Institutional Ownership
Two Rds Shared Tr
CUSIP 90214Q766ANFIELD UNVL ETFAFIFQ1 2026
13D / 13G Filings
6
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
12.5%
Max % of class reported
Institutional Holders
42
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 | 6.4% | 979.0K | SEC |
| 2 | Jul 29, 2025 | Foundations Investment Advisors, LLC | 13G/A | 7.7% | 1.17M | SEC |
| 3 | Apr 29, 2025 | Foundations Investment Advisors, LLC | 13G/A | 9.3% | 1.36M | SEC |
| 4 | Feb 4, 2025 | Foundations Investment Advisors, LLC | 13G/A | 12.5% | 1.42M | SEC |
| 5 | Dec 6, 2024 | Foundations Investment Advisors, LLC | 13G/A | 11.4% | 1.37M | SEC |
| 6 | Jan 26, 2023 | Foundations Investment Advisors, LLC | 13G | 6.1% | 806.5K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Wealth Enhancement Trust Services, Inc. | 5.73M | $53.39M |
| 2 | Drake & Associates, LLC | 3.64M | $33.90M |
| 3 | Advisornet Financial, Inc | 2.34M | $21.76M |
| 4 | Darwin Wealth Management, LLC | 1.41M | $13.11M |
| 5 | Foundations Investment Advisors, LLC | 1.06M | $9.91M |
| 6 | Atria Investments, Inc | 907.3K | $8.45M |
| 7 | Mariner, LLC | 425.6K | $3.96M |
| 8 | Envestnet Asset Management Inc | 365.9K | $3.41M |
| 9 | Mml Investors Services, LLC | 321.8K | $3.00M |
| 10 | Cooper Financial Group | 312.7K | $2.91M |