Institutional Ownership Two Rds Shared Tr Leadershares (ACTV)
This table provides information about the institutional ownership of Two Rds Shared Tr Leadershares (ACTV). We have compiled data on the 25 institutions that hold shares in the stock, with a total of 2.14 Million shares, which have been reported (via 13F filing form) to have a value of $70.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
1,143,064
shares
|
$37.1 Million
3.42% of portfolio
|
Q3 2024
Reduced 13.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
417,348
shares
|
$13.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
100,543
shares
|
$3.27 Million
0.11% of portfolio
|
Q3 2022
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
82,385
shares
|
$2.68 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.23%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
70,087
shares
|
$2.28 Million
0.31% of portfolio
|
Q3 2024
Added 25.8%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
65,293
shares
|
$2.12 Million
0.01% of portfolio
|
Q4 2024
Added 13.67%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
45,718
shares
|
$1.49 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
42,561
shares
|
$1.38 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
31,711
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
29,445
shares
|
$956,962
0.0% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
18,514
shares
|
$601,705
0.03% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
15,519
shares
|
$504,367
0.01% of portfolio
|
Q3 2024
Reduced 14.6%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
14,677
shares
|
$477,002
0.0% of portfolio
|
Q3 2024
Added 27.87%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
12,003
shares
|
$390,097
0.03% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
11,448
shares
|
$372,060
0.0% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
11,280
shares
|
$366,600
0.07% of portfolio
|
Q1 2024
Reduced 11.33%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
10,717
shares
|
$348,302
0.05% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
10,199
shares
|
$331,467
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
7,183
shares
|
$233,447
0.18% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,011
shares
|
$97,857
0.0% of portfolio
|
Q3 2024
Reduced 9.39%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,671
shares
|
$54,307
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 03, 2025 Q3 2024 |
161
shares
|
$5,232
0.0% of portfolio
|
Q2 2024
Added 31.97%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
70
shares
|
$2,275
0.0% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1
shares
|
$32
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|