|
|
|
On this page, we present all of the funds holding ADFI from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding ADFI, with a link to that fund's top holdings. The next columns
indicate the amount of ADFI stock held by each of the funds holding ADFI, followed by the ADFI position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 10 funds holding ADFI within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Foundations Investment Advisors LLC. For more details on the positions held by Foundations Investment Advisors LLC
(or by any of the other funds holding ADFI), click the fund name in the "Holder" column of the funds-holding-ADFI table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Foundations Investment Advisors LLC | 2,557,869 | $22,049 | 12/31/2023 | ADFI | 2,557,869 | $22,049 | 12/31/2023 | Anfield Capital Management LLC | 192,769 | $1,660 | 12/31/2023 | ADFI | 192,769 | $1,660 | 12/31/2023 | Concorde Asset Management LLC | 56,815 | $489 | 12/31/2023 | ADFI | 56,815 | $489 | 12/31/2023 | Mosley Wealth Management | 50,375 | $430 | 03/31/2024 | ADFI | 50,375 | $430 | 03/31/2024 | Provence Wealth Management Group | 26,315 | $227 | 12/31/2023 | ADFI | 26,315 | $227 | 12/31/2023 | Citadel Advisors LLC | 13,810 | $119 | 12/31/2023 | ADFI | 13,810 | $119 | 12/31/2023 | Coppell Advisory Solutions LLC | 9,663 | $83 | 12/31/2023 | ADFI | 9,663 | $83 | 12/31/2023 | Royal Bank of Canada | 5,240 | $45 | 12/31/2023 | ADFI | 5,240 | $45 | 12/31/2023 | UBS Group AG | 2,907 | $25 | 12/31/2023 | ADFI | 2,907 | $25 | 12/31/2023 | Geneos Wealth Management Inc. | 1,777 | $15 | 12/31/2023 | ADFI | 1,777 | $15 | 12/31/2023 | Proequities Inc. | 0 | $0 | 12/31/2023 | ADFI | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of ADFI
See Details: Top 10 Hedge Funds Holding ADFI
Also See: ADFI Holdings Changes
|
|