ADFI — Two Rds Shared Tr Institutional Holders · Q2 2026
Who owns Two Rds Shared Tr (ADFI)? 15 institutions reported holding $49.56M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Foundations Investment Advisors, LLC ($46.0M), J.M. Arbour, LLC ($1.6M), Independent Advisor Alliance ($484,459).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Foundations Investment Advisors, LLC | $46.0M | 5.4M | Added |
| 2 | J.M. Arbour, LLC | $1.6M | 188,442 | Added |
| 3 | Independent Advisor Alliance | $484,459 | 57,063 | Trimmed |
| 4 | CITADEL ADVISORS LLC | $393,473 | 46,346 | Trimmed |
| 5 | AE Wealth Management LLC | $280,379 | 33,025 | Added |
| 6 | AdvisorNet Financial, Inc | $224,882 | 26,488 | Trimmed |
| 7 | TCFG Investment Advisors, LLC | $175,737 | 20,680 | Trimmed |
| 8 | Mosley Wealth Management | $161,002 | 18,964 | Trimmed |
| 9 | JANE STREET GROUP, LLC | $137,910 | 16,244 | New |
| 10 | Walser Wealth Management Company, A Ltd Liability Co | $92,732 | 10,923 | Added |
| 11 | UBS Group AG | $12,115 | 1,427 | New |
| 12 | CREATIVE FINANCIAL DESIGNS INC /ADV | $3,837 | 452 | Hold |
| 13 | GeoWealth Management, LLC | $3,438 | 405 | Added |
| 14 | HARBOUR INVESTMENTS, INC. | $2,190 | 258 | Hold |
| 15 | MORGAN STANLEY | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30