Who Owns Anfield Dynamic Fixed Income ETF (ADFI)?Hedge Fund & Institutional Holders

$8.49-0.01 (-0.12%)Financial ServicesBATS

Institutional Holders

17

as of Q4 2025

Total Institutional Value

$3.7000300018441454e+30T

% of Float Held

—

QoQ Change in Holders

+7 / -3

Price History

$8.25$8.40$8.55$8.71$8.86Aug 24Jun 25Mar 26

ADFI — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
FOUNDATIONS INVESTMENT ADVISORS, LLCNew Position+4.8M+$40.0M
J.M. Arbour, LLCNew Position+170K+$1.5M
Mosley Wealth ManagementNew Position+62K+$536K
Independent Advisor AllianceNew Position+58K+$500K
TUCKER ASSET MANAGEMENT LLCNew Position+4K+$33K
CREATIVE FINANCIAL DESIGNS INC /ADVNew Position+452+$3K
AE Wealth Management LLCNew Position+277+$2K
UBS Group AGIncreased+2K+$-837K
AdvisorNet Financial, IncIncreased+441+$-356.7M

ADFI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Anfield Capital Management, LLCDecreased-6K-$1.9B
GeoWealth Management, LLCDecreased-170K-$1.5B
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-31K-$262.4M
Atria Investments, IncDecreased-3K-$188.7M
JANE STREET GROUP, LLCDecreased-4K-$164.8M
CITADEL ADVISORS LLCClosed Position-13K-$110.2M
Fisher Asset Management, LLCClosed Position-11K-$97.0M
TCFG WEALTH MANAGEMENT, LLCDecreased-170K-$22.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1FOUNDATIONS INVESTMENT ADVISORS, LLC4,375,217$37.0M0.48%Share
2FOUNDATIONS INVESTMENT ADVISORS, LLC379,667$3.0M0.04%Share
3Anfield Capital Management, LLC215,153$1.8M0.58%Share
4J.M. Arbour, LLC168,833$1.4M1.44%Share
5Mosley Wealth Management62,302$536K0.25%Share
6Independent Advisor Alliance58,370$500K0.01%Share
7AdvisorNet Financial, Inc41,962$359K0.02%Share
8TCFG WEALTH MANAGEMENT, LLC21,725$186K0.07%Share
9TUCKER ASSET MANAGEMENT LLC3,946$33K0.01%Share
10UBS Group AG1,709$14K0.00%Share
11J.M. Arbour, LLC961$8K0.01%Share
12CREATIVE FINANCIAL DESIGNS INC /ADV452$3K0.00%Share
13AE Wealth Management LLC277$2K0.00%Share
14HARBOUR INVESTMENTS, INC.258$2K0.00%Share
15Atria Investments, Inc19,360$00.00%Share
16JANE STREET GROUP, LLC14,985$00.00%Share
17GeoWealth Management, LLC177$00.00%Share

ADFI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202515$44.9M+4
Q3 202511$4.6B-2
Q2 202513$49.7B+1
Q1 202512$52.9B-1
Q4 202413$43.2T+7
Q3 20246$43.6T+1
Q2 20245$40.0T-3
Q1 20248$25.8T—

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As of Q4 2025, 17 institutional investors hold ADFI (Anfield Dynamic Fixed Income ETF). The largest holder is FOUNDATIONS INVESTMENT ADVISORS, LLC with $37.0M in shares. This quarter, 7 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own ADFI?

As of Q4 2025, 17 institutional investors report holding ADFI (Anfield Dynamic Fixed Income ETF) in their 13F filings.

Who is the largest institutional holder of ADFI?

The largest institutional holder of ADFI is FOUNDATIONS INVESTMENT ADVISORS, LLC with $37.0M in shares.

Is institutional ownership of ADFI increasing or decreasing?

This quarter, 7 institutions opened new positions in ADFI and 3 closed their positions.