CUSIP 90214Q733
TWO RDS SHARED TR
37 institutions · $134.3M total · 7,829,652 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Foundations Investment Advisors, LLC | 4,370,521 | $74.1M | 55.82% | 2025-12-31 |
| 2 | Anfield Capital Management, LLC | 954,848 | $16.2M | 12.19% | 2025-12-31 |
| 3 | First International Bank & Trust | 682,530 | $14.0M | 8.71% | 2025-09-30 |
| 4 | Geneos Wealth Management Inc. | 505,013 | $8.6M | 6.45% | 2025-12-31 |
| 5 | Wealth Enhancement Trust Services, Inc. | 407,292 | $6.9M | 5.20% | 2025-12-31 |
| 6 | XY Planning Network, Inc. | 233,715 | $4.0M | 2.98% | 2025-12-31 |
| 7 | Capital Wealth Alliance, LLC | 145,798 | $1.8M | 1.86% | 2023-12-31 |
| 8 | J.M. Arbour, LLC | 103,790 | $1.8M | 1.32% | 2025-12-31 |
| 9 | Independent Advisor Alliance | 64,163 | $1.1M | 0.81% | 2025-12-31 |
| 10 | AdvisorNet Financial, Inc | 60,329 | $1.0M | 0.77% | 2025-12-31 |
| 11 | PROVENCE WEALTH MANAGEMENT GROUP | 74,742 | $913.4K | 0.95% | 2023-12-31 |
| 12 | Mosley Wealth Management | 36,699 | $765.2K | 0.46% | 2025-12-31 |
| 13 | SLT Holdings LLC | 27,130 | $459.9K | 0.34% | 2025-12-31 |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 24,479 | $400.5K | 0.31% | 2024-06-30 |
| 15 | TOWNSQUARE CAPITAL LLC | 16,413 | $270.6K | 0.20% | 2025-03-31 |
| 16 | JANE STREET GROUP, LLC | 12,924 | $266.0K | 0.16% | 2025-09-30 |
| 17 | Atria Investments, Inc | 14,590 | $247.3K | 0.18% | 2025-12-31 |
| 18 | Avior Wealth Management, LLC | 10,321 | $210.5K | 0.13% | 2025-09-30 |
| 19 | Concorde Asset Management, LLC | 16,677 | $203.8K | 0.21% | 2023-12-31 |
| 20 | Royal Bank of Canada | 11,660 | $198.0K | 0.14% | 2025-12-31 |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11,422 | $193.6K | 0.14% | 2025-12-31 |
| 22 | Walser Wealth Management Company, A Ltd Liability Co | 10,309 | $174.8K | 0.13% | 2025-12-31 |
| 23 | FIAT WEALTH MANAGEMENT LLC | 11,065 | $152.8K | 0.14% | 2024-03-31 |
| 24 | DecisionPoint Financial, LLC | 5,841 | $99.0K | 0.07% | 2025-12-31 |
| 25 | TUCKER ASSET MANAGEMENT LLC | 3,902 | $64.3K | 0.04% | 2025-12-31 |
| 26 | JPMORGAN CHASE & CO | 2,996 | $61.7K | 0.03% | 2025-09-30 |
| 27 | OSAIC HOLDINGS, INC. | 2,799 | $47.5K | 0.03% | 2025-12-31 |
| 28 | AE Wealth Management LLC | 1,813 | $30.7K | 0.02% | 2025-12-31 |
| 29 | HM PAYSON & CO | 1,594 | $24.8K | 0.02% | 2024-06-30 |
| 30 | UBS Group AG | 1,162 | $23.9K | 0.01% | 2025-09-30 |
| 31 | CREATIVE FINANCIAL DESIGNS INC /ADV | 908 | $15.4K | 0.01% | 2025-12-31 |
| 32 | MORGAN STANLEY | 619 | $11.7K | 0.00% | 2025-06-30 |
| 33 | HARBOUR INVESTMENTS, INC. | 518 | $8.8K | 0.00% | 2025-12-31 |
| 34 | GeoWealth Management, LLC | 426 | $7.2K | 0.00% | 2025-12-31 |
| 35 | Global Retirement Partners, LLC | 219 | $3.7K | 0.00% | 2025-12-31 |
| 36 | Motiv8 Investments LLC | 425 | $7 | 0.00% | 2025-12-31 |
| 37 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |