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 31 institutions that hold shares in the stock, with a total of 3.44 Million shares, which have been reported (via 13F filing form) to have a value of $142 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
1,660,243
shares
|
$68.6 Million
6.56% of portfolio
|
Q4 2024
Reduced 11.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
770,817
shares
|
$31.8 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
152,445
shares
|
$6.29 Million
0.18% of portfolio
|
Q3 2022
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
143,535
shares
|
$5.93 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
94,857
shares
|
$3.92 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.03%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
94,316
shares
|
$3.89 Million
0.02% of portfolio
|
Q4 2024
Reduced 15.09%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
92,755
shares
|
$3.83 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.04%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
79,637
shares
|
$3.29 Million
0.39% of portfolio
|
Q4 2024
Reduced 43.01%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
63,349
shares
|
$2.62 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
39,265
shares
|
$1.62 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
28,482
shares
|
$1.18 Million
0.03% of portfolio
|
Q4 2024
Reduced 9.33%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
22,419
shares
|
$925,680
0.17% of portfolio
|
Q1 2024
Reduced 14.44%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
22,347
shares
|
$922,707
0.0% of portfolio
|
Q4 2024
Reduced 18.52%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
21,937
shares
|
$905,778
0.0% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
20,811
shares
|
$859,286
0.06% of portfolio
|
Q4 2024
Reduced 5.29%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
20,707
shares
|
$854,992
0.0% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
19,392
shares
|
$800,695
0.11% of portfolio
|
Q4 2024
Reduced 11.33%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
17,135
shares
|
$707,504
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
16,523
shares
|
$682,234
0.0% of portfolio
|
Q4 2024
Added 8.04%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
16,489
shares
|
$680,830
0.0% of portfolio
|
Q4 2024
Added 1297.37%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
13,433
shares
|
$554,648
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
10,935
shares
|
$451,506
0.33% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
8,000
shares
|
$330,320
0.07% of portfolio
|
Q4 2024
Reduced 6.97%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
5,405
shares
|
$223,172
0.01% of portfolio
|
Q4 2024
Reduced 43.24%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
1,106
shares
|
$45,666
0.04% of portfolio
|
Q4 2024
New holding
|