TWO RDS SHARED TR (FDGR)
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 | $673.5K | 52,742 | 0.01% | 6q | +51.5%+$228.8K |
| Anfield Capital Management, LLC | $557.4K | 43,649 | 0.21% | 4q | HELD |
| GeoWealth Management, LLC | $425.1K | 33,287 | 0.02% | 5q | -3.3%-$14.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $258.5K | 20,243 | 0.00% | new | NEW |
| UBS Group AG | $12.1K | 944 | 0.00% | 3q | -5.6% |
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 | 150,865 | 1 | 1 | 2 | 0.0% |
| Q4 2024 | 5 | $1.7M | 125,231 | 0 | 1 | 3 | 0.0% |
| Q3 2024 | 5 | $16.7M | 1,288,865 | 2 | 1 | 1 | 0.0% |
| Q2 2024 | 4 | $17.9M | 1,412,024 | 1 | 1 | 2 | 0.0% |
| Q1 2024 | 3 | $16.4M | 1,367,866 | 2 | 1 | 0 | 0.0% |
| Q4 2023 | 3 | $5.0M | 443,509 | 3 | 0 | 0 | 0.0% |