TWO RDS SHARED TR (WCEO)
Institutional ownership reported to the SEC as of Q2 2026, across 14 quarters.
13
Reporting holders
$751.4K
Reported value
0.0%
Held as options
+0
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 |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | $308.8K | 8,057 | 0.00% | 2q | -3.2%-$10.3K |
| Indivisible Partners | $207.3K | 5,408 | 0.01% | new | NEW |
| Private Wealth Management Group, LLC | $95.8K | 2,500 | 0.02% | 11q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $76.7K | 2,000 | 0.00% | 2q | HELD |
| N.E.W. Advisory Services LLC | $16.4K | 429 | 0.00% | 6q | HELD |
| North Star Investment Management Corp. | $15.7K | 410 | 0.00% | 13q | HELD |
| HARBOUR INVESTMENTS, INC. | $13.0K | 339 | 0.00% | 14q | HELD |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | $6.7K | 174 | 0.00% | 2q | HELD |
| Asset Dedication, LLC | $3.8K | 98 | 0.00% | 13q | HELD |
| NorthAvenue LLC | $3.8K | 98 | 0.00% | 3q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $3.1K | 80 | 0.00% | 10q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $383 | 10 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $4 | 0 | 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 | 13 | $751.4K | 19,603 | 2 | 0 | 1 | 0.0% |
| Q1 2026 | 13 | $488.5K | 14,677 | 3 | 0 | 0 | 0.0% |
| Q4 2025 | 10 | $134.5K | 4,077 | 1 | 1 | 0 | 0.0% |
| Q3 2025 | 9 | $128.1K | 3,932 | 0 | 0 | 1 | 0.0% |
| Q2 2025 | 10 | $158.2K | 5,329 | 0 | 0 | 0 | 0.0% |
| Q1 2025 | 11 | $371.1K | 13,317 | 2 | 1 | 0 | 0.0% |
| Q4 2024 | 8 | $132.5K | 4,381 | 1 | 2 | 0 | 0.0% |
| Q3 2024 | 7 | $122.2K | 3,909 | 1 | 1 | 0 | 0.0% |
| Q2 2024 | 7 | $107.5K | 3,787 | 2 | 0 | 0 | 0.0% |
| Q1 2024 | 5 | $357.4K | 12,190 | 2 | 1 | 0 | 0.0% |
| Q4 2023 | 4 | $74.0K | 2,725 | 0 | 0 | 0 | 0.0% |
| Q3 2023 | 3 | $13.2K | 625 | 0 | 1 | 0 | 0.0% |
| Q2 2023 | 3 | $13.2K | 605 | 2 | 1 | 0 | 0.0% |
| Q1 2023 | 1 | $518 | 20 | 1 | 0 | 0 | 0.0% |