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 34 institutions that hold shares in the stock, with a total of 2.5 Million shares, which have been reported (via 13F filing form) to have a value of $100 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
|
$41 Million
4.44% of portfolio
|
Q1 2025
Reduced 4.66%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
580,098
shares
|
$23.3 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
|
$6.82 Million
0.24% of portfolio
|
Q3 2022
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
115,375
shares
|
$4.63 Million
0.03% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
106,546
shares
|
$4.27 Million
0.01% of portfolio
|
Q2 2025
Added 17.93%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
88,558
shares
|
$3.55 Million
0.13% of portfolio
|
Q2 2025
Reduced 34.54%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
86,729
shares
|
$3.48 Million
0.01% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
37,515
shares
|
$1.5 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
34,918
shares
|
$1.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 46.64%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
33,712
shares
|
$1.35 Million
0.03% of portfolio
|
Q2 2025
Reduced 47.49%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
28,603
shares
|
$1.15 Million
0.06% of portfolio
|
Q1 2025
Reduced 17.87%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
26,462
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
20,069
shares
|
$804,766
0.0% of portfolio
|
Q2 2025
Reduced 6.61%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
19,983
shares
|
$801,318
0.15% of portfolio
|
Q1 2024
Reduced 20.34%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
19,284
shares
|
$773,288
0.0% of portfolio
|
Q1 2025
Added 16.56%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
18,986
shares
|
$761,338
0.02% of portfolio
|
Q1 2025
Reduced 9.84%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
18,724
shares
|
$750,832
0.05% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
16,026
shares
|
$642,642
0.09% of portfolio
|
Q1 2025
Reduced 5.35%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
10,464
shares
|
$419,606
0.0% of portfolio
|
Q2 2025
Reduced 15.52%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
10,420
shares
|
$417,842
0.3% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
8,240
shares
|
$330,424
0.0% of portfolio
|
Q1 2025
Added 42.31%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
7,574
shares
|
$303,717
0.01% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
5,370
shares
|
$215,337
0.05% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Jul 22, 2025 Q2 2025 |
5,211
shares
|
$208,961
0.11% of portfolio
|
Q2 2025
Reduced 14.91%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
2,741
shares
|
$109,914
0.13% of portfolio
|
Q1 2025
New holding
|