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 7.34 Million shares, which have been reported (via 13F filing form) to have a value of $148 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
4,656,109
shares
|
$94.2 Million
1.53% of portfolio
|
Q3 2025
Reduced 6.2%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
827,053
shares
|
$16.7 Million
5.43% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
First International Bank & Trust
Watford City, ND |
Oct 07, 2025 Q3 2025 |
715,906
shares
|
$14.5 Million
5.06% of portfolio
|
Q3 2025
Reduced 4.07%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
430,379
shares
|
$8.71 Million
0.24% of portfolio
|
Q3 2025
Added 12.78%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
236,807
shares
|
$4.79 Million
1.53% of portfolio
|
Q2 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
105,688
shares
|
$2.14 Million
0.08% of portfolio
|
Q3 2025
Reduced 8.06%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
73,386
shares
|
$1.48 Million
0.04% of portfolio
|
Q3 2025
Reduced 17.0%
|
|
|
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
|
Oct 09, 2025 Q3 2025 |
51,990
shares
|
$1.05 Million
0.06% of portfolio
|
Q3 2025
Reduced 23.57%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
42,053
shares
|
$850,732
0.46% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Oct 23, 2025 Q3 2025 |
31,690
shares
|
$641,088
0.42% of portfolio
|
Q3 2025
Reduced 76.51%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
16,530
shares
|
$334,401
0.0% of portfolio
|
Q3 2025
Reduced 10.06%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
12,924
shares
|
$261,452
0.0% of portfolio
|
Q3 2025
Reduced 54.7%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
11,660
shares
|
$235,881
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
11,422
shares
|
$231,067
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fiat Wealth Management LLC
Wayzata, MN |
May 03, 2024 Q4 2023 |
11,065
shares
|
$223,844
1.93% of portfolio
|
Q4 2023
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
10,321
shares
|
$208,793
0.01% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
5,841
shares
|
$118,163
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
3,902
shares
|
$78,937
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
3,250
shares
|
$65,747
0.0% of portfolio
|
Q3 2025
Reduced 56.14%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
2,996
shares
|
$60,609
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
2,274
shares
|
$46,003
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,162
shares
|
$23,507
0.0% of portfolio
|
Q3 2025
Reduced 93.47%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
518
shares
|
$10,479
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
219
shares
|
$4,430
0.0% of portfolio
|
Q2 2024
New holding
|
|