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 3.03 Million shares, which have been reported (via 13F filing form) to have a value of $122 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
1,242,555
shares
|
$50.1 Million
4.6% of portfolio
|
Q3 2024
Reduced 12.18%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
688,805
shares
|
$27.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 20.27%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
170,127
shares
|
$6.86 Million
0.24% of portfolio
|
Q3 2022
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
143,737
shares
|
$5.79 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
110,190
shares
|
$4.44 Million
0.03% of portfolio
|
Q3 2024
Reduced 13.84%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
89,008
shares
|
$3.59 Million
0.01% of portfolio
|
Q3 2024
Reduced 34.5%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
72,167
shares
|
$2.91 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.71%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
71,133
shares
|
$2.87 Million
0.39% of portfolio
|
Q3 2024
Reduced 41.38%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
70,801
shares
|
$2.85 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.73%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
57,915
shares
|
$2.33 Million
0.01% of portfolio
|
Q3 2024
Added 7.73%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
40,404
shares
|
$1.63 Million
0.05% of portfolio
|
Q3 2024
Reduced 43.33%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
39,308
shares
|
$1.58 Million
0.08% of portfolio
|
Q3 2024
Reduced 11.95%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
28,938
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.73%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
22,674
shares
|
$913,762
0.0% of portfolio
|
Q3 2024
Added 30.74%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
21,877
shares
|
$881,643
0.06% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
21,580
shares
|
$869,673
0.0% of portfolio
|
Q3 2024
Reduced 12.41%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
19,983
shares
|
$805,314
0.15% of portfolio
|
Q1 2024
Reduced 20.34%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
19,278
shares
|
$776,903
0.02% of portfolio
|
Q3 2024
Reduced 36.96%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
18,396
shares
|
$741,358
0.11% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
11,725
shares
|
$472,517
0.38% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
11,099
shares
|
$447,289
0.01% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
10,281
shares
|
$414,324
0.04% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,375
shares
|
$377,812
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
7,883
shares
|
$317,684
0.01% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Nov 08, 2024 Q3 2024 |
6,421
shares
|
$258,766
0.16% of portfolio
|
Q3 2024
New holding
|