Two Roads Shared Trust - Exchange Traded Product (AESR)

Q4 2021 13F Holders as of 31 Dec 2021

Type / Class
Equity / Exchange Traded Product
Shares outstanding
7,497,760
Total 13F shares
6,314,577
Share change
+80,977
Total reported value
$88,202,000
Price per share
$13.98
Number of holders
11
Value change
+$1,145,904
Number of buys
5
Number of sells
6

Institutional Holders of Two Roads Shared Trust - Exchange Traded Product (AESR) as of Q4 2021

As of 31 Dec 2021, Two Roads Shared Trust - Exchange Traded Product (AESR) was held by 11 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 6,314,577 shares. The largest 10 holders included First International Bank & Trust, Foundations Investment Advisors, LLC, Anfield Capital Management, LLC, Geneos Wealth Management Inc., Capital Wealth Alliance, LLC, PROVENCE WEALTH MANAGEMENT GROUP, ROYAL BANK OF CANADA, BANK OF MONTREAL /CAN/, MORGAN STANLEY, and Selective Wealth Management, Inc.. This page lists 11 institutional shareholders reporting positions in this security for the Q4 2021 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.