$TWOD

$12.18 +$0.13 (1.08%) Close

$TWOD Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 105.1M shares outstanding

Who owns TWOD?

By type of holder

Institutions 77.9% Insiders 0.1% Everyone else 22.0%

Concentration Top 10 holders own 45.2%

BlackRock, Inc. 16.2% · Vanguard Portfolio Management LLC 5.9%

Institutional ownership

77.9%

+1.9 pts vs last qtr

Institutional holders

230

+3 vs last qtr

Net shares bought

+2.0M

by institutions in Q2 2026

New / sold out

40 / 37

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Sand Grove Capital Management LLP +1.4M
Bank Of America Corp /de/ +1.3M

Biggest sellers in Q2 2026

Balyasny Asset Management L.P. −4.4M
TIG Advisors, LLC −1.3M

Who is planning to sell?

Notices of proposed sale, last 12 months

$2.87M

11 notices from 11 people

Shares covered

257.0K

0.24% of the company

Arranged in advance

100%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

William Ross Greenberg Officer 10b5-1 $1.15M
Nicholas Letica Officer 10b5-1 $616K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+139.3%

+10.18% a year

Each share's claim on the business

−58.2%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$69.4M vs $117M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years68% 1–3 years4% Under 1 year28%

Quarterly turnover

18.2%

of institutional shares changed hands

Top 10 managers, median time held

3.5 years

Super Investors

Investment managers reporting TWOD on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	17.1M	16.22%	+491.0K (+3.0%)	2022	0.0%
Shares held by quarter Peak holding17.6M (Q4'24) Change over 8 quarters−395.2K Share of the company16.220% BlackRock, Inc.'s full portfolio →
VP Vanguard Portfolio Management LLC	6.2M	5.88%	+66.2K (+1.1%)	2022	0.0%
Shares held by quarter Peak holding6.2M (Q2'26) Change over 8 quarters+6.2M Share of the company5.880% Vanguard Portfolio Management LLC's full portfolio →

BlackRock, Inc.

17.1M

% of company

16.22%

Change vs last qtr

+491.0K (+3.0%)

Held since

2022

Vanguard Portfolio Management LLC

6.2M

% of company

5.88%

Change vs last qtr

+66.2K (+1.1%)

Held since

2022

28 more super investors behind a free account

See every manager holding Two Harbors Investment Corp, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting TWOD on Form N-PORT; together they hold 37.7% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$78.6M	6.3M	6.02%	0.07%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$41.4M	3.3M	3.18%	0.00%	June 30, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$78.6M

% of company

6.02%

% of the fund

0.07%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$41.4M

% of company

3.18%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Two Harbors Investment Corp and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
KS Kasnet Stephen G Insider	80.0K	0.08%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.080% Kasnet Stephen G's insider activity →
SR Sandberg Rebecca B Insider	8.8K	0.01%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.010% Sandberg Rebecca B's insider activity →

Kasnet Stephen G

Insider

80.0K

% of company

0.08%

Change vs last qtr

—

Held since

—

Sandberg Rebecca B

Insider

8.8K

% of company

0.01%

Change vs last qtr

—

Held since

—

1 more holders behind a free account

See every insider and 5%+ holder of Two Harbors Investment Corp.

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