13FBOX
TWO RDS SHARED TR · 13F Institutional Holdings
Options Calculator Rankings
T

TWO RDS SHARED TR

LSAF
Institutions
26
Combined AUM (Q2 2026)
$105.9M
Combined Shares (Q2 2026)
2.0M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+32,753
13 · 6 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-31,739
13 · 4 Exit · ≈
⚖️ Net
+1,014
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$105.9M
Institutions
26
New Buys
6
Adds
7
Reduces
9
Exits
4
Unchanged
4
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Redwood Investment Management, LLC
6.08%6.75%#1$61.3M1.2M$54.4M1.2M-752-0.06%Reduce
LPL Financial LLC
0.01%0.01%#9$30.2M582,713$27.2M591,543-8,830-1.49%Reduce
Cetera Investment Advisers
0.01%<0.01%#10$5.8M111,157$4.5M97,623+13,534+13.86%Add
IHT Wealth Management, LLC
0.03%0.03%#5$1.6M31,548$1.5M32,189-641-1.99%Reduce
Private Advisor Group, LLC
0.01%0.01%#8$1.6M30,048$1.5M32,864-2,816-8.57%Reduce
GREAT VALLEY ADVISOR GROUP, INC.
0.02%0.02%#6$1.5M28,977$1.3M28,466+511+1.80%Add
Coppell Advisory Solutions LLC
0.06%#3$746,90014,431$00+14,431New Buy
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#18$719,09513,886$843,00718,367-4,481-24.40%Reduce
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#12$532,61410,285$455,0009,904+381+3.85%Add
VestGen Advisors, LLC
0.02%0.01%#7$526,24510,162$489,93510,108+54+0.53%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#20$339,4036,554$274,9285,990+564+9.42%Add
Aurora Private Wealth, Inc.
0.2%0.28%#2$317,1356,124$393,0008,710-2,586-29.69%Reduce
Maia Wealth LLC
0.05%0.05%#4$315,4766,092$316,5526,897-805-11.67%Reduce
FMR LLC
<0.01%<0.01%#23$116,1802,243$98,9322,155+88+4.08%Add
Steward Partners Investment Advisory, LLC
<0.01%#15$111,3912,151$00+2,151New Buy
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#11$107,3002,072$104,0512,267-195-8.60%Reduce
UBS Group AG
<0.01%<0.01%#22$89,6421,731$208,1024,534-2,803-61.82%Reduce
Global Retirement Partners, LLC
<0.01%#16$26,929520$00+520New Buy
OSAIC HOLDINGS, INC.
<0.01%<0.01%#21$21,284411$17,625384+27+7.03%Add
VANGUARD ADVISERS INC
<0.01%<0.01%#19$18,021348$15,97234800.00%Unchanged
Integrated Wealth Concepts LLC
<0.01%#17$13,878268$00+268New Buy
JPMORGAN CHASE & CO
<0.01%#24$11,542223$00+223New Buy
Comprehensive Financial Planning, Inc./PA
<0.01%<0.01%#13$1,50229$1,3312900.00%Unchanged
Signature Equity Partners, LLC
<0.01%<0.01%#14$1,39827$1,2392700.00%Unchanged
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#26$521$00+1New Buy
AE Wealth Management LLC
<0.01%<0.01%#25$281$25100.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow