Who owns Two Rds Shared Tr anfield us equ?
- Ticker: AESR
- CUSIP Number: 90214q733
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Analyze quarterly positions in Two Rds Shared Tr anfield us equ with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Two Rds Shared Tr anfield us equ stock
Who bought or sold Two Rds Shared Tr anfield us equ this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Foundations Investment Advisors | 4.7M | $79M | 0% | Dec 2025 |
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| Anfield Capital Management | 955k | $16M | 15% | Dec 2025 |
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| Geneos Wealth Management | 505k | $8.6M | 17% | Dec 2025 |
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| Wealth Enhancement Trust Services | 422k | $7.1M | -4% | Mar 2026 |
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| XY Planning Network | 234k | $4.0M | 0% | Mar 2026 |
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| J.M. Arbour | 105k | $1.8M | 100% | Dec 2025 |
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| Independent Advisor Alliance | 64k | $1.1M | -13% | Dec 2025 |
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| AdvisorNet Financial | 60k | $1.0M | 16% | Dec 2025 |
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| Mosley Wealth Management | 37k | $765k | 100% | Dec 2025 |
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| SLT Holdings | 27k | $460k | -14% | Dec 2025 |
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| Atria Investments | 15k | $247k | -12% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 11k | $194k | 0% | Dec 2025 |
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| Walser Wealth Management Company, A Ltd Liability | 10k | $175k | 100% | Dec 2025 |
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| DecisionPoint Financial | 5.8k | $99k | 0% | Dec 2025 |
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| Advisor Group Holdings | 2.8k | $48k | 23% | Dec 2025 |
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| AE Wealth Management | 1.8k | $31k | -44% | Dec 2025 |
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| Creative Financial Designs | 908.00 | $15k | 0% | Mar 2026 |
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| Harbour Investments | 518.00 | $8.8k | 0% | Dec 2025 |
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| GeoWealth Management | 426.00 | $7.2k | -100% | Dec 2025 |
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| Motiv8 Investments | 425.00 | $7.0k | 100% | Dec 2025 |
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| Global Retirement Partners | 219.00 | $3.7k | 0% | Dec 2025 |
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Who sold out of Two Rds Shared Tr anfield us equ?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Sep 2025 | 13k | $266k |
| UBS Group | Sep 2025 | 1.2k | $24k |