# TWO RDS SHARED TR (LOTI)

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

- Reporting holders: 5
- Reported value: $43.5M
- 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 |
|---|---|---|---|---|
| [HARBOUR INVESTMENTS, INC.](https://holderbook.com/funds/810121-harbour-investments-inc/) | $40.6M | 1,560,574 | 0.5% | 3 |
| [LIBERTY ONE INVESTMENT MANAGEMENT, LLC](https://holderbook.com/funds/1807328-liberty-one-investment-management-llc/) | $2.5M | 95,076 | 0.2% | 2 |
| [GTS SECURITIES LLC](https://holderbook.com/funds/1452765-gts-securities-llc/) | $392.0K | 15,067 | 0.0% | 1 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $20.4K | 785 | 0.0% | 3 |
| [AMERIFLEX GROUP, INC.](https://holderbook.com/funds/2057637-ameriflex-group-inc/) | $6.6K | 252 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 5 | $43.5M |
| Q1 2026 | 6 | $39.5M |
| Q4 2025 | 3 | $29.9M |
| Q3 2025 | 1 | $502.4K |