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 23 institutions that hold shares in the stock, with a total of 3.22 Million shares, which have been reported (via 13F filing form) to have a value of $108 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 15, 2024 Q1 2024 |
1,534,134
shares
|
$51.3 Million
4.8% of portfolio
|
Q1 2024
Reduced 30.49%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
769,515
shares
|
$25.7 Million
0.01% of portfolio
|
Q1 2024
Added 1.86%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
132,335
shares
|
$4.43 Million
0.15% of portfolio
|
Q3 2022
New holding
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 14, 2024 Q1 2024 |
120,617
shares
|
$4.04 Million
0.6% of portfolio
|
Q1 2024
Reduced 4.21%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
116,280
shares
|
$3.89 Million
0.01% of portfolio
|
Q1 2024
Added 0.9%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
102,313
shares
|
$3.42 Million
0.02% of portfolio
|
Q1 2024
Added 0.55%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
74,842
shares
|
$2.5 Million
0.01% of portfolio
|
Q1 2024
Added 2.1%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
72,918
shares
|
$2.44 Million
0.03% of portfolio
|
Q1 2024
Added 1.57%
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
58,435
shares
|
$1.96 Million
0.07% of portfolio
|
Q1 2024
Added 7.26%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 14, 2024 Q1 2024 |
39,237
shares
|
$1.31 Million
0.07% of portfolio
|
Q1 2024
Reduced 5.33%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
34,569
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2024
Added 2.74%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
34,047
shares
|
$1.14 Million
0.0% of portfolio
|
Q1 2024
Added 0.01%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2024 Q4 2023 |
20,413
shares
|
$683,018
0.13% of portfolio
|
Q4 2023
Reduced 0.14%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
19,261
shares
|
$644,473
0.0% of portfolio
|
Q1 2024
Reduced 1.53%
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
18,587
shares
|
$621,921
0.11% of portfolio
|
Q1 2024
Reduced 7.0%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
17,809
shares
|
$595,889
0.0% of portfolio
|
Q1 2024
Added 2.13%
|
|
Good Life Advisors, LLC
|
May 02, 2024 Q1 2024 |
17,283
shares
|
$578,289
0.05% of portfolio
|
Q1 2024
Added 0.01%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
14,099
shares
|
$471,752
0.0% of portfolio
|
Q1 2024
Reduced 32.75%
|
|
Aurora Private Wealth, Inc.
|
Apr 22, 2024 Q1 2024 |
10,209
shares
|
$341,593
0.29% of portfolio
|
Q1 2024
Reduced 0.09%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
8,443
shares
|
$282,502
0.01% of portfolio
|
Q4 2023
Reduced 3.43%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
7,259
shares
|
$242,886
0.0% of portfolio
|
Q1 2024
Reduced 26.73%
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
269
shares
|
$9,000
0.0% of portfolio
|
Q1 2023
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|