Filing Research | TWO RDS SHARED TR Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

5 / 5 loaded

#		Instrument	quantity
1	Wealth Enhancement Trust Services, Inc.	Shares	6.0MSH	$56.0M
2	AdvisorNet Financial, Inc	Shares	2.7MSH	$25.5M
3	TCFG Investment Advisors, LLC	Shares	14.6KSH	$137.5K
4	Avior Wealth Management, LLC	Shares	12.2KSH	$113.8K
5	Farther Finance Advisors, LLC	Shares	319SH	$3.0K

Manager changes2026-06-30 vs 2026-03-31

12 / 12 loaded

#		Instrument
1	AdvisorNet Financial, Inc added	Shares	+379.7K	+$3.8M	$25.5M
2	Wealth Enhancement Trust Services, Inc. added	Shares	+218.9K	+$2.6M	$56.0M
3	Farther Finance Advisors, LLC unchanged	Shares	0	+$17	$3.0K
4	Quest 10 Wealth Builders, Inc. exited	Shares	-469	-$4.4K	$0
5	Avior Wealth Management, LLC trimmed	Shares	-1.9K	-$16.4K	$113.8K
6	TCFG Investment Advisors, LLC trimmed	Shares	-2.3K	-$20.2K	$137.5K
7	Bell Bank exited	Shares	-25.4K	-$236.5K	$0
8	XY Planning Network, Inc. exited	Shares	-213.8K	-$2.0M	$0
9	RDA Financial Network exited	Shares	-240.6K	-$2.2M	$0
10	Sonoma Allocations LLC exited	Shares	-255.0K	-$2.4M	$0
11	Cooper Financial Group exited	Shares	-312.7K	-$2.9M	$0
12	Darwin Wealth Management, LLC exited	Shares	-1.4M	-$13.1M	$0

Filing Research | TWO RDS SHARED TR Institutional Holdings