TWO RDS SHARED TR (LOTI)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
5
Reporting holders
$43.5M
Reported value
0.0%
Held as options
-1
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| HARBOUR INVESTMENTS, INC. | $40.6M | 1,560,574 | 0.55% | 3q | +8.7%+$3.3M |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | $2.5M | 95,076 | 0.25% | 2q | -2.9%-$74.1K |
| GTS SECURITIES LLC | $392.0K | 15,067 | 0.01% | new | NEW |
| OSAIC HOLDINGS, INC. | $20.4K | 785 | 0.00% | 3q | HELD |
| AMERIFLEX GROUP, INC. | $6.6K | 252 | 0.00% | 2q | HELD |
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 5 | $43.5M | 1,671,754 | 1 | 1 | 1 | 0.0% |
| Q1 2026 | 6 | $39.5M | 1,543,635 | 4 | 1 | 0 | 0.0% |
| Q4 2025 | 3 | $29.9M | 1,186,456 | 2 | 1 | 0 | 0.0% |
| Q3 2025 | 1 | $502.4K | 19,918 | 1 | 0 | 0 | 0.0% |