Institutional Ownership Two Rds Shared Tr Leadershares (SQEW)
This table provides information about the institutional ownership of Two Rds Shared Tr Leadershares (SQEW). We have compiled data on the 30 institutions that hold shares in the stock, with a total of 2.97 Million shares, which have been reported (via 13F filing form) to have a value of $101 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
1,479,599
shares
|
$50.2 Million
4.49% of portfolio
|
Q3 2024
Reduced 24.29%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
619,726
shares
|
$21 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.16%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
132,335
shares
|
$4.49 Million
0.15% of portfolio
|
Q3 2022
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
108,987
shares
|
$3.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
97,287
shares
|
$3.3 Million
0.44% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
93,432
shares
|
$3.17 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.95%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
71,005
shares
|
$2.41 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.24%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
69,651
shares
|
$2.37 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.18%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
44,509
shares
|
$1.51 Million
0.04% of portfolio
|
Q3 2024
Reduced 21.74%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
34,019
shares
|
$1.16 Million
0.06% of portfolio
|
Q3 2024
Reduced 6.91%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
31,070
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.62%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
22,747
shares
|
$772,488
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
22,090
shares
|
$750,176
0.02% of portfolio
|
Q3 2024
Reduced 13.62%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
20,295
shares
|
$689,218
0.0% of portfolio
|
Q3 2024
Added 8.85%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
18,587
shares
|
$631,214
0.11% of portfolio
|
Q1 2024
Reduced 7.0%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
17,840
shares
|
$605,846
0.0% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
16,770
shares
|
$569,509
0.04% of portfolio
|
Q2 2024
Reduced 2.97%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
15,591
shares
|
$529,470
0.08% of portfolio
|
Q3 2024
Reduced 11.65%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
11,037
shares
|
$374,816
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
9,690
shares
|
$329,072
0.26% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
9,245
shares
|
$313,960
0.01% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
6,557
shares
|
$222,675
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
6,078
shares
|
$206,408
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
5,931
shares
|
$201,416
0.01% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
373
shares
|
$12,667
0.0% of portfolio
|
Q3 2024
Added 397.33%
|