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 25 institutions that hold shares in the stock, with a total of 3.17 Million shares, which have been reported (via 13F filing form) to have a value of $120 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 15, 2024 Q1 2024 |
1,214,302
shares
|
$45.8 Million
4.53% of portfolio
|
Q1 2024
Reduced 37.84%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
878,696
shares
|
$33.2 Million
0.02% of portfolio
|
Q1 2024
Added 0.36%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
152,445
shares
|
$5.75 Million
0.18% of portfolio
|
Q3 2022
New holding
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 14, 2024 Q1 2024 |
134,274
shares
|
$5.07 Million
0.8% of portfolio
|
Q1 2024
Reduced 5.7%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
128,595
shares
|
$4.85 Million
0.01% of portfolio
|
Q1 2024
Reduced 3.23%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
110,996
shares
|
$4.19 Million
0.03% of portfolio
|
Q1 2024
Added 0.19%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
101,358
shares
|
$3.83 Million
0.02% of portfolio
|
Q1 2024
Reduced 2.2%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
98,105
shares
|
$3.7 Million
0.04% of portfolio
|
Q1 2024
Reduced 3.23%
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
64,838
shares
|
$2.45 Million
0.1% of portfolio
|
Q1 2024
Added 5.32%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 14, 2024 Q1 2024 |
43,990
shares
|
$1.66 Million
0.1% of portfolio
|
Q1 2024
Reduced 8.31%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
34,293
shares
|
$1.29 Million
0.01% of portfolio
|
Q1 2024
Reduced 10.4%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2024 Q4 2023 |
25,000
shares
|
$943,750
0.17% of portfolio
|
Q4 2023
Reduced 5.91%
|
|
Good Life Advisors, LLC
|
May 02, 2024 Q1 2024 |
23,223
shares
|
$876,668
0.08% of portfolio
|
Q1 2024
Reduced 2.7%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
22,806
shares
|
$860,926
0.0% of portfolio
|
Q1 2024
Reduced 2.86%
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
22,419
shares
|
$846,317
0.17% of portfolio
|
Q1 2024
Reduced 14.44%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
21,744
shares
|
$820,836
0.0% of portfolio
|
Q1 2024
Reduced 11.09%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
21,383
shares
|
$807,208
0.0% of portfolio
|
Q1 2024
Added 2.03%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
21,025
shares
|
$793,693
0.0% of portfolio
|
Q1 2024
Added 26.64%
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
15,294
shares
|
$577,348
0.0% of portfolio
|
Q2 2023
New holding
|
|
Aurora Private Wealth, Inc.
|
Apr 22, 2024 Q1 2024 |
11,655
shares
|
$439,976
0.39% of portfolio
|
Q1 2024
Reduced 0.13%
|
|
Stone X Group Inc.
|
May 01, 2024 Q1 2024 |
10,089
shares
|
$380,859
0.04% of portfolio
|
Q1 2024
Reduced 19.17%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
8,550
shares
|
$322,762
0.0% of portfolio
|
Q1 2024
Reduced 34.31%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
5,004
shares
|
$188,901
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
305
shares
|
$11,513
0.0% of portfolio
|
Q1 2023
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|