TWO RDS SHARED TR (APXH)
Institutional ownership reported to the SEC as of Q4 2022, across 5 quarters.
5
Reporting holders
$3.4M
Reported value
0.0%
Held as options
-1
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 |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | $2.5M | 282,667 | 0.10% | 5q | +3.6%+$85.9K |
| Anfield Capital Management, LLC | $564.2K | 63,533 | 0.28% | 4q | -6.6%-$39.8K |
| PROVENCE WEALTH MANAGEMENT GROUP | $153.8K | 17,478 | 0.13% | new | NEW |
| JANE STREET GROUP, LLC | $139.1K | 15,803 | 0.00% | 4q | -26.3%-$49.6K |
| UBS Group AG | $7.1K | 811 | 0.00% | 2q | +86.4%+$3.3K |
| JPMORGAN CHASE & CO | $66 | 7,499 | 0.00% | 4q | +9.9% |
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 |
|---|---|---|---|---|---|---|---|
| Q4 2022 | 5 | $3.4M | 380,292 | 1 | 2 | 2 | 0.0% |
| Q3 2022 | 6 | $5.6M | 716,891 | 2 | 1 | 3 | 0.0% |
| Q2 2022 | 5 | $6.0M | 693,220 | 0 | 3 | 1 | 0.0% |
| Q1 2022 | 4 | $5.5M | 589,633 | 3 | 1 | 0 | 0.0% |
| Q4 2021 | 1 | $2.3M | 232,245 | 1 | 0 | 0 | 0.0% |