DOSSIER · 13F Holders · Q2 2026
CGV

TWO RDS SHARED TR

19 institutions still hold TWO RDS SHARED TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 90214Q584·19 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$82M
visible holders
Holders
19
filers reporting
Concentration
37.86%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC #1
top holder share
AI Holders Summary · Q2 2026

19 institutions reported CGV in Q2 2026. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC leads at 37.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$31M2.0M0.05%Q2 2026
02
Focus Partners Wealth
CIK 0001542153
$13M844K0.01%Q2 2026
03
Cetera Investment Advisers
CIK 0001666741
$10M614K0.01%Q2 2026
04
WADDELL & ASSOCIATES, LLC
CIK 0001776757
$6M402K0.31%Q2 2026
05
Mariner, LLC
CIK 0001373442
$5M298K0.00%Q2 2026
06
TRUIST FINANCIAL CORP
CIK 0000092230
$5M292K0.01%Q2 2026
07
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M279K0.00%Q2 2026
08
Brightwater Advisory LLC
CIK 0002034566
$4M242K2.38%Q2 2026
09
LPL Financial LLC
CIK 0001403438
$2M156K0.00%Q2 2026
10
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$883K57K0.00%Q2 2026
11
CARY STREET PARTNERS FINANCIAL LLC
CIK 0001475045
$685K44K0.01%Q2 2026
12
Quantinno Capital Management LP
CIK 0001759654
$312K20K0.00%Q2 2026
13
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$214K14K0.00%Q1 2026
14
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
CIK 0000319933
$90K7K0.01%Q2 2025
15
MATHER GROUP, LLC.
CIK 0001527641
$63K4K0.00%Q2 2026
16
Farther Finance Advisors, LLC
CIK 0001992825
$51K3K0.00%Q2 2026
17
FIFTH THIRD BANCORP
CIK 0000035527
$16K1K0.00%Q2 2026
18
UBS Group AG
CIK 0001610520
$1K810.00%Q2 2026
19
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025
Insiders at TWO RDS SHARED TR
Pilenko Thierry