Who owns TWO RDS SHARED TR?
- Ticker: ADFI
- CUSIP Number: 90214q725
Tip: Access positions for across all investors
Analyze quarterly positions in Two Rds Shared Tr with up to 7 years of data, all consolidated into one spreadsheet
Download as csvTop investors of Two Rds Shared Tr stock
Who bought or sold TWO RDS SHARED TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Foundations Investment Advisors | 5.3M | $45M | 12% | Mar 2026 |
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| Anfield Capital Management | 216k | $1.8M | 0% | Mar 2026 |
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| J.M. Arbour | 175k | $1.5M | 3% | Mar 2026 |
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| Mosley Wealth Management | 62k | $536k | 0% | Mar 2026 |
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| Independent Advisor Alliance | 58k | $493k | -1% | Mar 2026 |
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| Citadel Advisors | 53k | $448k | 100% | Mar 2026 |
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| AdvisorNet Financial | 42k | $358k | 0% | Mar 2026 |
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| TCFG Investment Advisors | 21k | $180k | 100% | Mar 2026 |
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| Tcfg Wealth Management | 21k | $180k | -3% | Mar 2026 |
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| Walser Wealth Management Company, A Ltd Liability | 11k | $93k | 100% | Mar 2026 |
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| Morgan Stanley | 526.00 | $4.5k | 100% | Mar 2026 |
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| Creative Financial Designs | 452.00 | $3.8k | 0% | Mar 2026 |
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| AE Wealth Management | 277.00 | $2.4k | 0% | Mar 2026 |
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| Harbour Investments | 258.00 | $2.2k | 0% | Mar 2026 |
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| GeoWealth Management | 217.00 | $1.8k | 23% | Mar 2026 |
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| Motiv8 Investments | 177.00 | $2.0k | 100% | Dec 2025 |
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Who sold out of Two Rds Shared Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Sep 2025 | 31k | $262k |
| Atria Investments | Dec 2025 | 19k | $166k |
| Jane Street | Dec 2025 | 15k | $129k |
| UBS Group | Dec 2025 | 1.7k | $15k |