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

TWO RDS SHARED TR

WLDR
Institutions
15
Combined AUM (Q2 2026)
$68.6M
Combined Shares (Q2 2026)
1.5M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+215,907
8 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-84,381
8 · 5 Exit · ≈
⚖️ Net
+131,526
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$68.6M
Institutions
15
New Buys
3
Adds
5
Reduces
3
Exits
5
Unchanged
4
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Sowell Financial Services LLC
1.81%1.48%#1$55.3M1.2M$40.2M1.1M+110,767+10.26%Add
LPL Financial LLC
<0.01%<0.01%#8$3.9M84,323$1.3M34,501+49,822+144.41%Add
GeoWealth Management, LLC
0.12%0.11%#3$3.7M80,077$3.0M79,750+327+0.41%Add
FIG FINANCIAL ADVISORY SERVICES INC /ADV
1.19%#2$2.0M43,713$00+43,713New Buy
RATIONAL ADVISORS, INC.
0.11%0.09%#4$1.2M26,563$874,96923,527+3,036+12.90%Add
Equitable Holdings, Inc.
<0.01%0.01%#6$742,90815,986$847,02223,806-7,820-32.85%Reduce
Cetera Investment Advisers
<0.01%<0.01%#9$569,93812,264$401,28010,790+1,474+13.66%Add
JANE STREET GROUP, LLC
<0.01%#13$306,9976,606$00+6,606New Buy
NORDEN GROUP LLC
0.02%0.02%#5$289,5236,230$231,6946,23000.00%Unchanged
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#12$235,8945,144$188,4095,14400.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%<0.01%#10$195,1694,200$161,4024,340-140-3.23%Reduce
LANARK FINANCIAL, INC.
<0.01%<0.01%#7$18,449397$14,76439700.00%Unchanged
MORGAN STANLEY
<0.01%<0.01%#15$12,919278$10,30427800.00%Unchanged
ASSETMARK, INC
<0.01%<0.01%#14$9,384202$17,628474-272-57.38%Reduce
Global Retirement Partners, LLC
<0.01%#11$7,529162$00+162New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow