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 | 5.4M | $90M | 15% | Mar 2026 |
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| Anfield Capital Management | 958k | $16M | 0% | Mar 2026 |
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| Geneos Wealth Management | 514k | $8.6M | 2% | Mar 2026 |
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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 | 117k | $2.0M | 12% | Mar 2026 |
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| Independent Advisor Alliance | 72k | $1.2M | 12% | Mar 2026 |
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| AdvisorNet Financial | 61k | $1.0M | 1% | Mar 2026 |
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| Mosley Wealth Management | 37k | $755k | 0% | Mar 2026 |
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| SLT Holdings | 27k | $445k | -2% | Mar 2026 |
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| Walser Wealth Management Company, A Ltd Liability | 16k | $263k | 52% | Mar 2026 |
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| Royal Bank of Canada | 12k | $195k | 0% | Mar 2026 |
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| LPL Financial | 12k | $193k | 100% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 12k | $193k | 1% | Mar 2026 |
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| DecisionPoint Financial | 5.8k | $98k | 0% | Mar 2026 |
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| Advisor Group Holdings | 2.8k | $48k | 23% | Dec 2025 |
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| AE Wealth Management | 2.4k | $40k | 32% | Mar 2026 |
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| Creative Financial Designs | 908.00 | $15k | 0% | Mar 2026 |
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| GeoWealth Management | 695.00 | $12k | 63% | Mar 2026 |
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| Harbour Investments | 518.00 | $8.7k | 0% | Mar 2026 |
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| Motiv8 Investments | 425.00 | $7.0k | 100% | Dec 2025 |
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| Morgan Stanley | 397.00 | $6.6k | 100% | Mar 2026 |
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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 |
|---|---|---|---|
| Atria Investments | Dec 2025 | 15k | $247k |
| Jpmorgan Chase & Co | Sep 2025 | 3.0k | $62k |