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Stocks / Two Rds Shared Tr
Institutional Ownership

Two Rds Shared Tr

CUSIP 90214Q584CONDCTR GBL EQTYCGVQ1 2026

13D / 13G Filings
3
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
8.5%
Max % of class reported
Institutional Holders
12
13F filers (latest quarter)

Beneficial Owners — Schedule 13D / 13G

3 filings · latest Jan 20, 2026

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#FiledReporting PersonForm% of ClassSharesFiling
1Jan 20, 2026Truist Financial Corp13G/A6.2%512.4KSEC
2Apr 25, 2025Truist Financial Corp13G/A8.5%707.6KSEC
3Jan 23, 2025Truist Financial Corp13G5.4%454.8KSEC

Top Institutional Holders (13F)

Largest reported positions · latest quarter

View all →
#FundSharesValue
1Wealth Enhancement Advisory Services, LLC1.82M$28.40M
2Focus Partners Wealth787.7K$12.17M
3Cetera Investment Advisers598.7K$9.25M
4Waddell & Associates, LLC399.5K$6.17M
5Mariner, LLC295.0K$4.56M
6Brightwater Advisory LLC245.6K$3.79M
7Lpl Financial LLC144.5K$2.23M
8Truist Financial Corp120.0K$1.85M
9Envestnet Asset Management Inc107.0K$1.65M
10Commonwealth Equity Services, LLC68.6K$1.06M