Two RDS Shared TRETF
13F holders, Q1 2026 (March 31)15holders
3new positions
3sold out
1famous investor
$8.49avg. 13F price*
At the end of Q1 2026, 15 institutions reported holding Two RDS Shared TR in their 13F filings, unchanged from Q4 2025. 3 opened new positions and 3 sold out. The largest holders were Foundations Investment Advisors, LLC ($45.2M), Anfield Capital Management, LLC ($1.8M) and J.M. Arbour, LLC ($1.5M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $545K |
| Exits | 3 | $309K |
All 13F filers, Q4 2025 → Q1 2026: 643,450 shares bought and 36,936 shares sold, net +606,514 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| Foundations Investment Advisors, LLC | 0.56% | Add +12.1% | 5,327,856 | $45.2M |
| Anfield Capital Management, LLC | 0.50% | Add +0.3% | 215,702 | $1.8M |
| J.M. Arbour, LLC | 1.43% | Add +3.2% | 175,271 | $1.5M |
| Mosley Wealth Management | 0.24% | Add +0.0% | 62,315 | $536K |
| Independent Advisor Alliance | 0.01% | Reduce -0.5% | 58,070 | $493K |
| Citadel Advisors | 0.00% | New | 52,759 | $448K |
| AdvisorNet Financial, Inc | 0.02% | Add +0.5% | 42,162 | $358K |
| TCFG Wealth Management, LLC | 0.07% | Reduce -2.7% | 21,143 | $180K |
| TCFG Investment Advisors, LLC | 0.07% | — | 21,143 | $180K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.04% | New | 10,914 | $93K |
| Morgan Stanley | 0.00% | New | 526 | $4K |
| Creative Financial Designs Inc. | 0.00% | No change | 452 | $4K |
| AE Wealth Management LLC | 0.00% | No change | 277 | $2K |
| Harbour Investments, Inc. | 0.00% | No change | 258 | $2K |
| GeoWealth Management, LLC | 0.00% | Add +22.6% | 217 | $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.