Two RDS Shared TRETF
13F holders, Q3 2024 (September 30)7holders +1
2new positions
1sold out
$8.76avg. 13F price*
At the end of Q3 2024, 7 institutions reported holding Two RDS Shared TR in their 13F filings, up 1 from Q2 2024. 2 opened new positions and 1 sold out. The largest holders were Foundations Investment Advisors, LLC ($43.4M), Anfield Capital Management, LLC ($1.8M) and Mosley Wealth Management ($611K).
- Company
- Two RDS Shared TR
- CUSIP
- 90214Q725
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $4K |
| Exits | 1 | $296K |
All 13F filers, Q2 2024 → Q3 2024: 294,672 shares bought and 57,045 shares sold, net +237,627 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Foundations Investment Advisors, LLC | 0.91% | Add +6.3% | 4,950,587 | $43.4M |
| Anfield Capital Management, LLC | 0.68% | Reduce -9.5% | 204,452 | $1.8M |
| Mosley Wealth Management | 0.42% | Reduce -0.8% | 71,054 | $611K |
| Atria Investments, Inc | 0.00% | Add +0.7% | 20,964 | $184K |
| Geneos Wealth Management Inc. | 0.00% | Add +32.6% | 3,267 | $29K |
| JPMorgan Chase & Co. | 0.00% | New | 419 | $4K |
| UBS Group AG | 0.00% | New | 40 | $351 |
"% 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.