Institutional Ownership
Two Rds Shared Tr
CUSIP 90214Q105AFFINITY WORLDWLDRQ1 2026
Institutional Holders
17
13F filers
Shares Held
1.34M
Aggregate institutional
Institutional Value
$48.75M
Q1 2026
Net New Holders
+6
7 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions7
Increased5
Decreased1
Sold out1
Institutional Holders
17 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Sowell Financial Services LLC | 1.08M | $40.15M | +18.6K | Added |
| 2 | Geowealth Management, LLC | 79.8K | $2.97M | +1.9K | Added |
| 3 | Citadel Advisors LLC | 34.6K | $1.29M | +26.0K | Added |
| 4 | Lpl Financial LLC | 34.5K | $1.28M | +34.5K | New |
| 5 | Rational Advisors, Inc. | 23.5K | $875.0K | +23.5K | New |
| 6 | Equitable Holdings, Inc. | 23.8K | $847.0K | +23.8K | New |
| 7 | Cetera Investment Advisers | 10.8K | $401.3K | +2.3K | Added |
| 8 | Independent Advisor Alliance | 6.9K | $256.4K | +6.9K | New |
| 9 | Norden Group LLC | 6.2K | $231.7K | 0 | Held |
| 10 | Jones Financial Companies Lllp | 5.1K | $188.4K | +5.1K | New |
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