ADFI

Anfield Dynamic Fixed Income$8.46 0.52%
UnclassifiedUSCUSIP 90214Q725· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
4
-1 QoQ
13F Value (tracked)
$46.0M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)4 adding · 0 trimming
Insider net (180d)$0

Price & smart-money activity

$8.46 0.52%5Y -13.0%
$7.92$8.42$8.92$9.42$9.92202120222023202420252026222222342524254
Hover for who · click for detailEnd-of-day closing prices52w $8.38 – $8.69
Build

Use ADFI data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns ADFI

This stock page is the Follow view. The Build view lets your agent query ADFI owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/ADFI"
Ask your agent
Use Arkolith to show who owns ADFI,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

4 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1FOUNDATIONS INVESTMENT ADVISORS, LLC
$45.2M
5.3M
+12%
Added · +573K sh
Q1 2026
2CITADEL ADVISORS LLC
$448K
53K
New
+53K sh
Q1 2026
3AdvisorNet Financial, Inc
$358K
42K
+0.5%
Added · +200 sh
Q1 2026
4GeoWealth Management, LLC
$2K
217
+23%
Added · +40 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
1
funds
Added
3
funds
Reduced
0
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

8 funds+4 since Q2 2022
0611Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $46.1M

Funds that own ADFI also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA5 funds$3.5B
ISHARES CORE S&P 500 ETFIVV5 funds$2.9B
AMAZON.COM INCAMZN5 funds$1.8B
MICRON TECHNOLOGY INCMU5 funds$1.6B
APPLE INCAAPL5 funds$1.5B
TAIWAN SEMICONDUCTOR-SP ADRTSM5 funds$1.4B
META PLATFORMS INC-CLASS AMETA5 funds$1.1B
MICROSOFT CORPMSFT5 funds$1.1B
BROADCOM INCAVGO5 funds$1.0B
ALPHABET INC-CL AGOOGL5 funds$922.6M
TESLA INCTSLA5 funds$808.9M
JPMORGAN CHASE & COJPM5 funds$798.6M

Ranked by how many of ADFI's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ADFI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.