AEMSTWO RDS SHARED TR
CUSIP 90214Q485 · Yahoo Finance ↗ · Google Finance ↗
Two Rds Shared Tr (AEMS) has 6 institutional holders in Filings Flow’s 13F database, together reporting 12.65M shares worth $127M as of Q1 2026. The largest reported holders are Foundations Investment Advisors, LLC, Mosley Wealth Management, and Gts Securities LLC.
Institutional Holders
6
Q1 2026
Reported Value
$127M
Ticker
AEMS
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 1.55% | $125M | 12.46M | Q1 2026OLDER |
| Mosley Wealth Management$221M AUM | 0.66% | $1M | 134.9K | Q1 2026OLDER |
| Walser Wealth Management Company, A Ltd Liability Co$223M AUM | 0.08% | $171,962 | 17.2K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $189,076 | 18.9K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $8,568 | 707 | Q2 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $24,326 | 2.3K | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $173,094 | 17.3K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $6,995 | 698 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.