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Two RDS Shared TR

Q4 2024 vs Q1 2025

Comparing institutional holders between quarters

Quarters

Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Foundations Investment Advisors, LLC
INCREASED
Shares1,383,984 from 999,203
Change+384,781 (+39%)
Value$14.2M (+$4.0M)
Filed 2025-05-07
GeoWealth Management, LLC
DECREASED
Shares855,238 from 930,888
Change-75,650 (-8%)
Value$8.8M (-$765.3K)
Filed 2025-05-09
Anfield Capital Management, LLC
UNCHANGED
Shares45,606 from 45,606
Change0 (0%)
Value$467.0K (+$456)
Filed 2025-05-13
UBS Group AG
NEW
Shares1,886
Change+1,886
Value$19.3K
Filed 2025-05-13
Susquehanna International Group, LLP
CLOSED
Shares0 from 18,293
Change-18,293 (-100%)
Value$0 (-$187.1K)
Filed 2025-05-14
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2025-05-14
Status
Foundations Investment Advisors, LLC
INCREASED1,383,984999,203+384,781+39%$10.2M$14.2M+$4.0M2025-05-07
GeoWealth Management, LLC
DECREASED855,238930,888-75,650-8%$9.5M$8.8M-$765.3K2025-05-09
Anfield Capital Management, LLC
UNCHANGED45,60645,60600%$466.5K$467.0K+$4562025-05-13
UBS Group AG
NEW1,886—+1,886——$19.3K—2025-05-13
Susquehanna International Group, LLP
CLOSED018,293-18,293-100%$187.1K$0-$187.1K2025-05-14
Proequities, Inc.
UNCHANGED000—$0$0$02025-05-14
Showing 6 of 6 institutions