Institutional Ownership Two Rds Shared Tr Leadershares (SQEW)
This table provides information about the institutional ownership of Two Rds Shared Tr Leadershares (SQEW). We have compiled data on the 28 institutions that hold shares in the stock, with a total of 2.67 Million shares, which have been reported (via 13F filing form) to have a value of $91.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
1,287,278
shares
|
$43.4 Million
4.22% of portfolio
|
Q4 2024
Reduced 13.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
583,598
shares
|
$19.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.83%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
132,335
shares
|
$4.46 Million
0.15% of portfolio
|
Q3 2022
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
105,566
shares
|
$3.56 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
97,811
shares
|
$3.3 Million
0.02% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
67,629
shares
|
$2.28 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
66,283
shares
|
$2.24 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
42,504
shares
|
$1.43 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
33,424
shares
|
$1.13 Million
0.0% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
33,127
shares
|
$1.12 Million
0.0% of portfolio
|
Q4 2024
Added 200.14%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
32,819
shares
|
$1.11 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
22,090
shares
|
$745,095
0.02% of portfolio
|
Q3 2024
Reduced 13.62%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
20,132
shares
|
$679,052
0.0% of portfolio
|
Q4 2024
Added 207.03%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
18,587
shares
|
$626,939
0.11% of portfolio
|
Q1 2024
Reduced 7.0%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
17,947
shares
|
$605,352
0.0% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
17,846
shares
|
$601,945
0.07% of portfolio
|
Q4 2024
Reduced 81.66%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
16,191
shares
|
$546,122
0.04% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
15,250
shares
|
$514,382
0.0% of portfolio
|
Q4 2024
Reduced 24.86%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
14,199
shares
|
$478,932
0.0% of portfolio
|
Q4 2024
Added 3706.7%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
14,075
shares
|
$474,749
0.07% of portfolio
|
Q4 2024
Reduced 9.72%
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
9,773
shares
|
$329,643
0.25% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
9,002
shares
|
$303,637
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
5,931
shares
|
$200,052
0.01% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
1,703
shares
|
$57,442
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
324
shares
|
$10,928
0.0% of portfolio
|
Q2 2024
Added 22.26%
|