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Two RDS Shared TR

CUSIP: 90214Q683 | 59 institutional holders

Quarters

Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2025

LPL Financial LLC249,218
0.0% of portfolio›$9.0M
Cambridge Investment Research Advisors, Inc.35,605
0.0% of portfolio›$1.3K
Susquehanna International Group, LLP34,543
0.0% of portfolio›$1.2M
Gladstone Institutional Advisory LLC22,822
0.0% of portfolio›$821.8K
Citadel Advisors LLC19,278
0.0% of portfolio›$694.2K
Commonwealth Equity Services, LLC14,503
0.0% of portfolio›$522
Coppell Advisory Solutions LLC11,281
0.0% of portfolio›$403.8K
Jane Street Group, LLC6,458
0.0% of portfolio›$232.6K
Wealthspire Advisors, LLC1,641
0.0% of portfolio›$59.1K
UBS Group AG1,116
0.0% of portfolio›$40.2K
Wealth Watch Advisors, Inc453
0.0% of portfolio›$16.3K
AE Wealth Management LLC172
0.0% of portfolio›$6.2K
Osaic Holdings, Inc.159
0.0% of portfolio›$5.7K
BFC Planning, Inc.97
0.0% of portfolio›$3.5K
Berthel, Fisher & Company Financial Services, Inc.97
0.0% of portfolio›$3.5K
Morgan Stanley1
0.0% of portfolio›$36
StyleTurnoverLocationFiled
LPL Financial LLC
249,218$9.0M0.0%IndexVery LowFort Mill, SC2025-11-12
Cambridge Investment Research Advisors, Inc.
35,605$1.3K0.0%ETFLowFairfield, IA2025-11-12
Susquehanna International Group, LLP
34,543$1.2M0.0%GrowthHighBala Cynwyd, PA2025-11-14
Gladstone Institutional Advisory LLC
22,822$821.8K0.0%ETFLowBedminster, NJ2025-10-22
Citadel Advisors LLC
19,278$694.2K0.0%CoreVery HighMiami, FL2025-11-14
Commonwealth Equity Services, LLC
14,503$5220.0%ETFLowWaltham, MA2025-10-22
Coppell Advisory Solutions LLC
11,281$403.8K0.0%ETFMediumCoppell, TX2025-11-14
Jane Street Group, LLC
6,458$232.6K0.0%CoreVery HighNew York, NY2025-11-14
Wealthspire Advisors, LLC
1,641$59.1K0.0%IndexVery LowNew York, NY2025-11-14
UBS Group AG
1,116$40.2K0.0%CoreMediumZurich, Switzerland2025-11-13
Wealth Watch Advisors, Inc
453$16.3K0.0%ETFMediumEnglewood, CO2025-11-13
AE Wealth Management LLC
172$6.2K0.0%CoreMediumTopeka, KS2025-11-03
Osaic Holdings, Inc.
159$5.7K0.0%IndexLowScottsdale, AZ2025-11-14
BFC Planning, Inc.
97$3.5K0.0%N/AN/ACedar Rapids, IA2026-10-29
Berthel, Fisher & Company Financial Services, Inc.
97$3.5K0.0%N/AN/ACedar Rapids, IA2026-10-30
Morgan Stanley
1$360.0%CoreLowNew York, NY2026-05-27