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 34 institutions that hold shares in the stock, with a total of 2.74 Million shares, which have been reported (via 13F filing form) to have a value of $105 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
|
$41.2 Million
4.2% of portfolio
|
Q4 2024
Reduced 13.73%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
623,325
shares
|
$23.9 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
|
$6.53 Million
0.24% of portfolio
|
Q3 2022
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
135,278
shares
|
$5.19 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
112,272
shares
|
$4.31 Million
0.03% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
86,414
shares
|
$3.32 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
66,686
shares
|
$2.56 Million
0.03% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
66,403
shares
|
$2.55 Million
0.01% of portfolio
|
Q4 2024
Added 14.66%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
65,435
shares
|
$2.51 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
52,642
shares
|
$2.02 Million
0.26% of portfolio
|
Q4 2024
Reduced 25.99%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
38,277
shares
|
$1.47 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
|
$1.34 Million
0.07% of portfolio
|
Q4 2024
Reduced 11.4%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
26,547
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.4%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
21,732
shares
|
$834,291
0.0% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
21,059
shares
|
$808,455
0.02% of portfolio
|
Q4 2024
Added 9.24%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
19,983
shares
|
$767,147
0.15% of portfolio
|
Q1 2024
Reduced 20.34%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
19,753
shares
|
$758,317
0.06% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
17,841
shares
|
$684,915
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
16,932
shares
|
$650,019
0.09% of portfolio
|
Q4 2024
Reduced 7.96%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
16,544
shares
|
$635,124
0.0% of portfolio
|
Q4 2024
Added 982.01%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
12,386
shares
|
$475,498
0.0% of portfolio
|
Q1 2025
Reduced 25.8%
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
10,697
shares
|
$410,657
0.34% of portfolio
|
Q1 2025
Reduced 9.53%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
7,883
shares
|
$302,628
0.01% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Apr 25, 2025 Q1 2025 |
6,124
shares
|
$235,100
0.14% of portfolio
|
Q1 2025
Reduced 4.63%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
5,790
shares
|
$222,278
0.0% of portfolio
|
Q4 2024
Added 9.0%
|