CUSIP 90214Q717
TWO RDS SHARED TR
50 institutions · $49.9M total · 1,664,089 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Financial Designs Corp | 430,744 | $13.1M | 25.88% | 2023-12-31 |
| 2 | Stenger Family Office, LLC | 373,538 | $12.9M | 22.44% | 2024-12-31 |
| 3 | LPL Financial LLC | 102,034 | $3.5M | 6.13% | 2025-09-30 |
| 4 | AVANTAX ADVISORY SERVICES, INC. | 82,299 | $2.5M | 4.94% | 2023-12-31 |
| 5 | Mariner, LLC | 81,410 | $2.5M | 4.89% | 2025-03-31 |
| 6 | Perennial Investment Advisors, LLC | 70,087 | $2.4M | 4.21% | 2024-09-30 |
| 7 | Ford Financial Group, LLC | 77,555 | $2.3M | 4.66% | 2023-03-31 |
| 8 | Envestnet Portfolio Solutions, Inc. | 43,468 | $1.4M | 2.61% | 2024-12-31 |
| 9 | IHT Wealth Management, LLC | 30,543 | $994.2K | 1.83% | 2024-12-31 |
| 10 | WELLS FARGO & COMPANY/MN | 30,125 | $965.5K | 1.81% | 2024-06-30 |
| 11 | Atria Wealth Solutions, Inc. | 25,215 | $820.7K | 1.51% | 2024-12-31 |
| 12 | Cetera Investment Advisers | 23,288 | $818.2K | 1.39% | 2024-03-31 |
| 13 | Private Advisor Group, LLC | 19,826 | $602.0K | 1.19% | 2025-03-31 |
| 14 | Evolution Wealth Advisors, LLC | 20,175 | $591.5K | 1.21% | 2023-03-31 |
| 15 | GREAT VALLEY ADVISOR GROUP, INC. | 15,505 | $504.7K | 0.93% | 2024-12-31 |
| 16 | Coppell Advisory Solutions Corp. | 11,280 | $396.3K | 0.67% | 2024-03-31 |
| 17 | Bleakley Financial Group, LLC | 11,893 | $375.7K | 0.71% | 2023-09-30 |
| 18 | Simplicity Solutions, LLC | 11,893 | $375.7K | 0.71% | 2023-09-30 |
| 19 | ENVESTNET ASSET MANAGEMENT INC | 10,941 | $356.1K | 0.65% | 2024-12-31 |
| 20 | Good Life Advisors, LLC | 10,006 | $316.4K | 0.60% | 2025-06-30 |
| 21 | Gladstone Institutional Advisory LLC | 9,319 | $315.3K | 0.56% | 2025-09-30 |
| 22 | TWO SIGMA INVESTMENTS, LP | 9,359 | $304.6K | 0.56% | 2024-12-31 |
| 23 | Coppell Advisory Solutions LLC | 7,936 | $267.7K | 0.47% | 2025-09-30 |
| 24 | GOLDMAN SACHS GROUP INC | 7,790 | $260.1K | 0.46% | 2024-03-31 |
| 25 | StoneX Group Inc. | 7,728 | $258.0K | 0.46% | 2025-06-30 |
| 26 | CITADEL ADVISORS LLC | 7,506 | $244.3K | 0.45% | 2024-12-31 |
| 27 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7,512 | $237.6K | 0.45% | 2025-06-30 |
| 28 | Global Retirement Partners, LLC | 4,208 | $124.3K | 0.25% | 2023-12-31 |
| 29 | HARBOUR INVESTMENTS, INC. | 2,849 | $90.1K | 0.17% | 2025-06-30 |
| 30 | MORGAN STANLEY | 889 | $30.1K | 0.05% | 2025-09-30 |
| 31 | COLDSTREAM CAPITAL MANAGEMENT INC | 509 | $15.5K | 0.03% | 2025-03-31 |
| 32 | CoreCap Advisors, LLC | 446 | $14.3K | 0.02% | 2024-06-30 |
| 33 | JPMORGAN CHASE & CO | 266 | $9.0K | 0.01% | 2025-09-30 |
| 34 | Wealth Watch Advisors, INC | 239 | $8.1K | 0.01% | 2025-09-30 |
| 35 | IFP Advisors, Inc | 203 | $6.8K | 0.01% | 2024-12-31 |
| 36 | ADVISOR GROUP HOLDINGS, INC. | 161 | $5.4K | 0.00% | 2025-09-30 |
| 37 | TUCKER ASSET MANAGEMENT LLC | 161 | $4.9K | 0.00% | 2025-12-31 |
| 38 | AMERIFLEX GROUP, INC. | 79 | $2.5K | 0.00% | 2025-06-30 |
| 39 | BANK OF AMERICA CORP /DE/ | 70 | $2.1K | 0.00% | 2023-12-31 |
| 40 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 41 | $1.3K | 0.00% | 2024-06-30 |
| 41 | Cambridge Investment Research Advisors, Inc. | 37,006 | $1.3K | 2.22% | 2025-09-30 |
| 42 | Redwood Investment Management, LLC | 33,423 | $1.1K | 2.00% | 2025-09-30 |
| 43 | UBS Group AG | 23 | $778 | 0.00% | 2025-09-30 |
| 44 | FLOW TRADERS U.S. LLC | 12,516 | $423 | 0.75% | 2025-09-30 |
| 45 | HRT FINANCIAL LP | 13,731 | $416 | 0.82% | 2025-03-31 |
| 46 | COMMONWEALTH EQUITY SERVICES, LLC | 11,502 | $374 | 0.69% | 2024-12-31 |
| 47 | Aurora Private Wealth, Inc. | 6,790 | $215 | 0.40% | 2025-06-30 |
| 48 | FMR LLC | 2 | $67 | 0.00% | 2024-09-30 |
| 49 | AE Wealth Management LLC | 0 | $4 | 0.00% | 2025-09-30 |
| 50 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |