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 26 institutions that hold shares in the stock, with a total of 7.79 Million shares, which have been reported (via 13F filing form) to have a value of $158 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
4,963,664
shares
|
$101 Million
1.6% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
814,943
shares
|
$16.5 Million
5.43% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
First International Bank & Trust
Watford City, ND |
Jul 08, 2025 Q2 2025 |
746,296
shares
|
$15.1 Million
4.92% of portfolio
|
Q2 2025
Reduced 25.36%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
381,624
shares
|
$7.74 Million
0.18% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
236,807
shares
|
$4.8 Million
1.53% of portfolio
|
Q2 2025
New holding
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Jul 24, 2025 Q2 2025 |
134,885
shares
|
$2.74 Million
1.9% of portfolio
|
Q2 2025
Reduced 6.3%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
114,955
shares
|
$2.33 Million
0.09% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
88,421
shares
|
$1.79 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
70,670
shares
|
$1.43 Million
0.53% of portfolio
|
Q4 2023
Reduced 5.45%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
68,024
shares
|
$1.38 Million
0.09% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
42,053
shares
|
$853,255
0.46% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
28,529
shares
|
$578,853
0.0% of portfolio
|
Q2 2025
Added 117.66%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
18,379
shares
|
$372,909
0.0% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
17,784
shares
|
$360,837
0.0% of portfolio
|
Q2 2025
Added 109.4%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
11,660
shares
|
$236,581
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
11,422
shares
|
$231,752
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fiat Wealth Management LLC
Wayzata, MN |
May 03, 2024 Q4 2023 |
11,065
shares
|
$224,508
1.93% of portfolio
|
Q4 2023
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
10,523
shares
|
$213,511
0.01% of portfolio
|
Q2 2025
Reduced 40.99%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
7,410
shares
|
$150,348
0.0% of portfolio
|
Q2 2025
Added 26.62%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
5,841
shares
|
$118,513
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
3,902
shares
|
$79,171
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
2,274
shares
|
$46,139
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
619
shares
|
$12,559
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
518
shares
|
$10,510
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
219
shares
|
$4,443
0.0% of portfolio
|
Q2 2024
New holding
|