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 5.18 Million shares, which have been reported (via 13F filing form) to have a value of $55.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
4,124,581
shares
|
$44.1 Million
0.73% of portfolio
|
Q2 2025
Reduced 8.66%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
228,603
shares
|
$2.44 Million
0.0% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
224,875
shares
|
$2.4 Million
0.1% of portfolio
|
Q2 2025
Reduced 6.45%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
141,281
shares
|
$1.51 Million
0.52% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Jul 24, 2025 Q2 2025 |
93,137
shares
|
$994,703
0.72% of portfolio
|
Q2 2025
Reduced 9.3%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
70,154
shares
|
$749,244
0.02% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
69,618
shares
|
$743,520
0.0% of portfolio
|
Q2 2025
Added 73.63%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
37,173
shares
|
$397,007
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
29,375
shares
|
$313,725
0.01% of portfolio
|
Q2 2025
Added 114.53%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
26,636
shares
|
$284,472
0.13% of portfolio
|
Q3 2023
Reduced 17.01%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
23,947
shares
|
$255,753
0.0% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
20,661
shares
|
$220,659
0.01% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
17,004
shares
|
$181,602
0.01% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Aug 12, 2025 Q2 2025 |
16,590
shares
|
$177,181
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
15,542
shares
|
$165,988
0.0% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Fiat Wealth Management LLC
Wayzata, MN |
May 03, 2024 Q4 2023 |
12,433
shares
|
$132,784
1.4% of portfolio
|
Q4 2023
New holding
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
11,366
shares
|
$121,388
0.07% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
6,827
shares
|
$72,912
0.0% of portfolio
|
Q2 2025
Added 9.94%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
2,974
shares
|
$31,762
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,151
shares
|
$12,292
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
1,043
shares
|
$11,139
0.0% of portfolio
|
Q2 2025
Reduced 49.98%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
624
shares
|
$6,664
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|