Stock

Two Rds Shared Tr

Ticker not mapped · held by 21 managers

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025

Reported value

$132.1M

Holders

+2 new · −1 exited

Holders’ est. mark

−$1.52M

Price effect on 19 books still in the name

Largest holder

$90M

FOUNDATIONS INVESTMENT ADVISORS, LLC

Holder count by quarter

Q1 2025 Q4 2025 Q1 2026

Who holds it

Notable only

Investor	Shares	Value	Est. mark	Change
FOUNDATIONS INVESTMENT ADVISORS, LLC	5.38M	$90M	−$1.04M	Added$10.7M
Anfield Capital Management, LLC	958.2K	$16M	−$212.9K	Cut−$156.6K
Geneos Wealth Management Inc.	513.5K	$8.59M	−$111.1K	Added$31.6K
Wealth Enhancement Trust Services, Inc.	422.1K	$7.06M	−$94.1K	Cut−$408.8K
XY Planning Network, Inc.	233.7K	$3.98M	$18K	Added$18K
J.M. Arbour, LLC	116.8K	$1.95M	−$23.3K	Added$180.2K
Independent Advisor Alliance	71.7K	$1.2M	−$14.3K	Added$111.4K
AdvisorNet Financial, Inc	61.1K	$1.02M	−$13.5K	Cut−$102
Mosley Wealth Management	36.7K	$755.4K	−$9.91K	Cut−$9.79K
SLT Holdings LLC	26.6K	$444.5K	−$5.92K	Cut−$15.5K
Walser Wealth Management Company, A Ltd Liability Co	15.7K	$263K	−$2.3K	Added$88.2K
ROYAL BANK OF CANADA	11.7K	$195K	−$3K	Cut−$3K
LPL Financial LLC	11.5K	$192.6K	—	New
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	11.5K	$192.6K	−$2.55K	Cut−$1.04K
DecisionPoint Financial, LLC	5.84K	$97.7K	−$1.3K	Cut−$1.3K
OSAIC HOLDINGS, INC.	2.8K	$46.8K	−$624	Cut−$624
AE Wealth Management LLC	2.39K	$40K	−$405	Added$9.21K
CREATIVE FINANCIAL DESIGNS INC /ADV	908	$15.2K	−$202	Cut−$202
GeoWealth Management, LLC	695	$11.6K	−$95	Added$4.41K
HARBOUR INVESTMENTS, INC.	518	$8.67K	−$116	Cut−$116
MORGAN STANLEY	397	$6.64K	—	New

Who left

Atria Investments, Inc$247.3K

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.