Institutional Ownership Two Rds Shared Tr Leadershares (LSAT)
This table provides information about the institutional ownership of Two Rds Shared Tr Leadershares (LSAT). We have compiled data on the 35 institutions that hold shares in the stock, with a total of 2.59 Million shares, which have been reported (via 13F filing form) to have a value of $103 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
1,022,039
shares
|
$40.5 Million
4.44% of portfolio
|
Q1 2025
Reduced 4.66%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
580,098
shares
|
$23 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.93%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
170,127
shares
|
$6.74 Million
0.24% of portfolio
|
Q3 2022
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
135,278
shares
|
$5.36 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
115,375
shares
|
$4.57 Million
0.03% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
90,349
shares
|
$3.58 Million
0.01% of portfolio
|
Q1 2025
Added 36.06%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
86,729
shares
|
$3.43 Million
0.01% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
65,435
shares
|
$2.59 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
64,196
shares
|
$2.54 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
37,515
shares
|
$1.49 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
28,603
shares
|
$1.13 Million
0.06% of portfolio
|
Q1 2025
Reduced 17.87%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
26,547
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.4%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
21,489
shares
|
$850,964
0.0% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
19,983
shares
|
$791,326
0.15% of portfolio
|
Q1 2024
Reduced 20.34%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
19,753
shares
|
$782,218
0.06% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
19,284
shares
|
$763,646
0.0% of portfolio
|
Q1 2025
Added 16.56%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
18,986
shares
|
$751,845
0.02% of portfolio
|
Q1 2025
Reduced 9.84%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
16,026
shares
|
$634,629
0.09% of portfolio
|
Q1 2025
Reduced 5.35%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
12,386
shares
|
$490,485
0.0% of portfolio
|
Q1 2025
Reduced 25.8%
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
10,697
shares
|
$423,601
0.34% of portfolio
|
Q1 2025
Reduced 9.53%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
8,240
shares
|
$326,304
0.0% of portfolio
|
Q1 2025
Added 42.31%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
7,603
shares
|
$301,078
0.01% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Apr 25, 2025 Q1 2025 |
6,124
shares
|
$242,510
0.14% of portfolio
|
Q1 2025
Reduced 4.63%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
5,370
shares
|
$212,652
0.05% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
2,741
shares
|
$108,543
0.17% of portfolio
|
Q1 2025
New holding
|