Institutional Ownership Two Rds Shared Tr Leadershares (LSAT)
This table provides information about the institutional ownership of Two Rds Shared Tr Leadershares (LSAT). We have compiled data on the 35 institutions that hold shares in the stock, with a total of 2.76 Million shares, which have been reported (via 13F filing form) to have a value of $112 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
1,071,969
shares
|
$43.7 Million
4.2% of portfolio
|
Q4 2024
Reduced 13.73%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
623,325
shares
|
$25.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.51%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
170,127
shares
|
$6.94 Million
0.24% of portfolio
|
Q3 2022
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
137,736
shares
|
$5.62 Million
0.18% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
112,272
shares
|
$4.58 Million
0.03% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
86,414
shares
|
$3.52 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
68,019
shares
|
$2.77 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.75%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
66,686
shares
|
$2.72 Million
0.03% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
66,403
shares
|
$2.71 Million
0.01% of portfolio
|
Q4 2024
Added 14.66%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
52,642
shares
|
$2.15 Million
0.26% of portfolio
|
Q4 2024
Reduced 25.99%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
38,277
shares
|
$1.56 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
34,828
shares
|
$1.42 Million
0.07% of portfolio
|
Q4 2024
Reduced 11.4%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
31,379
shares
|
$1.28 Million
0.0% of portfolio
|
Q4 2024
Added 8.44%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
21,732
shares
|
$886,013
0.0% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
21,151
shares
|
$862,326
0.06% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
21,059
shares
|
$858,575
0.02% of portfolio
|
Q4 2024
Added 9.24%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
19,983
shares
|
$814,706
0.15% of portfolio
|
Q1 2024
Reduced 20.34%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
17,841
shares
|
$727,377
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
16,932
shares
|
$690,317
0.09% of portfolio
|
Q4 2024
Reduced 7.96%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
16,692
shares
|
$680,532
0.0% of portfolio
|
Q4 2024
Reduced 26.38%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
16,544
shares
|
$674,498
0.0% of portfolio
|
Q4 2024
Added 982.01%
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
11,824
shares
|
$482,064
0.36% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
7,883
shares
|
$321,389
0.01% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Feb 10, 2025 Q4 2024 |
6,421
shares
|
$261,784
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
6,276
shares
|
$255,872
0.01% of portfolio
|
Q4 2024
Reduced 43.45%
|