Two RDS Shared TRETF
13F holders, Q1 2025 (March 31)5holders
1new positions
1sold out
$12.77avg. 13F price*
At the end of Q1 2025, 5 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 ($674K), Anfield Capital Management, LLC ($557K) and GeoWealth Management, LLC ($425K).
- Company
- Two RDS Shared TR
- CUSIP
- 90214Q543
- Latest filing quarter
- Q1 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $259K |
| Exits | 1 | $157K |
All 13F filers, Q4 2024 → Q1 2025: 38,162 shares bought and 12,528 shares sold, net +25,634 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Foundations Investment Advisors, LLC | 0.01% | Add +51.5% | 52,742 | $674K |
| Anfield Capital Management, LLC | 0.21% | No change | 43,649 | $557K |
| GeoWealth Management, LLC | 0.02% | Reduce -3.3% | 33,287 | $425K |
| Susquehanna International Group, LLP | 0.00% | New | 20,243 | $259K |
| UBS Group AG | 0.00% | Reduce -5.6% | 944 | $12K |
"% 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.