DOSSIER · 13F Holders · Q1 2026
EASY

TWO RDS SHARED TR

6 institutions still hold TWO RDS SHARED TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 90214Q469·6 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$8M
visible holders
Holders
6
filers reporting
Concentration
79.53%
LIBERTY ONE INVESTMENT MANAGEMENT, LLC #1
top holder share
AI Holders Summary · Q1 2026

6 institutions reported EASY in Q1 2026. LIBERTY ONE INVESTMENT MANAGEMENT, LLC leads at 79.5% 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
$6M230K0.63%Q1 2026
02
MONEY CONCEPTS CAPITAL CORP
CIK 0000716851
$516K19K0.03%Q1 2026
03
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$376K14K0.00%Q1 2026
04
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$333K13K0.00%Q1 2026
05
GTS SECURITIES LLC
CIK 0001452765· Market maker
$205K8K0.01%Q1 2026
06
OSAIC HOLDINGS, INC.
CIK 0001677044
$145K5K0.00%Q1 2026
Insiders at TWO RDS SHARED TR
Macphee Gary EGraziano FrankPetrillo John CMurawski Thomas FKnapp George