Two RDS Shared TRETF
13F holders, Q4 2024 (December 31)4holders −2
0new positions
2sold out
$10.23avg. 13F price*
At the end of Q4 2024, 4 institutions reported holding Two RDS Shared TR in their 13F filings, down 2 from Q3 2024. 0 opened new positions and 2 sold out. The largest holders were Foundations Investment Advisors, LLC ($10.2M), GeoWealth Management, LLC ($9.5M) 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $298K |
All 13F filers, Q3 2024 → Q4 2024: 1,852,732 shares bought and 24,453 shares sold, net +1,828,279 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Foundations Investment Advisors, LLC | 0.20% | Add +2047.5% | 999,203 | $10.2M |
| GeoWealth Management, LLC | 0.31% | Add +2919.4% | 930,888 | $9.5M |
| Anfield Capital Management, LLC | 0.17% | No change | 45,606 | $467K |
| Susquehanna International Group, LLP | 0.00% | Reduce -4.4% | 18,293 | $187K |
"% 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.