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 33 institutions that hold shares in the stock, with a total of 2.39 Million shares, which have been reported (via 13F filing form) to have a value of $100 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
990,006
shares
|
$41.3 Million
4.15% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
554,408
shares
|
$23.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
170,127
shares
|
$7.1 Million
0.24% of portfolio
|
Q3 2022
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
106,546
shares
|
$4.45 Million
0.01% of portfolio
|
Q2 2025
Added 17.93%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
88,558
shares
|
$3.7 Million
0.13% of portfolio
|
Q2 2025
Reduced 34.54%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
79,886
shares
|
$3.34 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.89%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
73,038
shares
|
$3.05 Million
0.02% of portfolio
|
Q2 2025
Reduced 36.7%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
36,591
shares
|
$1.53 Million
0.0% of portfolio
|
Q2 2025
Added 89.75%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
34,918
shares
|
$1.46 Million
0.01% of portfolio
|
Q2 2025
Reduced 46.64%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
33,712
shares
|
$1.41 Million
0.03% of portfolio
|
Q2 2025
Reduced 47.49%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
28,603
shares
|
$1.19 Million
0.06% of portfolio
|
Q1 2025
Reduced 17.87%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
26,462
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
21,528
shares
|
$899,009
0.02% of portfolio
|
Q2 2025
Reduced 42.61%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
20,069
shares
|
$838,081
0.0% of portfolio
|
Q2 2025
Reduced 6.61%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
19,983
shares
|
$834,490
0.15% of portfolio
|
Q1 2024
Reduced 20.34%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
18,998
shares
|
$793,356
0.02% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
18,724
shares
|
$781,914
0.05% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
14,863
shares
|
$620,678
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
14,353
shares
|
$599,381
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
10,464
shares
|
$436,976
0.0% of portfolio
|
Q2 2025
Reduced 15.52%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
10,420
shares
|
$435,139
0.3% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
7,574
shares
|
$316,290
0.01% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Jul 22, 2025 Q2 2025 |
5,211
shares
|
$217,611
0.11% of portfolio
|
Q2 2025
Reduced 14.91%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
5,119
shares
|
$213,769
0.04% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
2,741
shares
|
$114,464
0.13% of portfolio
|
Q1 2025
New holding
|