Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF include XY Planning Network, Inc., and Harbour Investments, Inc. .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 68,024 | 0.46 | 1,289 | 15.50 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 518 | 10 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 236,807 | 4,487 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 28,529 | 117.66 | 541 | 150.00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 619 | 12 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 17,784 | 109.40 | 337 | 140.71 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 7,410 | 26.62 | 140 | 45.83 |
