DOSSIER · 13F Holders · Q3 2026
LOTI

TWO RDS SHARED TR

6 institutions still hold TWO RDS SHARED TR as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 90214Q451·6 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$44M
visible holders
Holders
6
filers reporting
Concentration
97.27%
HARBOUR INVESTMENTS, INC. #1
top holder share
AI Holders Summary · Q3 2026

6 institutions reported LOTI in Q3 2026. HARBOUR INVESTMENTS, INC. leads at 97.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$43M1.7M0.63%Q3 2026
02
PARTNERS WEALTH MANAGEMENT, LLC
CIK 0002054714
$559K22K0.06%Q3 2026
03
GTS SECURITIES LLC
CIK 0001452765· Market maker
$392K15K0.01%Q2 2026
04
MONEY CONCEPTS CAPITAL CORP
CIK 0000716851
$219K9K0.01%Q3 2026
05
OSAIC HOLDINGS, INC.
CIK 0001677044
$20K7850.00%Q3 2026
06
AMERIFLEX GROUP, INC.
CIK 0002057637
$6K2520.00%Q3 2026