12 institutions reported holding $751,006 of TWO RDS SHARED TR (WCEO) in SEC 13F filings for 2026-06-30. Largest institutional holders: CITADEL ADVISORS LLC ($308,826), Indivisible Partners ($207,290), Private Wealth Management Group, LLC ($95,826), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($76,660), N.E.W. Advisory Services LLC ($16,444). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CITADEL ADVISORS LLC | $308,826 | 8,057 | Trimmed |
| 2 | Indivisible Partners | $207,290 | 5,408 | New |
| 3 | Private Wealth Management Group, LLC | $95,826 | 2,500 | Hold |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $76,660 | 2,000 | Hold |
| 5 | N.E.W. Advisory Services LLC | $16,444 | 429 | Hold |
| 6 | North Star Investment Management Corp. | $15,715 | 410 | Hold |
| 7 | HARBOUR INVESTMENTS, INC. | $12,994 | 339 | Hold |
| 8 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $6,670 | 174 | Hold |
| 9 | Asset Dedication, LLC | $3,757 | 98 | Hold |
| 10 | NorthAvenue LLC | $3,757 | 98 | Hold |
| 11 | TOTH FINANCIAL ADVISORY CORP | $3,067 | 80 | Hold |
| 12 | Heritage Wealth Advisors | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30