Who owns AESR
Which tracked institutional funds hold AESR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AESR company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
1 tracked fund added or opened AESR while 1 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
AESR’s largest tracked holder by dollar value, Foundations Investment Advisors, LLC, sizes it at 1.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AESR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 21 tracked filers holding AESR, 13 increased or opened the position and 5 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in AESR between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Largest adds
- Foundations Investment Advisors, LLC$11M
Largest trims
- Wealth Enhancement Trust Services, Inc.$409K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Foundations Investment Advisors, LLC added | 5,381,458 | $90M | 60.8% | 2026-Q1 |
| Anfield Capital Management, LLC added | 958,218 | $16M | 10.8% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 513,540 | $9M | 5.8% | 2026-Q1 |
| Wealth Enhancement Trust Services, Inc. trimmed | 422,107 | $7M | 4.8% | 2026-Q1 |
| XY Planning Network, Inc. | 233,715 | $4M | 2.7% | 2026-Q1 |
| J.M. Arbour, LLC added | 116,817 | $2M | 1.3% | 2026-Q1 |
| Independent Advisor Alliance added | 71,677 | $1M | 0.8% | 2026-Q1 |
| AdvisorNet Financial, Inc added | 61,127 | $1M | 0.7% | 2026-Q1 |
| Mosley Wealth Management added | 36,705 | $755K | 0.5% | 2026-Q1 |
| SLT Holdings LLC trimmed | 26,567 | $444K | 0.3% | 2026-Q1 |
| Walser Wealth Management Company, A Ltd Liability Co added | 15,718 | $263K | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA | 11,660 | $195K | 0.1% | 2026-Q1 |
| LPL Financial LLC new | 11,515 | $193K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 11,512 | $193K | 0.1% | 2026-Q1 |
| DecisionPoint Financial, LLC | 5,841 | $98K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. | 2,799 | $47K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC added | 2,388 | $40K | 0.0% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 908 | $15K | 0.0% | 2026-Q1 |
| GeoWealth Management, LLC added | 695 | $12K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. | 518 | $9K | 0.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 397 | $7K | 0.0% | 2026-Q1 |
| First International Bank & Trust trimmed | 715,906 | $15M | 10.0% | 2025-Q3 stale |
| TOWNSQUARE CAPITAL LLC | 18,349 | $303K | 0.2% | 2025-Q1 stale |
| JANE STREET GROUP, LLC trimmed | 12,924 | $266K | 0.2% | 2025-Q3 stale |
| Atria Investments, Inc trimmed | 14,590 | $247K | 0.2% | 2025-Q4 stale |
| Avior Wealth Management, LLC trimmed | 10,321 | $210K | 0.1% | 2025-Q3 stale |
| TUCKER ASSET MANAGEMENT LLC | 3,902 | $64K | 0.0% | 2025-Q1 stale |
| JPMORGAN CHASE & CO added | 2,996 | $62K | 0.0% | 2025-Q3 stale |
| UBS Group AG trimmed | 1,162 | $24K | 0.0% | 2025-Q3 stale |
| Motiv8 Investments LLC new | 425 | $7K | 0.0% | 2025-Q4 stale |
| Global Retirement Partners, LLC | 219 | $4K | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.