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

TWO RDS SHARED TR

LSAT
Institutions
21
Combined AUM (Q2 2026)
$55.2M
Combined Shares (Q2 2026)
1.2M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+25,360
9 · 4 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-65,629
12 · 4 Exit · ≈
⚖️ Net
-40,269
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$55.2M
Institutions
21
New Buys
4
Adds
5
Reduces
8
Exits
4
Unchanged
4
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Redwood Investment Management, LLC
2.7%3.06%#1$27.2M609,585$24.6M625,090-15,505-2.48%Reduce
LPL Financial LLC
<0.01%<0.01%#8$17.6M394,779$15.8M401,436-6,657-1.66%Reduce
Cetera Investment Advisers
<0.01%<0.01%#9$3.2M71,491$2.5M63,303+8,188+12.93%Add
OLD MISSION CAPITAL LLC
0.04%0.03%#3$2.2M49,529$2.0M50,036-507-1.01%Reduce
Private Advisor Group, LLC
0.01%0.01%#7$1.3M30,090$1.4M36,609-6,519-17.81%Reduce
GREAT VALLEY ADVISOR GROUP, INC.
0.01%0.01%#5$844,51018,894$722,48318,334+560+3.05%Add
IHT Wealth Management, LLC
0.02%0.02%#4$832,91018,635$747,72218,975-340-1.79%Reduce
Coppell Advisory Solutions LLC
0.05%#2$642,24214,347$00+14,347New Buy
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#10$496,17411,101$431,00010,948+153+1.40%Add
VestGen Advisors, LLC
0.01%0.01%#6$261,6525,854$248,2655,826+28+0.48%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#19$246,1435,507$941,83323,901-18,394-76.96%Reduce
Steward Partners Investment Advisory, LLC
<0.01%#16$56,6751,268$00+1,268New Buy
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#12$49,7471,113$48,1541,222-109-8.92%Reduce
Spire Wealth Management
<0.01%0.01%#11$29,343656$257,2796,528-5,872-89.95%Reduce
Global Retirement Partners, LLC
<0.01%#15$28,919647$00+647New Buy
OSAIC HOLDINGS, INC.
<0.01%<0.01%#18$21,806487$18,240462+25+5.41%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#20$18,085404$15,64340400.00%Unchanged
Integrated Wealth Concepts LLC
<0.01%#17$6,436144$00+144New Buy
Signature Equity Partners, LLC
<0.01%<0.01%#13$1,25228$1,1032800.00%Unchanged
Comprehensive Financial Planning, Inc./PA
<0.01%<0.01%#14$98322$8662200.00%Unchanged
AE Wealth Management LLC
<0.01%<0.01%#21$331$29100.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow