Institutional Ownership Two Rds Shared Tr Leadershares (SQEW)
This table provides information about the institutional ownership of Two Rds Shared Tr Leadershares (SQEW). We have compiled data on the 26 institutions that hold shares in the stock, with a total of 1.85 Million shares, which have been reported (via 13F filing form) to have a value of $62.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
878,669
shares
|
$29.6 Million
3.06% of portfolio
|
Q2 2025
Reduced 6.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
429,834
shares
|
$14.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.12%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
132,335
shares
|
$4.46 Million
0.15% of portfolio
|
Q3 2022
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
55,020
shares
|
$1.86 Million
0.0% of portfolio
|
Q2 2025
Reduced 47.47%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
48,455
shares
|
$1.63 Million
0.0% of portfolio
|
Q2 2025
Added 95.17%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
42,763
shares
|
$1.44 Million
0.01% of portfolio
|
Q2 2025
Reduced 41.5%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
34,469
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
33,570
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Reduced 45.94%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
32,411
shares
|
$1.09 Million
0.03% of portfolio
|
Q2 2025
Reduced 46.83%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
28,373
shares
|
$957,305
0.04% of portfolio
|
Q1 2025
Reduced 13.55%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
18,587
shares
|
$627,125
0.11% of portfolio
|
Q1 2024
Reduced 7.0%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
18,491
shares
|
$623,886
0.02% of portfolio
|
Q2 2025
Reduced 39.78%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
16,638
shares
|
$561,366
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
15,473
shares
|
$522,059
0.0% of portfolio
|
Q2 2025
Reduced 5.72%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
14,684
shares
|
$495,438
0.03% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
14,048
shares
|
$473,979
0.01% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
9,448
shares
|
$318,775
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
8,966
shares
|
$302,512
0.22% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
8,368
shares
|
$282,336
0.0% of portfolio
|
Q2 2025
Reduced 14.09%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
5,628
shares
|
$189,888
0.01% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
324
shares
|
$10,931
0.0% of portfolio
|
Q2 2024
Added 22.26%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
159
shares
|
$5,364
0.0% of portfolio
|
Q1 2025
Added 84.88%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
80
shares
|
$2,699
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1
shares
|
$33
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|