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 25 institutions that hold shares in the stock, with a total of 8 Million shares, which have been reported (via 13F filing form) to have a value of $151 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
5,127,474
shares
|
$97 Million
1.66% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
832,643
shares
|
$15.7 Million
5.32% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
First International Bank & Trust
Watford City, ND |
Jul 08, 2025 Q2 2025 |
746,296
shares
|
$14.1 Million
4.92% of portfolio
|
Q2 2025
Reduced 25.36%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
391,891
shares
|
$7.41 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
236,807
shares
|
$4.48 Million
1.53% of portfolio
|
Q2 2025
New holding
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
May 07, 2025 Q1 2025 |
143,947
shares
|
$2.72 Million
2.23% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
120,433
shares
|
$2.28 Million
0.09% of portfolio
|
Q1 2025
Added 194146.77%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
91,127
shares
|
$1.72 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
70,670
shares
|
$1.34 Million
0.53% of portfolio
|
Q4 2023
Reduced 5.45%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
68,024
shares
|
$1.29 Million
0.09% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
42,053
shares
|
$795,222
0.46% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
19,104
shares
|
$361,256
0.0% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
18,349
shares
|
$346,979
0.0% of portfolio
|
Q4 2024
Reduced 8.65%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
13,107
shares
|
$247,853
0.0% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
11,660
shares
|
$220,490
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
11,422
shares
|
$215,990
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fiat Wealth Management LLC
Wayzata, MN |
May 03, 2024 Q4 2023 |
11,065
shares
|
$209,239
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
|
$198,989
0.01% of portfolio
|
Q2 2025
Reduced 40.99%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
8,493
shares
|
$160,602
0.0% of portfolio
|
Q1 2025
Added 1865.97%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
5,852
shares
|
$110,661
0.0% of portfolio
|
Q1 2025
Added 22.25%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
5,841
shares
|
$110,453
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
4,548
shares
|
$86,002
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
3,902
shares
|
$73,786
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
219
shares
|
$4,141
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|