Institutional Ownership
Two Rds Shared Tr
CUSIP 90214Q691LEASERSHS ALPHAFLSATQ1 2026
Institutional Holders
20
13F filers
Shares Held
1.27M
Aggregate institutional
Institutional Value
$24.84M
Q1 2026
Net New Holders
-4
2 new · 6 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased5
Decreased8
Sold out6
Institutional Holders
20 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 401.4K | $15.82M | −34.9K | Reduced |
| 2 | Cetera Investment Advisers | 63.3K | $2.49M | −62.4K | Reduced |
| 3 | Old Mission Capital LLC | 50.0K | $1.97M | +31.1K | Added |
| 4 | Private Advisor Group, LLC | 36.6K | $1.44M | −5.3K | Reduced |
| 5 | Susquehanna International Group, LLP | 23.9K | $941.8K | +6.3K | Added |
| 6 | Iht Wealth Management, LLC | 19.0K | $747.7K | −121 | Reduced |
| 7 | Great Valley Advisor Group, Inc. | 18.3K | $722.5K | +2.8K | Added |
| 8 | Spire Wealth Management | 6.5K | $257.3K | −25.7K | Reduced |
| 9 | Vestgen Advisors, LLC | 5.8K | $248.3K | +5.8K | New |
| 10 | Ubs Group AG | 1.4K | $56.2K | +566 | Added |
10 more institutional holders on Premium
See every fund holding Two Rds Shared Tr, with full quarter-over-quarter share changes.
Unlock all holders