Institutional Ownership Two Rds Shared Tr (AFIF)
This table provides information about the institutional ownership of Two Rds Shared Tr (AFIF). We have compiled data on the 28 institutions that hold shares in the stock, with a total of 15.5 Million shares, which have been reported (via 13F filing form) to have a value of $146 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First International Bank & Trust
Watford City, ND |
Oct 07, 2025 Q3 2025 |
7,608,507
shares
|
$71.4 Million
24.87% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
2,090,539
shares
|
$19.6 Million
1.18% of portfolio
|
Q3 2025
Added 242.9%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
1,256,266
shares
|
$11.8 Million
4.05% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
1,184,044
shares
|
$11.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
1,103,496
shares
|
$10.4 Million
0.17% of portfolio
|
Q2 2025
Reduced 19.08%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
758,559
shares
|
$7.12 Million
0.29% of portfolio
|
Q2 2025
Added 196.76%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
443,786
shares
|
$4.17 Million
1.52% of portfolio
|
Q3 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
319,679
shares
|
$3 Million
0.01% of portfolio
|
Q2 2025
Added 22.6%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
303,283
shares
|
$2.85 Million
0.0% of portfolio
|
Q2 2025
Added 19.97%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
260,163
shares
|
$2.44 Million
0.82% of portfolio
|
Q2 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
56,134
shares
|
$527,098
0.0% of portfolio
|
Q2 2025
Added 43.32%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
41,048
shares
|
$385,440
0.0% of portfolio
|
Q2 2025
Reduced 17.45%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
22,046
shares
|
$207,011
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
20,747
shares
|
$194,814
0.01% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
18,724
shares
|
$175,818
0.0% of portfolio
|
Q2 2025
Reduced 59.63%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
12,109
shares
|
$113,703
0.03% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
11,948
shares
|
$112,191
0.0% of portfolio
|
Q2 2025
Reduced 88.71%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
10,571
shares
|
$99,261
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
5,647
shares
|
$53,025
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
5,411
shares
|
$50,809
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2,024
shares
|
$19,005
0.0% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,404
shares
|
$13,183
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
956
shares
|
$8,976
0.0% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
469
shares
|
$4,403
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
319
shares
|
$2,995
0.0% of portfolio
|
Q1 2025
Reduced 94.98%
|