13 institutions reported holding $72.0M of TWO RDS SHARED TR (CGV) in SEC 13F filings for 2026-03-31. Largest institutional holders: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($28.4M), Focus Partners Wealth ($12.2M), Cetera Investment Advisers ($9.2M), WADDELL & ASSOCIATES, LLC ($6.2M), Mariner, LLC ($4.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $28.4M | 1.8M | Trimmed |
| 2 | Focus Partners Wealth | $12.2M | 787,715 | Added |
| 3 | Cetera Investment Advisers | $9.2M | 598,667 | Added |
| 4 | WADDELL & ASSOCIATES, LLC | $6.2M | 399,534 | Trimmed |
| 5 | Mariner, LLC | $4.6M | 294,988 | Added |
| 6 | Brightwater Advisory LLC | $3.8M | 245,581 | Added |
| 7 | LPL Financial LLC | $2.2M | 144,462 | Added |
| 8 | TRUIST FINANCIAL CORP | $1.9M | 120,003 | Trimmed |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $1.7M | 106,993 | Trimmed |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 68,553 | Trimmed |
| 11 | CARY STREET PARTNERS FINANCIAL LLC | $644,228 | 41,709 | Added |
| 12 | JANE STREET GROUP, LLC | $214,417 | 13,882 | New |
| 13 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31