CUSIP 90214Q683
TWO RDS SHARED TR
51 institutions · $53.1M total · 1,794,997 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Financial Designs Corp | 645,366 | $18.5M | 35.95% | 2023-12-31 |
| 2 | LPL Financial LLC | 249,218 | $9.0M | 13.88% | 2025-09-30 |
| 3 | AVANTAX ADVISORY SERVICES, INC. | 137,207 | $3.9M | 7.64% | 2023-12-31 |
| 4 | Ford Financial Group, LLC | 126,520 | $3.5M | 7.04% | 2023-03-31 |
| 5 | Mariner, LLC | 55,020 | $1.8M | 3.06% | 2025-06-30 |
| 6 | WELLS FARGO & COMPANY/MN | 51,701 | $1.7M | 2.88% | 2024-06-30 |
| 7 | Private Advisor Group, LLC | 42,763 | $1.4M | 2.38% | 2025-06-30 |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 34,543 | $1.2M | 1.92% | 2025-09-30 |
| 9 | Cetera Investment Advisers | 34,047 | $1.1M | 1.89% | 2024-03-31 |
| 10 | Envestnet Portfolio Solutions, Inc. | 33,570 | $1.1M | 1.87% | 2025-06-30 |
| 11 | Atria Wealth Solutions, Inc. | 32,411 | $1.1M | 1.80% | 2025-06-30 |
| 12 | Gladstone Institutional Advisory LLC | 22,822 | $821.8K | 1.27% | 2025-09-30 |
| 13 | CITADEL ADVISORS LLC | 19,278 | $694.2K | 1.07% | 2025-09-30 |
| 14 | Simplicity Solutions, LLC | 21,779 | $652.2K | 1.21% | 2023-09-30 |
| 15 | Bleakley Financial Group, LLC | 21,779 | $652.2K | 1.21% | 2023-09-30 |
| 16 | Coppell Advisory Solutions Corp. | 18,587 | $610.0K | 1.03% | 2024-03-31 |
| 17 | IHT Wealth Management, LLC | 18,491 | $607.2K | 1.03% | 2025-06-30 |
| 18 | Perennial Investment Advisors, LLC | 17,846 | $600.5K | 0.99% | 2024-12-31 |
| 19 | Good Life Advisors, LLC | 14,684 | $482.2K | 0.81% | 2025-06-30 |
| 20 | GREAT VALLEY ADVISOR GROUP, INC. | 14,048 | $461.3K | 0.78% | 2025-06-30 |
| 21 | Coppell Advisory Solutions LLC | 11,281 | $403.8K | 0.62% | 2025-09-30 |
| 22 | StoneX Group Inc. | 11,220 | $350.2K | 0.62% | 2025-06-30 |
| 23 | Wealthcare Advisory Partners LLC | 9,245 | $316.6K | 0.51% | 2024-09-30 |
| 24 | OLD MISSION CAPITAL LLC | 9,448 | $310.3K | 0.52% | 2025-06-30 |
| 25 | Evolution Wealth Advisors, LLC | 11,070 | $306.8K | 0.61% | 2023-03-31 |
| 26 | ENVESTNET ASSET MANAGEMENT INC | 8,368 | $274.8K | 0.46% | 2025-06-30 |
| 27 | JANE STREET GROUP, LLC | 6,458 | $232.6K | 0.35% | 2025-09-30 |
| 28 | Claro Advisors LLC | 7,233 | $207.6K | 0.40% | 2023-12-31 |
| 29 | Maia Wealth LLC | 6,078 | $206.1K | 0.33% | 2024-09-30 |
| 30 | HARBOUR INVESTMENTS, INC. | 5,628 | $184.8K | 0.31% | 2025-06-30 |
| 31 | Global Retirement Partners, LLC | 6,454 | $183.2K | 0.35% | 2023-12-31 |
| 32 | Wealthspire Advisors, LLC | 1,641 | $59.1K | 0.09% | 2025-09-30 |
| 33 | UBS Group AG | 1,116 | $40.2K | 0.06% | 2025-09-30 |
| 34 | CoreCap Advisors, LLC | 769 | $25.3K | 0.04% | 2024-06-30 |
| 35 | COLDSTREAM CAPITAL MANAGEMENT INC | 683 | $21.4K | 0.03% | 2025-03-31 |
| 36 | Wealth Watch Advisors, INC | 453 | $16.3K | 0.02% | 2025-09-30 |
| 37 | TUCKER ASSET MANAGEMENT LLC | 324 | $10.1K | 0.01% | 2025-12-31 |
| 38 | IFP Advisors, Inc | 269 | $9.2K | 0.01% | 2024-12-31 |
| 39 | AE Wealth Management LLC | 172 | $6.2K | 0.00% | 2025-09-30 |
| 40 | ADVISOR GROUP HOLDINGS, INC. | 159 | $5.7K | 0.00% | 2025-09-30 |
| 41 | BANK OF AMERICA CORP /DE/ | 130 | $3.7K | 0.00% | 2023-12-31 |
| 42 | PRIVATE TRUST CO NA | 115 | $3.3K | 0.00% | 2023-06-30 |
| 43 | AMERIFLEX GROUP, INC. | 80 | $2.6K | 0.00% | 2025-06-30 |
| 44 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 58 | $1.9K | 0.00% | 2024-06-30 |
| 45 | Cambridge Investment Research Advisors, Inc. | 35,605 | $1.3K | 1.98% | 2025-09-30 |
| 46 | Redwood Investment Management, LLC | 25,786 | $929 | 1.43% | 2025-09-30 |
| 47 | COMMONWEALTH EQUITY SERVICES, LLC | 14,503 | $522 | 0.80% | 2025-09-30 |
| 48 | Aurora Private Wealth, Inc. | 8,966 | $294 | 0.49% | 2025-06-30 |
| 49 | FMR LLC | 4 | $137 | 0.00% | 2024-09-30 |
| 50 | MORGAN STANLEY | 1 | $36 | 0.00% | 2025-09-30 |
| 51 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |