Institutional Ownership
Two Rds Shared Tr
CUSIP 90214Q584CONDCTR GBL EQTYCGVQ1 2026
Institutional Holders
12
13F filers
Shares Held
4.64M
Aggregate institutional
Institutional Value
$71.99M
Q1 2026
Net New Holders
+0
1 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased6
Decreased5
Sold out1
Institutional Holders
12 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory Services, LLC | 1.82M | $28.40M | −1.38M | Reduced |
| 2 | Focus Partners Wealth | 787.7K | $12.17M | +43.1K | Added |
| 3 | Cetera Investment Advisers | 598.7K | $9.25M | +57.8K | Added |
| 4 | Waddell & Associates, LLC | 399.5K | $6.17M | −4.8K | Reduced |
| 5 | Mariner, LLC | 295.0K | $4.56M | +585 | Added |
| 6 | Brightwater Advisory LLC | 245.6K | $3.79M | +13.5K | Added |
| 7 | Lpl Financial LLC | 144.5K | $2.23M | +2.4K | Added |
| 8 | Truist Financial Corp | 120.0K | $1.85M | −392.4K | Reduced |
| 9 | Envestnet Asset Management Inc | 107.0K | $1.65M | −410.5K | Reduced |
| 10 | Commonwealth Equity Services, LLC | 68.6K | $1.06M | −3.8K | Reduced |
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