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 29 institutions that hold shares in the stock, with a total of 3.13 Million shares, which have been reported (via 13F filing form) to have a value of $139 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
1,598,557
shares
|
$70.9 Million
7.2% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
768,283
shares
|
$34.1 Million
0.01% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
152,445
shares
|
$6.76 Million
0.18% of portfolio
|
Q3 2022
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
131,446
shares
|
$5.83 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.75%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
55,263
shares
|
$2.45 Million
0.01% of portfolio
|
Q2 2025
Reduced 36.44%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
51,115
shares
|
$2.27 Million
0.01% of portfolio
|
Q2 2025
Reduced 44.7%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
49,171
shares
|
$2.18 Million
0.05% of portfolio
|
Q2 2025
Reduced 45.63%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
37,049
shares
|
$1.64 Million
0.0% of portfolio
|
Q2 2025
Added 70.63%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
36,965
shares
|
$1.64 Million
0.05% of portfolio
|
Q2 2025
Reduced 41.18%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
35,408
shares
|
$1.57 Million
0.07% of portfolio
|
Q1 2025
Reduced 9.82%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
31,940
shares
|
$1.42 Million
0.03% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
22,912
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
22,419
shares
|
$994,506
0.17% of portfolio
|
Q1 2024
Reduced 14.44%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
21,372
shares
|
$948,061
0.0% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
19,774
shares
|
$877,174
0.06% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
16,688
shares
|
$740,279
0.0% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
15,316
shares
|
$679,417
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
14,269
shares
|
$632,972
0.0% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
13,937
shares
|
$618,245
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
13,604
shares
|
$603,473
0.0% of portfolio
|
Q2 2025
Reduced 13.12%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
9,517
shares
|
$422,174
0.3% of portfolio
|
Q2 2025
Reduced 4.97%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
7,540
shares
|
$334,474
0.06% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
479
shares
|
$21,248
0.0% of portfolio
|
Q2 2024
Added 23.45%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
305
shares
|
$13,529
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
210
shares
|
$9,315
0.0% of portfolio
|
Q4 2024
New holding
|