14 tracked 13F filers disclose a position in AESR as of the latest SEC 13F filings, a combined $111.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $90.0M | 5.4M | ▲+15% Added · +704K sh | Q1 2026 | |
| 2 | Geneos Wealth Management Inc. | $10.2M | 508K | ▼−1.0% Reduced · −5K sh | Q2 2026 | |
| 3 | Wealth Enhancement Trust Services, Inc. | $8.1M | 390K | ▼−7.6% Reduced · −32K sh | Q2 2026 | |
| 4 | AdvisorNet Financial, Inc | $1.1M | 52K | ▼−15% Reduced · −9K sh | Q2 2026 | |
| 5 | HIGHLINE WEALTH PARTNERS LLC | $662K | 32K | ▲New +32K sh | Q2 2026 | |
| 6 | Mosley Wealth Management | $247K | 12K | ▼−68% Reduced · −25K sh | Q2 2026 | |
| 7 | ROYAL BANK OF CANADA | $195K | 12K | —Held | Q1 2026 | |
| 8 | LPL Financial LLC | $193K | 12K | ▲New +12K sh | Q1 2026 | |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $193K | 12K | ▲+0.8% Added · +90 sh | Q1 2026 | |
| 10 | OSAIC HOLDINGS, INC. | $47K | 3K | —Held | Q1 2026 | |
| 11 | AE Wealth Management LLC | $40K | 2K | ▲+32% Added · +575 sh | Q1 2026 | |
| 12 | CREATIVE FINANCIAL DESIGNS INC /ADV | $19K | 908 | —Held | Q2 2026 | |
| 13 | HARBOUR INVESTMENTS, INC. | $9K | 518 | —Held | Q1 2026 | |
| 14 | MORGAN STANLEY | $7K | 397 | ▲New +397 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 0 funds opened a new position in AESR and 1 added to an existing one, while 1 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 4 funds | $344.3M |
| VANGUARD S&P 500 ETFVOO | 4 funds | $323.9M |
| ISHARES S&P 500 GROWTH ETFIVW | 4 funds | $322.7M |
| APPLE INCAAPL | 4 funds | $302.2M |
| ISHARES S&P 500 VALUE ETFIVE | 4 funds | $298.3M |
| INVESCO QQQ TRUST SERIES 1QQQ | 4 funds | $265.0M |
| NVIDIA CORPNVDA | 4 funds | $241.7M |
| ISHR CR UNVRSE USD BD ETF-UIIUSB | 4 funds | $193.1M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 4 funds | $173.6M |
| ISHRS US E F R A ETF-USD INCDYNF | 4 funds | $173.3M |
| FIRST TRUST SMID CAP RISINGSDVY | 4 funds | $167.3M |
| VANGUARD GROWTH ETFVUG | 4 funds | $163.4M |
Ranked by how many of AESR's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| LSAFUIE | 21 funds | $38.9M |
| LSATUIE | 20 funds | $25.0M |
| AFIFETF | 19 funds | $104.1M |
| WLDRSIMP AF WORL ETF | 17 funds | $66.8M |
| AESRthis pageETF | 14 funds | $111.0M |
| DYLDLEADERSHARES DY | 14 funds | $20.4M |
| RPHSREGENTS PK HDGD | 13 funds | $42.4M |
| CGVETF | 12 funds | $73.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for AESR
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AESR/capital-change-brief"
Use Arkolith's capital_change_brief for AESR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AESR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.