DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
AEMS

TWO RDS SHARED TR

6 institutions still hold TWO RDS SHARED TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 90214Q485·6 13F holders·last filed Mar 31, 2026
Market cap
8.8%
vs prior quarter
13F value held
$127M
70.0% inst. owned
of float
Holders
6
+16 QoQ
filers reporting
Activity
+89 / −90
+995 added · −796 reduced
this quarter
Concentration
98.43%
FOUNDATIONS INVESTMENT ADVISORS, LLC #1
top holder share
AI Holders Summary · Q1 2026

6 institutions reported AEMS in Q1 2026. FOUNDATIONS INVESTMENT ADVISORS, LLC leads at 98.4% of the visible book. +16 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$125M12.5M1.55%Q1 2026
02
Mosley Wealth Management
CIK 0002011849
$1M135K0.66%Q1 2026
03
GTS SECURITIES LLC
CIK 0001452765· Market maker
$189,07619K0.01%Q1 2026
04
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$173,09417K0.00%Q1 2026
05
Walser Wealth Management Company, A Ltd Liability Co
CIK 0002112280
$171,96217K0.08%Q1 2026
06
UBS Group AG
CIK 0001610520
$6,9956980.00%Q1 2026