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 20 institutions that hold shares in the stock, with a total of 5.06 Million shares, which have been reported (via 13F filing form) to have a value of $56.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
3,814,040
shares
|
$42.5 Million
0.67% of portfolio
|
Q3 2025
Reduced 7.53%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
444,655
shares
|
$4.95 Million
0.02% of portfolio
|
Q3 2025
Reduced 90.99%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
259,645
shares
|
$2.89 Million
0.0% of portfolio
|
Q3 2025
Added 13.58%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
153,308
shares
|
$1.71 Million
0.07% of portfolio
|
Q3 2025
Reduced 31.83%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
141,281
shares
|
$1.57 Million
0.5% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
70,154
shares
|
$781,515
0.02% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
42,660
shares
|
$475,232
0.0% of portfolio
|
Q3 2025
Reduced 38.72%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
26,636
shares
|
$296,725
0.13% of portfolio
|
Q3 2023
Reduced 17.01%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
22,626
shares
|
$252,053
0.0% of portfolio
|
Q3 2025
Reduced 5.52%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
16,177
shares
|
$180,211
0.01% of portfolio
|
Q3 2025
Reduced 21.7%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
14,696
shares
|
$163,713
0.01% of portfolio
|
Q3 2025
Reduced 13.57%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
13,608
shares
|
$151,593
0.0% of portfolio
|
Q3 2025
Reduced 12.44%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
13,492
shares
|
$150,300
0.0% of portfolio
|
Q3 2025
Added 97.63%
|
|
|
Fiat Wealth Management LLC
Wayzata, MN |
May 03, 2024 Q4 2023 |
12,433
shares
|
$138,503
1.4% of portfolio
|
Q4 2023
New holding
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
11,366
shares
|
$126,617
0.07% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,151
shares
|
$12,822
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,043
shares
|
$11,619
0.0% of portfolio
|
Q2 2025
Reduced 49.98%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
624
shares
|
$6,951
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Capital Management, Inc.
|
Oct 16, 2025 Q3 2025 |
1
shares
|
$11
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
|
|