13F Insight
DOSSIER · 13F Holders · Q2 2026
DYLD

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 90214Q675·19 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$34M
visible holders
Holders
19
filers reporting
Concentration
42.22%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

19 institutions reported DYLD in Q2 2026. LPL Financial LLC leads at 42.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$14M643K0.00%Q2 202602
Redwood Investment Management, LLC
CIK 0001717479
$13M586K1.63%Q1 202603
CITADEL ADVISORS LLC
CIK 0001423053
$2M80K0.00%Q2 202604
Private Advisor Group, LLC
CIK 0001567755
$1M45K0.00%Q2 202605
Atria Wealth Solutions, Inc.
CIK 0001927543
$876K39K0.02%Q2 202506
Good Life Advisors, LLC
CIK 0001696260
$588K26K0.04%Q2 202507
IHT Wealth Management, LLC
CIK 0001697490
$583K26K0.01%Q2 202608
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$505K23K0.01%Q2 202609
UBS Group AG
CIK 0001610520
$430K19K0.00%Q2 202610
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$316K14K0.00%Q1 202611
Coppell Advisory Solutions LLC
CIK 0001848433
$216K10K0.02%Q2 202612
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$214K10K0.00%Q1 202613
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$43K2K0.00%Q2 202614
Global Retirement Partners, LLC
CIK 0001749744
$11K5040.00%Q2 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$5K2370.00%Q2 202616
Integrated Wealth Concepts LLC
CIK 0001737109
$5K2080.00%Q2 202617
MORGAN STANLEY
CIK 0000895421
$3210.00%Q2 202618
AE Wealth Management LLC
CIK 0001697723
$500.00%Q2 202619
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025