Two Roads Shared Trust - Exchange Traded Product (ADFI)

Historical Holders from Q3 2020 to Q3 2025

Symbol
ADFI
Type / Class
Equity / Exchange Traded Product
Shares outstanding
5,347,222
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
5,504,532
Holdings value
$47,339,083
% of all portfolios
0%
Number of holders
15
Number of buys
4
Number of sells
-11
Average buys %
+0%
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Two Roads Shared Trust - Exchange Traded Product (ADFI)

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FOUNDATIONS INVESTMENT ADVISORS, LLC 91.3% -2.3% $41,985,320 -$3,025,704 4,882,014 -6.7% FOUNDATIONS INVESTMENT ADVISORS, LLC 30 Sep 2025

Institutional Holders of Two Roads Shared Trust - Exchange Traded Product (ADFI)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 5,504,532 $47,339,083 -$4,349,697 $8.6 15
2025 Q2 6,010,323 $51,252,433 -$1,763,777 $8.53 14
2025 Q1 6,217,234 $52,877,582 +$4,891,590 $8.5 12
2024 Q4 5,715,860 $47,978,446 +$2,161,361 $8.39 12
2024 Q3 5,250,783 $46,012,437 +$2,092,391 $8.77 7
2024 Q2 5,013,156 $42,561,695 +$16,311,978 $8.49 6
2024 Q1 3,081,914 $26,288,728 +$1,584,978 $8.53 8
2023 Q4 2,929,616 $25,250,554 +$1,774,890 $8.61 10
2023 Q3 2,664,350 $21,927,596 +$1,914,956 $8.23 9
2023 Q2 2,429,312 $20,539,858 +$4,083,934 $8.46 7
2023 Q1 1,946,292 $16,611,625 +$2,152,965 $8.54 7
2022 Q4 1,694,113 $14,147,944 +$1,982,962 $8.32 7
2022 Q3 1,457,814 $11,931,000 +$693,906 $8.18 6
2022 Q2 1,373,006 $11,679,000 +$48,202 $8.51 6
2022 Q1 1,367,266 $12,170,000 +$1,137,198 $9.04 3
2021 Q4 1,235,494 $11,744,000 +$3,063,356 $9.56 5
2021 Q3 787,180 $7,611,000 -$2,990,880 $9.62 5
2021 Q2 1,094,104 $10,672,000 +$638,190 $9.73 5
2021 Q1 1,028,446 $9,938,000 +$7,557,308 $9.67 3
2020 Q4 245,916 $2,452,000 +$2,982 $9.97 2
2020 Q3 245,599 $2,448,000 +$2,448,000 $9.98 2