# TWO RDS SHARED TR (LSAF)

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

- Reporting holders: 26
- Reported value: $106.5M
- 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 |
|---|---|---|---|---|
| [Redwood Investment Management, LLC](https://holderbook.com/funds/1717479-redwood-investment-management-llc/) | $61.3M | 1,183,825 | 6.1% | 31 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $30.2M | 582,713 | 0.0% | 26 |
| [Cetera Investment Advisers](https://holderbook.com/funds/1666741-cetera-investment-advisers/) | $5.8M | 111,157 | 0.0% | 2 |
| [IHT Wealth Management, LLC](https://holderbook.com/funds/1697490-iht-wealth-management-llc/) | $1.6M | 31,548 | 0.0% | 18 |
| [Private Advisor Group, LLC](https://holderbook.com/funds/1567755-private-advisor-group-llc/) | $1.6M | 30,048 | 0.0% | 25 |
| [GREAT VALLEY ADVISOR GROUP, INC.](https://holderbook.com/funds/1769897-great-valley-advisor-group-inc/) | $1.5M | 28,977 | 0.0% | 9 |
| [Cambridge Investment Research Advisors, Inc.](https://holderbook.com/funds/1419186-cambridge-investment-research-advisors-inc/) | $1.1M | 20,570 | 0.0% | 20 |
| [Coppell Advisory Solutions LLC](https://holderbook.com/funds/1848433-coppell-advisory-solutions-llc/) | $746.9K | 14,431 | 0.1% | 1 |
| [GOLDMAN SACHS GROUP INC](https://holderbook.com/funds/886982-goldman-sachs-group-inc/) | $719.1K | 13,886 | 0.0% | 13 |
| [VestGen Advisors, LLC](https://holderbook.com/funds/2050130-vestgen-advisors-llc/) | $526.2K | 10,162 | 0.0% | 3 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $339.4K | 6,554 | 0.0% | 3 |
| [Aurora Private Wealth, Inc.](https://holderbook.com/funds/1802132-aurora-private-wealth-inc/) | $317.0K | 6,124 | 0.2% | 17 |
| [Maia Wealth LLC](https://holderbook.com/funds/2010858-maia-wealth-llc/) | $315.5K | 6,092 | 0.0% | 8 |
| [FMR LLC](https://holderbook.com/funds/315066-fmr-llc/) | $116.2K | 2,243 | 0.0% | 12 |
| [Steward Partners Investment Advisory, LLC](https://holderbook.com/funds/1723397-steward-partners-investment-advisory-llc/) | $111.4K | 2,151 | 0.0% | 1 |
| [HARBOUR INVESTMENTS, INC.](https://holderbook.com/funds/810121-harbour-investments-inc/) | $107.3K | 2,072 | 0.0% | 2 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $89.6K | 1,731 | 0.0% | 10 |
| [Global Retirement Partners, LLC](https://holderbook.com/funds/1749744-global-retirement-partners-llc/) | $26.9K | 520 | 0.0% | 1 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $21.3K | 411 | 0.0% | 8 |
| [VANGUARD ADVISERS INC](https://holderbook.com/funds/947529-vanguard-advisers-inc/) | $18.0K | 348 | 0.0% | 2 |
| [Integrated Wealth Concepts LLC](https://holderbook.com/funds/1737109-integrated-wealth-concepts-llc/) | $13.9K | 268 | 0.0% | 1 |
| [JPMORGAN CHASE & CO](https://holderbook.com/funds/19617-jpmorgan-chase-co/) | $11.5K | 223 | 0.0% | 1 |
| [Comprehensive Financial Planning, Inc./PA](https://holderbook.com/funds/2044855-comprehensive-financial-planning-inc-pa/) | $1.5K | 29 | 0.0% | 7 |
| [Signature Equity Partners, LLC](https://holderbook.com/funds/2109813-signature-equity-partners-llc/) | $1.4K | 27 | 0.0% | 3 |
| [MERCER GLOBAL ADVISORS INC /ADV](https://holderbook.com/funds/853758-mercer-global-advisors-inc-adv/) | $52 | 1 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 26 | $106.5M |
| Q1 2026 | 23 | $93.8M |
| Q4 2025 | 24 | $93.1M |
| Q3 2025 | 23 | $105.5M |
| Q2 2025 | 26 | $125.3M |
| Q1 2025 | 26 | $122.0M |
| Q4 2024 | 29 | $132.3M |
| Q3 2024 | 29 | $147.7M |
| Q2 2024 | 27 | $128.3M |
| Q1 2024 | 24 | $117.3M |
| Q4 2023 | 24 | $130.3M |
| Q3 2023 | 29 | $144.7M |