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

TWO RDS SHARED TR

28 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 90214Q774·28 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$102M
visible holders
Holders
28
filers reporting
Concentration
53.37%
Redwood Investment Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

28 institutions reported LSAF in Q1 2026. Redwood Investment Management, LLC leads at 53.4% 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
$30M583K0.01%Q2 202603
Cetera Investment Advisers
CIK 0001666741
$6M111K0.01%Q2 202604
Atria Wealth Solutions, Inc.
CIK 0001927543
$2M49K0.05%Q2 202505
IHT Wealth Management, LLC
CIK 0001697490
$2M32K0.03%Q2 202606
Private Advisor Group, LLC
CIK 0001567755
$2M30K0.01%Q2 202607
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$2M29K0.02%Q2 202608
Good Life Advisors, LLC
CIK 0001696260
$840K20K0.05%Q2 202509
Coppell Advisory Solutions LLC
CIK 0001848433
$747K14K0.06%Q2 202610
GOLDMAN SACHS GROUP INC
CIK 0000886982
$719K14K0.00%Q2 202611
VestGen Advisors, LLC
CIK 0002050130
$526K10K0.02%Q2 202612
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$455K10K0.00%Q1 202613
Aurora Private Wealth, Inc.
CIK 0001802132
$393K9K0.28%Q1 202614
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$339K7K0.00%Q2 202615
Maia Wealth LLC
CIK 0002010858
$315K6K0.05%Q2 202616
FMR LLC
CIK 0000315066
$116K2K0.00%Q2 202617
Steward Partners Investment Advisory, LLC
CIK 0001723397
$111K2K0.00%Q2 202618
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$107K2K0.00%Q2 202619
UBS Group AG
CIK 0001610520
$90K2K0.00%Q2 202620
Global Retirement Partners, LLC
CIK 0001749744
$27K5200.00%Q2 2026
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