TWO RDS SHARED TR

$AESR
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Institutional coverage

20 13F filers hold $AESR.

13F holders
20
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

No exposure this quarter

No top-200 alpha managers currently hold $AESR. The institutional holders table below shows the broader 13F picture.

Institutional holders

Top 10 of 20 · Source: 13F-HR
01
Blue Edge Capital, LLC
4.48% of portfolio
1,916,436 sh
02
USAdvisors Wealth Management, LLC
1.12% of portfolio
967,368 sh
03
Wealth Enhancement Trust Services, Inc.
0.85% of portfolio
777,462 sh
04
Hoya Capital Real Estate, LLC
0.20% of portfolio
513,540 sh
05
G.F.W. Energy XII, L.P.
0.64% of portfolio
467,430 sh
06
J.M. Arbour, LLC
1.77% of portfolio
207,580 sh
07
Efficient Frontier Advisors LLC
0.34% of portfolio
73,410 sh
08
ELCO Management Co., LLC
0.01% of portfolio
71,677 sh
09
AdvisorNet Financial, Inc
0.05% of portfolio
61,127 sh
10
RD Lewis Holdings, Inc.
0.30% of portfolio
26,567 sh
See all 20 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $AESR in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $AESR in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 12:56 UTC.