Two RDS Shared TRETF
13F holders, Q1 2025 (March 31)4holders
1new positions
1sold out
$10.24avg. 13F price*
At the end of Q1 2025, 4 institutions reported holding Two RDS Shared TR in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were Foundations Investment Advisors, LLC ($14.2M), GeoWealth Management, LLC ($8.8M) and Anfield Capital Management, LLC ($467K).
- Company
- Two RDS Shared TR
- CUSIP
- 90214Q535
- Latest filing quarter
- Q1 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $19K |
| Exits | 1 | $187K |
All 13F filers, Q4 2024 → Q1 2025: 386,667 shares bought and 93,943 shares sold, net +292,724 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Foundations Investment Advisors, LLC | 0.26% | Add +38.5% | 1,383,984 | $14.2M |
| GeoWealth Management, LLC | 0.35% | Reduce -8.1% | 855,238 | $8.8M |
| Anfield Capital Management, LLC | 0.17% | No change | 45,606 | $467K |
| UBS Group AG | 0.00% | New | 1,886 | $19K |
"% of holder's portfolio" is TWO RDS SHARED TR's weight in each manager's 13F, not the share of Two RDS Shared TR the manager owns.