Skip to content

RPHS — Two Rds Shared Tr Institutional Holders · Q2 2026

Who owns Two Rds Shared Tr (RPHS)? 17 institutions reported holding $5.26M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Susquehanna International Group, LLP ($3.5M), Foundations Investment Advisors, LLC ($972,993), TCFG Investment Advisors, LLC ($331,171).

RankInstitutionValueSharesChange
1SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.5M328,210Added
2Foundations Investment Advisors, LLC$972,99390,486Trimmed
3TCFG Investment Advisors, LLC$331,17137,569Trimmed
4AE Wealth Management LLC$185,29617,232Added
5JANE STREET GROUP, LLC$131,88612,265Trimmed
6Mosley Wealth Management$34,0493,166Trimmed
7UBS Group AG$27,5492,562Added
8AdvisorNet Financial, Inc$19,8611,847Trimmed
9OSAIC HOLDINGS, INC.$12,4361,157Hold
10HARBOUR INVESTMENTS, INC.$7,226672Added
11CREATIVE FINANCIAL DESIGNS INC /ADV$3,409317Hold
12MORGAN STANLEY$98992Hold
13Beacon Capital Management, Inc.$81Hold
14GeoWealth Management, LLC$00Exited
15Independent Advisor Alliance$00Exited
16J.M. Arbour, LLC$00Exited
17Innovative Asset Advisors Group, LLC$00Exited

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