HolderBook

TWO RDS SHARED TR (LSAT)

Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.

19
Reporting holders
$27.4M
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

FilerValueShares Their book Held Change
LPL Financial LLC$17.6M394,7790.00%23q-1.7%-$297.5K
Cetera Investment Advisers$3.2M71,4910.00%15q+12.9%+$366.0K
OLD MISSION CAPITAL LLC$2.2M49,5290.04%3q-1.0%-$22.7K
Private Advisor Group, LLC$1.3M30,0900.01%23q-17.8%-$291.4K
GREAT VALLEY ADVISOR GROUP, INC.$844.5K18,8940.01%9q+3.1%+$25.0K
IHT Wealth Management, LLC$832.9K18,6350.02%18q-1.8%-$15.2K
Coppell Advisory Solutions LLC$642.2K14,3470.05%newNEW
VestGen Advisors, LLC$261.7K5,8540.01%2qHELD
SUSQUEHANNA INTERNATIONAL GROUP, LLP$246.1K5,5070.00%3q-77.0%-$822.1K
Steward Partners Investment Advisory, LLC$56.7K1,2680.00%newNEW
HARBOUR INVESTMENTS, INC.$49.7K1,1130.00%17q-8.9%-$4.9K
Spire Wealth Management$29.3K6560.00%11q-90.0%-$262.7K
Global Retirement Partners, LLC$28.9K6470.00%newNEW
Redwood Investment Management, LLC$27.2K609,5852.70%23q-2.5%
OSAIC HOLDINGS, INC.$21.8K4870.00%8q+5.4%+$1.1K
JPMORGAN CHASE & CO$18.1K4040.00%6qHELD
Integrated Wealth Concepts LLC$6.4K1440.00%newNEW
Signature Equity Partners, LLC$1.3K280.00%3qHELD
Cambridge Investment Research Advisors, Inc.$99222,2020.00%20q+102.8%
Comprehensive Financial Planning, Inc./PA$983220.00%7qHELD
AE Wealth Management LLC$3310.00%7qHELD

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202619$27.4M613,8964370.0%
Q1 202618$24.8M629,2882560.0%
Q4 202522$28.9M744,64352110.0%
Q3 202521$40.6M980,7192490.0%
Q2 202524$45.4M1,150,66712140.0%
Q1 202527$52.8M1,316,93934140.0%
Q4 202427$57.3M1,425,09526130.0%
Q3 202427$63.6M1,523,80843170.0%
Q2 202426$73.6M1,921,43163140.0%
Q1 202421$76.3M1,966,43325120.0%
Q4 202321$68.3M1,983,12535120.0%
Q3 202324$89.7M2,681,27027130.0%
Q2 202324$110.9M3,321,47621280.0%
Q1 202326$97.7M3,073,92651070.0%
Q4 202221$87.4M2,828,4602850.0%
Q3 202223$111.4M3,458,55361130.0%
Q2 202218$88.1M2,979,51711320.0%
Q1 202223$97.8M2,832,7489610.0%
Q4 202115$83.9M2,372,8654640.0%
Q3 202113$76.6M2,239,3504810.0%
Q2 202111$67.9M1,959,4872800.0%
Q1 20219$49.7M1,523,4903310.0%
Q4 20207$106.5M3,611,2356000.0%
Q3 20201$66.0K1,8980000.0%
Q2 20201$66.0K1,8980000.0%
Q1 20201$66.0K1,8980000.0%
Q4 20191$66.0K1,8980000.0%
Q3 20191$66.0K1,8980000.0%
Q2 20191$66.0K1,8980000.0%
Q1 20191$66.0K1,8981000.0%