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 24 institutions that hold shares in the stock, with a total of 5.49 Million shares, which have been reported (via 13F filing form) to have a value of $53.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
4,570,703
shares
|
$44.6 Million
0.95% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
211,985
shares
|
$2.07 Million
0.0% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
124,456
shares
|
$1.21 Million
0.48% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Feb 07, 2025 Q4 2024 |
112,386
shares
|
$1.1 Million
1.05% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
76,563
shares
|
$746,489
0.03% of portfolio
|
Q4 2024
Added 3828050.0%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
76,544
shares
|
$746,304
0.0% of portfolio
|
Q4 2024
Added 95.43%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
70,785
shares
|
$690,153
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
54,538
shares
|
$531,745
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
31,974
shares
|
$311,746
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
26,636
shares
|
$259,701
0.13% of portfolio
|
Q3 2023
Reduced 17.01%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
23,134
shares
|
$225,556
0.0% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
21,219
shares
|
$206,885
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
16,611
shares
|
$161,957
0.02% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
15,538
shares
|
$151,495
0.0% of portfolio
|
Q4 2024
Added 25.84%
|
|
|
Fiat Wealth Management LLC
Wayzata, MN |
May 03, 2024 Q4 2023 |
12,433
shares
|
$121,221
1.4% of portfolio
|
Q4 2023
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
11,809
shares
|
$115,137
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
11,366
shares
|
$110,818
0.07% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
10,358
shares
|
$100,990
0.0% of portfolio
|
Q1 2025
Reduced 5.75%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
5,093
shares
|
$49,656
0.0% of portfolio
|
Q4 2024
Added 71.48%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,151
shares
|
$11,222
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
905
shares
|
$8,823
0.0% of portfolio
|
Q4 2024
Reduced 15.26%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
698
shares
|
$6,805
0.0% of portfolio
|
Q2 2024
Reduced 98.54%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
100
shares
|
$975
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|