# TWO RDS SHARED TR (CGV)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CGV/

- Reporting holders: 17
- Reported value: $86.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [WEALTH ENHANCEMENT ADVISORY SERVICES, LLC](https://holderbook.com/funds/1632972-wealth-enhancement-advisory-services-llc/) | $31.0M | 2,010,845 | 0.1% | 12 |
| [Focus Partners Wealth](https://holderbook.com/funds/1542153-focus-partners-wealth/) | $13.1M | 843,694 | 0.0% | 9 |
| [Cetera Investment Advisers](https://holderbook.com/funds/1666741-cetera-investment-advisers/) | $9.5M | 614,452 | 0.0% | 10 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $8.7M | 557,732 | 0.0% | 8 |
| [WADDELL & ASSOCIATES, LLC](https://holderbook.com/funds/1776757-waddell-associates-llc/) | $6.2M | 401,712 | 0.3% | 16 |
| [Mariner, LLC](https://holderbook.com/funds/1373442-mariner-llc/) | $4.6M | 297,945 | 0.0% | 7 |
| [TRUIST FINANCIAL CORP](https://holderbook.com/funds/92230-truist-financial-corp/) | $4.5M | 292,340 | 0.0% | 8 |
| [Brightwater Advisory LLC](https://holderbook.com/funds/2034566-brightwater-advisory-llc/) | $3.8M | 242,109 | 2.4% | 9 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $2.4M | 155,578 | 0.0% | 16 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://holderbook.com/funds/312272-commonwealth-equity-services-llc/) | $882.8K | 56,845 | 0.0% | 16 |
| [CARY STREET PARTNERS FINANCIAL LLC](https://holderbook.com/funds/1475045-cary-street-partners-financial-llc/) | $685.2K | 44,122 | 0.0% | 3 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $541.5K | 34,866 | 0.0% | 1 |
| [Quantinno Capital Management LP](https://holderbook.com/funds/1759654-quantinno-capital-management-lp/) | $312.4K | 20,113 | 0.0% | 1 |
| [MATHER GROUP, LLC.](https://holderbook.com/funds/1527641-mather-group-llc/) | $62.8K | 4,046 | 0.0% | 1 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $50.6K | 3,255 | 0.0% | 1 |
| [FIFTH THIRD BANCORP](https://holderbook.com/funds/35527-fifth-third-bancorp/) | $15.7K | 1,011 | 0.0% | 1 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $1.3K | 81 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 17 | $86.4M |
| Q1 2026 | 12 | $72.0M |
| Q4 2025 | 13 | $100.1M |
| Q3 2025 | 12 | $102.5M |
| Q2 2025 | 14 | $96.5M |
| Q1 2025 | 14 | $85.7M |
| Q4 2024 | 20 | $90.6M |
| Q3 2024 | 15 | $86.3M |
| Q2 2024 | 11 | $66.3M |
| Q1 2024 | 11 | $65.5M |
| Q4 2023 | 7 | $64.5M |
| Q3 2023 | 9 | $69.3M |