TWO RDS SHARED TR
CUSIP 90214Q733
Two Rds Shared Tr has 20 institutional holders in Filings Flow’s 13F database, together reporting 7.89M shares worth $132M as of Q1 2026. The largest reported holders are Foundations Investment Advisors, LLC, Anfield Capital Management, LLC, and First International Bank & Trust.
Institutional Holders
20
Q1 2026
Reported Value
$132M
Ticker
unmapped
private placement or foreign
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| First International Bank & Trust$288M AUM | 5.12% | $15M | 715.9K | Q3 2025OLDER |
| Anfield Capital Management, LLC$363M AUM | 4.41% | $16M | 958.2K | Q1 2026OLDER |
| J.M. Arbour, LLC$104M AUM | 1.88% | $2M | 116.8K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 1.12% | $90M | 5.38M | Q1 2026OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.85% | $7M | 422.1K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.64% | $4M | 233.7K | Q1 2026OLDER |
| Mosley Wealth Management$221M AUM | 0.34% | $755,389 | 36.7K | Q1 2026OLDER |
| SLT Holdings LLC$148M AUM | 0.30% | $444,466 | 26.6K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.20% | $9M | 513.5K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.13% | $661,738 | 31.9K | Q2 2026 |
| Walser Wealth Management Company, A Ltd Liability Co$223M AUM | 0.12% | $262,966 | 15.7K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.05% | $1M | 61.1K | Q1 2026OLDER |
| DecisionPoint Financial, LLC$464M AUM | 0.02% | $97,720 | 5.8K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $1M | 71.7K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.01% | $210,451 | 10.3K | Q3 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $247,344 | 14.6K | Q4 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $15,191 | 908 | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.00% | $11,628 | 695 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $39,951 | 2.4K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $8,666 | 518 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $192,596 | 11.5K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $46,828 | 2.8K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $3,713 | 219 | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $192,646 | 11.5K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $265,976 | 12.9K | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $195,000 | 11.7K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $123,316 | 6.0K | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $23,914 | 1.2K | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.