TWO RDS SHARED TR AFFINITY WORLD

TWO RDS SHARED TR AFFINITY WORLD is a security (CUSIP 90214Q105) tracked across SEC portfolio filings. 19 institutional managers reported $65.1M on Form 13F as of 2026-06-30.

Summary

Top institutional holders (Form 13F)

Showing 15 of 19 managers by value.

ManagerLocationValueShares
Sowell Financial Services LLCNORTH LITTLE ROCK, AR$55.3M1,190,369
GeoWealth Management, LLCCHICAGO, IL$3.7M80,077
CITADEL ADVISORS LLCMIAMI, FL$1.3M34,615
LPL Financial LLCFORT MILL, SC$1.3M34,501
RATIONAL ADVISORS, INC.San Juan, PR$1.2M26,563
Equitable Holdings, Inc.NEW YORK, NY$847K23,806
Cetera Investment AdvisersSCHAUMBURG, IL$401K10,790
NORDEN GROUP LLCPROVO, UT$290K6,230
Independent Advisor AllianceCHARLOTTE, NC$256K6,894
JONES FINANCIAL COMPANIES LLLPDES PERES, MO$188K5,144
OSAIC HOLDINGS, INC.PHOENIX, AZ$161K4,340
CWM, LLCOMAHA, NE$47K1,274
LANARK FINANCIAL, INC.BIRMINGHAM, AL$18K397
UBS Group AGZurich, V8$15K401
MORGAN STANLEYNEW YORK, NY$10K278

More