TWO HARBORS INVENTMENT CORPOR COM

$TWO
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Smart money positioned

6 of the Top-200 alpha managers hold $TWO as of the latest 13F snapshot.

13F holders
219
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

6 holders · Q1 2026

$TWO is held by 6 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.01%, with an average of 0.00% of portfolio. Largest holder: Caption Management, LLC at 0.01%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Caption Management, LLC
0.01% held
α +15.5pts
02
WINTON GROUP Ltd
0.00% held
α +27.0pts
03
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
04
Citigroup Inc.
0.00% held
α +26.3pts
05
Nisa Investment Advisors, LLC
0.00% held
α +16.6pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 219 · Source: 13F-HR
01
Bahl & Gaynor Inc.
—
10,824,864 sh
02
Siemens Pension Trust E V
0.07% of portfolio
4,929,421 sh
03
Axa S.a.
—
3,934,529 sh
04
State Street
—
3,915,564 sh
05
First Affirmative Financial Network
8.27% of portfolio
3,094,787 sh
06
Evergreen Capital Management LLC
0.01% of portfolio
2,125,337 sh
07
Staley Capital Advisers Inc.
0.01% of portfolio
2,109,499 sh
08
Steel Grove Capital Advisors, LLC
0.40% of portfolio
2,021,084 sh
09
Achmea Investment Management B.V.
0.03% of portfolio
1,841,376 sh
10
Brightline Capital Management, LLC
—
1,781,100 sh
See all 219 13F holders · Pro →

Insider activity · last 90 days

37 transactions · 11 filers
15 Jan 2026
Halm Jillian —
▼ SOLD
379
$13.18
S
12 Jan 2026
Halm Jillian —
▼ SOLD
1,744
$12.25
S
12 Jan 2026
Campbell James D —
▼ SOLD
1,692
$12.39
S
12 Jan 2026
Boucher Nathan —
▼ SOLD
666
$12.25
S
09 Jan 2026
Boucher Nathan —
▼ SOLD
601
$12.37
S
22 Dec 2025
Dellal William —
▼ SOLD
7,087
$11.44
S
19 Dec 2025
Rush Robert —
▼ SOLD
23,594
$11.43
S
19 Dec 2025
Letica Nicholas —
▼ SOLD
55,488
$11.42
S
19 Dec 2025
Hanson Alecia —
▼ SOLD
10,768
$11.41
S
19 Dec 2025
Greenberg William Ross —
▼ SOLD
103,893
$11.42
S
19 Dec 2025
Sandberg Rebecca B —
▼ SOLD
27,370
$11.43
S
18 Aug 2025
Letica Nicholas —
▼ SOLD
8,654
$10.02
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $TWO in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 16:14 UTC.