Institutional Ownership
Two Rds Shared Tr
CUSIP 90214Q766ANFIELD UNVL ETFAFIFQ1 2026
Institutional Holders
42
13F filers
Shares Held
19.69M
Aggregate institutional
Institutional Value
$170.81M
Q1 2026
Net New Holders
+4
9 new · 5 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions9
Increased18
Decreased8
Sold out5
Institutional Holders
42 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Wealth Enhancement Trust Services, Inc. | 5.73M | $53.39M | −63.7K | Reduced |
| 2 | Drake & Associates, LLC | 3.64M | $33.90M | +311.3K | Added |
| 3 | Advisornet Financial, Inc | 2.34M | $21.76M | +36.2K | Added |
| 4 | Darwin Wealth Management, LLC | 1.41M | $13.11M | +128.4K | Added |
| 5 | Foundations Investment Advisors, LLC | 1.06M | $9.91M | +82.5K | Added |
| 6 | Atria Investments, Inc | 907.3K | $8.45M | +907.3K | New |
| 7 | Mariner, LLC | 425.6K | $3.96M | −411.5K | Reduced |
| 8 | Envestnet Asset Management Inc | 365.9K | $3.41M | +27.2K | Added |
| 9 | Mml Investors Services, LLC | 321.8K | $3.00M | −27.9K | Reduced |
| 10 | Cooper Financial Group | 312.7K | $2.91M | +312.7K | New |
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