Who Owns ADFI?
Anfield Dynamic Fixed Income ETF — Institutional Ownership & 13F Holdings
$8.54
+0.01 (+0.11%)
Market Cap
$51.1M
Shares Outstanding
5,923,928
Institutional Holders
12
Total Inst. Value
$7.8M
% of Float Held
—
QoQ Holder Change
+4
Institutional data as of Q1 2025
New Positions
3
Closed Positions
4
Increased
7
Decreased
2
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Anfield Capital Management, LLC | $1.9M | 227,002 |
| 2 | SLT Holdings LLC | $1.7M | 199,344 |
| 3 | GeoWealth Management, LLC | $1.6M | 190,424 |
| 4 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $655K | 5,371,907 |
| 5 | AdvisorNet Financial, IncNew | $652K | 76,629 |
| 6 | Independent Advisor Alliance | $517K | 60,830 |
| 7 | JANE STREET GROUP, LLCNew | $256K | 30,152 |
| 8 | Compound Planning, Inc. | $239K | 28,146 |
| 9 | Atria Investments, Inc | $194K | 22,790 |
| 10 | UBS Group AG | $63K | 7,370 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Anfield Capital Management, LLC | +22K | $1.9M |
| GeoWealth Management, LLC | +190K | $1.6M |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | +258K | $655K |
| AdvisorNet Financial, IncNew | +77K | $652K |
| Independent Advisor Alliance | +7K | $517K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| SLT Holdings LLC | -8K | $1.7M |
| Compound Planning, Inc. | -3K | $239K |
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Frequently Asked Questions
How many institutional investors hold ADFI?
As of Q1 2025, 12 institutional investors report holding ADFI (Anfield Dynamic Fixed Income ETF) in their 13F filings.
Which hedge fund owns the most ADFI?
The largest institutional holder of ADFI is Anfield Capital Management, LLC with $1.9M in shares.
Are institutions buying or selling ADFI?
This quarter, 3 institutions opened new positions in ADFI and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.