DOSSIER · 13F Holders · Q2 2026
EASY

TWO RDS SHARED TR

7 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 90214Q469·7 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$13M
visible holders
Holders
7
filers reporting
Concentration
85.43%
LIBERTY ONE INVESTMENT MANAGEMENT, LLC #1
top holder share
AI Holders Summary · Q2 2026

7 institutions reported EASY in Q2 2026. LIBERTY ONE INVESTMENT MANAGEMENT, LLC leads at 85.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LIBERTY ONE INVESTMENT MANAGEMENT, LLC
CIK 0001807328
$11M412K1.10%Q2 2026
02
MONEY CONCEPTS CAPITAL CORP
CIK 0000716851
$603K23K0.03%Q2 2026
03
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$376K14K0.00%Q1 2026
04
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$357K13K0.00%Q2 2026
05
GTS SECURITIES LLC
CIK 0001452765· Market maker
$297K11K0.01%Q2 2026
06
OSAIC HOLDINGS, INC.
CIK 0001677044
$240K9K0.00%Q2 2026
07
UBS Group AG
CIK 0001610520
$10740.00%Q2 2026
Insiders at TWO RDS SHARED TR
Macphee Gary E →Graziano Frank →Petrillo John C →Murawski Thomas F →Knapp George →