Institutional Ownership Two Rds Shared Tranfield Us Eq (AESR)
This table provides information about the institutional ownership of Two Rds Shared Tranfield Us Eq (AESR). We have compiled data on the 21 institutions that hold shares in the stock, with a total of 7.71 Million shares, which have been reported (via 13F filing form) to have a value of $141 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
4,959,183
shares
|
$90.6 Million
1.76% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
First International Bank & Trust
Watford City, ND |
Jan 10, 2025 Q4 2024 |
1,057,748
shares
|
$19.3 Million
5.99% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
812,756
shares
|
$14.8 Million
5.35% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
420,974
shares
|
$7.69 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Feb 07, 2025 Q4 2024 |
149,027
shares
|
$2.72 Million
2.39% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
91,274
shares
|
$1.67 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
70,670
shares
|
$1.29 Million
0.53% of portfolio
|
Q4 2023
Reduced 5.45%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
42,053
shares
|
$768,308
0.46% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
21,429
shares
|
$391,507
0.01% of portfolio
|
Q4 2024
Reduced 26.18%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
19,055
shares
|
$348,134
0.0% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
18,349
shares
|
$335,236
0.0% of portfolio
|
Q4 2024
Reduced 8.65%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,905
shares
|
$235,774
0.0% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
11,422
shares
|
$208,679
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fiat Wealth Management LLC
Wayzata, MN |
May 03, 2024 Q4 2023 |
11,065
shares
|
$202,157
1.93% of portfolio
|
Q4 2023
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
5,841
shares
|
$106,715
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
4,787
shares
|
$87,458
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
3,902
shares
|
$71,289
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
432
shares
|
$7,892
0.0% of portfolio
|
Q4 2024
Added 21.01%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
219
shares
|
$4,001
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
62
shares
|
$1,132
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|