Institutional Ownership
Two Rds Shared Tr
CUSIP 90214Q733ANFIELD US EQUAESRQ1 2026
13D / 13G Filings
6
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
65.7%
Max % of class reported
Institutional Holders
21
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
6 filings · latest Nov 3, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Nov 3, 2025 | Foundations Investment Advisors, LLC | 13G/A | 62.1% | 4.66M | SEC |
| 2 | Apr 29, 2025 | Foundations Investment Advisors, LLC | 13G/A | 65.7% | 5.13M | SEC |
| 3 | Dec 5, 2024 | Foundations Investment Advisors, LLC | 13G/A | 64.7% | 4.95M | SEC |
| 4 | Oct 6, 2023 | Foundations Investment Advisors, LLC | 13G/A | 32.7% | 2.91M | SEC |
| 5 | Jul 11, 2023 | Foundations Investment Advisors, LLC | 13G/A | 27.7% | 2.52M | SEC |
| 6 | Jan 26, 2023 | Foundations Investment Advisors, LLC | 13G | 21.2% | 1.83M | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Foundations Investment Advisors, LLC | 5.38M | $90.03M |
| 2 | Anfield Capital Management, LLC | 958.2K | $16.03M |
| 3 | Geneos Wealth Management Inc. | 513.5K | $8.59M |
| 4 | Wealth Enhancement Trust Services, Inc. | 422.1K | $7.06M |
| 5 | Xy Planning Network, Inc. | 233.7K | $3.98M |
| 6 | J.M. Arbour, LLC | 116.8K | $1.95M |
| 7 | Independent Advisor Alliance | 71.7K | $1.20M |
| 8 | Advisornet Financial, Inc | 61.1K | $1.02M |
| 9 | Mosley Wealth Management | 36.7K | $755.4K |
| 10 | Slt Holdings LLC | 26.6K | $444.5K |