Two RDS Shared TRETF
13F holders, Q1 2025 (March 31)5holders
1new positions
1sold out
1famous investor
$12.04avg. 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 ($677K), Anfield Capital Management, LLC ($540K) and GeoWealth Management, LLC ($423K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Two RDS Shared TR
- CUSIP
- 90214Q550
- Latest filing quarter
- Q1 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $219K |
| Exits | 1 | $475K |
All 13F filers, Q4 2024 → Q1 2025: 37,871 shares bought and 38,935 shares sold, net −1,064 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Foundations Investment Advisors, LLC | 0.01% | Add +48.4% | 56,209 | $677K |
| Anfield Capital Management, LLC | 0.20% | No change | 44,827 | $540K |
| GeoWealth Management, LLC | 0.02% | Reduce -4.3% | 35,145 | $423K |
| Citadel Advisors | 0.00% | New | 18,221 | $219K |
| UBS Group AG | 0.00% | Add +168.7% | 2,120 | $26K |
"% 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.