TWO RDS SHARED TR (AFIFXXXX)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
8
Reporting holders
$139.0M
Reported value
0.0%
Held as options
-30
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Wealth Enhancement Trust Services, Inc. | $110.5M | 11,746,226 | 6.53% | 3q | +104.9%+$56.6M |
| AdvisorNet Financial, Inc | $25.5M | 2,715,918 | 1.17% | 6q | +16.3%+$3.6M |
| 9823 Capital, L.P. | $1.6M | 166,542 | 1.06% | 3q | -7.4%-$125.9K |
| COMPASS FINANCIAL MANAGEMENT LLC | $1.1M | 114,861 | 0.13% | new | FIRST |
| TCFG Investment Advisors, LLC | $137.5K | 14,618 | 0.05% | 2q | -13.6%-$21.7K |
| Avior Wealth Management, LLC | $113.8K | 12,190 | 0.00% | 16q | -13.3%-$17.5K |
| Geneos Wealth Management Inc. | $35.2K | 3,746 | 0.00% | 3q | +14.8%+$4.5K |
| USAdvisors Wealth Management, LLC | $3.7K | 389,250 | 1.05% | 3q | -6.0% |
| Farther Finance Advisors, LLC | $3.0K | 319 | 0.00% | 7q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 8 | $139.0M | 14,774,420 | 0 | 3 | 3 | 0.0% |
| Q1 2026 | 38 | $170.8M | 18,333,225 | 7 | 15 | 8 | 0.0% |
| Q4 2025 | 35 | $168.8M | 17,937,796 | 11 | 6 | 8 | 0.0% |
| Q3 2025 | 24 | $168.3M | 17,902,111 | 2 | 6 | 8 | 0.0% |
| Q2 2025 | 25 | $126.5M | 13,583,557 | 3 | 4 | 10 | 0.0% |
| Q1 2025 | 26 | $131.7M | 14,308,783 | 3 | 7 | 7 | 0.0% |
| Q4 2024 | 25 | $98.3M | 10,746,055 | 5 | 6 | 6 | 0.0% |
| Q3 2024 | 19 | $101.6M | 11,015,893 | 4 | 6 | 6 | 0.0% |
| Q2 2024 | 19 | $99.3M | 10,904,403 | 3 | 7 | 6 | 0.0% |
| Q1 2024 | 20 | $108.1M | 11,388,382 | 3 | 6 | 7 | 0.0% |
| Q4 2023 | 19 | $100.4M | 11,094,594 | 1 | 7 | 8 | 0.0% |
| Q3 2023 | 22 | $103.3M | 11,606,814 | 6 | 9 | 6 | 0.0% |
| Q2 2023 | 18 | $104.6M | 11,885,219 | 3 | 4 | 8 | 0.0% |
| Q1 2023 | 16 | $109.1M | 12,419,868 | 3 | 7 | 6 | 0.0% |
| Q4 2022 | 15 | $38.9M | 4,426,799 | 5 | 3 | 5 | 0.0% |
| Q3 2022 | 15 | $114.5M | 13,257,271 | 5 | 3 | 7 | 0.0% |
| Q2 2022 | 12 | $117.5M | 13,260,231 | 3 | 4 | 4 | 0.0% |
| Q1 2022 | 13 | $127.2M | 13,780,366 | 1 | 5 | 6 | 0.0% |
| Q4 2021 | 14 | $130.9M | 13,703,475 | 4 | 4 | 4 | 0.0% |
| Q3 2021 | 14 | $58.1M | 6,038,759 | 4 | 5 | 3 | 0.0% |
| Q2 2021 | 12 | $55.2M | 5,678,695 | 1 | 5 | 5 | 0.0% |
| Q1 2021 | 12 | $52.2M | 5,373,739 | 3 | 5 | 3 | 0.0% |
| Q4 2020 | 10 | $40.1M | 4,102,922 | 0 | 7 | 2 | 0.0% |
| Q3 2020 | 14 | $29.1M | 2,968,937 | 3 | 6 | 4 | 0.0% |
| Q2 2020 | 13 | $29.8M | 3,027,177 | 2 | 2 | 5 | 0.0% |
| Q1 2020 | 19 | $18.9M | 1,952,057 | 4 | 2 | 10 | 0.0% |
| Q4 2019 | 17 | $18.4M | 1,896,616 | 2 | 7 | 3 | 0.0% |
| Q3 2019 | 14 | $10.8M | 1,108,664 | 2 | 4 | 7 | 0.0% |
| Q2 2019 | 18 | $15.6M | 1,583,782 | 4 | 6 | 7 | 0.0% |
| Q1 2019 | 19 | $38.3M | 3,837,708 | 3 | 5 | 8 | 0.0% |
| Q4 2018 | 19 | $38.7M | 3,903,716 | 2 | 1 | 0 | 0.0% |