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 22 institutions that hold shares in the stock, with a total of 630,343 shares, which have been reported (via 13F filing form) to have a value of $22.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
249,218
shares
|
$8.78 Million
0.0% of portfolio
|
Q3 2025
Reduced 42.02%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
132,335
shares
|
$4.66 Million
0.15% of portfolio
|
Q3 2022
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
35,605
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
34,543
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
32,411
shares
|
$1.14 Million
0.03% of portfolio
|
Q2 2025
Reduced 46.83%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2025 Q3 2025 |
25,786
shares
|
$908,698
0.1% of portfolio
|
Q3 2025
Reduced 97.07%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
22,822
shares
|
$804,247
0.03% of portfolio
|
Q3 2025
Reduced 19.56%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
19,278
shares
|
$679,356
0.0% of portfolio
|
Q3 2025
Added 15.87%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
18,587
shares
|
$655,005
0.11% of portfolio
|
Q1 2024
Reduced 7.0%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
14,684
shares
|
$517,464
0.03% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
14,503
shares
|
$511,085
0.0% of portfolio
|
Q3 2025
Reduced 6.27%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
11,281
shares
|
$397,542
0.04% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
8,966
shares
|
$315,961
0.22% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
6,458
shares
|
$227,579
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,641
shares
|
$57,828
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,116
shares
|
$39,327
0.0% of portfolio
|
Q3 2025
Reduced 97.7%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
453
shares
|
$15,963
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
324
shares
|
$11,417
0.0% of portfolio
|
Q2 2024
Added 22.26%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
172
shares
|
$6,061
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
159
shares
|
$5,603
0.0% of portfolio
|
Q1 2025
Added 84.88%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1
shares
|
$35
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|