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 2.19 Million shares, which have been reported (via 13F filing form) to have a value of $66.7 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
|
$28.6 Million
3.17% of portfolio
|
Q1 2025
Reduced 27.25%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
524,975
shares
|
$16 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
|
$4.03 Million
0.15% of portfolio
|
Q3 2022
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
105,566
shares
|
$3.22 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
73,102
shares
|
$2.23 Million
0.01% of portfolio
|
Q1 2025
Reduced 25.26%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
62,102
shares
|
$1.89 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
|
$1.86 Million
0.02% of portfolio
|
Q1 2025
Reduced 8.03%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
42,504
shares
|
$1.3 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
34,038
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
32,819
shares
|
$1 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
24,827
shares
|
$756,975
0.0% of portfolio
|
Q1 2025
Added 74.85%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
20,132
shares
|
$613,824
0.0% of portfolio
|
Q4 2024
Added 207.03%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
18,587
shares
|
$566,717
0.11% of portfolio
|
Q1 2024
Reduced 7.0%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
17,846
shares
|
$544,124
0.07% of portfolio
|
Q4 2024
Reduced 81.66%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
16,411
shares
|
$500,371
0.0% of portfolio
|
Q1 2025
Reduced 8.56%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
14,688
shares
|
$447,837
0.03% of portfolio
|
Q1 2025
Reduced 9.28%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
14,075
shares
|
$429,146
0.07% of portfolio
|
Q4 2024
Reduced 9.72%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
14,056
shares
|
$428,567
0.01% of portfolio
|
Q1 2025
Reduced 34.67%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
9,740
shares
|
$296,972
0.0% of portfolio
|
Q1 2025
Reduced 36.13%
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
9,023
shares
|
$275,111
0.23% of portfolio
|
Q1 2025
Reduced 7.67%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
9,002
shares
|
$274,470
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
7,561
shares
|
$230,534
0.0% of portfolio
|
Q1 2025
Reduced 77.18%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
5,662
shares
|
$172,634
0.01% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
736
shares
|
$22,440
0.0% of portfolio
|
Q1 2025
Reduced 56.78%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
683
shares
|
$20,824
0.0% of portfolio
|
Q1 2025
New holding
|