Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Two Rds Shared Tr (AESR)

21 + Investors. Track Smart Money conviction in AESR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
76%

Smart Money Signals — AESR

Based on 21 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
21 hedge funds hold AESR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +24% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+24% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 76% buying

13 buying4 selling
Last quarter: 13 funds were net buyers (2 opened a brand new position + 11 added to an existing one). Only 4 were sellers (2 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 1 → 6 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 33% long-term, 24% new

■ 33% conviction (2yr+) ■ 43% medium ■ 24% new
Of the 21 current holders: 7 (33%) held >2 years, 9 held 1–2 years, and 5 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~2 new funds/quarter

3 → 3 → 1 → 6 → 2 new funds/Q
New funds entering each quarter: 3 → 1 → 6 → 2. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 43% veterans vs 38% newcomers

■ 43% veterans ■ 19% 1-2yr ■ 38% new
Entry-cohort mix of 21 holders: 9 (43%) are 2+ year veterans, 4 entered 1–2 years ago, and 8 (38%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds
4 of 21 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — AESR

In 2026 Q1, 13 hedge funds were net buyers of AESR (2 opened a new position, 11 added to an existing one), while 4 reduced or exited (2 trimmed, 2 sold completely) — a 76% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 21.

Hedge Fund Ownership: AESR

How many hedge funds hold AESR — quarterly history vs. share price
Quarterly hedge fund ownership of AESR vs. share price

Market Analysis: AESR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AESR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Two Rds Shared Tr (AESR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AESR has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
AESR
+23.2%
SPY
+13.9%

AESR outperformed SPY by +9.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
AESR
+6.0%
SPY
+0.2%

Since the filing became public, AESR outperformed SPY by +5.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: AESR
21 + Investors

Track Smart Money conviction in AESR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 21 21 -
13F Shares 8M 7M 10.23%
Total Value $132M $121M 8.79%
New Positions 2 6 -4
Increased Positions 11 5 +6
Closed Positions 2 4 -2
Reduced Positions 2 7 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AESR

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

21 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AESR. Verified SEC 13F-HR filings.

QUARTER:
Top 21 AESR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Anfield Capital Management, LLC 4.41% 958,218 $16.0M
2 J.M. Arbour, LLC 1.88% 116,817 $2.0M
3 Foundations Investment Advisors, LLC 1.12% 5,381,458 $90.0M
4 Wealth Enhancement Trust Services, Inc. 0.85% 422,107 $7.1M
5 XY Planning Network, Inc. 0.64% 233,715 $4.0M
6 Mosley Wealth Management 0.34% 36,705 $755K
7 SLT Holdings LLC 0.30% 26,567 $444K
8 Geneos Wealth Management Inc. 0.20% 513,540 $8.6M
9 Walser Wealth Management Company, A Ltd Liability Co 0.12% 15,718 $263K
10 AdvisorNet Financial, Inc 0.05% 61,127 $1.0M
11 DecisionPoint Financial, LLC 0.02% 5,841 $98K
12 Independent Advisor Alliance 0.01% 71,677 $1.2M
13 Creative Financial Designs Inc /Adv 0.00% 908 $15K
14 GeoWealth Management, LLC 0.00% 695 $12K
15 AE Wealth Management LLC 0.00% 2,388 $40K
16 Harbour Investments, INC. 0.00% 518 $9K
17 Northwestern Mutual Wealth Management Co 0.00% 11,512 $193K
18 Osaic Holdings, INC. 0.00% 2,799 $47K
19 LPL Financial LLC 0.00% 11,515 $193K
20 Royal Bank of Canada 0.00% 11,660 $195K
21 Morgan Stanley 0.00% 397 $7K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Two Rds Shared Tr (AESR)

What does the Smart Money Trend signal show for AESR?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for AESR?

More buyers than sellers — 76% buying: Last quarter: 13 funds were net buyers (2 opened a brand new position + 11 added to an existing one). Only 4 were sellers (2 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AESR holders?

Smaller funds dominant — 0% AUM from top-100: 4 of 21 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held AESR?

Mixed — 33% long-term, 24% new: Of the 21 current holders: 7 (33%) held >2 years, 9 held 1–2 years, and 5 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Two Rds Shared Tr (AESR) following the 2026 Q1 hedge fund 13F filings?

As of today, AESR has moved +6.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +5.8%. Since the quarter end (March 31, 2026), AESR has gained +23.2% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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