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Funds Holding AESR

On this page, we present all of the funds holding AESR from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding AESR, with a link to that fund's top holdings. The next columns indicate the amount of AESR stock held by each of the funds holding AESR, followed by the AESR position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 17 funds holding AESR within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Foundations Investment Advisors LLC. For more details on the positions held by Foundations Investment Advisors LLC (or by any of the other funds holding AESR), click the fund name in the "Holder" column of the funds-holding-AESR table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Foundations Investment Advisors LLC2,975,707$42,553 12/31/2023
     AESR2,975,707$42,553 12/31/2023
First International Bank & Trust1,149,538$17,898 03/31/2024
     AESR1,149,538$17,898 03/31/2024
Anfield Capital Management LLC821,710$11,348 12/31/2023
     AESR821,710$11,348 12/31/2023
Geneos Wealth Management Inc.405,147$5,595 12/31/2023
     AESR405,147$5,595 12/31/2023
Capital Wealth Alliance LLC147,930$2,043 12/31/2023
     AESR147,930$2,043 12/31/2023
Provence Wealth Management Group70,670$976 12/31/2023
     AESR70,670$976 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC69,587$960 12/31/2023
     AESR69,587$960 12/31/2023
Mosley Wealth Management45,850$714 03/31/2024
     AESR45,850$714 03/31/2024
Townsquare Capital LLC34,651$479 12/31/2023
     AESR34,651$479 12/31/2023
AE Wealth Management LLC20,048$286 12/31/2023
     AESR20,048$286 12/31/2023
Concorde Asset Management LLC15,140$209 12/31/2023
     AESR15,140$209 12/31/2023
Citadel Advisors LLC13,379$185 12/31/2023
     AESR13,379$185 12/31/2023
Coppell Advisory Solutions LLC12,420$172 12/31/2023
     AESR12,420$172 12/31/2023
Susquehanna International Group LLP11,205$155 12/31/2023
     AESR11,205$155 12/31/2023
DecisionPoint Financial LLC5,841$81 12/31/2023
     AESR5,841$81 12/31/2023
Royal Bank of Canada4,001$55 12/31/2023
     AESR4,001$55 12/31/2023
UBS Group AG1,472$20 12/31/2023
     AESR1,472$20 12/31/2023
Proequities Inc.0$0 12/31/2023
     AESR0$0 12/31/2023

See Summary: Institutional Holders of AESR
See Details: Top 10 Hedge Funds Holding AESR
Also See: AESR Holdings Changes

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