18 institutions reported holding $81.8M of TWO RDS SHARED TR (CGV) in SEC 13F filings for 2026-06-30. Largest institutional holders: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($31.0M), Focus Partners Wealth ($13.1M), Cetera Investment Advisers ($9.5M), WADDELL & ASSOCIATES, LLC ($6.2M), Mariner, LLC ($4.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $31.0M | 2.0M | Added |
| 2 | Focus Partners Wealth | $13.1M | 843,694 | Added |
| 3 | Cetera Investment Advisers | $9.5M | 614,452 | Added |
| 4 | WADDELL & ASSOCIATES, LLC | $6.2M | 401,712 | Added |
| 5 | Mariner, LLC | $4.6M | 297,945 | Added |
| 6 | TRUIST FINANCIAL CORP | $4.5M | 292,340 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $4.3M | 278,866 | Added |
| 8 | Brightwater Advisory LLC | $3.8M | 242,109 | Trimmed |
| 9 | LPL Financial LLC | $2.4M | 155,578 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $882,820 | 56,845 | Trimmed |
| 11 | CARY STREET PARTNERS FINANCIAL LLC | $685,231 | 44,122 | Added |
| 12 | Quantinno Capital Management LP | $312,359 | 20,113 | New |
| 13 | CITADEL ADVISORS LLC | $270,738 | 17,433 | New |
| 14 | MATHER GROUP, LLC. | $62,835 | 4,046 | New |
| 15 | Farther Finance Advisors, LLC | $50,551 | 3,255 | New |
| 16 | FIFTH THIRD BANCORP | $15,701 | 1,011 | New |
| 17 | UBS Group AG | $1,258 | 81 | New |
| 18 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30