LSAF — Two Rds Shared Tr Institutional Holders · Q2 2026

Name: Who Owns LSAF? 27 Institutions Hold $106M (Q2 2026)
Creator: ko.io

Who owns Two Rds Shared Tr (LSAF)? 27 institutions reported holding $105.93M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Redwood Investment Management, LLC ($61.3M), LPL Financial LLC ($30.2M), Cetera Investment Advisers ($5.8M).

Rank	Institution	Value	Shares	Change
1	Redwood Investment Management, LLC	$61.3M	1.2M	Trimmed
2	LPL Financial LLC	$30.2M	582,713	Trimmed
3	Cetera Investment Advisers	$5.8M	111,157	Added
4	IHT Wealth Management, LLC	$1.6M	31,548	Trimmed
5	Private Advisor Group, LLC	$1.6M	30,048	Trimmed
6	GREAT VALLEY ADVISOR GROUP, INC.	$1.5M	28,977	Added
7	Coppell Advisory Solutions LLC	$746,900	14,431	New
8	GOLDMAN SACHS GROUP INC	$719,095	13,886	Trimmed
9	Cambridge Investment Research Advisors, Inc.	$533,000	10,285	Added
10	VestGen Advisors, LLC	$526,245	10,162	Added
11	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$339,403	6,554	Added
12	Aurora Private Wealth, Inc.	$317,000	6,124	Trimmed
13	Maia Wealth LLC	$315,476	6,092	Trimmed
14	FMR LLC	$116,180	2,243	Added
15	Steward Partners Investment Advisory, LLC	$111,391	2,151	New
16	HARBOUR INVESTMENTS, INC.	$107,300	2,072	Trimmed
17	UBS Group AG	$89,642	1,731	Trimmed
18	Global Retirement Partners, LLC	$26,929	520	New
19	OSAIC HOLDINGS, INC.	$21,284	411	Added
20	VANGUARD GROUP INC	$18,021	348	Hold
21	JPMORGAN CHASE & CO	$11,542	223	New
22	Comprehensive Financial Planning, Inc./PA	$1,502	29	Hold
23	Signature Equity Partners, LLC	$1,398	27	Hold
24	AE Wealth Management LLC	$28	1	Hold
25	Allworth Financial LP	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-06-30