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 31 institutions that hold shares in the stock, with a total of 2.11 Million shares, which have been reported (via 13F filing form) to have a value of $84.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2025 Q3 2025 |
835,147
shares
|
$33.3 Million
3.74% of portfolio
|
Q3 2025
Reduced 15.64%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
510,214
shares
|
$20.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.97%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
170,127
shares
|
$6.78 Million
0.24% of portfolio
|
Q3 2022
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
115,740
shares
|
$4.61 Million
0.01% of portfolio
|
Q3 2025
Added 8.63%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
80,804
shares
|
$3.22 Million
0.12% of portfolio
|
Q3 2025
Reduced 8.76%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
78,064
shares
|
$3.11 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
51,184
shares
|
$2.04 Million
0.01% of portfolio
|
Q3 2025
Reduced 29.92%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
38,038
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
33,712
shares
|
$1.34 Million
0.03% of portfolio
|
Q2 2025
Reduced 47.49%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
27,059
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
24,401
shares
|
$972,623
0.04% of portfolio
|
Q3 2025
Reduced 14.69%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
19,983
shares
|
$796,522
0.15% of portfolio
|
Q1 2024
Reduced 20.34%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
18,730
shares
|
$746,577
0.02% of portfolio
|
Q3 2025
Reduced 13.0%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
18,724
shares
|
$746,338
0.05% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
18,348
shares
|
$731,351
0.0% of portfolio
|
Q3 2025
Reduced 8.58%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
16,721
shares
|
$666,499
0.02% of portfolio
|
Q3 2025
Reduced 11.99%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
14,847
shares
|
$591,801
0.07% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
10,420
shares
|
$415,341
0.3% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
9,525
shares
|
$379,666
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
5,268
shares
|
$209,982
0.0% of portfolio
|
Q3 2025
Reduced 49.66%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Oct 23, 2025 Q3 2025 |
5,211
shares
|
$207,710
0.13% of portfolio
|
Q2 2025
Reduced 14.91%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
4,710
shares
|
$187,740
0.0% of portfolio
|
Q3 2025
Reduced 37.81%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
2,845
shares
|
$113,401
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
2,741
shares
|
$109,256
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
404
shares
|
$16,103
0.0% of portfolio
|
Q3 2025
Reduced 9.42%
|
|