22 institutions reported holding $132.1M of TWO RDS SHARED TR (AESR) in SEC 13F filings for 2026-03-31. Largest institutional holders: Foundations Investment Advisors, LLC ($90.0M), Anfield Capital Management, LLC ($16.0M), Geneos Wealth Management Inc. ($8.6M), Wealth Enhancement Trust Services, Inc. ($7.1M), XY Planning Network, Inc. ($4.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Foundations Investment Advisors, LLC | $90.0M | 5.4M | Added |
| 2 | Anfield Capital Management, LLC | $16.0M | 958,218 | Added |
| 3 | Geneos Wealth Management Inc. | $8.6M | 513,540 | Added |
| 4 | Wealth Enhancement Trust Services, Inc. | $7.1M | 422,107 | Trimmed |
| 5 | XY Planning Network, Inc. | $4.0M | 233,715 | Hold |
| 6 | J.M. Arbour, LLC | $2.0M | 116,817 | Added |
| 7 | Independent Advisor Alliance | $1.2M | 71,677 | Added |
| 8 | AdvisorNet Financial, Inc | $1.0M | 61,127 | Added |
| 9 | Mosley Wealth Management | $755,389 | 36,705 | Added |
| 10 | SLT Holdings LLC | $444,466 | 26,567 | Trimmed |
| 11 | Walser Wealth Management Company, A Ltd Liability Co | $262,966 | 15,718 | Added |
| 12 | Royal Bank of Canada | $195,000 | 11,660 | Hold |
| 13 | LPL Financial LLC | $192,646 | 11,515 | New |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $192,596 | 11,512 | Added |
| 15 | DecisionPoint Financial, LLC | $97,720 | 5,841 | Hold |
| 16 | OSAIC HOLDINGS, INC. | $46,828 | 2,799 | Hold |
| 17 | AE Wealth Management LLC | $39,951 | 2,388 | Added |
| 18 | CREATIVE FINANCIAL DESIGNS INC /ADV | $15,191 | 908 | Hold |
| 19 | GeoWealth Management, LLC | $11,628 | 695 | Added |
| 20 | HARBOUR INVESTMENTS, INC. | $8,666 | 518 | Hold |
| 21 | MORGAN STANLEY | $6,642 | 397 | New |
| 22 | Atria Investments, Inc | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31