Two RDS Shared TRETF
13F holders, Q4 2024 (December 31)20holders +2
5new positions
4sold out
$10.12avg. 13F price*
At the end of Q4 2024, 20 institutions reported holding Two RDS Shared TR in their 13F filings, up 2 from Q3 2024. 5 opened new positions and 4 sold out. The largest holders were Foundations Investment Advisors, LLC ($46.3M), Susquehanna International Group, LLP ($2.1M) and Anfield Capital Management, LLC ($1.3M).
- Company
- Two RDS Shared TR
- CUSIP
- 90214Q642
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.7M |
| Exits | 4 | $175K |
All 13F filers, Q3 2024 → Q4 2024: 293,527 shares bought and 213,986 shares sold, net +79,541 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Foundations Investment Advisors, LLC | 0.89% | Reduce -4.0% | 4,570,703 | $46.3M |
| Susquehanna International Group, LLP | 0.00% | Add +1.8% | 211,985 | $2.1M |
| Anfield Capital Management, LLC | 0.46% | Reduce -4.5% | 124,456 | $1.3M |
| SLT Holdings LLC | 1.10% | — | 112,386 | $1.1M |
| GeoWealth Management, LLC | 0.03% | Add +3828050.0% | 76,563 | $775K |
| Jane Street Group, LLC | 0.00% | Add +95.4% | 76,544 | $775K |
| Independent Advisor Alliance | 0.01% | New | 70,785 | $716K |
| Compound Planning, Inc. | 0.03% | New | 54,538 | $552K |
| GTS Securities LLC | 0.02% | New | 31,974 | $324K |
| Atria Investments, Inc | 0.00% | Reduce -0.5% | 23,134 | $234K |
| Signal Advisors Wealth, LLC | 0.02% | Add +2.1% | 16,611 | $168K |
| AE Wealth Management LLC | 0.00% | Add +25.8% | 15,538 | $157K |
| Captrust Financial Advisors | 0.00% | New | 11,809 | $120K |
| Mosley Wealth Management | 0.07% | Reduce -2.9% | 11,366 | $116K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 10,990 | $111K |
| UBS Group AG | 0.00% | Add +71.5% | 5,093 | $52K |
| Tucker Asset Management LLC | 0.00% | New | 1,151 | $12K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -15.3% | 905 | $9K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 698 | $7K |
| Avior Wealth Management, LLC | 0.00% | No change | 100 | $100 |
"% 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.