TWO RDS SHARED TR
CUSIP 90213U115
Two Rds Shared Tr has 15 institutional holders in Filings Flow’s 13F database, together reporting 6.17M shares worth $21M as of Q4 2022. The largest reported holders are Foundations Investment Advisors, LLC, Anfield Capital Management, LLC, and Compound Planning, Inc..
Institutional Holders
15
Q4 2022
Reported Value
$21M
Ticker
unmapped
private placement or foreign
Quarters Tracked
7
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 1.04% | $40M | 4.41M | Q1 2024OLDER |
| Anfield Capital Management, LLC$363M AUM | 0.75% | $2M | 171.9K | Q1 2024OLDER |
| Mosley Wealth Management$221M AUM | 0.72% | $765,753 | 84.8K | Q1 2024OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.13% | $1M | 151.3K | Q1 2024OLDER |
| Richard W. Paul & Associates, LLC$297M AUM | 0.02% | $39,383 | 4.4K | Q1 2024OLDER |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.00% | $276,704 | 30.7K | Q1 2024OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.00% | $158,707 | 17.6K | Q1 2024OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $187,558 | 20.8K | Q1 2024OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $37,122 | 4.1K | Q1 2024OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $43,782 | 4.8K | Q1 2024OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $128,414 | 14.2K | Q1 2024OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $117 | 13 | Q1 2024OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $16,339 | 1.8K | Q1 2024OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.00% | $100 | 100 | Q4 2024 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.