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Funds Holding ADFI

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Foundations Investment Advisors LLC2,557,869$22,049 12/31/2023
     ADFI2,557,869$22,049 12/31/2023
Anfield Capital Management LLC192,769$1,660 12/31/2023
     ADFI192,769$1,660 12/31/2023
Concorde Asset Management LLC56,815$489 12/31/2023
     ADFI56,815$489 12/31/2023
Mosley Wealth Management50,375$430 03/31/2024
     ADFI50,375$430 03/31/2024
Provence Wealth Management Group26,315$227 12/31/2023
     ADFI26,315$227 12/31/2023
Citadel Advisors LLC13,810$119 12/31/2023
     ADFI13,810$119 12/31/2023
Coppell Advisory Solutions LLC9,663$83 12/31/2023
     ADFI9,663$83 12/31/2023
Royal Bank of Canada5,240$45 12/31/2023
     ADFI5,240$45 12/31/2023
UBS Group AG2,907$25 12/31/2023
     ADFI2,907$25 12/31/2023
Geneos Wealth Management Inc.1,777$15 12/31/2023
     ADFI1,777$15 12/31/2023
Proequities Inc.0$0 12/31/2023
     ADFI0$0 12/31/2023

See Summary: Institutional Holders of ADFI
See Details: Top 10 Hedge Funds Holding ADFI
Also See: ADFI Holdings Changes

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