Institutional Ownership
Two Rds Shared Tr
CUSIP 90214Q774LDRSHS ALPFACTLSAFQ1 2026
Institutional Holders
23
13F filers
Shares Held
2.04M
Aggregate institutional
Institutional Value
$38.67M
Q1 2026
Net New Holders
-1
3 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased4
Decreased8
Sold out4
Institutional Holders
23 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 591.5K | $27.15M | −33.5K | Reduced |
| 2 | Cetera Investment Advisers | 97.6K | $4.48M | +97.6K | New |
| 3 | Private Advisor Group, LLC | 32.9K | $1.51M | −9.6K | Reduced |
| 4 | Iht Wealth Management, LLC | 32.2K | $1.48M | −470 | Reduced |
| 5 | Great Valley Advisor Group, Inc. | 28.5K | $1.31M | +3.2K | Added |
| 6 | Goldman Sachs Group Inc | 18.4K | $843.0K | −4.6K | Reduced |
| 7 | Vestgen Advisors, LLC | 10.1K | $489.9K | +3.2K | Added |
| 8 | Maia Wealth LLC | 6.9K | $316.6K | 0 | Held |
| 9 | Gladstone Institutional Advisory LLC | 6.1K | $280.1K | −9.6K | Reduced |
| 10 | Susquehanna International Group, LLP | 6.0K | $274.9K | −1.2K | Reduced |
13 more institutional holders on Premium
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