Institutional Ownership Two Rds Shared Tr (LSAF)
This table provides information about the institutional ownership of Two Rds Shared Tr (LSAF). We have compiled data on the 29 institutions that hold shares in the stock, with a total of 2.61 Million shares, which have been reported (via 13F filing form) to have a value of $115 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2025 Q3 2025 |
1,246,840
shares
|
$55 Million
6.04% of portfolio
|
Q3 2025
Reduced 22.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
714,630
shares
|
$31.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.98%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
152,445
shares
|
$6.72 Million
0.18% of portfolio
|
Q3 2022
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
128,141
shares
|
$5.65 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
49,171
shares
|
$2.17 Million
0.05% of portfolio
|
Q2 2025
Reduced 45.63%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
45,386
shares
|
$2 Million
0.01% of portfolio
|
Q3 2025
Reduced 17.87%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
32,321
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2025
Reduced 12.76%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
32,261
shares
|
$1.42 Million
0.04% of portfolio
|
Q3 2025
Reduced 12.73%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
27,968
shares
|
$1.23 Million
0.05% of portfolio
|
Q3 2025
Reduced 21.01%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
26,125
shares
|
$1.15 Million
0.03% of portfolio
|
Q3 2025
Reduced 18.21%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
22,419
shares
|
$988,229
0.17% of portfolio
|
Q1 2024
Reduced 14.44%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
20,131
shares
|
$887,374
0.0% of portfolio
|
Q3 2025
Reduced 5.81%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
19,774
shares
|
$871,637
0.06% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
19,433
shares
|
$856,606
0.0% of portfolio
|
Q3 2025
Added 16.45%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
15,276
shares
|
$673,366
0.07% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
14,401
shares
|
$634,796
0.0% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
14,140
shares
|
$623,291
0.0% of portfolio
|
Q3 2025
Reduced 38.29%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
9,517
shares
|
$419,509
0.3% of portfolio
|
Q2 2025
Reduced 4.97%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
8,706
shares
|
$383,760
0.0% of portfolio
|
Q3 2025
Reduced 36.0%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
6,791
shares
|
$299,347
0.05% of portfolio
|
Q3 2025
Reduced 9.93%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
2,556
shares
|
$112,668
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
908
shares
|
$40,024
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
479
shares
|
$21,114
0.0% of portfolio
|
Q2 2024
Added 23.45%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
463
shares
|
$20,409
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
329
shares
|
$14,502
0.0% of portfolio
|
Q3 2025
Added 32800.0%
|
|