AESR(AESR)
AESR
Institutional Ownership
Top 26 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Wealth Enhancement Trust Services, Inc. | -- | Sep 30, 26 | -390.02K | -- |
| Geneos Wealth Management Inc. | 508.17K | Jun 30, 26 | -5.37K | 5.96% |
| Independent Advisor Alliance | 69.70K | Jun 30, 26 | -1.98K | 0.82% |
| AdvisorNet Financial, Inc | 51.85K | Jun 30, 26 | -9.28K | 0.61% |
| HIGHLINE WEALTH PARTNERS LLC | 31.89K | Jun 30, 26 | +31.89K | 0.37% |
| Mosley Wealth Management | 11.92K | Jun 30, 26 | -24.78K | 0.14% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 908 | Jun 30, 26 | -- | 0.01% |
| HARBOUR INVESTMENTS, INC. | 518 | Jun 30, 26 | -- | 0.01% |
| DecisionPoint Financial, LLC | -- | Jun 30, 26 | -5.84K | -- |
| J.M. Arbour, LLC | -- | Jun 30, 26 | -116.82K | -- |
| SLT Holdings LLC | -- | Jun 30, 26 | -26.57K | -- |
| AE Wealth Management LLC | -- | Jun 30, 26 | -2.39K | -- |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -- | Jun 30, 26 | -11.51K | -- |
| Walser Wealth Management Company, A Ltd Liability Co | -- | Jun 30, 26 | -15.72K | -- |
| LPL Financial LLC | -- | Jun 30, 26 | -11.52K | -- |
| MORGAN STANLEY | -- | Jun 30, 26 | -397 | -- |
| ROYAL BANK OF CANADA | -- | Jun 30, 26 | -11.66K | -- |
| XY Planning Network, Inc. | -- | Jun 30, 26 | -233.72K | -- |
| ADVISOR GROUP HOLDINGS, INC. | -- | Jun 30, 26 | -2.80K | -- |
| Foundations Investment Advisors, LLC | -- | Jun 30, 26 | -5.38M | -- |
| GeoWealth Management, LLC | -- | Jun 30, 26 | -695 | -- |
| Anfield Capital Management, LLC | 958.22K | Mar 31, 26 | +3.37K | 11.24% |
| Motiv8 Investments LLC | 425 | Dec 31, 25 | +425 | 0.00% |
| First International Bank & Trust | 715.91K | Sep 30, 25 | -30.39K | 8.40% |
| PROVENCE WEALTH MANAGEMENT GROUP | 70.67K | Dec 31, 23 | -4.07K | 0.83% |
| FIAT WEALTH MANAGEMENT LLC | 11.06K | Dec 31, 23 | +11.06K | 0.13% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
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