HolderBook

TWO RDS SHARED TR (ACTV)

Institutional ownership reported to the SEC as of Q3 2025, across 27 quarters.

9
Reporting holders
$4.1M
Reported value
0.0%
Held as options
-2
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
LPL Financial LLC$3.5M102,0340.00%20q-15.4%-$628.3K
Gladstone Institutional Advisory LLC$315.3K9,3190.01%15q-25.9%-$110.2K
Coppell Advisory Solutions LLC$267.7K7,9360.03%11qHELD
MORGAN STANLEY$30.1K8900.00%8q+88900.0%+$30.1K
JPMORGAN CHASE & CO$18.0K5320.00%newNEW
Wealth Watch Advisors, INC$8.1K2390.00%newNEW
OSAIC HOLDINGS, INC.$5.4K1610.00%19qHELD
Cambridge Investment Research Advisors, Inc.$1.3K37,0060.00%13q+1.6%
Redwood Investment Management, LLC$1.1K33,4230.12%20q-80.5%-$4.7K
UBS Group AG$846250.00%5q-99.8%-$430.3K
FLOW TRADERS U.S. LLC$42312,5160.02%newNEW
AE Wealth Management LLC$400.00%4qHELD

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 20259$4.1M121,1362130.0%
Q2 202511$5.5M174,4841050.0%
Q1 202514$13.9M456,5321270.0%
Q4 202423$38.5M1,158,9744370.0%
Q3 202421$28.4M843,13333120.0%
Q2 202422$28.3M884,12954100.0%
Q1 202421$33.3M947,00035100.0%
Q4 202320$32.1M962,0703590.0%
Q3 202322$41.5M1,360,01429100.0%
Q2 202322$53.0M1,677,29721180.0%
Q1 202321$46.1M1,542,68141060.0%
Q4 202219$43.0M1,465,7183830.0%
Q3 202219$44.4M1,668,11931010.0%
Q2 202218$42.5M1,395,96831110.0%
Q1 202217$44.6M1,237,7916700.0%
Q4 202113$40.0M1,108,4636420.0%
Q3 20219$36.7M965,9870800.0%
Q2 202112$33.9M870,7742720.0%
Q1 202110$26.5M739,2903320.0%
Q4 20206$21.4M680,7845000.0%
Q3 20201$11.0K2900000.0%
Q2 20201$11.0K2900000.0%
Q1 20201$11.0K2900000.0%
Q4 20191$11.0K2900000.0%
Q3 20191$11.0K2900000.0%
Q2 20191$11.0K2900000.0%
Q1 20191$11.0K2901000.0%