13F Insight
DOSSIER · 13F Holders · Q1 2026
LSAF

TWO RDS SHARED TR

27 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 90214Q774·27 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$98M
visible holders
Holders
27
filers reporting
Concentration
55.63%
Redwood Investment Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

27 institutions reported LSAF in Q1 2026. Redwood Investment Management, LLC leads at 55.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Redwood Investment Management, LLC
CIK 0001717479
$54M1.2M6.75%Q1 202602
LPL Financial LLC
CIK 0001403438
$27M592K0.01%Q1 202603
Cetera Investment Advisers
CIK 0001666741
$4M98K0.00%Q1 202604
Atria Wealth Solutions, Inc.
CIK 0001927543
$2M49K0.05%Q2 202505
Private Advisor Group, LLC
CIK 0001567755
$2M33K0.01%Q1 202606
IHT Wealth Management, LLC
CIK 0001697490
$1M32K0.03%Q1 202607
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$1M28K0.02%Q1 202608
CITADEL ADVISORS LLC
CIK 0001423053
$1M23K0.00%Q4 202509
GOLDMAN SACHS GROUP INC
CIK 0000886982
$843K18K0.00%Q1 202610
Good Life Advisors, LLC
CIK 0001696260
$840K20K0.05%Q2 202511
VestGen Advisors, LLC
CIK 0002050130
$490K10K0.01%Q1 202612
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$455K10K0.00%Q1 202613
Aurora Private Wealth, Inc.
CIK 0001802132
$393K9K0.28%Q1 202614
Maia Wealth LLC
CIK 0002010858
$317K7K0.05%Q1 202615
Gladstone Institutional Advisory LLC
CIK 0001766530
$280K6K0.01%Q1 202616
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$275K6K0.00%Q1 202617
UBS Group AG
CIK 0001610520
$208K5K0.00%Q1 202618
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$104K2K0.00%Q1 202619
FMR LLC
CIK 0000315066
$99K2K0.00%Q1 202620
Allworth Financial LP
CIK 0001555170
$24K5140.00%Q1 2026
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