DOSSIER · 13F Holders · Q2 2025
SQEW

TWO RDS SHARED TR

3 institutions still hold TWO RDS SHARED TR as of Q2 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 90214Q683·3 13F holders·last filed Jun 30, 2025
Market cap
13F value held
$2M
visible holders
Holders
3
filers reporting
Concentration
68.82%
Atria Wealth Solutions, Inc. #1
top holder share
AI Holders Summary · Q2 2025

3 institutions reported SQEW in Q2 2025. Atria Wealth Solutions, Inc. leads at 68.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Atria Wealth Solutions, Inc.
CIK 0001927543
$1M32K0.02%Q2 2025
02
Good Life Advisors, LLC
CIK 0001696260
$482K15K0.03%Q2 2025
03
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025