47 institutions reported holding $183.4M of TWO RDS SHARED TR (AFIF) in SEC 13F filings for 2026-03-31. Largest institutional holders: Wealth Enhancement Trust Services, Inc. ($53.4M), Drake & Associates, LLC ($33.9M), AdvisorNet Financial, Inc ($21.8M), Darwin Wealth Management, LLC ($13.1M), Foundations Investment Advisors, LLC ($9.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Wealth Enhancement Trust Services, Inc. | $53.4M | 5.7M | Trimmed |
| 2 | Drake & Associates, LLC | $33.9M | 3.6M | Added |
| 3 | AdvisorNet Financial, Inc | $21.8M | 2.3M | Added |
| 4 | Darwin Wealth Management, LLC | $13.1M | 1.4M | Added |
| 5 | Foundations Investment Advisors, LLC | $9.9M | 1.1M | Added |
| 6 | Atria Investments, Inc | $8.5M | 907,271 | New |
| 7 | CENTAURUS FINANCIAL, INC. | $5.8M | 622,802 | New |
| 8 | Mariner, LLC | $4.0M | 425,555 | Trimmed |
| 9 | USAdvisors Wealth Management, LLC | $3.8M | 414,261 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $3.4M | 365,896 | Added |
| 11 | MML INVESTORS SERVICES, LLC | $3.0M | 321,759 | Trimmed |
| 12 | Cooper Financial Group | $2.9M | 312,720 | New |
| 13 | J.M. Arbour, LLC | $2.8M | 301,188 | Added |
| 14 | Cambridge Investment Research Advisors, Inc. | $2.5M | 264,557 | Added |
| 15 | Sonoma Allocations LLC | $2.4M | 255,047 | Trimmed |
| 16 | RDA Financial Network | $2.2M | 240,619 | Added |
| 17 | XY Planning Network, Inc. | $2.0M | 213,770 | Trimmed |
| 18 | 9823 Capital, L.P. | $1.7M | 179,940 | Added |
| 19 | Private Advisor Group, LLC | $859,208 | 92,235 | Added |
| 20 | SILVER OAK SECURITIES, INCORPORATED | $845,000 | 90,710 | Added |
| 21 | GTS SECURITIES LLC | $833,795 | 89,511 | Added |
| 22 | LPL Financial LLC | $645,399 | 69,283 | Added |
| 23 | Sigma Planning Corp | $549,609 | 59,000 | New |
| 24 | FLOW TRADERS U.S. LLC | $505,000 | 54,205 | New |
| 25 | Signal Advisors Wealth, LLC | $399,534 | 42,890 | New |
Source: SEC Form 13F filings · as of 2026-03-31