Institutional Ownership Two Rds Shared Tr (LSAF)
This table provides information about the institutional ownership of Two Rds Shared Tr (LSAF). We have compiled data on the 31 institutions that hold shares in the stock, with a total of 3.71 Million shares, which have been reported (via 13F filing form) to have a value of $160 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
1,865,434
shares
|
$79.9 Million
6.84% of portfolio
|
Q3 2024
Added 8.79%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
783,395
shares
|
$33.6 Million
0.01% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
152,445
shares
|
$6.53 Million
0.18% of portfolio
|
Q3 2022
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
147,980
shares
|
$6.34 Million
0.01% of portfolio
|
Q3 2024
Added 19.02%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
139,741
shares
|
$5.99 Million
0.76% of portfolio
|
Q3 2024
Added 41.35%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
99,876
shares
|
$4.28 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
94,316
shares
|
$4.04 Million
0.02% of portfolio
|
Q4 2024
Reduced 15.09%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
92,755
shares
|
$3.97 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.04%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
66,227
shares
|
$2.84 Million
0.08% of portfolio
|
Q3 2024
Added 5.59%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
39,265
shares
|
$1.68 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
31,412
shares
|
$1.35 Million
0.03% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
27,427
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Added 22.97%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
22,419
shares
|
$960,205
0.17% of portfolio
|
Q1 2024
Reduced 14.44%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
21,882
shares
|
$937,206
0.0% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
21,869
shares
|
$936,649
0.13% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
20,811
shares
|
$891,335
0.06% of portfolio
|
Q4 2024
Reduced 5.29%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
19,627
shares
|
$840,624
0.0% of portfolio
|
Q3 2024
Reduced 26.51%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
15,294
shares
|
$655,042
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
10,935
shares
|
$468,346
0.33% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
8,000
shares
|
$342,640
0.07% of portfolio
|
Q4 2024
Reduced 6.97%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,816
shares
|
$249,099
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
5,405
shares
|
$231,496
0.01% of portfolio
|
Q4 2024
Reduced 43.24%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Nov 08, 2024 Q3 2024 |
5,219
shares
|
$223,529
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,180
shares
|
$50,539
0.0% of portfolio
|
Q3 2024
Reduced 70.97%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
1,106
shares
|
$47,369
0.04% of portfolio
|
Q4 2024
New holding
|