13 institutions reported holding $488,527 of TWO RDS SHARED TR (WCEO) in SEC 13F filings for 2026-03-31. Largest institutional holders: CITADEL ADVISORS LLC ($277,165), Private Wealth Management Group, LLC ($83,213), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($66,570), N.E.W. Advisory Services LLC ($14,279), North Star Investment Management Corp. ($13,647). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CITADEL ADVISORS LLC | $277,165 | 8,327 | New |
| 2 | Private Wealth Management Group, LLC | $83,213 | 2,500 | Hold |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $66,570 | 2,000 | New |
| 4 | N.E.W. Advisory Services LLC | $14,279 | 429 | Hold |
| 5 | North Star Investment Management Corp. | $13,647 | 410 | Hold |
| 6 | HARBOUR INVESTMENTS, INC. | $11,284 | 339 | Hold |
| 7 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $5,792 | 174 | New |
| 8 | CWM, LLC | $4,394 | 132 | Hold |
| 9 | Asset Dedication, LLC | $3,262 | 98 | Hold |
| 10 | NorthAvenue LLC | $3,262 | 98 | Hold |
| 11 | Heritage Wealth Advisors | $2,996 | 90 | Hold |
| 12 | TOTH FINANCIAL ADVISORY CORP | $2,663 | 80 | Hold |
| 13 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31