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 28 institutions that hold shares in the stock, with a total of 3.26 Million shares, which have been reported (via 13F filing form) to have a value of $127 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
1,631,441
shares
|
$63.8 Million
6.99% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
766,313
shares
|
$29.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
152,445
shares
|
$5.96 Million
0.18% of portfolio
|
Q3 2022
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
140,968
shares
|
$5.51 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
92,430
shares
|
$3.61 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
90,446
shares
|
$3.53 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
86,947
shares
|
$3.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.81%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
62,844
shares
|
$2.46 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
35,408
shares
|
$1.38 Million
0.07% of portfolio
|
Q1 2025
Reduced 9.82%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
31,736
shares
|
$1.24 Million
0.03% of portfolio
|
Q1 2025
Added 11.42%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
22,419
shares
|
$876,134
0.17% of portfolio
|
Q1 2024
Reduced 14.44%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
21,940
shares
|
$857,415
0.0% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
21,713
shares
|
$848,544
0.0% of portfolio
|
Q1 2025
Added 31.68%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
19,644
shares
|
$767,687
0.06% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
17,525
shares
|
$684,877
0.09% of portfolio
|
Q1 2025
Reduced 9.63%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
16,596
shares
|
$648,571
0.0% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
15,659
shares
|
$611,953
0.0% of portfolio
|
Q1 2025
Reduced 29.93%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
14,816
shares
|
$579,009
0.0% of portfolio
|
Q1 2025
Reduced 28.45%
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
10,015
shares
|
$391,386
0.32% of portfolio
|
Q1 2025
Reduced 8.41%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
7,769
shares
|
$303,612
0.07% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
704
shares
|
$27,512
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
479
shares
|
$18,719
0.0% of portfolio
|
Q2 2024
Added 23.45%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
443
shares
|
$17,312
0.0% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
305
shares
|
$11,919
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
210
shares
|
$8,206
0.0% of portfolio
|
Q4 2024
New holding
|