Institutional shares held 7.94 Million
0 calls
0 puts
Total value of holdings $161M
$0 calls
$0 puts
# of Institutions 25


Latest Institutional Activity in AESR

Top Purchases

Q4 2025
Wealth Enhancement Trust Services, Inc. Shares Held: 441K ($8.91M)
Q4 2025
J.M. Arbour, LLC Shares Held: 105K ($2.12M)
Q4 2025
Geneos Wealth Management Inc. Shares Held: 505K ($10.2M)
Q4 2025
Advisor Net Financial, Inc Shares Held: 60.3K ($1.22M)
Q3 2025
Anfield Capital Management, LLC Shares Held: 827K ($16.7M)

Top Sells

Q4 2025
Xy Planning Network, Inc. Shares Held: 234K ($4.73M)
Q4 2025
Ae Wealth Management LLC Shares Held: 1.81K ($36.7K)
Q3 2025
Foundations Investment Advisors, LLC Shares Held: 4.66M ($94.2M)
Q3 2025
Slt Holdings LLC Shares Held: 31.7K ($641K)
Q3 2025
First International Bank & Trust Shares Held: 716K ($14.5M)

About AESR

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