Who Owns TWO RDS SHARED TR (AFIF)? -- Institutional Holders (2026-06-30)

44 institutions reported holding $198.0M of TWO RDS SHARED TR (AFIF) in SEC 13F filings for 2026-06-30. Largest institutional holders: Wealth Enhancement Trust Services, Inc. ($56.0M), Drake & Associates, LLC ($36.4M), AdvisorNet Financial, Inc ($25.5M), Darwin Wealth Management, LLC ($13.6M), AXXCESS WEALTH MANAGEMENT, LLC ($13.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Wealth Enhancement Trust Services, Inc.$56.0M6.0MAdded
2Drake & Associates, LLC$36.4M3.9MAdded
3AdvisorNet Financial, Inc$25.5M2.7MAdded
4Darwin Wealth Management, LLC$13.6M1.4MAdded
5AXXCESS WEALTH MANAGEMENT, LLC$13.6M1.4MNew
6Foundations Investment Advisors, LLC$9.6M1.0MTrimmed
7Atria Investments, Inc$9.0M956,431Added
8CENTAURUS FINANCIAL, INC.$5.8M614,411Trimmed
9COMPASS FINANCIAL MANAGEMENT LLC$4.0M420,104New
10USAdvisors Wealth Management, LLC$3.7M389,250Trimmed
11Cambridge Investment Research Advisors, Inc.$3.3M345,884Added
12Cooper Financial Group$3.2M337,742Added
13Mariner, LLC$3.1M325,164Trimmed
14RDA Financial Network$2.5M264,528Added
15Ameritas Advisory Services, LLC$2.3M247,649New
16XY Planning Network, Inc.$2.0M208,586Trimmed
179823 Capital, L.P.$1.6M166,542Trimmed
18COMMONWEALTH EQUITY SERVICES, LLC$595,87063,357Added
19Sigma Planning Corp$547,29358,192Trimmed
20MML INVESTORS SERVICES, LLC$457,99548,697Trimmed
21ENVESTNET ASSET MANAGEMENT INC$389,01741,363Trimmed
22CITADEL ADVISORS LLC$289,68330,801Added
23Regatta Research & Money Management$259,61827,604New
24GTS SECURITIES LLC$192,02220,417Trimmed
25TCFG Investment Advisors, LLC$137,48214,618Trimmed

Source: SEC Form 13F filings · as of 2026-06-30