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 29 institutions that hold shares in the stock, with a total of 14.3 Million shares, which have been reported (via 13F filing form) to have a value of $134 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First International Bank & Trust
Watford City, ND |
Jul 08, 2025 Q2 2025 |
7,815,816
shares
|
$73.2 Million
25.35% of portfolio
|
Q2 2025
Reduced 5.94%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,565,073
shares
|
$14.7 Million
4.05% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,186,586
shares
|
$11.1 Million
0.02% of portfolio
|
Q1 2025
Added 2449.22%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
1,103,496
shares
|
$10.3 Million
0.17% of portfolio
|
Q2 2025
Reduced 19.08%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
758,559
shares
|
$7.11 Million
0.29% of portfolio
|
Q2 2025
Added 196.76%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
609,660
shares
|
$5.71 Million
0.39% of portfolio
|
Q2 2025
Added 31.42%
|
|
|
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
|
$2.84 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
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
90,862
shares
|
$851,376
0.25% of portfolio
|
Q2 2025
Reduced 88.23%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
56,134
shares
|
$525,975
0.0% of portfolio
|
Q2 2025
Added 43.32%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
49,724
shares
|
$465,913
0.0% of portfolio
|
Q1 2025
Added 135.56%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
46,381
shares
|
$434,589
0.0% of portfolio
|
Q1 2025
Reduced 69.65%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
37,483
shares
|
$351,215
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
22,046
shares
|
$206,571
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
|
$194,399
0.01% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Encompass More Asset Management
Danville, CA |
Aug 07, 2025 Q2 2025 |
12,109
shares
|
$113,461
0.03% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
11,948
shares
|
$111,952
0.0% of portfolio
|
Q2 2025
Reduced 88.71%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
5,647
shares
|
$52,912
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
5,411
shares
|
$50,701
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,025
shares
|
$18,974
0.0% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
956
shares
|
$8,957
0.0% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
469
shares
|
$4,394
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
319
shares
|
$2,989
0.0% of portfolio
|
Q1 2025
Reduced 94.98%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
17
shares
|
$159
0.0% of portfolio
|
Q2 2025
Reduced 98.29%
|