13F

Stock

Two Rds Shared Tr

Ticker not mapped · held by 42 managers

Reported value

$170.8M

Holders

42

+9 new · −5 exited

Holders’ est. mark

−$1.52M

Price effect on 32 books still in the name

Largest holder

$53.4M

Wealth Enhancement Trust Services, Inc.

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Wealth Enhancement Trust Services, Inc.5.73M$53.4M−$542.2KCut−$1.14M
Drake & Associates, LLC3.64M$33.9M−$314.9KAdded$2.59M
AdvisorNet Financial, Inc2.34M$21.8M−$217.6KAdded$119.5K
Darwin Wealth Management, LLC1.41M$13.1M−$121KAdded$1.07M
FOUNDATIONS INVESTMENT ADVISORS, LLC1.06M$9.91M−$92.9KAdded$676.1K
Atria Investments, Inc907.3K$8.45MNew
Mariner, LLC425.6K$3.96M−$40.3KCut−$3.91M
ENVESTNET ASSET MANAGEMENT INC365.9K$3.41M−$32KAdded$221.1K
MML INVESTORS SERVICES, LLC321.8K$3M−$30.4KCut−$293.4K
Cooper Financial Group312.7K$2.91MNew
J.M. Arbour, LLC301.2K$2.81M−$26KAdded$222.7K
Sonoma Allocations LLC255K$2.38M−$24.2KCut−$328.2K
RDA Financial Network240.6K$2.24M−$21.3KAdded$121K
XY Planning Network, Inc.213.8K$2M−$12.8KCut−$78.5K
9823 Capital, L.P.179.9K$1.68M−$14.2KAdded$262.4K
Private Advisor Group, LLC92.2K$859.2K−$5.95KAdded$267.1K
SILVER OAK SECURITIES, INCORPORATED90.7K$845K−$3.67KAdded$514.6K
GTS SECURITIES LLC89.5K$833.8K−$1.05KAdded$729.5K
LPL Financial LLC69.3K$645.4K−$6.54KCut−$5.45K
Sigma Planning Corp59K$549.6KNew
Signal Advisors Wealth, LLC42.9K$399.5KNew
COMMONWEALTH EQUITY SERVICES, LLC34.8K$324K−$1.76KAdded$148.9K
Bell Bank25.4K$236.5K−$2.4KCut−$2.4K
JANE STREET GROUP, LLC22.1K$205.5K−$2.09KCut−$46.5K
RAYMOND JAMES FINANCIAL INC21.6K$200.9KNew
TCFG Investment Advisors, LLC16.9K$157.7KHeld
TCFG WEALTH MANAGEMENT, LLC16.9K$157.7K−$1.6KCut−$50K
Avior Wealth Management, LLC14.1K$130.2K−$1.52KCut−$42.4K
Empirical Asset Management, LLC12.5K$116.3KNew
Citadel11.6K$108.1KNew
DecisionPoint Financial, LLC5.65K$52.6K−$534Cut−$534
Geneos Wealth Management Inc.3.26K$30.4K−$178Added$11.8K
Anfield Capital Management, LLC1.04K$9.65K−$95Cut−$58
CENTAURUS FINANCIAL, INC.622.8K$5.8KNew
Quest 10 Wealth Builders, Inc.469$4.37K−$44Cut−$44
USAdvisors Wealth Management, LLC414.3K$3.85K−$49Added$7
Farther Finance Advisors, LLC319$2.98K−$19Cut−$19
Cambridge Investment Research Advisors, Inc.264.6K$2.46K−$19Added$684
GeoWealth Management, LLC245$2.28K−$19Added$372
FLOW TRADERS U.S. LLC54.2K$505New
MORGAN STANLEY1$16−$3Cut−$3
WELLS FARGO & COMPANY/MN1$7$0Held

Who left

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.