Institutional Ownership
Two Rds Shared Tr
CUSIP 90214Q642REGENTS PK HDGDRPHSQ1 2026
13D / 13G Filings
5
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
85.5%
Max % of class reported
Institutional Holders
19
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
5 filings · latest Nov 3, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Nov 3, 2025 | Foundations Investment Advisors, LLC | 13G/A | 78.6% | 3.81M | SEC |
| 2 | Jul 29, 2025 | Foundations Investment Advisors, LLC | 13G/A | 82.0% | 4.18M | SEC |
| 3 | Dec 5, 2024 | Foundations Investment Advisors, LLC | 13G/A | 85.5% | 4.62M | SEC |
| 4 | Oct 6, 2023 | Foundations Investment Advisors, LLC | 13G/A | 69.8% | 7.38M | SEC |
| 5 | Jan 26, 2023 | Foundations Investment Advisors, LLC | 13G | 77.0% | 12.77M | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Foundations Investment Advisors, LLC | 4.04M | $39.21M |
| 2 | Susquehanna International Group, LLP | 251.1K | $2.43M |
| 3 | J.M. Arbour, LLC | 166.4K | $1.61M |
| 4 | Anfield Capital Management, LLC | 145.3K | $1.41M |
| 5 | Independent Advisor Alliance | 83.1K | $805.9K |
| 6 | Tcfg Wealth Management, LLC | 40.1K | $390.6K |
| 7 | Tcfg Investment Advisors, LLC | 40.1K | $390.6K |
| 8 | Jane Street Group, LLC | 29.0K | $281.4K |
| 9 | Advisornet Financial, Inc | 16.7K | $161.8K |
| 10 | Mosley Wealth Management | 10.2K | $113.1K |