13FBOX
TWO RDS SHARED TR · 13F Institutional Holdings
Options Calculator Rankings
T

TWO RDS SHARED TR

WCEO
Institutions
12
Combined AUM (Q2 2026)
$751,389
Combined Shares (Q2 2026)
19,603
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+5,418
2 · 2 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-492
3 · 2 Exit · ≈
⚖️ Net
+4,926
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$751,389
Institutions
12
New Buys
2
Adds
0
Reduces
1
Exits
2
Unchanged
9
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
CITADEL ADVISORS LLC
<0.01%<0.01%#11$308,8268,057$277,1658,327-270-3.24%Reduce
Indivisible Partners
0.01%#2$207,2905,408$00+5,408New Buy
Private Wealth Management Group, LLC
0.02%0.02%#1$95,8262,500$83,2132,50000.00%Unchanged
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#10$76,6602,000$66,5702,00000.00%Unchanged
N.E.W. Advisory Services LLC
<0.01%<0.01%#4$16,444429$14,27942900.00%Unchanged
North Star Investment Management Corp.
<0.01%<0.01%#5$15,715410$13,64741000.00%Unchanged
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#9$12,994339$11,28433900.00%Unchanged
BEACON INVESTMENT ADVISORY SERVICES, INC.
<0.01%<0.01%#7$6,670174$5,79217400.00%Unchanged
Asset Dedication, LLC
<0.01%<0.01%#8$3,75798$3,2629800.00%Unchanged
NorthAvenue LLC
<0.01%<0.01%#3$3,75798$3,2629800.00%Unchanged
TOTH FINANCIAL ADVISORY CORP
<0.01%<0.01%#6$3,06780$2,6638000.00%Unchanged
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#12$38310$00+10New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow