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 23 institutions that hold shares in the stock, with a total of 1.27 Million shares, which have been reported (via 13F filing form) to have a value of $38.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
373,538
shares
|
$11.5 Million
4.38% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
298,967
shares
|
$9.17 Million
0.0% of portfolio
|
Q1 2025
Reduced 28.3%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
247,047
shares
|
$7.58 Million
0.81% of portfolio
|
Q1 2025
Reduced 75.94%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
100,543
shares
|
$3.08 Million
0.11% of portfolio
|
Q3 2022
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
81,410
shares
|
$2.5 Million
0.0% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
35,768
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2025
Added 13.26%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
22,180
shares
|
$680,482
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
19,826
shares
|
$608,261
0.0% of portfolio
|
Q1 2025
Reduced 69.64%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
16,577
shares
|
$508,582
0.02% of portfolio
|
Q1 2025
Reduced 10.46%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
16,537
shares
|
$507,355
0.0% of portfolio
|
Q1 2025
Added 93.12%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
13,731
shares
|
$421,267
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
11,280
shares
|
$346,070
0.07% of portfolio
|
Q1 2024
Reduced 11.33%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
11,036
shares
|
$338,584
0.02% of portfolio
|
Q1 2025
Reduced 8.06%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
7,954
shares
|
$244,028
0.03% of portfolio
|
Q1 2025
Reduced 16.68%
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
6,757
shares
|
$207,304
0.16% of portfolio
|
Q1 2025
Reduced 5.93%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,849
shares
|
$87,407
0.0% of portfolio
|
Q1 2025
Reduced 5.38%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
509
shares
|
$15,616
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
465
shares
|
$14,266
0.0% of portfolio
|
Q1 2025
Reduced 60.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
161
shares
|
$4,939
0.0% of portfolio
|
Q1 2025
Added 130.0%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
161
shares
|
$4,939
0.0% of portfolio
|
Q2 2024
Added 31.97%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
79
shares
|
$2,423
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$30
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|