LSAT — Two Rds Shared Tr Institutional Holders · Q2 2026

Name: Who Owns LSAT? 23 Institutions Hold $55.2M (Q2 2026)
Creator: ko.io

Who owns Two Rds Shared Tr (LSAT)? 23 institutions reported holding $55.18M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Redwood Investment Management, LLC ($27.2M), LPL Financial LLC ($17.6M), Cetera Investment Advisers ($3.2M).

Rank	Institution	Value	Shares	Change
1	Redwood Investment Management, LLC	$27.2M	609,585	Trimmed
2	LPL Financial LLC	$17.6M	394,779	Trimmed
3	Cetera Investment Advisers	$3.2M	71,491	Added
4	OLD MISSION CAPITAL LLC	$2.2M	49,529	Trimmed
5	Private Advisor Group, LLC	$1.3M	30,090	Trimmed
6	GREAT VALLEY ADVISOR GROUP, INC.	$844,510	18,894	Added
7	IHT Wealth Management, LLC	$832,910	18,635	Trimmed
8	Coppell Advisory Solutions LLC	$642,242	14,347	New
9	Cambridge Investment Research Advisors, Inc.	$496,000	11,101	Added
10	VestGen Advisors, LLC	$261,652	5,854	Added
11	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$246,143	5,507	Trimmed
12	Steward Partners Investment Advisory, LLC	$56,675	1,268	New
13	HARBOUR INVESTMENTS, INC.	$49,747	1,113	Trimmed
14	Spire Wealth Management	$29,343	656	Trimmed
15	Global Retirement Partners, LLC	$28,919	647	New
16	OSAIC HOLDINGS, INC.	$21,806	487	Added
17	JPMORGAN CHASE & CO	$18,085	404	Hold
18	Signature Equity Partners, LLC	$1,252	28	Hold
19	Comprehensive Financial Planning, Inc./PA	$983	22	Hold
20	AE Wealth Management LLC	$33	1	Hold
21	Allworth Financial LP	$0	0	Exited
22	UBS Group AG	$0	0	Exited
23	IFP Advisors, Inc	$0	0	Exited

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