ADFI (TWO RDS SHARED TR) is held by 3 institutional investors as of Q1 2026. Largest holders: CITADEL ADVISORS LLC ($447,924), MORGAN STANLEY ($4,466), AE Wealth Management LLC ($2,352). Net institutional sentiment: Mixed.
3
Holders
(1 Elite)
$454,742
Total Value
50% (4)
Consensus
2 buying - 2 selling
13F: Insider & Congress:
Who's Trading
ActivistFIFOUNDATIONS INVESTMENT ADVISORS, LLC91.3%Nov 3, 2025
Fund | Action | Shares | Value | Weight | Est. P&L | Conviction |
|---|---|---|---|---|---|---|
New | 52,759 | $447,924 | 0.0% | -1.98% | 33 | |
New | 526 | $4,466 | 0.0% | -1.98% | 22 | |
Unchanged | 277 | $2,352 | 0.0% | +2.52% | 0 | |
Exited | 0(-100.0%) | $14,655 | 0.0% | +0.63% | 0 | |
Exited | 0(-100.0%) | $128,495 | 0.0% | +3.88% | 0 |
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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer