Institutional Ownership
Two Rds Shared Tr
CUSIP 90214Q105AFFINITY WORLDWLDRQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
17
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Sowell Financial Services LLC | 1.08M | $40.15M |
| 2 | Geowealth Management, LLC | 79.8K | $2.97M |
| 3 | Citadel Advisors LLC | 34.6K | $1.29M |
| 4 | Lpl Financial LLC | 34.5K | $1.28M |
| 5 | Rational Advisors, Inc. | 23.5K | $875.0K |
| 6 | Equitable Holdings, Inc. | 23.8K | $847.0K |
| 7 | Cetera Investment Advisers | 10.8K | $401.3K |
| 8 | Independent Advisor Alliance | 6.9K | $256.4K |
| 9 | Norden Group LLC | 6.2K | $231.7K |
| 10 | Jones Financial Companies Lllp | 5.1K | $188.4K |