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 27 institutions that hold shares in the stock, with a total of 2.12 Million shares, which have been reported (via 13F filing form) to have a value of $70.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
936,481
shares
|
$31.3 Million
3.17% of portfolio
|
Q1 2025
Reduced 27.25%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
524,975
shares
|
$17.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.05%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
132,335
shares
|
$4.42 Million
0.15% of portfolio
|
Q3 2022
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
104,741
shares
|
$3.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
73,102
shares
|
$2.44 Million
0.01% of portfolio
|
Q1 2025
Reduced 25.26%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
62,102
shares
|
$2.08 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.17%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
60,960
shares
|
$2.04 Million
0.02% of portfolio
|
Q1 2025
Reduced 8.03%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
34,038
shares
|
$1.14 Million
0.0% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
30,704
shares
|
$1.03 Million
0.03% of portfolio
|
Q1 2025
Reduced 27.76%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
28,373
shares
|
$948,225
0.04% of portfolio
|
Q1 2025
Reduced 13.55%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
24,827
shares
|
$829,718
0.0% of portfolio
|
Q1 2025
Added 74.85%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
18,587
shares
|
$621,177
0.11% of portfolio
|
Q1 2024
Reduced 7.0%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
16,411
shares
|
$548,455
0.0% of portfolio
|
Q1 2025
Reduced 8.56%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
14,688
shares
|
$490,872
0.03% of portfolio
|
Q1 2025
Reduced 9.28%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
14,056
shares
|
$469,751
0.01% of portfolio
|
Q1 2025
Reduced 34.67%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
12,536
shares
|
$418,953
0.05% of portfolio
|
Q1 2025
Reduced 10.93%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
9,740
shares
|
$325,510
0.0% of portfolio
|
Q1 2025
Reduced 36.13%
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
9,023
shares
|
$301,548
0.23% of portfolio
|
Q1 2025
Reduced 7.67%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
7,561
shares
|
$252,688
0.0% of portfolio
|
Q1 2025
Reduced 77.18%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
5,662
shares
|
$189,224
0.01% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
736
shares
|
$24,597
0.0% of portfolio
|
Q1 2025
Reduced 56.78%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
683
shares
|
$22,825
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
324
shares
|
$10,828
0.0% of portfolio
|
Q2 2024
Added 22.26%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
159
shares
|
$5,313
0.0% of portfolio
|
Q1 2025
Added 84.88%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
80
shares
|
$2,673
0.0% of portfolio
|
Q4 2024
New holding
|