Two RDS Shared TRETF
13F holders, Q4 2024 (December 31)12holders +5
5new positions
1sold out
$8.39avg. 13F price*
At the end of Q4 2024, 12 institutions reported holding Two RDS Shared TR in their 13F filings, up 5 from Q3 2024. 5 opened new positions and 1 sold out. The largest holders were Foundations Investment Advisors, LLC ($42.9M), SLT Holdings LLC ($1.7M) and Anfield Capital Management, LLC ($1.7M).
- Company
- Two RDS Shared TR
- CUSIP
- 90214Q725
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $757K |
| Exits | 1 | $4K |
All 13F filers, Q3 2024 → Q4 2024: 260,179 shares bought and 2,634 shares sold, net +257,545 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| Foundations Investment Advisors, LLC | 0.83% | Add +3.3% | 5,113,958 | $42.9M |
| SLT Holdings LLC | 1.69% | — | 207,532 | $1.7M |
| Anfield Capital Management, LLC | 0.62% | Add +0.3% | 205,012 | $1.7M |
| Mosley Wealth Management | 0.37% | Reduce -1.8% | 69,790 | $590K |
| Independent Advisor Alliance | 0.01% | New | 54,121 | $454K |
| Compound Planning, Inc. | 0.01% | New | 31,275 | $262K |
| Atria Investments, Inc | 0.00% | Reduce -0.7% | 20,815 | $175K |
| UBS Group AG | 0.00% | Add +15110.0% | 6,084 | $51K |
| Tucker Asset Management LLC | 0.01% | New | 3,946 | $33K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -24.6% | 2,465 | $21K |
| AE Wealth Management LLC | 0.00% | New | 812 | $7K |
| GeoWealth Management, LLC | 0.00% | New | 50 | $420 |
"% 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.