TWO RDS SHARED TR
CUSIP 90214Q691
Two Rds Shared Tr has 20 institutional holders in Filings Flow’s 13F database, together reporting 1.27M shares worth $50M as of Q1 2026. The largest reported holders are Redwood Investment Management, LLC, Lpl Financial LLC, and Mariner, LLC.
Institutional Holders
20
Q1 2026
Reported Value
$50M
Ticker
unmapped
private placement or foreign
Quarters Tracked
22
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Redwood Investment Management, LLC$805M AUM | 3.06% | $25M | 625.1K | Q1 2026 |
| Yardley Wealth Management LLC$195M AUM | 0.12% | $215,589 | 5.2K | Q3 2025OLDER |
| Barnes Dennig Private Wealth Management LLC$101M AUM | 0.07% | $65,401 | 1.7K | Q4 2025OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 0.06% | $561,178 | 14.3K | Q4 2025OLDER |
| Good Life Advisors, LLC$1.6B AUM | 0.05% | $741,152 | 18.7K | Q2 2025OLDER |
| Maia Wealth LLC$591M AUM | 0.04% | $202,641 | 5.1K | Q2 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.03% | $2M | 50.0K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.03% | $1M | 33.7K | Q2 2025OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.02% | $598,211 | 15.4K | Q4 2025OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.02% | $747,722 | 19.0K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $722,483 | 18.3K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.01% | $257,279 | 6.5K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $1M | 36.6K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $248,265 | 5.8K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.01% | $1M | 34.9K | Q2 2025OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $8,661 | 220 | Q2 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $16M | 401.4K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $3M | 78.1K | Q3 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 63.3K | Q1 2026 |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $7,694 | 198 | Q4 2025OLDER |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $431,000 | 10.9K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $759,000 | 18.3K | Q3 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $48,154 | 1.2K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $117,704 | 2.8K | Q3 2025OLDER |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.00% | $866 | 22 | Q1 2026 |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $1,103 | 28 | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $50,440 | 1.3K | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $13,910 | 353 | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $941,833 | 23.9K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $568,148 | 14.4K | Q2 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $16,669 | 423 | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $217,947 | 5.3K | Q3 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $18,240 | 462 | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $394,067 | 9.5K | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $56,154 | 1.4K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $7,655 | 197 | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $15,643 | 404 | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $29 | 1 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.