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 27 institutions that hold shares in the stock, with a total of 3.38 Million shares, which have been reported (via 13F filing form) to have a value of $129 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 15, 2024 Q1 2024 |
1,145,139
shares
|
$43.5 Million
4.23% of portfolio
|
Q1 2024
Reduced 30.48%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
973,394
shares
|
$37 Million
0.02% of portfolio
|
Q1 2024
Added 1.07%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
170,127
shares
|
$6.47 Million
0.24% of portfolio
|
Q3 2022
New holding
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 14, 2024 Q1 2024 |
155,420
shares
|
$5.91 Million
0.92% of portfolio
|
Q1 2024
Reduced 4.61%
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
147,661
shares
|
$5.62 Million
0.19% of portfolio
|
Q1 2024
Reduced 1.67%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
141,971
shares
|
$5.4 Million
0.01% of portfolio
|
Q1 2024
Added 2.03%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
126,710
shares
|
$4.82 Million
0.04% of portfolio
|
Q1 2024
Added 0.57%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
80,424
shares
|
$3.06 Million
0.01% of portfolio
|
Q1 2024
Reduced 4.18%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
78,591
shares
|
$2.99 Million
0.04% of portfolio
|
Q1 2024
Reduced 4.57%
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
73,670
shares
|
$2.8 Million
0.11% of portfolio
|
Q1 2024
Added 6.42%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 14, 2024 Q1 2024 |
48,686
shares
|
$1.85 Million
0.1% of portfolio
|
Q1 2024
Reduced 5.68%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
40,449
shares
|
$1.54 Million
0.01% of portfolio
|
Q1 2024
Reduced 5.84%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
24,796
shares
|
$942,991
0.0% of portfolio
|
Q1 2024
Added 2.7%
|
|
Good Life Advisors, LLC
|
May 02, 2024 Q1 2024 |
23,281
shares
|
$885,376
0.08% of portfolio
|
Q1 2024
Reduced 1.81%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
22,372
shares
|
$850,807
0.0% of portfolio
|
Q1 2024
New holding
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2024 Q4 2023 |
21,452
shares
|
$815,819
0.15% of portfolio
|
Q4 2023
Reduced 15.86%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
21,297
shares
|
$809,924
0.0% of portfolio
|
Q1 2024
Added 3.03%
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
19,983
shares
|
$759,953
0.15% of portfolio
|
Q1 2024
Reduced 20.34%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
18,050
shares
|
$686,441
0.0% of portfolio
|
Q1 2024
Reduced 3.44%
|
|
Aurora Private Wealth, Inc.
|
Apr 22, 2024 Q1 2024 |
12,463
shares
|
$473,967
0.41% of portfolio
|
Q1 2024
Reduced 0.06%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
10,825
shares
|
$411,674
0.02% of portfolio
|
Q4 2023
Reduced 2.18%
|
|
Stone X Group Inc.
|
May 01, 2024 Q1 2024 |
10,506
shares
|
$399,543
0.04% of portfolio
|
Q1 2024
Reduced 19.61%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
9,158
shares
|
$348,278
0.0% of portfolio
|
Q1 2024
Reduced 28.17%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
4,028
shares
|
$153,184
0.0% of portfolio
|
Q1 2024
Added 602.97%
|
|
Private Trust CO Na
|
Apr 24, 2024 Q1 2024 |
836
shares
|
$31,793
0.0% of portfolio
|
Q1 2024
Added 0.12%
|