# TWO RDS SHARED TR (AESRXXXX)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/AESRXXXX/

- Reporting holders: 8
- Reported value: $29.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $15.6M | 830,691 | 0.9% | 3 |
| [Geneos Wealth Management Inc.](https://holderbook.com/funds/1764754-geneos-wealth-management-inc/) | $10.2M | 508,172 | 0.2% | 20 |
| [Independent Advisor Alliance](https://holderbook.com/funds/1696899-independent-advisor-alliance/) | $1.4M | 69,700 | 0.0% | 7 |
| [AdvisorNet Financial, Inc](https://holderbook.com/funds/1409362-advisornet-financial-inc/) | $1.1M | 51,852 | 0.0% | 6 |
| [HIGHLINE WEALTH PARTNERS LLC](https://holderbook.com/funds/2042654-highline-wealth-partners-llc/) | $661.7K | 31,891 | 0.1% | 1 |
| [Mosley Wealth Management](https://holderbook.com/funds/2011849-mosley-wealth-management/) | $247.4K | 11,924 | 0.1% | 8 |
| [CREATIVE FINANCIAL DESIGNS INC /ADV](https://holderbook.com/funds/819864-creative-financial-designs-inc-adv/) | $18.8K | 908 | 0.0% | 3 |
| [HARBOUR INVESTMENTS, INC.](https://holderbook.com/funds/810121-harbour-investments-inc/) | $10.7K | 518 | 0.0% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 8 | $29.2M |
| Q1 2026 | 21 | $132.1M |
| Q4 2025 | 22 | $121.6M |
| Q3 2025 | 21 | $148.0M |
| Q2 2025 | 21 | $145.5M |
| Q1 2025 | 19 | $136.7M |
| Q4 2024 | 18 | $131.9M |
| Q3 2024 | 14 | $123.8M |
| Q2 2024 | 13 | $115.9M |
| Q1 2024 | 13 | $89.2M |
| Q4 2023 | 18 | $91.9M |
| Q3 2023 | 12 | $101.6M |