Two RDS Shared TRETF
13F holders, Q2 2024 (June 30)6holders −2
2new positions
4sold out
$8.49avg. 13F price*
At the end of Q2 2024, 6 institutions reported holding Two RDS Shared TR in their 13F filings, down 2 from Q1 2024. 2 opened new positions and 4 sold out. The largest holders were Foundations Investment Advisors, LLC ($39.5M), Anfield Capital Management, LLC ($1.9M) and Mosley Wealth Management ($608K).
- Company
- Two RDS Shared TR
- CUSIP
- 90214Q725
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $2.1M |
| Exits | 4 | $222K |
All 13F filers, Q1 2024 → Q2 2024: 1,957,397 shares bought and 26,155 shares sold, net +1,931,242 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Foundations Investment Advisors, LLC | 0.96% | Add +56.7% | 4,657,328 | $39.5M |
| Anfield Capital Management, LLC | 0.93% | New | 226,010 | $1.9M |
| Mosley Wealth Management | 0.52% | Add +42.3% | 71,658 | $608K |
| Jane Street Group, LLC | 0.00% | Add +14.0% | 34,883 | $296K |
| Atria Investments, Inc | 0.00% | New | 20,813 | $177K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -6.6% | 2,464 | $21K |
"% 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.