DOSSIER · 13F Holders · Q1 2026
LSAT

TWO RDS SHARED TR

24 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 90214Q691·24 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$55M
visible holders
Holders
24
filers reporting
Concentration
45.13%
Redwood Investment Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

24 institutions reported LSAT in Q1 2026. Redwood Investment Management, LLC leads at 45.1% 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 2026
02
LPL Financial LLC
CIK 0001403438
$18M395K0.00%Q2 2026
03
Cetera Investment Advisers
CIK 0001666741
$3M71K0.00%Q2 2026
04
OLD MISSION CAPITAL LLC
CIK 0001455915
$2M50K0.04%Q2 2026
05
Private Advisor Group, LLC
CIK 0001567755
$1M30K0.01%Q2 2026
06
Atria Wealth Solutions, Inc.
CIK 0001927543
$1M34K0.03%Q2 2025
07
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$845K19K0.01%Q2 2026
08
IHT Wealth Management, LLC
CIK 0001697490
$833K19K0.02%Q2 2026
09
Good Life Advisors, LLC
CIK 0001696260
$741K19K0.05%Q2 2025
10
Coppell Advisory Solutions LLC
CIK 0001848433
$642K14K0.05%Q2 2026
11
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$431K11K0.00%Q1 2026
12
VestGen Advisors, LLC
CIK 0002050130
$262K6K0.01%Q2 2026
13
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$246K6K0.00%Q2 2026
14
Steward Partners Investment Advisory, LLC
CIK 0001723397
$57K1K0.00%Q2 2026
15
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$50K1K0.00%Q2 2026
16
Spire Wealth Management
CIK 0001858740
$29K6560.00%Q2 2026
17
Global Retirement Partners, LLC
CIK 0001749744
$29K6470.00%Q2 2026
18
OSAIC HOLDINGS, INC.
CIK 0001677044
$22K4870.00%Q2 2026
19
JPMORGAN CHASE & CO
CIK 0000019617
$18K4040.00%Q2 2026
20
Integrated Wealth Concepts LLC
CIK 0001737109
$6K1440.00%Q2 2026
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