Who Owns SQEW?
TWO RDS SHARED TR — Institutional Ownership & 13F Holdings
$0.00
+0.00 (+0.00%)
Market Cap
—
Shares Outstanding
—
Institutional Holders
23
Total Inst. Value
$38.1M
% of Float Held
—
QoQ Holder Change
+8
Institutional data as of Q1 2025
New Positions
2
Closed Positions
5
Increased
3
Decreased
16
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Redwood Investment Management, LLC | $29.3M | 936,481 |
| 2 | Private Advisor Group, LLC | $2.3M | 73,102 |
| 3 | Cambridge Investment Research Advisors, Inc. | $1.1M | 34,038 |
| 4 | IHT Wealth Management, LLC | $960K | 30,704 |
| 5 | Gladstone Institutional Advisory LLC | $887K | 28,373 |
| 6 | UBS Group AG | $776K | 24,827 |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $513K | 16,411 |
| 8 | Good Life Advisors, LLC | $459K | 14,688 |
| 9 | GREAT VALLEY ADVISOR GROUP, INC. | $439K | 14,056 |
| 10 | Coppell Advisory Solutions LLC | $381K | 12,536 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | +614 | $1.1M |
| UBS Group AG | +11K | $776K |
| Aurora Private Wealth, Inc.New | +9K | $282K |
| COLDSTREAM CAPITAL MANAGEMENT INCNew | +683 | $21K |
| OSAIC HOLDINGS, INC. | +73 | $5K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Redwood Investment Management, LLC | -351K | $29.3M |
| LPL Financial LLC | -59K | $16K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -26K | $236K |
| Private Advisor Group, LLC | -25K | $2.3M |
| IHT Wealth Management, LLC | -12K | $960K |
Frequently Asked Questions
How many institutional investors hold SQEW?
As of Q1 2025, 23 institutional investors report holding SQEW (TWO RDS SHARED TR) in their 13F filings.
Which hedge fund owns the most SQEW?
The largest institutional holder of SQEW is Redwood Investment Management, LLC with $29.3M in shares.
Are institutions buying or selling SQEW?
This quarter, 2 institutions opened new positions in SQEW and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.