LSATTWO RDS SHARED TR
CUSIP 90214Q691 · Yahoo Finance ↗ · Google Finance ↗
Two Rds Shared Tr (LSAT) has 20 institutional holders in Filings Flow’s 13F database, together reporting 1.27M shares worth $25M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Mariner, LLC, and Cetera Investment Advisers.
Institutional Holders
20
Q1 2026
Reported Value
$25M
Ticker
LSAT
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| 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 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.03% | $2M | 50.0K | Q1 2026OLDER |
| 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 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $722,483 | 18.3K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.01% | $257,279 | 6.5K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $1M | 36.6K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $248,265 | 5.8K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $16M | 401.4K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $3M | 78.1K | Q3 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 63.3K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $7,694 | 198 | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $759 | 18.3K | Q3 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $48,154 | 1.2K | Q1 2026OLDER |
| 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 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $1,103 | 28 | Q1 2026OLDER |
| 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 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $941,833 | 23.9K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $16,669 | 423 | Q1 2026OLDER |
| 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 2026OLDER |
| 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 2026OLDER |
| 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 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $29 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.