# TWO RDS SHARED TR (FDVL)

> Institutional ownership reported to the SEC as of Q1 2025, from Form 13F filings. Source: https://holderbook.com/stocks/FDVL/

- Reporting holders: 4
- Reported value: $23.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Foundations Investment Advisors, LLC](https://holderbook.com/funds/1743404-foundations-investment-advisors-llc/) | $14.2M | 1,383,984 | 0.3% | 4 |
| [GeoWealth Management, LLC](https://holderbook.com/funds/1593387-geowealth-management-llc/) | $8.8M | 855,238 | 0.4% | 3 |
| [Anfield Capital Management, LLC](https://holderbook.com/funds/1602020-anfield-capital-management-llc/) | $467.0K | 45,606 | 0.2% | 4 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $19.3K | 1,886 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q1 2025 | 4 | $23.4M |
| Q4 2024 | 4 | $20.4M |
| Q3 2024 | 6 | $2.1M |
| Q2 2024 | 4 | $1.1M |
| Q1 2024 | 2 | $544.9K |
| Q4 2023 | 1 | $554.0K |