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 28 institutions that hold shares in the stock, with a total of 2.34 Million shares, which have been reported (via 13F filing form) to have a value of $76.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
1,026,896
shares
|
$33.6 Million
3.26% of portfolio
|
Q4 2024
Reduced 10.16%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
416,970
shares
|
$13.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
373,538
shares
|
$12.2 Million
4.38% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
100,543
shares
|
$3.29 Million
0.11% of portfolio
|
Q3 2022
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
80,246
shares
|
$2.63 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
65,293
shares
|
$2.14 Million
0.01% of portfolio
|
Q4 2024
Added 13.67%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
43,468
shares
|
$1.42 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
42,561
shares
|
$1.39 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
31,580
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
Added 7.25%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
30,543
shares
|
$999,672
0.03% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
18,514
shares
|
$605,963
0.03% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
15,519
shares
|
$507,936
0.01% of portfolio
|
Q3 2024
Reduced 14.6%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
12,003
shares
|
$392,858
0.03% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
11,502
shares
|
$376,460
0.0% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
11,280
shares
|
$369,194
0.07% of portfolio
|
Q1 2024
Reduced 11.33%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
10,941
shares
|
$358,098
0.0% of portfolio
|
Q4 2024
Reduced 25.45%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
9,546
shares
|
$312,440
0.04% of portfolio
|
Q4 2024
Reduced 10.93%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
9,439
shares
|
$308,938
0.0% of portfolio
|
Q4 2024
Reduced 7.45%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
9,359
shares
|
$306,320
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
8,563
shares
|
$280,266
0.0% of portfolio
|
Q4 2024
Added 412.45%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
7,506
shares
|
$245,671
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
7,183
shares
|
$235,099
0.18% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,011
shares
|
$98,550
0.0% of portfolio
|
Q3 2024
Reduced 9.39%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
1,186
shares
|
$38,817
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
380
shares
|
$12,437
0.0% of portfolio
|
Q4 2024
New holding
|