TWO RDS SHARED TR

DOSSIER · 13F Holders · Q2 2026

LOTI

TWO RDS SHARED TR

6 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 90214Q451·6 13F holders·last filed Jun 30, 2026

Market cap

—

13F value held

$44M

visible holders

Holders

6

filers reporting

Concentration

92.88%

HARBOUR INVESTMENTS, INC. #1

top holder share

AI Holders Summary · Q2 2026

6 institutions reported LOTI in Q2 2026. HARBOUR INVESTMENTS, INC. leads at 92.9% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(2 on this page)

#HolderValueShares% port.Quarter

01

HARBOUR INVESTMENTS, INC.

CIK 0000810121

$41M1.6M0.55%Q2 2026 02

LIBERTY ONE INVESTMENT MANAGEMENT, LLC