Two RDS Shared TRETF
13F holders, Q2 2024 (June 30)4holders +1
1new positions
0sold out
$12.66avg. 13F price*
At the end of Q2 2024, 4 institutions reported holding Two RDS Shared TR in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were GeoWealth Management, LLC ($9.3M), Foundations Investment Advisors, LLC ($7.7M) and Anfield Capital Management, LLC ($553K).
- Company
- Two RDS Shared TR
- CUSIP
- 90214Q543
- Latest filing quarter
- Q1 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $553K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 105,136 shares bought and 60,978 shares sold, net +44,158 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| GeoWealth Management, LLC | 0.41% | Reduce -7.4% | 737,498 | $9.3M |
| Foundations Investment Advisors, LLC | 0.19% | Add +11.3% | 605,011 | $7.7M |
| Anfield Capital Management, LLC | 0.27% | New | 43,649 | $553K |
| Susquehanna International Group, LLP | 0.00% | Reduce -7.3% | 25,866 | $327K |
"% 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.