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 14.8 Million shares, which have been reported (via 13F filing form) to have a value of $136 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First International Bank & Trust
Watford City, ND |
May 12, 2025 Q1 2025 |
8,309,480
shares
|
$76.4 Million
24.29% of portfolio
|
Q1 2025
Added 13.5%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,565,073
shares
|
$14.4 Million
4.05% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
1,363,714
shares
|
$12.5 Million
0.25% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,186,586
shares
|
$10.9 Million
0.02% of portfolio
|
Q1 2025
Added 2449.22%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
772,043
shares
|
$7.1 Million
1.44% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
463,894
shares
|
$4.27 Million
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
260,743
shares
|
$2.4 Million
0.01% of portfolio
|
Q1 2025
Added 202.2%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
255,616
shares
|
$2.35 Million
0.1% of portfolio
|
Q1 2025
Added 4558.57%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
252,809
shares
|
$2.33 Million
0.0% of portfolio
|
Q1 2025
Added 193.21%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
105,789
shares
|
$973,258
0.04% of portfolio
|
Q1 2025
Added 33.63%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
49,724
shares
|
$457,460
0.0% of portfolio
|
Q1 2025
Added 135.56%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
46,381
shares
|
$426,705
0.0% of portfolio
|
Q1 2025
Reduced 69.65%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
43,271
shares
|
$398,093
0.0% of portfolio
|
Q1 2025
Reduced 59.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
39,166
shares
|
$360,327
0.0% of portfolio
|
Q3 2024
Added 209.34%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
30,301
shares
|
$278,769
0.0% of portfolio
|
Q1 2025
Reduced 54.09%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
22,046
shares
|
$202,823
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
20,764
shares
|
$191,028
0.01% of portfolio
|
Q1 2025
Reduced 15.51%
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
12,539
shares
|
$115,358
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
5,647
shares
|
$51,952
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
5,411
shares
|
$49,781
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,025
shares
|
$18,630
0.0% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
995
shares
|
$9,154
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
952
shares
|
$8,758
0.0% of portfolio
|
Q1 2025
Added 40.0%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
744
shares
|
$6,844
0.0% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
469
shares
|
$4,314
0.0% of portfolio
|
Q4 2024
New holding
|