Stock

Two Rds Shared Tr

Ticker not mapped · held by 20 managers

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025

Reported value

$24.8M

Holders

+2 new · −6 exited

Holders’ est. mark

$317.8K

Price effect on 18 books still in the name

Largest holder

$15.8M

LPL Financial LLC

Holder count by quarter

Q1 2025 Q3 2025 Q4 2025 Q1 2026

Who holds it

Notable only

Investor	Shares	Value	Est. mark	Change
LPL Financial LLC	401.4K	$15.8M	$219K	Cut−$1.14M
Cetera Investment Advisers	63.3K	$2.49M	$34.5K	Cut−$2.39M
OLD MISSION CAPITAL LLC	50K	$1.97M	$10.3K	Added$1.23M
Private Advisor Group, LLC	36.6K	$1.44M	$20K	Cut−$186.3K
SUSQUEHANNA INTERNATIONAL GROUP, LLP	23.9K	$941.8K	$9.6K	Added$258.2K
IHT Wealth Management, LLC	19K	$747.7K	$10.4K	Added$5.65K
GREAT VALLEY ADVISOR GROUP, INC.	18.3K	$722.5K	$8.5K	Added$116.9K
Spire Wealth Management	6.53K	$257.3K	$3.6K	Cut−$995.5K
VestGen Advisors, LLC	5.83K	$248.3K	—	New
UBS Group AG	1.43K	$56.2K	$469	Added$22.8K
HARBOUR INVESTMENTS, INC.	1.22K	$48.2K	$667	Cut−$36.3K
Redwood Investment Management, LLC	625.1K	$24.6K	$341	Cut−$7.69K
OSAIC HOLDINGS, INC.	462	$18.2K	$169	Added$5.5K
Allworth Financial LP	423	$16.7K	—	New
JPMORGAN CHASE & CO	404	$15.6K	−$56	Cut−$56
IFP Advisors, Inc	353	$13.9K	$192	Added$192
Signature Equity Partners, LLC	28	$1.1K	$15	Added$15
Comprehensive Financial Planning, Inc./PA	22	$866	$12	Added$12
Cambridge Investment Research Advisors, Inc.	10.9K	$431	$5	Added$1
AE Wealth Management LLC	1	$29	$0	Held

Who left

Gladstone Institutional Advisory LLC$598.2K
Coppell Advisory Solutions LLC$561.2K
Barnes Dennig Private Wealth Management LLC$65.4K
Blue Trust, Inc.$50.4K
WELLS FARGO & COMPANY/MN$7.66K
Aurora Private Wealth, Inc.$253

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.