07
AdvisorNet Financial, Inc
CIK 0001409362
$225K26K0.01%Q2 2026
08
TCFG WEALTH MANAGEMENT, LLC
CIK 0001548059
$180K21K0.07%Q1 2026
09
TCFG Investment Advisors, LLC
CIK 0002121836
$176K21K0.06%Q2 2026
10
Mosley Wealth Management
CIK 0002011849
$161K19K0.05%Q2 2026
11
Walser Wealth Management Company, A Ltd Liability Co
CIK 0002112280
$93K11K0.04%Q2 2026
12
UBS Group AG
CIK 0001610520
$12K1K0.00%Q2 2026
13
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$4K4520.00%Q2 2026
14
GeoWealth Management, LLC
CIK 0001593387
$3K4050.00%Q2 2026
15
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$2K2580.00%Q2 2026
16
Motiv8 Investments LLC
CIK 0002024873
$2K1770.00%Q4 2025
17
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025
Insiders at ANFIELD DYNAMIC FIXED INCOME ETF
Lee Jin Han AlvinLim Kok Seong