Two RDS Shared Tr: which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Who owns Two RDS Shared Tr?
Holders that filed a Schedule 13D or 13G with the SEC for owning more than 5% of the shares: Foundations Investment Advisors (13G/A filed Nov 3, 2025). As of Jun 30, 2026, the largest holders reported on Form 13F were Foundations Investment Advisors (5.4 million shares), J.M. Arbour (188,442 shares) and Independent Advisor Alliance (57,063 shares).
Which institutions hold the most Two RDS Shared Tr shares?
Per Form 13F filings as of Jun 30, 2026:
- 1. Foundations Investment Advisors: 5.4 million shares
- 2. J.M. Arbour: 188,442 shares
- 3. Independent Advisor Alliance: 57,063 shares
- 4. Citadel Advisors: 46,346 shares
- 5. AE Wealth Management: 33,025 shares
- 6. AdvisorNet Financial: 26,488 shares
- 7. TCFG Investment Advisors: 20,680 shares
- 8. Mosley Wealth Management: 18,964 shares
- 9. Jane Street Group: 16,244 shares
- 10. Walser Wealth Management Company, A Ltd Liability: 10,923 shares
Sources:13G/A by Foundations Investment Advisors (Nov 3, 2025) ↗
We hold 13D and 13G filings made since Dec 23, 2024: a holder above 5% that has not filed since then does not appear here.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders (all 13F filers)
- Foundations Investment Advisors5.4 MType not verified+89 K
- J.M. Arbour188 KType not verified+13 K
- Independent Advisor Alliance57 KType not verified−1,007
- Citadel Advisors46 KQuant or multi-manager−6,413
- AE Wealth Management33 KWealth adviser+33 K
- AdvisorNet Financial26 KType not verified−16 K
- TCFG Investment Advisors21 KType not verified−463
- Mosley Wealth Management19 KWealth adviser−43 K
- Jane Street Group16 KBank or trading desk+16 K
- Walser Wealth Management Company, A Ltd Liability11 KWealth adviser+9
- Shares
- 5.4 M
- Change
- +89 K
See more
- Type
- Type not verified
- Value
- $46.0M
- J.M. Arbour
- Shares
- 188 K
- Change
- +13 K
See more
- Type
- Type not verified
- Value
- $1.6M
- Shares
- 57 K
- Change
- −1,007
See more
- Type
- Type not verified
- Value
- $484K
- Shares
- 46 K
- Change
- −6,413
See more
- Type
- Quant or multi-manager
- Value
- $393K
- Shares
- 33 K
- Change
- +33 K
See more
- Type
- Wealth adviser
- Value
- $280K
- Shares
- 26 K
- Change
- −16 K
See more
- Type
- Type not verified
- Value
- $225K
- TCFG Investment Advisors
- Shares
- 21 K
- Change
- −463
See more
- Type
- Type not verified
- Value
- $176K
- Mosley Wealth Management
- Shares
- 19 K
- Change
- −43 K
See more
- Type
- Wealth adviser
- Value
- $161K
- Shares
- 16 K
- Change
- +16 K
See more
- Type
- Bank or trading desk
- Value
- $138K
- Walser Wealth Management Company, A Ltd Liability
- Shares
- 11 K
- Change
- +9
See more
- Type
- Wealth adviser
- Value
- $92.7K
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- Foundations Investment Advisors91.3%13G · amendmentfiling ↗Event: Sep 30, 2025 · filed: Nov 3, 2025
- Foundations Investment Advisors93.5%13G · amendmentfiling ↗Event: Jun 30, 2025 · filed: Jul 29, 2025
- Foundations Investment Advisors95.1%13G · amendmentfiling ↗Event: Mar 31, 2025 · filed: Apr 29, 2025
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market.