21 institutions reported holding $136.7M of TWO RDS SHARED TR (AFIF) in SEC 13F filings for 2026-06-30. Largest institutional holders: Wealth Enhancement Trust Services, Inc. ($56.0M), AdvisorNet Financial, Inc ($25.5M), Darwin Wealth Management, LLC ($13.6M), AXXCESS WEALTH MANAGEMENT, LLC ($13.6M), Atria Investments, Inc ($9.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Wealth Enhancement Trust Services, Inc. | $56.0M | 6.0M | Added |
| 2 | AdvisorNet Financial, Inc | $25.5M | 2.7M | Added |
| 3 | Darwin Wealth Management, LLC | $13.6M | 1.4M | Added |
| 4 | AXXCESS WEALTH MANAGEMENT, LLC | $13.6M | 1.4M | New |
| 5 | Atria Investments, Inc | $9.0M | 956,431 | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $6.5M | 691,768 | Added |
| 7 | USAdvisors Wealth Management, LLC | $3.7M | 389,250 | Trimmed |
| 8 | Cooper Financial Group | $3.2M | 337,742 | Added |
| 9 | RDA Financial Network | $2.5M | 264,528 | Added |
| 10 | XY Planning Network, Inc. | $2.0M | 208,586 | Trimmed |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $595,870 | 63,357 | Added |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $389,017 | 41,363 | Trimmed |
| 13 | TCFG Investment Advisors, LLC | $137,482 | 14,618 | Trimmed |
| 14 | Avior Wealth Management, LLC | $113,805 | 12,190 | Trimmed |
| 15 | Quest 10 Wealth Builders, Inc. | $4,411 | 469 | Hold |
| 16 | Farther Finance Advisors, LLC | $3,000 | 319 | Hold |
| 17 | Bell Bank | $0 | 0 | Exited |
| 18 | Private Advisor Group, LLC | $0 | 0 | Exited |
| 19 | GeoWealth Management, LLC | $0 | 0 | Exited |
| 20 | Signal Advisors Wealth, LLC | $0 | 0 | Exited |
| 21 | Sonoma Allocations LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30