Anfield Dynamic Fixed Income ET

Historical 13F Holders

Symbol
ADFI
CUSIP
90214Q725
All holders as of
Q2 2026
Type
Equity
Class
ANFIELD DYNAMIC
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing for 90214Q725 since 12/18/2024, newest first.

Filer % of Class Filed
Foundations Investment Advisors, LLC 13G/A Amendment 6 91.3% 11/3/2025
Event 9/30/2025
Foundations Investment Advisors, LLC 13G/A Amendment 5 93.5% 7/29/2025
Event 6/30/2025
Foundations Investment Advisors, LLC 13G/A Amendment 4 95.1% 4/29/2025
Event 3/31/2025

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q2 14 5.84 M $49.6 M
2026 Q1 15 5.99 M $50.9 M
2025 Q4 15 5.36 M $46.0 M
2025 Q3 15 5.50 M $47.3 M
2025 Q2 15 6.01 M $51.3 M
2025 Q1 14 6.22 M $52.9 M
2024 Q4 13 5.72 M $48.0 M
2024 Q3 9 5.25 M $46.0 M
2024 Q2 7 5.01 M $42.6 M
2024 Q1 9 3.08 M $26.3 M
2023 Q4 11 2.93 M $25.3 M
2023 Q3 10 2.66 M $21.9 M
2023 Q2 8 2.43 M $20.5 M
2023 Q1 8 1.95 M $16.6 M
2022 Q4 8 1.69 M $14.1 M
2022 Q3 7 1.46 M $11.9 M
2022 Q2 7 1.37 M $11.7 M
2022 Q1 4 1.37 M $12.2 M
2021 Q4 6 1.24 M $11.7 M
2021 Q3 6 787 k $7.61 M
2021 Q2 6 1.09 M $10.7 M
2021 Q1 4 1.03 M $9.94 M
2020 Q4 3 246 k $2.45 M
2020 Q3 3 246 k $2.45 M