# 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 $67.7M on Form 13F as of 2026-06-30.

## Summary

- Issuer: TWO RDS SHARED TR
- Class: AFFINITY WORLD
- CUSIP: 90214Q105
- 13F holders: 19
- 13F value: $67.7M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 19 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Sowell Financial Services LLC](https://search.stillhousedata.com/firm/127145) | NORTH LITTLE ROCK, AR | $55.3M | 1,190,369 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $3.9M | 84,323 |
| [GeoWealth Management, LLC](https://search.stillhousedata.com/firm/148222) | CHICAGO, IL | $3.7M | 80,077 |
| [CITADEL ADVISORS LLC](https://search.stillhousedata.com/firm/148826) | MIAMI, FL | $1.3M | 34,615 |
| [RATIONAL ADVISORS, INC.](https://search.stillhousedata.com/firm/111452) | San Juan, PR | $1.2M | 26,563 |
| Equitable Holdings, Inc. | NEW YORK, NY | $847K | 23,806 |
| [Cetera Investment Advisers](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $401K | 10,790 |
| [NORDEN GROUP LLC](https://search.stillhousedata.com/firm/323988) | PROVO, UT | $290K | 6,230 |
| Independent Advisor Alliance | CHARLOTTE, NC | $256K | 6,894 |
| JONES FINANCIAL COMPANIES LLLP | DES PERES, MO | $188K | 5,144 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $161K | 4,340 |
| CWM, LLC | OMAHA, NE | $47K | 1,274 |
| [LANARK FINANCIAL, INC.](https://search.stillhousedata.com/firm/17870) | BIRMINGHAM, AL | $18K | 397 |
| UBS Group AG | Zurich, V8 | $15K | 401 |
| MORGAN STANLEY | NEW YORK, NY | $10K | 278 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/90214Q105.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.