Institutional Ownership Two Rds Shared Tr Leadershares (ACTV)
This table provides information about the institutional ownership of Two Rds Shared Tr Leadershares (ACTV). We have compiled data on the 25 institutions that hold shares in the stock, with a total of 2.12 Million shares, which have been reported (via 13F filing form) to have a value of $67.7 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 15, 2024 Q1 2024 |
1,018,139
shares
|
$32.6 Million
3.41% of portfolio
|
Q1 2024
Reduced 31.35%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
480,460
shares
|
$15.4 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.6%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
100,543
shares
|
$3.22 Million
0.11% of portfolio
|
Q3 2022
New holding
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
94,897
shares
|
$3.04 Million
0.01% of portfolio
|
Q1 2024
Reduced 3.08%
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 14, 2024 Q1 2024 |
70,254
shares
|
$2.25 Million
0.38% of portfolio
|
Q1 2024
Reduced 5.02%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
58,370
shares
|
$1.87 Million
0.01% of portfolio
|
Q1 2024
Added 0.47%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
46,262
shares
|
$1.48 Million
0.01% of portfolio
|
Q1 2024
Added 1.73%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
45,053
shares
|
$1.44 Million
0.02% of portfolio
|
Q1 2024
Added 0.85%
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
33,273
shares
|
$1.06 Million
0.05% of portfolio
|
Q1 2024
Added 3.85%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
26,472
shares
|
$846,839
0.0% of portfolio
|
Q1 2024
Added 12.06%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 14, 2024 Q1 2024 |
25,294
shares
|
$809,155
0.05% of portfolio
|
Q1 2024
Reduced 5.69%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
23,288
shares
|
$744,983
0.0% of portfolio
|
Q1 2024
Reduced 10.17%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
18,630
shares
|
$595,973
0.0% of portfolio
|
Q1 2024
New holding
|
|
Good Life Advisors, LLC
|
May 02, 2024 Q1 2024 |
12,597
shares
|
$402,978
0.04% of portfolio
|
Q4 2023
Added 0.1%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2024 Q4 2023 |
12,563
shares
|
$401,890
0.08% of portfolio
|
Q4 2023
Reduced 2.42%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
11,836
shares
|
$378,633
0.0% of portfolio
|
Q1 2024
Reduced 1.51%
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
11,280
shares
|
$360,847
0.07% of portfolio
|
Q1 2024
Reduced 11.33%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
11,118
shares
|
$355,664
0.0% of portfolio
|
Q1 2024
Added 0.42%
|
|
Aurora Private Wealth, Inc.
|
Apr 22, 2024 Q1 2024 |
7,456
shares
|
$238,517
0.22% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
4,725
shares
|
$151,152
0.01% of portfolio
|
Q4 2023
Reduced 3.57%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
4,014
shares
|
$128,407
0.0% of portfolio
|
Q1 2024
Reduced 37.92%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
685
shares
|
$21,913
0.0% of portfolio
|
Q1 2024
Added 165.5%
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
203
shares
|
$6,493
0.0% of portfolio
|
Q1 2023
New holding
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1
shares
|
$31
0.0% of portfolio
|
Q4 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
|