Advanced Energy IndustriesAEIS
13F holders, Q2 2024 (June 30)306holders −4
38new positions
45sold out
8famous investors
$108.76avg. 13F price*
At the end of Q2 2024, 306 institutions reported holding Advanced Energy Industries (AEIS) in their 13F filings, down 4 from Q1 2024. 38 opened new positions and 45 sold out. The largest holders were BlackRock Inc. ($623.8M), Vanguard Group Inc. ($502.4M) and FMR LLC ($443.4M). 8 famous investors held it, including Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Advanced Energy Industries
- CUSIP
- 007973100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $54.4M |
| Exits | 45 | $44.4M |
All 13F filers, Q1 2024 → Q2 2024: 1,897,538 shares bought and 1,325,450 shares sold, net +572,088 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 306 holders
| BlackRock Inc. | 0.01% | Reduce -1.3% | 5,735,906 | $623.8M |
| Vanguard Group Inc. | 0.01% | Add +1.7% | 4,619,363 | $502.4M |
| FMR LLC | 0.03% | Add +6.0% | 4,076,851 | $443.4M |
| Ameriprise Financial Inc. | 0.08% | Add +2.2% | 2,695,478 | $293.2M |
| Earnest Partners LLC | 0.86% | Add +13.5% | 1,681,776 | $182.9M |
| State Street Corp. | 0.01% | Reduce -3.1% | 1,679,055 | $182.6M |
| Victory Capital Management Inc. | 0.12% | Reduce -2.5% | 1,059,546 | $115.2M |
| Dimensional Fund Advisors LP | 0.03% | Add +1.7% | 950,977 | $103.4M |
| Neuberger Berman Group LLC | 0.08% | Reduce -2.2% | 881,452 | $95.9M |
| Geode Capital Management, LLC | 0.01% | Add +3.1% | 869,372 | $94.6M |
| Bank of America Corp. | 0.01% | Add +14.7% | 822,446 | $89.4M |
| Channing Capital Management, LLC | 2.21% | Add +3.2% | 740,168 | $80.5M |
| Loomis Sayles & Co. L P | 0.10% | Reduce -6.8% | 675,950 | $73.5M |
| Manufacturers Life Insurance Company, The | 0.07% | Add +22.4% | 647,682 | $70.4M |
| Bank of New York Mellon Corp | 0.01% | Add +23.5% | 540,213 | $58.8M |
| Massachusetts Financial Services Co. | 0.02% | Add +2.8% | 514,424 | $55.9M |
| Baron Capital (BAMCO) | 0.16% | Add +0.0% | 513,071 | $55.8M |
| Aristotle Capital Boston, LLC | 1.78% | Reduce -7.4% | 487,054 | $53.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +5.0% | 445,022 | $48.4M |
| Principal Financial Group Inc. | 0.03% | Reduce -1.4% | 430,282 | $46.8M |
| Norges Bank | 0.01% | Add +1.3% | 430,071 | $46.8M |
| Snyder Capital Management L P | 1.03% | Reduce -8.8% | 423,143 | $46.0M |
| Northern Trust Corp. | 0.01% | Reduce -3.1% | 401,291 | $43.6M |
| New York State Common Retirement Fund | 0.05% | Reduce -0.5% | 382,875 | $41.6M |
| Lord, Abbett & Co. LLC | 0.14% | Add +15.9% | 380,284 | $41.4M |
| Wells Fargo & Company | 0.01% | Add +1.4% | 336,434 | $36.6M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -9.4% | 333,772 | $36.3M |
| Morgan Stanley | 0.00% | Reduce -9.2% | 315,601 | $34.3M |
| Goldman Sachs Group Inc. | 0.01% | Add +78.5% | 243,293 | $26.5M |
| GW&K Investment Management, LLC | 0.23% | New | 236,021 | $25.7M |
| First Trust Advisors LP | 0.03% | Add +3.6% | 227,816 | $24.8M |
| Sei Investments Co. | 0.03% | Reduce -1.1% | 222,287 | $24.2M |
| Macquarie Group Ltd. | 0.03% | Reduce -1.2% | 215,315 | $23.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +8.0% | 209,522 | $22.8M |
| Invesco Ltd. | 0.00% | Reduce -9.9% | 195,513 | $21.3M |
| Tributary Capital Management, LLC | 1.70% | Add +0.3% | 188,170 | $20.5M |
| Citigroup Inc. | 0.02% | Add +8.5% | 172,628 | $18.8M |
| Pinnacle Associates Ltd. | 0.29% | Reduce -3.0% | 170,466 | $18.5M |
| BNP Paribas Financial Markets | 0.02% | Reduce -15.3% | 150,763 | $16.4M |
| Bank of Montreal | 0.00% | Reduce -0.6% | 138,748 | $15.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -17.8% | 135,047 | $14.7M |
| Hardman Johnston Global Advisors LLC | 0.55% | Reduce -2.4% | 130,580 | $14.2M |
| Fort Washington Investment Advisors Inc. | 0.09% | Add +9.8% | 128,687 | $14.0M |
| Fisher Asset Management | 0.01% | Reduce -3.4% | 125,686 | $13.7M |
| First Eagle Investment Management, LLC | 0.03% | Reduce -0.1% | 112,733 | $12.3M |
| Rhumbline Advisers | 0.01% | Reduce -2.2% | 112,248 | $12.2M |
| Segall Bryant & Hamill, LLC | 0.21% | Add +15.2% | 110,115 | $12.0M |
| Guggenheim Capital LLC | 0.08% | Reduce -2.2% | 107,238 | $11.7M |
| Legal & General Group Plc | 0.00% | Reduce -0.8% | 103,636 | $11.3M |
| Nuveen Asset Management, LLC | 0.00% | Add +2.0% | 103,618 | $11.3M |
| Clearbridge Investments, LLC | 0.01% | Reduce -2.2% | 96,918 | $10.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +86.8% | 91,606 | $10.0M |
| Peregrine Capital Management LLC | 0.27% | Add +1.3% | 85,962 | $9.3M |
| Public Sector Pension Investment Board | 0.06% | Add +7.8% | 82,345 | $9.0M |
| Royce & Associates LP | 0.08% | Reduce -20.0% | 76,176 | $8.3M |
| Deutsche Bank AG | 0.00% | Reduce -4.1% | 73,637 | $8.0M |
| Swiss National Bank | 0.01% | No change | 73,600 | $8.0M |
| Dana Investment Advisors, Inc. | 0.26% | Reduce -1.3% | 71,050 | $7.7M |
| Scout Investments, Inc. | 0.21% | Reduce -8.7% | 70,859 | $7.7M |
| Citadel Advisors | 0.01% | Reduce -29.8% | 67,932 | $7.4M |
| Compass Wealth Management LLC | 1.79% | Add +2.9% | 66,863 | $7.3M |
| New York State Teachers Retirement System | 0.02% | Reduce -0.5% | 66,002 | $7.2M |
| California Public Employees Retirement System | 0.01% | Reduce -16.6% | 65,866 | $7.2M |
| D. E. Shaw & Co. | 0.01% | Reduce -12.8% | 65,239 | $7.1M |
| Great Lakes Advisors, LLC | 0.06% | New | 63,191 | $6.9M |
| Homestead Advisers Corp | 0.17% | Reduce -1.5% | 63,162 | $6.9M |
| Jane Street Group, LLC | 0.01% | Reduce -3.2% | 58,176 | $6.3M |
| Tudor Investment Corporation | 0.07% | Reduce -42.2% | 57,146 | $6.2M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +17.7% | 49,619 | $5.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -6.3% | 47,008 | $5.1M |
| Phocas Financial Corp. | 0.58% | Reduce -1.9% | 46,669 | $5.1M |
| Fiera Capital Corp | 0.02% | Add +0.9% | 46,538 | $5.1M |
| ExodusPoint Capital Management, LP | 0.05% | Add +51.9% | 43,388 | $4.7M |
| Prudential Financial Inc. | 0.01% | Reduce -4.0% | 43,172 | $4.7M |
| Moody Aldrich Partners LLC | 0.88% | Add +111.0% | 41,496 | $4.5M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Add +0.1% | 39,621 | $4.3M |
| Oppenheimer Asset Management Inc. | 0.05% | Add +36.0% | 38,699 | $4.2M |
| Mutual of America Capital Management LLC | 0.04% | Add +27.3% | 37,850 | $4.1M |
| Federated Hermes, Inc. | 0.01% | Add +3.0% | 36,494 | $4.0M |
| California State Teachers Retirement System | 0.00% | Reduce -2.4% | 36,420 | $4.0M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -3.9% | 31,083 | $3.4M |
| UBS Group AG | 0.00% | Reduce -53.3% | 30,675 | $3.3M |
| Natixis Advisors, LLC | 0.01% | Add +6.1% | 30,020 | $3.3M |
| Seizert Capital Partners, LLC | 0.15% | Reduce -1.6% | 28,463 | $3.1M |
| Oak Associates Ltd. | 0.20% | No change | 28,328 | $3.1M |
| Isthmus Partners, LLC | 0.35% | Add +1.4% | 27,462 | $3.0M |
| Shelton Capital Management | 0.08% | Reduce -42.9% | 26,606 | $2.9M |
| Roubaix Capital, LLC | 1.77% | New | 25,824 | $2.8M |
| LPL Financial LLC | 0.00% | Reduce -0.0% | 25,361 | $2.8M |
| Raymond James & Associates | 0.00% | Add +10.8% | 24,180 | $2.6M |
| M&T Bank Corp | 0.01% | Add +0.4% | 23,488 | $2.6M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -46.0% | 22,093 | $2.4M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -3.2% | 21,984 | $2.4M |
| Cambiar Investors LLC | 0.09% | Reduce -1.5% | 21,872 | $2.4M |
| Corebridge Financial, Inc. | 0.01% | — | 21,711 | $2.4M |
| MetLife Investment Management, LLC | 0.01% | Add +11.6% | 21,587 | $2.3M |
| Pathstone Holdings, LLC | 0.01% | Add +1.5% | 20,320 | $2.2M |
| Illinois Municipal Retirement Fund | 0.03% | Reduce -5.2% | 20,024 | $2.2M |
| Telemark Asset Management, LLC | 0.20% | New | 20,000 | $2.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | — | 19,524 | $2.1M |
| Susquehanna Fundamental Investments, LLC | 0.05% | New | 19,108 | $2.1M |
| Louisiana State Employees Retirement System | 0.04% | Add +1.6% | 18,800 | $2.0M |
| Voya Investment Management LLC | 0.00% | Reduce -28.9% | 18,745 | $2.0M |
| Avantax Advisory Services, Inc. | 0.01% | New | 18,154 | $2.0M |
| Keeley-Teton Advisors, LLC | 0.25% | No change | 17,908 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -36.9% | 17,830 | $1.9M |
| Holocene Advisors, LP | 0.01% | New | 17,821 | $1.9M |
| HSBC Holdings PLC | 0.00% | Reduce -12.4% | 16,273 | $1.8M |
| Janus Henderson Group PLC | 0.00% | Reduce -1.2% | 16,205 | $1.8M |
| Dean Investment Associates, LLC | 0.25% | New | 16,026 | $1.7M |
| Creative Planning | 0.00% | Add +76.0% | 15,569 | $1.7M |
| Comerica Bank | 0.01% | Reduce -9.5% | 15,361 | $1.7M |
| Barclays PLC | 0.00% | Reduce -58.5% | 15,068 | $1.6M |
| Yousif Capital Management, LLC | 0.02% | Reduce -11.0% | 15,013 | $1.6M |
| QSV Equity Investors LLC | 1.70% | Reduce -0.6% | 14,977 | $1.6M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 14,566 | $1.6M |
| Atria Investments, Inc | 0.02% | Add +13.2% | 13,617 | $1.5M |
| Transcend Capital Advisors, LLC | 0.10% | No change | 13,134 | $1.4M |
| Maryland State Retirement & Pension System | 0.03% | Reduce -2.8% | 13,055 | $1.4M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -9.1% | 12,843 | $1.4M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 12,166 | $1.3M |
| Point72 Asset Management | 0.00% | New | 12,100 | $1.3M |
| Renaissance Technologies | 0.00% | Reduce -75.5% | 11,622 | $1.3M |
| Amalgamated Bank | 0.01% | Reduce -3.6% | 11,447 | $1.2M |
| Royal Bank of Canada | 0.00% | Add +43.6% | 11,391 | $1.2M |
| Credit Agricole S A | 0.01% | New | 11,000 | $1.2M |
| Verition Fund Management LLC | 0.01% | Add +387.7% | 10,769 | $1.2M |
| Stifel Financial Corp. | 0.00% | Add +23.0% | 10,650 | $1.2M |
| Arizona State Retirement System | 0.01% | Add +2.0% | 10,449 | $1.1M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -38.7% | 10,317 | $1.1M |
| Green Alpha Advisors, LLC | 0.85% | Reduce -8.7% | 9,682 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.7% | 9,555 | $1.0M |
| NorthRock Partners, LLC | 0.04% | Reduce -5.9% | 9,438 | $1.0M |
| NorthCrest Asset Manangement, LLC | 0.03% | No change | 9,350 | $1.0M |
| PEAK6 Investments LLC | 0.05% | New | 9,235 | $1.0M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -9.0% | 9,119 | $992K |
| PDT Partners, LLC | 0.09% | New | 8,454 | $919K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +4.1% | 8,440 | $918K |
| QRG Capital Management, Inc. | 0.01% | Add +3.8% | 8,267 | $899K |
| Trust Point Inc. | 0.07% | Add +1.1% | 8,076 | $878K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.2% | 8,068 | $877K |
| UniSuper Management Pty Ltd | 0.01% | No change | 8,008 | $871K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.8% | 7,997 | $870K |
| ClariVest Asset Management LLC | 0.09% | Reduce -0.2% | 7,760 | $844K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | No change | 7,729 | $841K |
| Vontobel Holding Ltd. | 0.00% | Reduce -1.0% | 7,727 | $840K |
| Captrust Financial Advisors | 0.00% | Add +11.6% | 7,712 | $839K |
| Glenmede Trust Co. NA | 0.00% | Add +61.0% | 7,553 | $821K |
| Susquehanna International Group, LLP | 0.00% | Reduce -74.5% | 7,338 | $798K |
| Azzad Asset Management Inc. | 0.09% | Add +1.7% | 7,322 | $796K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -6.9% | 7,298 | $794K |
| Handelsbanken Fonder AB | 0.00% | Add +5.9% | 7,137 | $776K |
| Peterson Wealth Services | 0.27% | Add +13.2% | 7,071 | $769K |
| Sheets Smith Wealth Management | 0.09% | No change | 6,976 | $759K |
| Corient Private Wealth LP | 0.00% | Reduce -2.6% | 6,730 | $732K |
| Squarepoint Ops LLC | 0.00% | New | 6,328 | $688K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +16.4% | 6,305 | $686K |
| Nisa Investment Advisors, LLC | 0.00% | Add +3.5% | 6,252 | $680K |
| US Bancorp \de | 0.00% | Add +41.7% | 6,149 | $669K |
| Dean Capital Management | 0.83% | New | 5,913 | $643K |
| Legato Capital Management LLC | 0.09% | New | 5,913 | $643K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +15.2% | 5,909 | $643K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +15.2% | 5,909 | $643K |
| HighTower Advisors, LLC | 0.00% | Add +4.4% | 5,853 | $642K |
| ProShare Advisors LLC | 0.00% | Reduce -23.6% | 5,790 | $630K |
| Amundi | 0.00% | New | 5,827 | $623K |
| First National Bank of Omaha | 0.04% | Add +13.4% | 5,706 | $621K |
| MML Investors Services, LLC | 0.00% | Reduce -4.4% | 5,682 | $618K |
| Synovus Financial Corp. | 0.01% | Reduce -3.1% | 5,562 | $605K |
| Praxis Investment Management Inc. | 0.04% | No change | 6,290 | $603K |
| Keybank National Association | 0.00% | Add +3.4% | 5,479 | $596K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +1662.0% | 5,004 | $544K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -3.5% | 4,875 | $530K |
| Flputnam Investment Management Co. | 0.01% | No change | 4,782 | $520K |
| Robotti Robert | 0.08% | No change | 4,725 | $514K |
| Pitcairn Co. | 0.03% | Add +6.7% | 4,699 | $511K |
| American Century Companies Inc. | 0.00% | Reduce -57.6% | 4,697 | $511K |
| Bokf, NA | 0.01% | Add +0.4% | 4,674 | $508K |
| Connable Office Inc. | 0.05% | Add +18.0% | 4,649 | $506K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -17.7% | 4,526 | $492K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -8.1% | 4,452 | $484K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +7.9% | 4,259 | $463K |
| Vident Advisory, LLC | 0.01% | Add +14.1% | 4,108 | $447K |
| SG Americas Securities, LLC | 0.00% | Reduce -44.1% | 4,012 | $436K |
| Cetera Investment Advisers | 0.00% | Reduce -8.5% | 3,977 | $433K |
| Park Avenue Securities LLC | 0.01% | Add +10.3% | 3,955 | $430K |
| Freestone Capital Holdings, LLC | 0.02% | Reduce -8.2% | 3,950 | $430K |
| Algert Global LLC | 0.01% | Reduce -21.0% | 3,761 | $409K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 3,754 | $408K |
| AQR Capital Management | 0.00% | Add +18.4% | 3,649 | $397K |
| Mariner, LLC | 0.00% | Add +1.1% | 3,647 | $397K |
| Integrated Investment Consultants, LLC | 0.11% | No change | 3,821 | $390K |
| Osaic Holdings, Inc. | 0.00% | Add +23.6% | 3,439 | $374K |
| Ethic Inc. | 0.01% | Reduce -14.4% | 3,358 | $365K |
| First Trust Direct Indexing L.P. | 0.02% | Add +5.1% | 3,330 | $362K |
| Inspire Investing, LLC | 0.04% | Reduce -8.1% | 3,231 | $351K |
| State of Wisconsin Investment Board | 0.00% | Add +6.8% | 3,156 | $343K |
| Occudo Quantitative Strategies LP | 0.06% | Reduce -60.6% | 3,141 | $342K |
| Cim Investment Management Inc. | 0.10% | Reduce -19.2% | 3,043 | $331K |
| Compton Wealth Advisory Group, LLC | 0.08% | No change | 2,926 | $318K |
| Baron Wealth Management LLC | 0.16% | Add +0.1% | 2,880 | $313K |
| Cerity Partners LLC | 0.00% | Add +0.3% | 2,846 | $309K |
| Walleye Capital LLC | 0.00% | New | 2,832 | $308K |
| Jump Financial, LLC | 0.01% | Reduce -77.1% | 2,825 | $307K |
| Vestcor Inc | 0.01% | No change | 2,805 | $305K |
| STRS Ohio | 0.00% | Add +33.3% | 2,800 | $305K |
| Quadrant Capital Group LLC | 0.02% | Add +20.2% | 2,794 | $304K |
| Quantinno Capital Management LP | 0.01% | New | 2,632 | $286K |
| Ifrah Financial Services, Inc. | 0.08% | Reduce -0.2% | 2,578 | $280K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -10.8% | 2,522 | $274K |
| Commerce Bank | 0.00% | New | 2,482 | $270K |
| Xponance LLC | 0.00% | Add +3.8% | 2,374 | $258K |
| Mackenzie Financial Corp. | 0.00% | No change | 2,370 | $258K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +12.4% | 2,366 | $257K |
| Clearstead Advisors, LLC | 0.00% | New | 2,218 | $241K |
| Truist Financial Corp. | 0.00% | Reduce -9.3% | 2,215 | $241K |
| David J Yvars Group | 0.15% | Add +4.8% | 2,205 | $240K |
| Caprock Group, LLC | 0.01% | New | 2,162 | $235K |
| CIBC Asset Management Inc | 0.00% | Reduce -4.6% | 2,060 | $224K |
| Sanctuary Advisors, LLC | 0.00% | — | 2,301 | $221K |
| Evergreen Capital Management LLC | 0.01% | New | 2,021 | $220K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -10.0% | 2,002 | $218K |
| Lazard Asset Management LLC | 0.00% | Add +12.9% | 1,953 | $212K |
| &partners | 0.01% | New | 1,914 | $208K |
| Profund Advisors LLC | 0.01% | Reduce -9.0% | 1,913 | $208K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -23.1% | 1,897 | $206K |
| Heritage Wealth Management, LLC | 0.11% | Reduce -11.4% | 1,883 | $205K |
| Heritage Family Offices, LLP | 0.11% | — | 1,883 | $205K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Add +24.1% | 1,338 | $146K |
| Catalyst Funds Management Pty Ltd | 0.04% | Add +8.3% | 1,300 | $141K |
| Central Pacific Bank - Trust Division | 0.02% | Add +14.3% | 1,280 | $139K |
| KBC Group NV | 0.00% | Add +23.0% | 1,096 | $119K |
| Innealta Capital, LLC | 0.04% | New | 1,002 | $109K |
| nVerses Capital, LLC | 0.07% | New | 1,000 | $109K |
| Hilltop National Bank | 0.03% | Add +13.4% | 983 | $107K |
| Principal Securities, Inc. | 0.00% | Add +3.6% | 856 | $93K |
| Canada Pension Plan Investment Board | 0.00% | New | 800 | $87K |
| Signaturefd, LLC | 0.00% | Reduce -11.3% | 787 | $86K |
| State of Wyoming | 0.01% | Add +7.8% | 765 | $83K |
| GAMMA Investing LLC | 0.01% | Add +157.6% | 626 | $68K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1.6% | 558 | $65K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -49.5% | 541 | $59K |
| Cwm, LLC | 0.00% | Add +11.3% | 384 | $42K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -22.1% | 380 | $41K |
| Public Employees Retirement System of Ohio | 0.00% | Add +2.7% | 375 | $41K |
| Parallel Advisors, LLC | 0.00% | Reduce -7.3% | 353 | $38K |
| Assetmark, Inc. | 0.00% | Add +259.2% | 352 | $38K |
| Manchester Capital Management LLC | 0.00% | New | 330 | $36K |
| Fifth Third Bancorp | 0.00% | Add +18.1% | 287 | $31K |
| Meeder Asset Management Inc. | 0.00% | Add +34.6% | 272 | $30K |
| Whittier Trust Co. | 0.00% | No change | 262 | $28K |
| Rise Advisors, LLC | 0.01% | No change | 250 | $27K |
| Russell Investments Group, Ltd. | 0.00% | Add +91.1% | 237 | $26K |
| Smartleaf Asset Management LLC | 0.00% | Add +609.4% | 227 | $24K |
| Raffa Wealth Management, LLC | 0.01% | No change | 203 | $22K |
| Riverview Trust Co | 0.02% | No change | 184 | $20K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 178 | $19K |
| Lindbrook Capital, LLC | 0.00% | Add +6.0% | 178 | $19K |
| Private Trust Co. NA | 0.00% | No change | 176 | $19K |
| Global Retirement Partners, LLC | 0.00% | Add +103.5% | 175 | $19K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -5.9% | 160 | $17K |
| Archer Investment Corp | 0.00% | No change | 150 | $16K |
| UMB Bank, n.a. | 0.00% | Add +12.0% | 149 | $16K |
| Family Firm, Inc. | 0.00% | New | 142 | $15K |
| WFA of San Diego, LLC | 0.01% | — | 140 | $15K |
| EntryPoint Capital, LLC | 0.01% | Reduce -96.0% | 122 | $13K |
| CENTRAL TRUST Co | 0.00% | No change | 118 | $13K |
| Bessemer Group Inc. | 0.00% | Reduce -11.7% | 113 | $12K |
| Huntington National Bank | 0.00% | Reduce -10.3% | 104 | $11K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 104 | $11K |
| Allworth Financial LP | 0.00% | Add +100.0% | 100 | $11K |
| Walleye Trading LLC | 0.00% | Reduce -96.0% | 96 | $10K |
| Eagle Bay Advisors LLC | 0.01% | Reduce -34.5% | 93 | $10K |
| Parkside Financial Bank & Trust | 0.00% | No change | 79 | $9K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 72 | $8K |
| LGT Financial Advisors LLC | 0.02% | No change | 68 | $7K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -80.6% | 65 | $7K |
| Globeflex Capital L P | 0.00% | Reduce -99.8% | 55 | $6K |
| Private Wealth Management Group, LLC | 0.00% | Add +108.0% | 52 | $6K |
| Versant Capital Management, Inc | 0.00% | Add +41.2% | 48 | $5K |
| Creative Financial Designs Inc. | 0.00% | No change | 38 | $4K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +2.7% | 38 | $4K |
| IFP Advisors, Inc | 0.00% | Add +15.6% | 37 | $4K |
| Bell Investment Advisors, Inc | 0.00% | Add +176.9% | 36 | $4K |
| Blue Trust, Inc. | 0.00% | New | 36 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +73.7% | 33 | $4K |
| First Financial Corp. | 0.00% | No change | 31 | $3K |
| Sachetta, LLC | 0.00% | No change | 30 | $3K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | New | 27 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 26 | $3K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 23 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 20 | $2K |
| Harbour Investments, Inc. | 0.00% | New | 18 | $2K |
| Arax Advisory Partners | 0.00% | New | 17 | $2K |
| Rothschild Investment LLC | 0.00% | Add +200.0% | 15 | $2K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -7.1% | 13 | $1K |
| Montag A & Associates Inc. | 0.00% | No change | 10 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -10.0% | 9 | $979 |
| Continuum Advisory, LLC | 0.00% | New | 6 | $653 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +20.0% | 6 | $653 |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 5 | $543 |
| Abound Wealth Management | 0.00% | No change | 4 | $436 |
| Larson Financial Group LLC | 0.00% | New | 1 | $109 |
| TFC Financial Management, Inc. | 0.00% | New | 1 | $109 |
| Avion Wealth | 0.00% | New | 5 | $0 |
| Covestor Ltd | 0.00% | No change | 2 | $0 |
"% of holder's portfolio" is AEIS's weight in each manager's 13F, not the share of Advanced Energy Industries the manager owns.