Who owns ITWO?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of ITWO from SEC Form 13F filings across 45 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 45 institutions disclosed 2.4M shares of ITWO worth $110.5M; the largest disclosed holder is GOLDMAN SACHS GROUP INC. Source: SEC Form 13F filings, parsed by EvidInvest.
45
13F holders
$110.5M
value, 2026 filers
2.4M
shares disclosed
18
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of ITWO's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | GOLDMAN SACHS GROUP INC | 522,959 | $24.6M | 0.0% | — | -19.3% |
| 2 | LPL Financial LLC | 280,402 | $13.2M | 0.0% | — | +12.6% |
| 3 | Hennion & Walsh Asset Management, Inc. | 220,650 | $10.4M | 0.3% | — | +4.7% |
| 4 | Bleakley Financial Group, LLC | 209,216 | $9.8M | 0.1% | — | -2.4% |
| 5 | RAYMOND JAMES FINANCIAL INC | 203,128 | $9.5M | 0.0% | — | +14.4% |
| 6 | SageGuard Financial Group, LLC | 100,129 | $4.7M | 0.7% | — | +29.7% |
| 7 | BARCLAYS PLC | 100,000 | $4.7M | 0.0% | — | 0.0% |
| 8 | UBS Group AG | 100,000 | $4.7M | 0.0% | — | 0.0% |
| 9 | Steward Partners Investment Advisory, LLC | 78,262 | $3.7M | 0.0% | — | +2.1% |
| 10 | Kingsview Wealth Management, LLC | 75,324 | $3.5M | 0.0% | — | +3.3% |
| 11 | JPMORGAN CHASE & CONEW | 67,589 | $3.2M | 0.0% | — | new |
| 12 | SG Americas Securities, LLC | 50,000 | $2,350 | 0.0% | — | -50.0% |
| 13 | MJP ASSOCIATES INC /ADV | 49,228 | $2.3M | 0.3% | — | +10.1% |
| 14 | Advisor OS, LLC | 49,228 | $2.3M | 0.2% | — | +10.1% |
| 15 | BANK OF AMERICA CORP /DE/NEW | 39,865 | $1.9M | 0.0% | — | new |
| 16 | ROYAL BANK OF CANADA | 38,700 | $1.8M | 0.0% | — | +141.3% |
| 17 | Equitable Holdings, Inc. | 23,455 | $1.1M | 0.0% | — | +203.8% |
| 18 | Integrated Wealth Concepts LLC | 18,702 | $878,209 | 0.0% | — | +136.6% |
| 19 | Focus Partners Wealth | 17,225 | $808,893 | 0.0% | — | — |
| 20 | Colonial River Investments, LLCNEW | 15,727 | $738,540 | 0.2% | — | new |
| 21 | Prosperity Financial Group, Inc. | 14,268 | $670,025 | 0.2% | — | +0.7% |
| 22 | HighTower Advisors, LLCNEW | 12,923 | $606,864 | 0.0% | — | new |
| 23 | US BANCORP \DE\ | 12,775 | $599,914 | 0.0% | — | 0.0% |
| 24 | Stratos Wealth Partners, LTD. | 12,700 | $596,392 | 0.0% | — | +12.1% |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 12,633 | $593,246 | 0.0% | — | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.