18 institutions reported holding $50.9M of TWO RDS SHARED TR (ADFI) in SEC 13F filings for 2026-03-31. Largest institutional holders: Foundations Investment Advisors, LLC ($45.2M), Anfield Capital Management, LLC ($1.8M), J.M. Arbour, LLC ($1.5M), Mosley Wealth Management ($535,913), Independent Advisor Alliance ($493,014). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Foundations Investment Advisors, LLC | $45.2M | 5.3M | Added |
| 2 | Anfield Capital Management, LLC | $1.8M | 215,702 | Added |
| 3 | J.M. Arbour, LLC | $1.5M | 175,271 | Added |
| 4 | Mosley Wealth Management | $535,913 | 62,315 | Added |
| 5 | Independent Advisor Alliance | $493,014 | 58,070 | Trimmed |
| 6 | CITADEL ADVISORS LLC | $447,924 | 52,759 | New |
| 7 | AdvisorNet Financial, Inc | $357,956 | 42,162 | Added |
| 8 | TCFG Investment Advisors, LLC | $179,933 | 21,143 | New |
| 9 | TCFG WEALTH MANAGEMENT, LLC | $179,933 | 21,143 | Trimmed |
| 10 | Walser Wealth Management Company, A Ltd Liability Co | $92,656 | 10,914 | New |
| 11 | MORGAN STANLEY | $4,466 | 526 | New |
| 12 | CREATIVE FINANCIAL DESIGNS INC /ADV | $3,837 | 452 | Hold |
| 13 | AE Wealth Management LLC | $2,352 | 277 | Hold |
| 14 | HARBOUR INVESTMENTS, INC. | $2,190 | 258 | Hold |
| 15 | GeoWealth Management, LLC | $1,842 | 217 | Added |
| 16 | Atria Investments, Inc | $0 | 0 | Exited |
| 17 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 18 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31