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

TWO RDS SHARED TR

23 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 90214Q691·23 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$52M
visible holders
Holders
23
filers reporting
Concentration
47.63%
Redwood Investment Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

23 institutions reported LSAT in Q1 2026. Redwood Investment Management, LLC leads at 47.6% 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
$25M625K3.06%Q1 202602
LPL Financial LLC
CIK 0001403438
$16M401K0.00%Q1 202603
Cetera Investment Advisers
CIK 0001666741
$2M63K0.00%Q1 202604
OLD MISSION CAPITAL LLC
CIK 0001455915
$2M50K0.03%Q1 202605
Private Advisor Group, LLC
CIK 0001567755
$1M37K0.01%Q1 202606
Atria Wealth Solutions, Inc.
CIK 0001927543
$1M34K0.03%Q2 202507
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$942K24K0.00%Q1 202608
IHT Wealth Management, LLC
CIK 0001697490
$748K19K0.02%Q1 202609
Good Life Advisors, LLC
CIK 0001696260
$741K19K0.05%Q2 202510
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$722K18K0.01%Q1 202611
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$431K11K0.00%Q1 202612
VestGen Advisors, LLC
CIK 0002050130
$248K6K0.01%Q1 202613
UBS Group AG
CIK 0001610520
$56K1K0.00%Q1 202614
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$48K1K0.00%Q1 202615
Spire Wealth Management
CIK 0001858740
$29K6560.00%Q2 202616
OSAIC HOLDINGS, INC.
CIK 0001677044
$18K4620.00%Q1 202617
Allworth Financial LP
CIK 0001555170
$17K4230.00%Q1 202618
JPMORGAN CHASE & CO
CIK 0000019617
$16K4040.00%Q1 202619
TUCKER ASSET MANAGEMENT LLC
CIK 0001870012
$8K1980.00%Q4 202520
Signature Equity Partners, LLC
CIK 0002109813
$1K280.00%Q1 2026
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