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 18 institutions that hold shares in the stock, with a total of 504,999 shares, which have been reported (via 13F filing form) to have a value of $16.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
171,327
shares
|
$5.54 Million
0.57% of portfolio
|
Q2 2025
Reduced 30.65%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
120,604
shares
|
$3.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 59.66%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
100,543
shares
|
$3.25 Million
0.11% of portfolio
|
Q3 2022
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
36,414
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
16,577
shares
|
$535,602
0.02% of portfolio
|
Q1 2025
Reduced 10.46%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
12,741
shares
|
$411,661
0.0% of portfolio
|
Q2 2025
Reduced 22.95%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
11,280
shares
|
$364,456
0.07% of portfolio
|
Q1 2024
Reduced 11.33%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
10,006
shares
|
$323,293
0.02% of portfolio
|
Q2 2025
Reduced 9.33%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
7,954
shares
|
$256,993
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
7,512
shares
|
$242,712
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
6,790
shares
|
$219,384
0.16% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
2,849
shares
|
$92,051
0.0% of portfolio
|
Q1 2025
Reduced 5.38%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
161
shares
|
$5,201
0.0% of portfolio
|
Q2 2024
Added 31.97%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
161
shares
|
$5,201
0.0% of portfolio
|
Q1 2025
Added 130.0%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
79
shares
|
$2,552
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1
shares
|
$32
0.0% of portfolio
|
Q4 2023
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
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|