13F

Stock

Two Rds Shared Tr

Ticker not mapped · held by 23 managers

Reported value

$38.7M

Holders

23

+3 new · −4 exited

Holders’ est. mark

$604.7K

Price effect on 19 books still in the name

Largest holder

$27.2M

LPL Financial LLC

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
LPL Financial LLC591.5K$27.2M$483.8KCut−$1.03M
Cetera Investment Advisers97.6K$4.48MNew
Private Advisor Group, LLC32.9K$1.51M$26.9KCut−$403.8K
IHT Wealth Management, LLC32.2K$1.48M$26.3KAdded$5.14K
GREAT VALLEY ADVISOR GROUP, INC.28.5K$1.31M$20.6KAdded$169.1K
GOLDMAN SACHS GROUP INC18.4K$843K$15KCut−$193K
VestGen Advisors, LLC10.1K$489.9K$23.5KAdded$177.2K
Maia Wealth LLC6.9K$316.6K−$5.37KCut−$5.37K
Gladstone Institutional Advisory LLC6.1K$280.1K$4.99KCut−$426.6K
SUSQUEHANNA INTERNATIONAL GROUP, LLP5.99K$274.9K$4.9KCut−$47.8K
UBS Group AG4.53K$208.1K$833Added$162.2K
HARBOUR INVESTMENTS, INC.2.27K$104.1KNew
Fidelity2.15K$98.9K$1.76KAdded$1.76K
Redwood Investment Management, LLC1.18M$54.4K$969Added$226
Allworth Financial LP514$23.6KNew
OSAIC HOLDINGS, INC.384$17.6K$148Added$9.51K
VANGUARD ADVISERS INC348$16KHeld
IFP Advisors, Inc305$14K$250Added$250
Comprehensive Financial Planning, Inc./PA29$1.33K$24Added$24
Signature Equity Partners, LLC27$1.24K$22Added$22
Cambridge Investment Research Advisors, Inc.9.9K$455$8Added$6
Aurora Private Wealth, Inc.8.71K$393$0Held
AE Wealth Management LLC1$25$1Added$1

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.