13 institutions reported holding $186.2M of TWO RDS SHARED TR (RMLPX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Foundations Investment Advisors, LLC ($124.9M), HARBOUR INVESTMENTS, INC. ($36.7M), LIBERTY ONE INVESTMENT MANAGEMENT, LLC ($19.9M), Mosley Wealth Management ($1.5M), JANE STREET GROUP, LLC ($1.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Foundations Investment Advisors, LLC | $124.9M | 12.5M | Added |
| 2 | HARBOUR INVESTMENTS, INC. | $36.7M | 1.4M | Added |
| 3 | LIBERTY ONE INVESTMENT MANAGEMENT, LLC | $19.9M | 759,757 | New |
| 4 | Mosley Wealth Management | $1.5M | 134,858 | Hold |
| 5 | JANE STREET GROUP, LLC | $1.0M | 50,106 | New |
| 6 | MONEY CONCEPTS CAPITAL CORP | $783,473 | 29,679 | Added |
| 7 | GTS SECURITIES LLC | $688,932 | 37,902 | Trimmed |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $332,885 | 12,520 | New |
| 9 | OSAIC HOLDINGS, INC. | $212,447 | 8,057 | Added |
| 10 | Walser Wealth Management Company, A Ltd Liability Co | $171,962 | 17,160 | Trimmed |
| 11 | UBS Group AG | $19,097 | 1,171 | Added |
| 12 | AMERIFLEX GROUP, INC. | $6,447 | 252 | New |
| 13 | AE Wealth Management LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31