CUSIP 90214Q774
TWO RDS SHARED TR
54 institutions · $86.1M total · 3,475,147 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 625,093 | $28.2M | 17.98% | 2025-12-31 |
| 2 | Financial Designs Corp | 735,038 | $23.2M | 21.15% | 2023-12-31 |
| 3 | Mariner, LLC | 128,141 | $5.7M | 3.68% | 2025-09-30 |
| 4 | Ford Financial Group, LLC | 157,344 | $4.7M | 4.52% | 2023-03-31 |
| 5 | Perennial Investment Advisors, LLC | 79,637 | $3.2M | 2.29% | 2024-12-31 |
| 6 | Envestnet Portfolio Solutions, Inc. | 51,115 | $2.2M | 1.47% | 2025-06-30 |
| 7 | Atria Wealth Solutions, Inc. | 49,171 | $2.1M | 1.41% | 2025-06-30 |
| 8 | Private Advisor Group, LLC | 42,417 | $1.9M | 1.22% | 2025-12-31 |
| 9 | IHT Wealth Management, LLC | 32,659 | $1.5M | 0.93% | 2025-12-31 |
| 10 | GREAT VALLEY ADVISOR GROUP, INC. | 25,231 | $1.1M | 0.72% | 2025-12-31 |
| 11 | Bleakley Financial Group, LLC | 32,696 | $1.0M | 0.94% | 2023-09-30 |
| 12 | Simplicity Solutions, LLC | 32,696 | $1.0M | 0.94% | 2023-09-30 |
| 13 | GOLDMAN SACHS GROUP INC | 22,982 | $1.0M | 0.66% | 2025-12-31 |
| 14 | CITADEL ADVISORS LLC | 22,711 | $1.0M | 0.65% | 2025-12-31 |
| 15 | Coppell Advisory Solutions Corp. | 22,419 | $878.1K | 0.64% | 2024-03-31 |
| 16 | Cetera Investment Advisers | 21,744 | $851.6K | 0.62% | 2024-03-31 |
| 17 | Good Life Advisors, LLC | 19,774 | $840.0K | 0.56% | 2025-06-30 |
| 18 | JANE STREET GROUP, LLC | 17,845 | $804.5K | 0.51% | 2025-12-31 |
| 19 | Gladstone Institutional Advisory LLC | 15,676 | $706.7K | 0.45% | 2025-12-31 |
| 20 | Coppell Advisory Solutions LLC | 14,431 | $656.9K | 0.41% | 2025-12-31 |
| 21 | StoneX Group Inc. | 12,482 | $430.1K | 0.35% | 2025-06-30 |
| 22 | ENVESTNET ASSET MANAGEMENT INC | 8,706 | $389.4K | 0.25% | 2025-09-30 |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7,158 | $322.7K | 0.20% | 2025-12-31 |
| 24 | Maia Wealth LLC | 6,897 | $321.9K | 0.19% | 2025-12-31 |
| 25 | VestGen Advisors, LLC | 6,938 | $312.8K | 0.19% | 2025-12-31 |
| 26 | Claro Advisors LLC | 8,843 | $279.7K | 0.25% | 2023-12-31 |
| 27 | AVANTAX ADVISORY SERVICES, INC. | 5,759 | $238.3K | 0.16% | 2024-09-30 |
| 28 | Global Retirement Partners, LLC | 7,077 | $219.5K | 0.20% | 2023-12-31 |
| 29 | Wealthcare Advisory Partners LLC | 5,405 | $219.0K | 0.15% | 2024-12-31 |
| 30 | Wealthspire Advisors, LLC | 2,556 | $114.3K | 0.07% | 2025-09-30 |
| 31 | FMR LLC | 2,155 | $97.2K | 0.06% | 2025-12-31 |
| 32 | Redwood Investment Management, LLC | 1,201,061 | $54.1K | 34.56% | 2025-12-31 |
| 33 | CoreCap Advisors, LLC | 1,303 | $49.2K | 0.03% | 2024-06-30 |
| 34 | UBS Group AG | 1,019 | $45.9K | 0.02% | 2025-12-31 |
| 35 | JPMORGAN CHASE & CO | 1,002 | $41.5K | 0.02% | 2024-12-31 |
| 36 | MORGAN STANLEY | 908 | $40.6K | 0.02% | 2025-09-30 |
| 37 | COLDSTREAM CAPITAL MANAGEMENT INC | 704 | $27.8K | 0.02% | 2025-03-31 |
| 38 | Wealth Watch Advisors, INC | 463 | $20.7K | 0.01% | 2025-09-30 |
| 39 | TUCKER ASSET MANAGEMENT LLC | 447 | $20.2K | 0.01% | 2025-12-31 |
| 40 | IFP Advisors, Inc | 305 | $13.7K | 0.00% | 2025-12-31 |
| 41 | AMERIFLEX GROUP, INC. | 210 | $8.8K | 0.00% | 2025-06-30 |
| 42 | ADVISOR GROUP HOLDINGS, INC. | 180 | $8.1K | 0.00% | 2025-12-31 |
| 43 | PRIVATE TRUST CO NA | 263 | $8.0K | 0.00% | 2023-06-30 |
| 44 | WELLS FARGO & COMPANY/MN | 167 | $7.5K | 0.00% | 2025-12-31 |
| 45 | BANK OF AMERICA CORP /DE/ | 148 | $4.7K | 0.00% | 2023-12-31 |
| 46 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 97 | $3.7K | 0.00% | 2024-06-30 |
| 47 | Comprehensive Financial Planning, Inc./PA | 29 | $1.3K | 0.00% | 2025-12-31 |
| 48 | Signature Equity Partners, LLC | 27 | $1.2K | 0.00% | 2025-12-31 |
| 49 | COMMONWEALTH EQUITY SERVICES, LLC | 20,131 | $900 | 0.57% | 2025-09-30 |
| 50 | Cambridge Investment Research Advisors, Inc. | 9,957 | $449 | 0.28% | 2025-12-31 |
| 51 | Aurora Private Wealth, Inc. | 8,710 | $393 | 0.25% | 2025-12-31 |
| 52 | Yardley Wealth Management LLC | 5,219 | $216 | 0.15% | 2024-09-30 |
| 53 | AE Wealth Management LLC | 1 | $24 | 0.00% | 2025-12-31 |
| 54 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |