Two RDS Shared TRETF
13F holders, Q2 2025 (June 30)14holders +1
4new positions
3sold out
1famous investor
$8.53avg. 13F price*
At the end of Q2 2025, 14 institutions reported holding Two RDS Shared TR in their 13F filings, up 1 from Q1 2025. 4 opened new positions and 3 sold out. The largest holders were Foundations Investment Advisors, LLC ($44.2M), Anfield Capital Management, LLC ($1.9M) and SLT Holdings LLC ($1.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Two RDS Shared TR
- CUSIP
- 90214Q725
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $292K |
| Exits | 3 | $275K |
All 13F filers, Q1 2025 → Q2 2025: 38,514 shares bought and 249,371 shares sold, net −210,857 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| Foundations Investment Advisors, LLC | 0.70% | Reduce -3.5% | 5,185,426 | $44.2M |
| Anfield Capital Management, LLC | 0.62% | Reduce -2.5% | 221,240 | $1.9M |
| SLT Holdings LLC | 1.23% | Reduce -5.4% | 188,591 | $1.6M |
| GeoWealth Management, LLC | 0.06% | Reduce -3.3% | 184,190 | $1.6M |
| AdvisorNet Financial, Inc | 0.04% | Reduce -5.3% | 72,558 | $619K |
| Independent Advisor Alliance | 0.01% | Reduce -3.5% | 58,723 | $501K |
| Jane Street Group, LLC | 0.00% | Add +14.3% | 34,479 | $294K |
| Atria Investments, Inc | 0.00% | Reduce -3.3% | 22,029 | $188K |
| TCFG Wealth Management, LLC | 0.08% | New | 20,693 | $176K |
| Citadel Advisors | 0.00% | New | 12,294 | $105K |
| UBS Group AG | 0.00% | Reduce -3.0% | 7,150 | $61K |
| AE Wealth Management LLC | 0.00% | Reduce -27.8% | 1,750 | $15K |
| Morgan Stanley | 0.00% | New | 942 | $8K |
| Harbour Investments, Inc. | 0.00% | New | 258 | $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.