ADFI — Two Rds Shared Tr 机构持仓 · 2026年Q2
谁持有 Two Rds Shared Tr（ADFI）？2026年Q2（报告期截至 2026-06-30）共有 15 家机构在 SEC 13F 申报中报告持有，合计 4,955.69 万美元。前几大持有机构：Foundations Investment Advisors, LLC（4,600.00 万美元）、J.M. Arbour, LLC（160.00 万美元）、Independent Advisor Alliance（48.45 万美元）。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Foundations Investment Advisors, LLC | $46.0M | 5.4M | 增持 |
| 2 | J.M. Arbour, LLC | $1.6M | 188,442 | 增持 |
| 3 | Independent Advisor Alliance | $484,459 | 57,063 | 减持 |
| 4 | CITADEL ADVISORS LLC | $393,473 | 46,346 | 减持 |
| 5 | AE Wealth Management LLC | $280,379 | 33,025 | 增持 |
| 6 | AdvisorNet Financial, Inc | $224,882 | 26,488 | 减持 |
| 7 | TCFG Investment Advisors, LLC | $175,737 | 20,680 | 减持 |
| 8 | Mosley Wealth Management | $161,002 | 18,964 | 减持 |
| 9 | JANE STREET GROUP, LLC | $137,910 | 16,244 | 新建仓 |
| 10 | Walser Wealth Management Company, A Ltd Liability Co | $92,732 | 10,923 | 增持 |
| 11 | UBS Group AG | $12,115 | 1,427 | 新建仓 |
| 12 | CREATIVE FINANCIAL DESIGNS INC /ADV | $3,837 | 452 | 持平 |
| 13 | GeoWealth Management, LLC | $3,438 | 405 | 增持 |
| 14 | HARBOUR INVESTMENTS, INC. | $2,190 | 258 | 持平 |
| 15 | MORGAN STANLEY | $0 | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30