Two RDS Shared TRETF
13F holders, Q1 2025 (March 31)13holders +1
3new positions
1sold out
$8.51avg. 13F price*
At the end of Q1 2025, 13 institutions reported holding Two RDS Shared TR in their 13F filings, up 1 from Q4 2024. 3 opened new positions and 1 sold out. The largest holders were Foundations Investment Advisors, LLC ($45.7M), Anfield Capital Management, LLC ($1.9M) and SLT Holdings LLC ($1.7M).
- Company
- Two RDS Shared TR
- CUSIP
- 90214Q725
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $910K |
| Exits | 1 | $21K |
All 13F filers, Q4 2024 → Q1 2025: 588,892 shares bought and 13,782 shares sold, net +575,110 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 13 holders
| Foundations Investment Advisors, LLC | 0.84% | Add +5.0% | 5,371,907 | $45.7M |
| Anfield Capital Management, LLC | 0.71% | Add +10.7% | 227,002 | $1.9M |
| SLT Holdings LLC | 1.68% | Reduce -4.0% | 199,344 | $1.7M |
| GeoWealth Management, LLC | 0.07% | Add +380748.0% | 190,424 | $1.6M |
| AdvisorNet Financial, Inc | 0.05% | New | 76,629 | $652K |
| Independent Advisor Alliance | 0.02% | Add +12.4% | 60,830 | $517K |
| Jane Street Group, LLC | 0.00% | New | 30,152 | $256K |
| Compound Planning, Inc. | 0.01% | Reduce -10.0% | 28,146 | $239K |
| Atria Investments, Inc | 0.00% | Add +9.5% | 22,790 | $194K |
| UBS Group AG | 0.00% | Add +21.1% | 7,370 | $63K |
| Tucker Asset Management LLC | 0.01% | No change | 3,946 | $34K |
| AE Wealth Management LLC | 0.00% | Add +198.5% | 2,424 | $21K |
| Assetmark, Inc. | 0.00% | New | 216 | $2K |
"% 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.