CUSIP 90214Q576
TWO RDS SHARED TR
15 institutions · $385.6K total · 13,180 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | CITADEL ADVISORS LLC | 7,988 | $222.3K | 60.60% | 2025-03-31 |
| 2 | Private Wealth Management Group, LLC | 2,500 | $82.4K | 18.96% | 2025-12-31 |
| 3 | Stephens Consulting, LLC | 1,042 | $30.9K | 7.90% | 2025-06-30 |
| 4 | N.E.W. Advisory Services LLC | 429 | $14.1K | 3.25% | 2025-12-31 |
| 5 | North Star Investment Management Corp. | 410 | $13.5K | 3.11% | 2025-12-31 |
| 6 | HARBOUR INVESTMENTS, INC. | 339 | $11.2K | 2.57% | 2025-12-31 |
| 7 | Asset Dedication, LLC | 98 | $3.2K | 0.74% | 2025-12-31 |
| 8 | Heritage Wealth Advisors | 90 | $3.0K | 0.68% | 2025-12-31 |
| 9 | TOTH FINANCIAL ADVISORY CORP | 80 | $2.6K | 0.60% | 2025-12-31 |
| 10 | UBS Group AG | 33 | $1.1K | 0.25% | 2025-12-31 |
| 11 | Abound Wealth Management | 38 | $1.1K | 0.28% | 2024-06-30 |
| 12 | North Capital, Inc. | 1 | $33 | 0.00% | 2025-09-30 |
| 13 | CWM, LLC | 132 | $4 | 1.00% | 2025-12-31 |
| 14 | WELLS FARGO & COMPANY/MN | 0 | $3 | 0.00% | 2025-12-31 |
| 15 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |