TWO RDS SHARED TR (FDCE)
Institutional ownership reported to the SEC as of Q1 2025, across 6 quarters.
5
Reporting holders
$1.9M
Reported value
0.0%
Held as options
+0
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 | $676.8K | 56,209 | 0.01% | 6q | +48.3%+$220.6K |
| Anfield Capital Management, LLC | $539.7K | 44,827 | 0.20% | 4q | HELD |
| GeoWealth Management, LLC | $423.1K | 35,145 | 0.02% | 5q | -4.3%-$18.8K |
| CITADEL ADVISORS LLC | $219.4K | 18,221 | 0.00% | new | NEW |
| UBS Group AG | $25.5K | 2,120 | 0.00% | 5q | +168.7%+$16.0K |
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 |
|---|---|---|---|---|---|---|---|
| Q1 2025 | 5 | $1.9M | 156,522 | 1 | 2 | 1 | 0.0% |
| Q4 2024 | 5 | $2.0M | 157,586 | 0 | 2 | 2 | 0.0% |
| Q3 2024 | 5 | $8.0M | 635,016 | 1 | 1 | 2 | 0.0% |
| Q2 2024 | 5 | $9.1M | 763,964 | 2 | 2 | 1 | 0.0% |
| Q1 2024 | 3 | $8.1M | 685,322 | 2 | 1 | 0 | 0.0% |
| Q4 2023 | 2 | $2.7M | 242,053 | 2 | 0 | 0 | 0.0% |