Institutional Ownership Two Rds Shared Tr Regents Pk H (RPHS)
This table provides information about the institutional ownership of Two Rds Shared Tr Regents Pk H (RPHS). We have compiled data on the 23 institutions that hold shares in the stock, with a total of 5.55 Million shares, which have been reported (via 13F filing form) to have a value of $58.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,515,543
shares
|
$47.5 Million
0.86% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
240,383
shares
|
$2.53 Million
0.1% of portfolio
|
Q1 2025
Added 213.97%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
220,812
shares
|
$2.32 Million
0.0% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
148,854
shares
|
$1.57 Million
0.56% of portfolio
|
Q1 2025
Added 19.6%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
May 07, 2025 Q1 2025 |
102,687
shares
|
$1.08 Million
0.94% of portfolio
|
Q1 2025
Reduced 8.63%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
73,495
shares
|
$773,167
0.02% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
49,261
shares
|
$518,225
0.02% of portfolio
|
Q1 2025
Reduced 9.68%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
40,095
shares
|
$421,799
0.0% of portfolio
|
Q1 2025
Reduced 47.62%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
26,636
shares
|
$280,210
0.13% of portfolio
|
Q3 2023
Reduced 17.01%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
24,570
shares
|
$258,476
0.0% of portfolio
|
Q1 2025
Added 6.21%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
20,661
shares
|
$217,353
0.01% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
17,004
shares
|
$178,882
0.01% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
15,307
shares
|
$161,029
0.0% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
13,693
shares
|
$144,050
0.01% of portfolio
|
Q1 2025
Reduced 57.17%
|
|
|
Fiat Wealth Management LLC
Wayzata, MN |
May 03, 2024 Q4 2023 |
12,433
shares
|
$130,795
1.4% of portfolio
|
Q4 2023
New holding
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
11,366
shares
|
$119,570
0.07% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
6,210
shares
|
$65,329
0.0% of portfolio
|
Q1 2025
Added 21.93%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
2,974
shares
|
$31,286
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
2,085
shares
|
$21,934
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,151
shares
|
$12,108
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
380
shares
|
$3,997
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
362
shares
|
$3,808
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|