CUSIP 90214Q691
TWO RDS SHARED TR
54 institutions · $67.3M total · 2,694,730 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Financial Designs Corp | 748,222 | $25.1M | 27.76% | 2023-12-31 |
| 2 | LPL Financial LLC | 436,320 | $17.0M | 16.19% | 2025-12-31 |
| 3 | Cetera Investment Advisers | 125,653 | $4.9M | 4.66% | 2025-12-31 |
| 4 | Mariner, LLC | 78,064 | $3.2M | 2.89% | 2025-09-30 |
| 5 | Perennial Investment Advisors, LLC | 52,642 | $2.1M | 1.95% | 2024-12-31 |
| 6 | Private Advisor Group, LLC | 41,916 | $1.6M | 1.55% | 2025-12-31 |
| 7 | Envestnet Portfolio Solutions, Inc. | 34,918 | $1.4M | 1.29% | 2025-06-30 |
| 8 | Atria Wealth Solutions, Inc. | 33,712 | $1.3M | 1.25% | 2025-06-30 |
| 9 | Spire Wealth Management | 30,556 | $1.2M | 1.13% | 2025-12-31 |
| 10 | Coppell Advisory Solutions Corp. | 19,983 | $775.4K | 0.74% | 2024-03-31 |
| 11 | IHT Wealth Management, LLC | 19,096 | $742.1K | 0.70% | 2025-12-31 |
| 12 | Good Life Advisors, LLC | 18,724 | $741.2K | 0.69% | 2025-06-30 |
| 13 | OLD MISSION CAPITAL LLC | 18,960 | $736.8K | 0.70% | 2025-12-31 |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17,593 | $683.7K | 0.65% | 2025-12-31 |
| 15 | GREAT VALLEY ADVISOR GROUP, INC. | 15,582 | $605.5K | 0.57% | 2025-12-31 |
| 16 | Gladstone Institutional Advisory LLC | 15,394 | $598.2K | 0.57% | 2025-12-31 |
| 17 | CITADEL ADVISORS LLC | 14,353 | $568.1K | 0.53% | 2025-06-30 |
| 18 | Coppell Advisory Solutions LLC | 14,347 | $561.2K | 0.53% | 2025-12-31 |
| 19 | StoneX Group Inc. | 13,069 | $450.5K | 0.48% | 2025-06-30 |
| 20 | MORGAN STANLEY | 9,525 | $394.1K | 0.35% | 2025-09-30 |
| 21 | JANE STREET GROUP, LLC | 9,375 | $391.4K | 0.34% | 2024-09-30 |
| 22 | Claro Advisors LLC | 9,497 | $318.0K | 0.35% | 2023-12-31 |
| 23 | Global Retirement Partners, LLC | 7,877 | $257.5K | 0.29% | 2023-12-31 |
| 24 | Wealthcare Advisory Partners LLC | 6,276 | $252.3K | 0.23% | 2024-12-31 |
| 25 | AVANTAX ADVISORY SERVICES, INC. | 5,687 | $237.4K | 0.21% | 2024-09-30 |
| 26 | ENVESTNET ASSET MANAGEMENT INC | 5,268 | $217.9K | 0.19% | 2025-09-30 |
| 27 | Yardley Wealth Management LLC | 5,211 | $215.6K | 0.19% | 2025-09-30 |
| 28 | Maia Wealth LLC | 5,119 | $202.6K | 0.18% | 2025-06-30 |
| 29 | Wealthspire Advisors, LLC | 2,845 | $117.7K | 0.10% | 2025-09-30 |
| 30 | HARBOUR INVESTMENTS, INC. | 2,173 | $84.4K | 0.08% | 2025-12-31 |
| 31 | Barnes Dennig Private Wealth Management LLC | 1,683 | $65.4K | 0.06% | 2025-12-31 |
| 32 | CoreCap Advisors, LLC | 1,555 | $59.5K | 0.05% | 2024-06-30 |
| 33 | Blue Trust, Inc. | 1,298 | $50.4K | 0.04% | 2025-12-31 |
| 34 | COLDSTREAM CAPITAL MANAGEMENT INC | 840 | $33.7K | 0.03% | 2025-03-31 |
| 35 | PRIVATE TRUST CO NA | 836 | $33.6K | 0.03% | 2024-12-31 |
| 36 | UBS Group AG | 859 | $33.4K | 0.03% | 2025-12-31 |
| 37 | Redwood Investment Management, LLC | 831,748 | $32.3K | 30.86% | 2025-12-31 |
| 38 | JPMORGAN CHASE & CO | 404 | $15.7K | 0.01% | 2025-12-31 |
| 39 | IFP Advisors, Inc | 353 | $14.6K | 0.01% | 2025-12-31 |
| 40 | OSAIC HOLDINGS, INC. | 327 | $12.7K | 0.01% | 2025-12-31 |
| 41 | AMERIFLEX GROUP, INC. | 220 | $8.7K | 0.00% | 2025-06-30 |
| 42 | TUCKER ASSET MANAGEMENT LLC | 198 | $7.9K | 0.00% | 2025-12-31 |
| 43 | WELLS FARGO & COMPANY/MN | 197 | $7.7K | 0.00% | 2025-12-31 |
| 44 | BANK OF AMERICA CORP /DE/ | 183 | $6.1K | 0.00% | 2023-12-31 |
| 45 | Kiker Wealth Management, LLC | 137 | $5.5K | 0.00% | 2025-03-31 |
| 46 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 37 | $1.4K | 0.00% | 2024-06-30 |
| 47 | Signature Equity Partners, LLC | 28 | $1.1K | 0.00% | 2025-12-31 |
| 48 | Comprehensive Financial Planning, Inc./PA | 22 | $854 | 0.00% | 2025-12-31 |
| 49 | COMMONWEALTH EQUITY SERVICES, LLC | 18,348 | $759 | 0.68% | 2025-09-30 |
| 50 | Cambridge Investment Research Advisors, Inc. | 11,061 | $430 | 0.41% | 2025-12-31 |
| 51 | Aurora Private Wealth, Inc. | 6,433 | $253 | 0.23% | 2025-12-31 |
| 52 | FMR LLC | 5 | $209 | 0.00% | 2024-09-30 |
| 53 | AE Wealth Management LLC | 1 | $29 | 0.00% | 2025-12-31 |
| 54 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |