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 27 institutions that hold shares in the stock, with a total of 17.9 Million shares, which have been reported (via 13F filing form) to have a value of $169 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
|
$71.7 Million
24.87% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Nov 06, 2025 Q3 2025 |
3,080,511
shares
|
$29 Million
6.4% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
2,090,539
shares
|
$19.7 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 |
Nov 14, 2025 Q3 2025 |
1,066,846
shares
|
$10 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.9%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
979,021
shares
|
$9.22 Million
0.15% of portfolio
|
Q3 2025
Reduced 11.28%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
443,786
shares
|
$4.18 Million
1.52% of portfolio
|
Q3 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
314,118
shares
|
$2.96 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
312,491
shares
|
$2.94 Million
0.0% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
260,163
shares
|
$2.45 Million
0.82% of portfolio
|
Q2 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
229,656
shares
|
$2.16 Million
0.08% of portfolio
|
Q3 2025
Reduced 69.72%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
138,018
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2025
Added 145.87%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
37,614
shares
|
$354,323
0.0% of portfolio
|
Q3 2025
Reduced 8.37%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
22,046
shares
|
$207,673
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
20,768
shares
|
$195,634
0.01% of portfolio
|
Q3 2025
Added 73.82%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
20,128
shares
|
$189,605
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
18,486
shares
|
$174,138
0.01% of portfolio
|
Q3 2025
Reduced 10.9%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
17,603
shares
|
$165,820
0.0% of portfolio
|
Q3 2025
Added 66.52%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
12,109
shares
|
$114,066
0.03% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
5,647
shares
|
$53,194
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
5,411
shares
|
$50,971
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
1,025
shares
|
$9,655
0.0% of portfolio
|
Q3 2025
Added 7.22%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
469
shares
|
$4,417
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
319
shares
|
$3,004
0.0% of portfolio
|
Q1 2025
Reduced 94.98%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
212
shares
|
$1,997
0.0% of portfolio
|
Q3 2025
New holding
|
|