DOSSIER · 13F Holders · Q1 2026
AEMS

TWO RDS SHARED TR

7 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 90214Q485·7 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$125M
visible holders
Holders
7
filers reporting
Concentration
99.52%
FOUNDATIONS INVESTMENT ADVISORS, LLC #1
top holder share
AI Holders Summary · Q1 2026

7 institutions reported AEMS in Q1 2026. FOUNDATIONS INVESTMENT ADVISORS, LLC leads at 99.5% of the visible book.

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
$195K16K0.06%Q2 2026
03
GTS SECURITIES LLC
CIK 0001452765· Market maker
$189K19K0.01%Q1 2026
04
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$173K17K0.00%Q1 2026
05
AE Wealth Management LLC
CIK 0001697723
$32K3K0.00%Q2 2026
06
CoreCap Advisors, LLC
CIK 0001902501
$9K7070.00%Q2 2026
07
UBS Group AG
CIK 0001610520
$7K6980.00%Q1 2026