ADFI(ADFI)
ADFI
Institutional Ownership
Top 15 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Foundations Investment Advisors, LLC | 5.33M | Mar 31, 26 | +572.97K | 87.69% |
| Anfield Capital Management, LLC | 215.70K | Mar 31, 26 | +549 | 3.55% |
| Independent Advisor Alliance | 58.07K | Mar 31, 26 | -300 | 0.96% |
| CITADEL ADVISORS LLC | 52.76K | Mar 31, 26 | +52.76K | 0.87% |
| TCFG WEALTH MANAGEMENT, LLC | 21.14K | Mar 31, 26 | -582 | 0.35% |
| MORGAN STANLEY | 526 | Mar 31, 26 | +526 | 0.01% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 452 | Mar 31, 26 | -- | 0.01% |
| AE Wealth Management LLC | 277 | Mar 31, 26 | -- | 0.00% |
| HARBOUR INVESTMENTS, INC. | 258 | Mar 31, 26 | -- | 0.00% |
| GeoWealth Management, LLC | 217 | Mar 31, 26 | +40 | 0.00% |
| Atria Investments, Inc | -- | Mar 31, 26 | -19.36K | -- |
| JANE STREET GROUP, LLC | -- | Mar 31, 26 | -14.98K | -- |
| UBS Group AG | -- | Mar 31, 26 | -1.71K | -- |
| Motiv8 Investments LLC | 177 | Dec 31, 25 | +177 | 0.00% |
| PROVENCE WEALTH MANAGEMENT GROUP | 26.32K | Dec 31, 23 | -3.57K | 0.43% |