As of November 6, 2026, one holder's latest Schedule 13D or 13G filing report owning 5% or more of Two Roads Shared Trust. The largest reported stake is Foundations Investment Advisors, LLC's, at 78.6%. 13 filings are on record since July 8, 2025 (Schedule 13G/A, November 3, 2025).
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Key facts
- · Holder: Truist Financial Corp · Percent: 1.5% · Shares: 120,003 · SCHEDULE 13G/A
- · Holder: Truist Financial Corp · Percent: 6.2% · SCHEDULE 13G/A
- · Reporting person: Foundations Investment Advisors, LLC · Sole voting: 0 · Shared voting: 0 · Sole dispositive: 3,814,040 · Shared dispositive: 0 · SCHEDULE 13G/A, 2025-11-03
- · Holder: Foundations Investment Advisors, LLC · Percent: 91.3% · SCHEDULE 13G/A
- · Holder: Foundations Investment Advisors, LLC · Percent: 62.1% · SCHEDULE 13G/A
Two Roads Shared Trust has 13 Schedule 13D or 13G filings on record since 2025-07-08. 1 holder's latest filing reports 5% or more of exchange traded fund. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Foundations Investment Advisors, LLC | 78.6% | 3,814,040 | SCHEDULE 13G/A, 2025-11-03 | 2025-09-30 |
| Truist Financial Corp | 1.5% | 120,003 | SCHEDULE 13G/A, 2026-04-20 |
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Companies that share a holder
- FOUNDATIONS INVESTMENT ADVISORS, LLC also filed stake reports on 7 other companies: FIRST TRUST EXCHANGE-TRADED FUND (Nov 2025), FIRST TRUST EXCHANGE-TRADED FUND VIII (Nov 2025), Innovator ETFs Trust (Nov 2025)
- TRUIST FINANCIAL CORP also filed stake reports on 31 other companies: FIRST TRUST EXCHANGE-TRADED FUND (Oct 2026), FIRST TRUST EXCHANGE-TRADED FUND III (Oct 2026), FIRST TRUST EXCHANGE-TRADED FUND VIII (Oct 2026)
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | 0 | 0 | 3,814,040 | 0 | SCHEDULE 13G/A, 2025-11-03 |
| Truist Financial Corp | 0 | 0 | 120,003 | 0 | SCHEDULE 13G/A, 2026-04-20 |
The latest filing identifies Two Roads Shared Trust by CUSIP 90214Q584 and gives its principal executive office as 225 PICTORIA DRIVE, CINCINNATI, OH 45246 (SCHEDULE 13G/A, 2026-04-20).
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-08 | Foundations Investment Advisors, LLC | 0% | SCHEDULE 13G/A |
| 2025-07-08 | Foundations Investment Advisors, LLC | 0% | SCHEDULE 13G/A |
| 2025-07-08 | Foundations Investment Advisors, LLC | 0% | SCHEDULE 13G/A |
| 2025-07-08 | Foundations Investment Advisors, LLC | 0% | SCHEDULE 13G/A |
| 2025-07-29 | Foundations Investment Advisors, LLC | 93.5% | SCHEDULE 13G/A |
| 2025-07-29 | Foundations Investment Advisors, LLC | 7.7% | SCHEDULE 13G/A |
| 2025-07-29 | Foundations Investment Advisors, LLC | 82% | SCHEDULE 13G/A |
| 2025-11-03 | Foundations Investment Advisors, LLC | 91.3% | SCHEDULE 13G/A |
| 2025-11-03 | Foundations Investment Advisors, LLC | 62.1% | SCHEDULE 13G/A |
| 2025-11-03 | Foundations Investment Advisors, LLC | 6.4% | SCHEDULE 13G/A |
| 2025-11-03 | Foundations Investment Advisors, LLC | 78.6% | SCHEDULE 13G/A |
| 2026-01-20 | Truist Financial Corp | 6.2% | SCHEDULE 13G/A |
| 2026-04-20 | Truist Financial Corp | 1.5% | SCHEDULE 13G/A |
Questions about who owns Two Roads Shared Trust
Who owns Two Roads Shared Trust?
On this page, one holder's latest ownership filing reports 5% or more of Two Roads Shared Trust: Foundations Investment Advisors, LLC (78.6%, Schedule 13G/A, filed 2025-11-03).
When did Foundations Investment Advisors, LLC buy into Two Roads Shared Trust?
The filings give report dates, not purchase dates. The earliest filing from Foundations Investment Advisors, LLC on this page is the Schedule 13G/A, filed 2025-07-08, reporting 0%; its latest, Schedule 13G/A filed 2025-11-03, reports 78.6%. That earliest filing is itself an amendment, which updates an earlier report.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 13 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.