LOTI — Two Rds Shared Tr Institutional Holders · Q2 2026
Who owns Two Rds Shared Tr (LOTI)? 7 institutions reported holding $43.50M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Harbour Investments, Inc. ($40.6M), Liberty One Investment Management, LLC ($2.5M), Gts Securities LLC ($392,028).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | HARBOUR INVESTMENTS, INC. | $40.6M | 1.6M | Added |
| 2 | LIBERTY ONE INVESTMENT MANAGEMENT, LLC | $2.5M | 95,076 | Trimmed |
| 3 | GTS SECURITIES LLC | $392,028 | 15,067 | New |
| 4 | OSAIC HOLDINGS, INC. | $20,425 | 785 | Hold |
| 5 | AMERIFLEX GROUP, INC. | $6,557 | 252 | Hold |
| 6 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 7 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30