LOTI

TWO RDS SHARED TR

Institutional Ownership · Q4 2025

Filing: Q4 2025

TWO RDS SHARED TR (LOTI) is held by 86 institutional investors with combined holdings of $836M. Major holders include FOUNDATIONS INVESTMENT AD, Redwood Investment Manage, LPL Financial LLC.

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Institutional Holders

Total Value

$835.9M

Ownership %

—

🏦 Top Institutional Holders

FOUNDATIONS INVESTMENT ADVISORS, LLC

25.7M shares

$286.9M

Redwood Investment Management, LLC

Wealth Enhancement Trust Services, Inc.

6.2M shares

$62.0M

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

3.2M shares

$48.4M

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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