TWO RDS SHARED TR (LSAF)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
23
Reporting holders
$43.8M
Reported value
0.0%
Held as options
+3
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $30.2M | 582,713 | 0.01% | 26q | -1.5%-$457.3K |
| Cetera Investment Advisers | $5.8M | 111,157 | 0.01% | 2q | +13.9%+$700.9K |
| IHT Wealth Management, LLC | $1.6M | 31,548 | 0.03% | 18q | -2.0%-$33.2K |
| Private Advisor Group, LLC | $1.6M | 30,048 | 0.01% | 25q | -8.6%-$145.8K |
| GREAT VALLEY ADVISOR GROUP, INC. | $1.5M | 28,977 | 0.02% | 9q | +1.8%+$26.5K |
| Coppell Advisory Solutions LLC | $746.9K | 14,431 | 0.06% | new | NEW |
| GOLDMAN SACHS GROUP INC | $719.1K | 13,886 | 0.00% | 13q | -24.4%-$232.1K |
| VestGen Advisors, LLC | $526.2K | 10,162 | 0.02% | 3q | +0.5%+$2.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $339.4K | 6,554 | 0.00% | 3q | +9.4%+$29.2K |
| Maia Wealth LLC | $315.5K | 6,092 | 0.05% | 8q | -11.7%-$41.7K |
| FMR LLC | $116.2K | 2,243 | 0.00% | 12q | +4.1%+$4.6K |
| Steward Partners Investment Advisory, LLC | $111.4K | 2,151 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $107.3K | 2,072 | 0.00% | 2q | -8.6%-$10.1K |
| UBS Group AG | $89.6K | 1,731 | 0.00% | 10q | -61.8%-$145.2K |
| Redwood Investment Management, LLC | $61.3K | 1,183,825 | 6.08% | 31q | HELD |
| Global Retirement Partners, LLC | $26.9K | 520 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $21.3K | 411 | 0.00% | 8q | +7.0%+$1.4K |
| VANGUARD ADVISERS INC | $18.0K | 348 | 0.00% | 2q | HELD |
| Integrated Wealth Concepts LLC | $13.9K | 268 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $11.5K | 223 | 0.00% | new | NEW |
| Comprehensive Financial Planning, Inc./PA | $1.5K | 29 | 0.00% | 7q | HELD |
| Signature Equity Partners, LLC | $1.4K | 27 | 0.00% | 3q | HELD |
| Cambridge Investment Research Advisors, Inc. | $1.1K | 20,570 | 0.00% | 20q | +107.7% |
| Aurora Private Wealth, Inc. | $317 | 6,124 | 0.20% | 17q | -29.7% |
| MERCER GLOBAL ADVISORS INC /ADV | $52 | 1 | 0.00% | new | NEW |
| AE Wealth Management LLC | $28 | 1 | 0.00% | 7q | 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 | 23 | $43.8M | 845,593 | 6 | 6 | 7 | 0.0% |
| Q1 2026 | 20 | $38.6M | 840,714 | 3 | 4 | 6 | 0.0% |
| Q4 2025 | 21 | $38.1M | 844,368 | 5 | 4 | 7 | 0.0% |
| Q3 2025 | 20 | $48.2M | 1,078,103 | 3 | 3 | 10 | 0.0% |
| Q2 2025 | 22 | $55.5M | 1,306,909 | 2 | 4 | 11 | 0.0% |
| Q1 2025 | 22 | $55.7M | 1,409,763 | 1 | 2 | 15 | 0.0% |
| Q4 2024 | 25 | $62.9M | 1,550,758 | 3 | 3 | 15 | 0.0% |
| Q3 2024 | 24 | $68.3M | 1,649,683 | 5 | 9 | 4 | 0.0% |
| Q2 2024 | 23 | $61.3M | 1,622,078 | 6 | 3 | 11 | 0.0% |
| Q1 2024 | 20 | $67.1M | 1,713,201 | 2 | 2 | 12 | 0.0% |
| Q4 2023 | 20 | $60.5M | 1,755,670 | 1 | 6 | 10 | 0.0% |
| Q3 2023 | 25 | $80.5M | 2,547,848 | 4 | 4 | 15 | 0.0% |
| Q2 2023 | 23 | $102.0M | 3,212,414 | 1 | 14 | 6 | 0.0% |
| Q1 2023 | 25 | $92.7M | 3,048,459 | 6 | 8 | 9 | 0.0% |
| Q4 2022 | 19 | $84.4M | 2,804,254 | 4 | 8 | 3 | 0.0% |
| Q3 2022 | 21 | $86.4M | 3,217,005 | 4 | 11 | 2 | 0.0% |
| Q2 2022 | 20 | $79.2M | 2,874,420 | 0 | 14 | 4 | 0.0% |
| Q1 2022 | 23 | $85.2M | 2,624,492 | 10 | 8 | 1 | 0.0% |
| Q4 2021 | 14 | $79.2M | 2,297,180 | 4 | 5 | 4 | 0.0% |
| Q3 2021 | 12 | $65.5M | 2,038,343 | 4 | 8 | 0 | 0.0% |
| Q2 2021 | 9 | $57.8M | 1,765,748 | 0 | 8 | 0 | 0.0% |
| Q1 2021 | 11 | $43.2M | 1,385,773 | 5 | 2 | 2 | 0.0% |
| Q4 2020 | 8 | $80.6M | 2,815,238 | 2 | 2 | 3 | 0.0% |
| Q3 2020 | 9 | $52.3M | 2,092,041 | 1 | 4 | 3 | 0.0% |
| Q2 2020 | 10 | $65.6M | 2,795,623 | 3 | 3 | 3 | 0.0% |
| Q1 2020 | 8 | $28.1M | 1,477,686 | 1 | 3 | 0 | 0.0% |
| Q4 2019 | 11 | $34.2M | 1,269,439 | 0 | 3 | 6 | 0.0% |
| Q3 2019 | 11 | $32.5M | 1,301,042 | 3 | 2 | 3 | 0.0% |
| Q2 2019 | 8 | $51.0M | 2,046,505 | 2 | 4 | 0 | 0.0% |
| Q1 2019 | 7 | $27.1M | 1,134,519 | 5 | 2 | 0 | 0.0% |
| Q4 2018 | 2 | $20.9M | 988,919 | 0 | 0 | 0 | 0.0% |