Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / LDRSHS ALPFACT
-
Number of holders
-
26
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Total 13F shares, excl. options
-
2,950,624
-
Shares change
-
-136,889
-
Total reported value, excl. options
-
$125,339,935
-
Value change
-
-$5,817,224
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Number of buys
-
7
-
Number of sells
-
-16
-
Price
-
$42.48
Significant Holders of TWO RDS SHARED TR - LDRSHS ALPFACT (LSAF) as of Q2 2025
27 filings reported holding LSAF - TWO RDS SHARED TR - LDRSHS ALPFACT as of Q2 2025.
TWO RDS SHARED TR - LDRSHS ALPFACT (LSAF) has 26 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,950,624 shares
.
Largest 10 shareholders include Redwood Investment Management, LLC (1,598,557 shares), LPL Financial LLC (768,283 shares), Mariner, LLC (131,446 shares), Private Advisor Group, LLC (55,263 shares), Envestnet Portfolio Solutions, Inc. (51,115 shares), Atria Wealth Solutions, Inc. (49,171 shares), UBS Group AG (37,049 shares), IHT Wealth Management, LLC (36,965 shares), Gladstone Institutional Advisory LLC (33,808 shares), and GREAT VALLEY ADVISOR GROUP, INC. (31,940 shares).
This table shows the top 26 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.