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Two RDS Shared TR

Q2 2025 vs Q3 2025

Comparing institutional holders between quarters

Quarters

Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares249,218 from 429,834
Change-180,616 (-42%)
Value$9.0M (-$5.1M)
Filed 2025-11-12
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares35,605 from 34,469
Change+1,136 (+3%)
Value$1.3K (+$150)
Filed 2025-11-12
Susquehanna International Group, LLP
NEW
Shares34,543
Change+34,543
Value$1.2M
Filed 2025-11-14
Gladstone Institutional Advisory LLC
DECREASED
Shares22,822 from 26,767
Change-3,945 (-15%)
Value$821.8K (-$57.2K)
Filed 2025-10-22
Citadel Advisors LLC
INCREASED
Shares19,278 from 16,638
Change+2,640 (+16%)
Value$694.2K (+$147.8K)
Filed 2025-11-14
Commonwealth Equity Services, LLC
DECREASED
Shares14,503 from 15,473
Change-970 (-6%)
Value$522 (+$14)
Filed 2025-10-22
Coppell Advisory Solutions LLC
DECREASED
Shares11,281 from 11,308
Change-27 (0%)
Value$403.8K (+$31.2K)
Filed 2025-11-14
Jane Street Group, LLC
NEW
Shares6,458
Change+6,458
Value$232.6K
Filed 2025-11-14
Wealthspire Advisors, LLC
NEW
Shares1,641
Change+1,641
Value$59.1K
Filed 2025-11-14
UBS Group AG
DECREASED
Shares1,116 from 48,455
Change-47,339 (-98%)
Value$40.2K (-$1.6M)
Filed 2025-11-13
Wealth Watch Advisors, Inc
NEW
Shares453
Change+453
Value$16.3K
Filed 2025-11-13
AE Wealth Management LLC
INCREASED
Shares172 from 0
Change+172
Value$6.2K (+$6.2K)
Filed 2025-11-03
Osaic Holdings, Inc.
UNCHANGED
Shares159 from 159
Change0 (0%)
Value$5.7K (+$469)
Filed 2025-11-14
BFC Planning, Inc.
NEW
Shares97
Change+97
Value$3.5K
Filed 2026-10-29
Berthel, Fisher & Company Financial Services, Inc.
DECREASED
Shares97 from 303
Change-206 (-68%)
Value$3.5K (-$6.5K)
Filed 2026-10-30
Morgan Stanley
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$36 (+$3)
Filed 2026-05-27
Mariner, LLC
CLOSED
Shares0 from 55,020
Change-55,020 (-100%)
Value$0 (-$1.8M)
Filed 2025-11-14
Private Advisor Group, LLC
CLOSED
Shares0 from 42,763
Change-42,763 (-100%)
Value$0 (-$1.4M)
Filed 2025-11-13
Envestnet Portfolio Solutions, Inc.
CLOSED
Shares0 from 33,570
Change-33,570 (-100%)
Value$0 (-$1.1M)
Filed 2025-10-30
IHT Wealth Management, LLC
CLOSED
Shares0 from 18,491
Change-18,491 (-100%)
Value$0 (-$607.2K)
Filed 2025-11-14
Great Valley Advisor Group, Inc.
CLOSED
Shares0 from 14,048
Change-14,048 (-100%)
Value$0 (-$461.3K)
Filed 2025-11-14
Old Mission Capital LLC
CLOSED
Shares0 from 9,448
Change-9,448 (-100%)
Value$0 (-$310.3K)
Filed 2025-11-14
Envestnet Asset Management Inc
CLOSED
Shares0 from 8,368
Change-8,368 (-100%)
Value$0 (-$274.8K)
Filed 2025-11-05
Harbour Investments, Inc.
CLOSED
Shares0 from 5,628
Change-5,628 (-100%)
Value$0 (-$184.8K)
Filed 2025-11-12
Ameriflex Group, Inc.
CLOSED
Shares0 from 80
Change-80 (-100%)
Value$0 (-$2.6K)
Filed 2025-11-12
Atria Wealth Solutions, Inc.
N/A
Shares— from 32,411
Change-32,411 (-100%)
Value—
Good Life Advisors, LLC
N/A
Shares— from 14,684
Change-14,684 (-100%)
Value—
Aurora Private Wealth, Inc.
N/A
Shares— from 8,966
Change-8,966 (-100%)
Value—
Proequities, Inc.
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
DECREASED249,218429,834-180,616-42%$14.1M$9.0M-$5.1M2025-11-12
Cambridge Investment Research Advisors, Inc.
INCREASED35,60534,469+1,136+3%$1.1K$1.3K+$1502025-11-12
Susquehanna International Group, LLP
NEW34,543—+34,543——$1.2M—2025-11-14
Gladstone Institutional Advisory LLC
DECREASED22,82226,767-3,945-15%$879.0K$821.8K-$57.2K2025-10-22
Citadel Advisors LLC
INCREASED19,27816,638+2,640+16%$546.4K$694.2K+$147.8K2025-11-14
Commonwealth Equity Services, LLC
DECREASED14,50315,473-970-6%$508$522+$142025-10-22
Coppell Advisory Solutions LLC
DECREASED11,28111,308-270%$372.6K$403.8K+$31.2K2025-11-14
Jane Street Group, LLC
NEW6,458—+6,458——$232.6K—2025-11-14
Wealthspire Advisors, LLC
NEW1,641—+1,641——$59.1K—2025-11-14
UBS Group AG
DECREASED1,11648,455-47,339-98%$1.6M$40.2K-$1.6M2025-11-13
Wealth Watch Advisors, Inc
NEW453—+453——$16.3K—2025-11-13
AE Wealth Management LLC
INCREASED1720+172—$11$6.2K+$6.2K2025-11-03
Osaic Holdings, Inc.
UNCHANGED15915900%$5.2K$5.7K+$4692025-11-14
BFC Planning, Inc.
NEW97—+97——$3.5K—2026-10-29
Berthel, Fisher & Company Financial Services, Inc.
DECREASED97303-206-68%$10.0K$3.5K-$6.5K2026-10-30
Morgan Stanley
UNCHANGED1100%$33$36+$32026-05-27
Mariner, LLC
CLOSED055,020-55,020-100%$1.8M$0-$1.8M2025-11-14
Private Advisor Group, LLC
CLOSED042,763-42,763-100%$1.4M$0-$1.4M2025-11-13
Envestnet Portfolio Solutions, Inc.
CLOSED033,570-33,570-100%$1.1M$0-$1.1M2025-10-30
IHT Wealth Management, LLC
CLOSED018,491-18,491-100%$607.2K$0-$607.2K2025-11-14
Great Valley Advisor Group, Inc.
CLOSED014,048-14,048-100%$461.3K$0-$461.3K2025-11-14
Old Mission Capital LLC
CLOSED09,448-9,448-100%$310.3K$0-$310.3K2025-11-14
Envestnet Asset Management Inc
CLOSED08,368-8,368-100%$274.8K$0-$274.8K2025-11-05
Harbour Investments, Inc.
CLOSED05,628-5,628-100%$184.8K$0-$184.8K2025-11-12
Ameriflex Group, Inc.
CLOSED080-80-100%$2.6K$0-$2.6K2025-11-12
Atria Wealth Solutions, Inc.
N/A—32,411-32,411-100%$1.1M———
Good Life Advisors, LLC
N/A—14,684-14,684-100%$482.2K———
Aurora Private Wealth, Inc.
N/A—8,966-8,966-100%$294———
Proequities, Inc.
N/A—00—$0———
Showing 29 of 29 institutions