Advanced Energy IndustriesAEIS
13F holders, Q1 2025 (March 31)355holders +36
59new positions
24sold out
9famous investors
$95.30avg. 13F price*
At the end of Q1 2025, 355 institutions reported holding Advanced Energy Industries (AEIS) in their 13F filings, up 36 from Q4 2024. 59 opened new positions and 24 sold out. The largest holders were BlackRock, Inc. ($553.6M), Vanguard Group Inc. ($463.8M) and FMR LLC ($329.0M). 9 famous investors held it, including Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Advanced Energy Industries
- CUSIP
- 007973100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $52.5M |
| Exits | 24 | $18.1M |
All 13F filers, Q4 2024 → Q1 2025: 1,519,602 shares bought and 2,258,684 shares sold, net −739,082 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 355 holders
| BlackRock, Inc. | 0.01% | Reduce -2.6% | 5,808,690 | $553.6M |
| Vanguard Group Inc. | 0.01% | Reduce -1.0% | 4,866,155 | $463.8M |
| FMR LLC | 0.02% | Reduce -12.8% | 3,452,150 | $329.0M |
| Ameriprise Financial Inc. | 0.06% | Reduce -0.8% | 2,319,757 | $221.1M |
| State Street Corp. | 0.01% | Reduce -6.0% | 1,657,000 | $157.9M |
| Earnest Partners LLC | 0.75% | Reduce -0.2% | 1,639,968 | $156.3M |
| Neuberger Berman Group LLC | 0.09% | Add +12.9% | 1,168,410 | $111.4M |
| Bank of America Corp. | 0.01% | Add +5.0% | 926,076 | $88.3M |
| Geode Capital Management, LLC | 0.01% | Add +4.3% | 916,655 | $87.4M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -2.5% | 855,362 | $81.5M |
| Manufacturers Life Insurance Company, The | 0.07% | Add +0.0% | 774,675 | $73.8M |
| Channing Capital Management, LLC | 2.05% | Reduce -3.0% | 710,649 | $67.7M |
| Loomis Sayles & Co. L P | 0.09% | Reduce -2.1% | 633,286 | $60.4M |
| Summit Partners Public Asset Management, LLC | 2.71% | Reduce -4.1% | 593,000 | $56.5M |
| Silvercrest Asset Management Group LLC | 0.34% | Reduce -1.3% | 498,633 | $47.5M |
| Principal Financial Group Inc. | 0.03% | Add +0.3% | 477,296 | $45.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.1% | 465,162 | $44.3M |
| Northern Trust Corp. | 0.01% | Reduce -2.8% | 444,832 | $42.4M |
| Norges Bank | 0.01% | Reduce -27.1% | 434,872 | $41.4M |
| Snyder Capital Management L P | 0.88% | Reduce -3.3% | 421,558 | $40.2M |
| Lord, Abbett & Co. LLC | 0.14% | Reduce -2.1% | 392,018 | $37.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -5.1% | 386,255 | $36.8M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -11.7% | 383,495 | $36.6M |
| Morgan Stanley | 0.00% | Reduce -7.8% | 378,697 | $36.1M |
| New York State Common Retirement Fund | 0.05% | Reduce -0.8% | 371,275 | $35.4M |
| Baron Capital (BAMCO) | 0.10% | Add +0.7% | 366,287 | $34.9M |
| Aristotle Capital Boston, LLC | 1.64% | Reduce -18.6% | 345,362 | $32.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -26.0% | 344,054 | $32.8M |
| Wells Fargo & Company | 0.01% | Reduce -0.7% | 340,902 | $32.5M |
| GW&K Investment Management, LLC | 0.27% | Reduce -3.1% | 300,473 | $28.6M |
| First Trust Advisors LP | 0.02% | Reduce -1.8% | 270,353 | $25.8M |
| JPMorgan Chase & Co. | 0.00% | Add +38.0% | 256,223 | $24.4M |
| Sei Investments Co. | 0.03% | Add +16.4% | 240,499 | $22.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.05% | Add +27.7% | 210,783 | $20.1M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.0% | 209,693 | $20.0M |
| Macquarie Group Ltd. | 0.02% | Reduce -20.2% | 202,622 | $19.3M |
| Citigroup Inc. | 0.01% | Reduce -3.1% | 193,531 | $18.4M |
| Invesco Ltd. | 0.00% | Reduce -2.8% | 185,001 | $17.6M |
| Tributary Capital Management, LLC | 1.50% | Reduce -3.5% | 180,508 | $17.2M |
| Hardman Johnston Global Advisors LLC | 0.78% | Add +42.9% | 172,265 | $16.4M |
| Segall Bryant & Hamill, LLC | 0.24% | Add +5.7% | 163,300 | $15.6M |
| BNP Paribas Financial Markets | 0.01% | Add +17.3% | 157,447 | $15.0M |
| Fisher Asset Management | 0.01% | Reduce -2.4% | 151,899 | $14.5M |
| Southernsun Asset Management, LLC | 2.07% | Add +30.0% | 150,364 | $14.3M |
| MetLife Investment Management, LLC | 0.08% | Add +557.3% | 148,479 | $14.2M |
| Pinnacle Associates Ltd. | 0.19% | Reduce -4.6% | 136,860 | $13.0M |
| Bank of Montreal | 0.01% | Reduce -3.6% | 131,982 | $12.6M |
| Fort Washington Investment Advisors Inc. | 0.07% | Reduce -9.2% | 126,745 | $12.1M |
| Marshall Wace, LLP | 0.02% | New | 124,806 | $11.9M |
| Public Sector Pension Investment Board | 0.05% | Add +27.4% | 119,511 | $11.4M |
| First Eagle Investment Management, LLC | 0.02% | Add +5.2% | 118,983 | $11.3M |
| Rhumbline Advisers | 0.01% | Add +1.0% | 109,458 | $10.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +0.0% | 106,681 | $10.2M |
| Nuveen, LLC | 0.00% | — | 102,512 | $9.8M |
| Legal & General Group Plc | 0.00% | Reduce -3.7% | 101,435 | $9.7M |
| Jane Street Group, LLC | 0.02% | Add +384.8% | 96,254 | $9.2M |
| Peregrine Capital Management LLC | 0.29% | Add +3.4% | 90,704 | $8.6M |
| Deutsche Bank AG | 0.00% | Reduce -2.8% | 90,106 | $8.6M |
| UBS Group AG | 0.00% | Reduce -40.0% | 74,210 | $7.1M |
| Swiss National Bank | 0.00% | Reduce -1.5% | 73,000 | $7.0M |
| Sora Investors LLC | 0.83% | Reduce -45.7% | 71,725 | $6.8M |
| Twinbeech Capital LP | 0.12% | New | 68,587 | $6.5M |
| Compass Wealth Management LLC | 1.64% | Reduce -1.9% | 67,545 | $6.4M |
| Victory Capital Management Inc. | 0.01% | Reduce -21.6% | 64,006 | $6.1M |
| California Public Employees Retirement System | 0.00% | Add +16.4% | 60,965 | $5.8M |
| Royce & Associates LP | 0.06% | Reduce -5.7% | 60,026 | $5.7M |
| Homestead Advisers Corp | 0.14% | Add +15.0% | 59,662 | $5.7M |
| Dana Investment Advisors, Inc. | 0.20% | Reduce -2.5% | 58,840 | $5.6M |
| Moody Aldrich Partners LLC | 1.17% | Add +13.4% | 58,670 | $5.6M |
| Crawford Investment Counsel Inc. | 0.10% | New | 57,975 | $5.5M |
| New York State Teachers Retirement System | 0.01% | Reduce -8.4% | 57,372 | $5.5M |
| Barclays PLC | 0.00% | Reduce -30.9% | 52,755 | $5.0M |
| Dean Investment Associates, LLC | 0.70% | Reduce -5.5% | 49,987 | $4.8M |
| Susquehanna International Group, LLP | 0.01% | Add +203.2% | 49,154 | $4.7M |
| Alliancebernstein L.P. | 0.00% | Add +0.0% | 46,419 | $4.4M |
| Citadel Advisors | 0.00% | Reduce -7.3% | 45,375 | $4.3M |
| Fiera Capital Corp | 0.02% | Add +0.1% | 45,101 | $4.3M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -6.1% | 44,916 | $4.3M |
| Tudor Investment Corporation | 0.04% | New | 42,878 | $4.1M |
| D. E. Shaw & Co. | 0.01% | Reduce -7.4% | 41,957 | $4.0M |
| Federated Hermes, Inc. | 0.01% | Add +5.8% | 40,964 | $3.9M |
| Oppenheimer Asset Management Inc. | 0.05% | Add +1.5% | 39,723 | $3.8M |
| Trexquant Investment LP | 0.04% | New | 39,709 | $3.8M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +605.1% | 37,999 | $3.6M |
| Prudential Financial Inc. | 0.01% | Reduce -3.8% | 37,841 | $3.6M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -0.3% | 36,966 | $3.5M |
| Select Equity Group, L.P. | 0.02% | New | 35,917 | $3.4M |
| Dean Capital Management | 1.46% | Reduce -1.2% | 35,210 | $3.4M |
| California State Teachers Retirement System | 0.00% | Reduce -1.1% | 34,821 | $3.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -62.0% | 32,436 | $3.1M |
| Engineers Gate Manager LP | 0.05% | Add +610.2% | 31,661 | $3.0M |
| Ardsley Advisory Partners LP | 0.68% | Add +24.0% | 31,000 | $3.0M |
| LPL Financial LLC | 0.00% | Add +14.6% | 30,749 | $2.9M |
| Isthmus Partners, LLC | 0.35% | Add +0.3% | 29,565 | $2.8M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -87.9% | 29,299 | $2.8M |
| Oak Associates Ltd. | 0.20% | Reduce -0.3% | 28,248 | $2.7M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -5.0% | 27,672 | $2.6M |
| Natixis Advisors, LLC | 0.00% | Add +2.4% | 27,275 | $2.6M |
| Shelton Capital Management | 0.06% | No change | 26,384 | $2.5M |
| Creative Planning | 0.00% | Add +3.5% | 24,197 | $2.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.5% | 22,278 | $2.1M |
| HSBC Holdings PLC | 0.00% | Add +34.0% | 22,320 | $2.1M |
| Legato Capital Management LLC | 0.28% | Reduce -1.0% | 22,179 | $2.1M |
| Amundi | 0.00% | Add +22.7% | 23,813 | $2.0M |
| Sandler Capital Management | 0.65% | New | 20,872 | $2.0M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -2.4% | 20,875 | $2.0M |
| Illinois Municipal Retirement Fund | 0.03% | Add +4.7% | 20,575 | $2.0M |
| Corebridge Financial, Inc. | 0.01% | Reduce -1.9% | 19,552 | $1.9M |
| Intech Investment Management LLC | 0.02% | Add +52.4% | 19,122 | $1.8M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -0.6% | 18,589 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Reduce -3.2% | 18,306 | $1.7M |
| Keeley-Teton Advisors, LLC | 0.21% | Add +36.4% | 18,133 | $1.7M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -2.8% | 17,700 | $1.7M |
| Susquehanna Fundamental Investments, LLC | 0.03% | Reduce -27.9% | 17,371 | $1.7M |
| Cambiar Investors LLC | 0.07% | Reduce -16.5% | 17,008 | $1.6M |
| Janus Henderson Group PLC | 0.00% | No change | 16,988 | $1.6M |
| Renaissance Technologies | 0.00% | New | 15,522 | $1.5M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -18.3% | 15,380 | $1.5M |
| Voya Investment Management LLC | 0.00% | Add +6.7% | 15,363 | $1.5M |
| Holocene Advisors, LP | 0.00% | Reduce -41.7% | 14,990 | $1.4M |
| QSV Equity Investors LLC | 1.47% | Reduce -0.2% | 14,933 | $1.4M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 14,566 | $1.4M |
| Comerica Bank | 0.01% | Reduce -2.5% | 14,282 | $1.4M |
| Yousif Capital Management, LLC | 0.02% | Reduce -1.9% | 13,993 | $1.3M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 12,166 | $1.2M |
| CenterBook Partners LP | 0.07% | Add +41.0% | 12,002 | $1.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -4.9% | 11,716 | $1.1M |
| Visionary Wealth Advisors | 0.07% | No change | 11,468 | $1.1M |
| Green Alpha Advisors, LLC | 1.16% | Add +24.8% | 11,402 | $1.1M |
| Cerity Partners LLC | 0.00% | Add +215.3% | 11,195 | $1.1M |
| Royal Bank of Canada | 0.00% | Add +16.5% | 11,155 | $1.1M |
| Andra AP-fonden | 0.02% | New | 11,152 | $1.1M |
| Credit Agricole S A | 0.00% | No change | 11,000 | $1.0M |
| Maryland State Retirement & Pension System | 0.02% | Reduce -13.3% | 10,994 | $1.0M |
| Captrust Financial Advisors | 0.00% | Reduce -3.1% | 10,972 | $1.0M |
| Arizona State Retirement System | 0.01% | Reduce -1.1% | 10,803 | $1.0M |
| Amalgamated Bank | 0.01% | Reduce -2.6% | 10,727 | $1.0M |
| Millennium Management | 0.00% | Add +280.4% | 10,656 | $1.0M |
| Handelsbanken Fonder AB | 0.00% | No change | 10,437 | $995K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 10,147 | $967K |
| Atria Investments, Inc | 0.01% | Reduce -11.4% | 9,998 | $953K |
| Los Angeles Capital Management LLC | 0.00% | New | 9,995 | $953K |
| Synovus Financial Corp. | 0.01% | Add +34.6% | 9,896 | $943K |
| Dark Forest Capital Management LP | 0.04% | Add +238.3% | 9,661 | $921K |
| Glenmede Trust Co. NA | 0.00% | Add +7.7% | 9,649 | $920K |
| Teacher Retirement System of Texas | 0.00% | New | 9,593 | $914K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.9% | 9,449 | $901K |
| Occudo Quantitative Strategies LP | 0.12% | New | 9,473 | $898K |
| NorthCrest Asset Manangement, LLC | 0.03% | Add +0.1% | 9,357 | $892K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 9,222 | $879K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +12.1% | 9,015 | $859K |
| ProShare Advisors LLC | 0.00% | Reduce -21.9% | 8,819 | $841K |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -3.3% | 8,615 | $821K |
| Harbor Capital Advisors, Inc. | 0.04% | New | 8,338 | $795K |
| Cibc World Markets Corp. | 0.01% | Add +137.2% | 8,305 | $792K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +2.9% | 8,199 | $781K |
| Azzad Asset Management Inc. | 0.09% | Add +4.0% | 8,114 | $773K |
| Stifel Financial Corp. | 0.00% | Reduce -27.6% | 7,995 | $762K |
| M&T Bank Corp | 0.00% | Reduce -69.3% | 7,856 | $749K |
| &partners | 0.01% | Add +11.9% | 7,666 | $727K |
| Gsa Capital Partners LLP | 0.07% | Add +43.0% | 7,610 | $725K |
| Sheets Smith Wealth Management | 0.09% | Add +3.9% | 7,403 | $706K |
| KLP Kapitalforvaltning As | 0.00% | No change | 7,400 | $705K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.2% | 7,274 | $693K |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.5% | 7,140 | $681K |
| Quantinno Capital Management LP | 0.00% | Add +115.4% | 7,011 | $668K |
| NorthRock Partners, LLC | 0.02% | Reduce -21.6% | 6,898 | $657K |
| Fox Run Management, L.L.C. | 0.10% | New | 6,757 | $644K |
| Man Group plc | 0.00% | New | 6,703 | $639K |
| Corient Private Wealth LP | 0.00% | Reduce -3.1% | 6,650 | $634K |
| Quantbot Technologies LP | 0.02% | New | 6,608 | $630K |
| MML Investors Services, LLC | 0.00% | Add +7.5% | 6,501 | $620K |
| Peterson Wealth Services | 0.19% | Reduce -24.6% | 6,494 | $619K |
| Vontobel Holding Ltd. | 0.00% | Add +13.9% | 6,372 | $607K |
| Mariner, LLC | 0.00% | Add +21.8% | 6,321 | $602K |
| Verition Fund Management LLC | 0.00% | Add +13.2% | 6,277 | $598K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +38.6% | 6,228 | $594K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 6,135 | $585K |
| Pictet Asset Management Holding SA | 0.00% | Add +6.8% | 5,976 | $570K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -9.9% | 5,937 | $568K |
| Lazard Asset Management LLC | 0.00% | Add +73050.0% | 5,852 | $557K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +5.6% | 5,723 | $545K |
| QRG Capital Management, Inc. | 0.01% | Add +6.7% | 5,622 | $536K |
| Squarepoint Ops LLC | 0.00% | Reduce -79.0% | 5,579 | $532K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +1.2% | 5,478 | $522K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +1.2% | 5,478 | $522K |
| Jefferies Financial Group Inc. | 0.01% | New | 5,478 | $522K |
| Kennedy Capital Management LLC | 0.01% | New | 5,204 | $496K |
| Nisa Investment Advisors, LLC | 0.00% | Add +3.2% | 5,168 | $493K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -24.5% | 5,103 | $486K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.2% | 5,097 | $486K |
| First National Bank of Omaha | 0.03% | Add +0.2% | 5,030 | $479K |
| AQR Capital Management | 0.00% | New | 4,910 | $468K |
| US Bancorp \de | 0.00% | Add +2.8% | 4,857 | $463K |
| Flputnam Investment Management Co. | 0.01% | No change | 4,782 | $456K |
| Qube Research & Technologies Ltd | 0.00% | New | 4,736 | $451K |
| Robotti Robert | 0.09% | No change | 4,725 | $450K |
| Bokf, NA | 0.01% | No change | 4,699 | $448K |
| Connable Office Inc. | 0.05% | No change | 4,649 | $443K |
| Transcend Capital Advisors, LLC | 0.03% | Reduce -64.7% | 4,634 | $442K |
| Ethic Inc. | 0.01% | Add +26.9% | 4,600 | $438K |
| Integrated Investment Consultants, LLC | 0.09% | Reduce -0.6% | 4,567 | $435K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,452 | $424K |
| HRT Financial LP | 0.00% | New | 4,368 | $416K |
| Quadrant Capital Group LLC | 0.02% | Add +39.1% | 4,335 | $413K |
| Scientech Research LLC | 0.11% | New | 4,317 | $411K |
| Pitcairn Co. | 0.02% | Reduce -0.7% | 4,280 | $408K |
| Walleye Capital LLC | 0.01% | New | 4,259 | $406K |
| Fiduciary Trust Co | 0.01% | Add +117.2% | 4,100 | $391K |
| Canada Pension Plan Investment Board | 0.00% | No change | 4,100 | $391K |
| Park Avenue Securities LLC | 0.00% | Add +6.0% | 4,083 | $389K |
| State of Wisconsin Investment Board | 0.00% | Add +12.3% | 3,953 | $377K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -0.1% | 3,950 | $376K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | — | 3,912 | $373K |
| Bayforest Capital Ltd | 0.16% | Add +257.1% | 3,850 | $367K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -2.7% | 3,811 | $363K |
| Dynamic Technology Lab Private Ltd | 0.05% | New | 3,810 | $363K |
| PEAK6 LLC | 0.01% | Reduce -8.3% | 3,776 | $360K |
| New Age Alpha Advisors, LLC | 0.02% | Add +181.2% | 3,709 | $354K |
| Inspire Investing, LLC | 0.04% | Add +3.9% | 3,590 | $342K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +8.0% | 3,500 | $334K |
| Aster Capital Management (DIFC) Ltd | 0.06% | New | 2,837 | $327K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.1% | 3,390 | $323K |
| Inceptionr LLC | 0.10% | New | 3,361 | $320K |
| Commerce Bank | 0.00% | Reduce -1.3% | 3,258 | $311K |
| Cetera Investment Advisers | 0.00% | Reduce -4.2% | 3,160 | $301K |
| American Century Companies Inc. | 0.00% | Add +48.4% | 3,143 | $300K |
| CenterStar Asset Management, LLC | 0.41% | New | 2,990 | $285K |
| Cim Investment Management Inc. | 0.06% | Reduce -2.3% | 2,972 | $283K |
| Blue Trust, Inc. | 0.00% | Add +621.2% | 2,957 | $282K |
| Mach-1 Financial Group, LLC | 0.08% | New | 2,922 | $278K |
| Baron Wealth Management LLC | 0.12% | No change | 2,877 | $274K |
| Xponance LLC | 0.00% | Add +5.8% | 2,843 | $271K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Add +118.2% | 2,826 | $269K |
| Praxis Investment Management Inc. | 0.02% | Reduce -15.5% | 2,780 | $265K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 2,690 | $256K |
| Baird Financial Group, Inc. | 0.00% | Add +42.0% | 2,681 | $256K |
| Vestcor Inc | 0.01% | New | 2,675 | $255K |
| Moloney Securities Asset Management, LLC | 0.03% | New | 2,656 | $253K |
| Portman Square Capital LLP | 0.22% | Reduce -69.9% | 2,643 | $252K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -9.0% | 2,640 | $252K |
| Osaic Holdings, Inc. | 0.00% | Reduce -26.6% | 2,613 | $249K |
| Gotham Asset Management | 0.00% | New | 2,609 | $249K |
| STRS Ohio | 0.00% | Reduce -3.7% | 2,600 | $248K |
| Vident Advisory, LLC | 0.00% | New | 2,537 | $242K |
| Ellevest, Inc. | 0.02% | Add +43.4% | 2,517 | $240K |
| Jain Global LLC | 0.00% | New | 2,500 | $238K |
| Trust Point Inc. | 0.02% | Reduce -45.1% | 2,451 | $234K |
| CIBC Asset Management Inc | 0.00% | Reduce -1.6% | 2,448 | $233K |
| Ifrah Financial Services, Inc. | 0.07% | Reduce -3.9% | 2,406 | $229K |
| Crossmark Global Holdings, Inc. | 0.00% | Add +3.0% | 2,389 | $228K |
| United Services Automobile Association | 0.01% | New | 2,401 | $228K |
| Mackenzie Financial Corp. | 0.00% | No change | 2,370 | $226K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +415.6% | 2,279 | $217K |
| Heritage Family Offices, LLP | 0.11% | Add +8.4% | 2,189 | $209K |
| Evergreen Capital Management LLC | 0.01% | Add +5.5% | 2,178 | $208K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +9.4% | 2,169 | $207K |
| Clearstead Advisors, LLC | 0.00% | Reduce -3.8% | 2,141 | $204K |
| GAMMA Investing LLC | 0.01% | Add +65.1% | 2,032 | $194K |
| Coldstream Capital Management Inc. | 0.00% | Add +2.9% | 1,804 | $172K |
| State of Wyoming | 0.02% | Add +4.5% | 1,775 | $169K |
| KBC Group NV | 0.00% | No change | 1,718 | $164K |
| Signaturefd, LLC | 0.00% | Add +20.5% | 1,673 | $159K |
| Shell Asset Management Co. | 0.01% | Reduce -4.1% | 1,610 | $153K |
| Central Pacific Bank - Trust Division | 0.02% | No change | 1,280 | $122K |
| Smartleaf Asset Management LLC | 0.01% | Add +16.9% | 1,236 | $117K |
| Principal Securities, Inc. | 0.00% | No change | 989 | $114K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -5.4% | 1,159 | $110K |
| Cwm, LLC | 0.00% | Add +85.4% | 1,077 | $103K |
| Versant Capital Management, Inc | 0.02% | Add +385.6% | 1,049 | $100K |
| DekaBank Deutsche Girozentrale | 0.00% | New | 830 | $78K |
| Fifth Third Bancorp | 0.00% | Add +71.5% | 559 | $53K |
| Quarry LP | 0.01% | New | 551 | $53K |
| Advisors Asset Management, Inc. | 0.00% | Add +47.7% | 539 | $51K |
| First Horizon Advisors, Inc. | 0.00% | No change | 511 | $49K |
| Parallel Advisors, LLC | 0.00% | Add +16.2% | 510 | $49K |
| Russell Investments Group, Ltd. | 0.00% | Add +26.0% | 446 | $43K |
| Public Employees Retirement System of Ohio | 0.00% | Add +2.7% | 416 | $40K |
| Huntington National Bank | 0.00% | Add +11.7% | 373 | $36K |
| Assetmark, Inc. | 0.00% | Reduce -1.6% | 364 | $35K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -83.8% | 342 | $33K |
| Manchester Capital Management LLC | 0.00% | Reduce -1.5% | 325 | $31K |
| Caitong International Asset Management Co., Ltd | 0.02% | New | 324 | $31K |
| MAI Capital Management | 0.00% | No change | 313 | $30K |
| Whittier Trust Co. | 0.00% | No change | 262 | $25K |
| Lindbrook Capital, LLC | 0.00% | Add +32.2% | 242 | $23K |
| SVB Wealth LLC | 0.00% | New | 239 | $23K |
| UMB Bank, n.a. | 0.00% | Add +31.1% | 219 | $21K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +154.8% | 186 | $18K |
| Riverview Trust Co | 0.02% | No change | 184 | $18K |
| Parkside Financial Bank & Trust | 0.00% | Add +120.3% | 174 | $17K |
| Millstone Evans Group, LLC | 0.01% | No change | 170 | $16K |
| Archer Investment Corp | 0.00% | No change | 150 | $14K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +170.9% | 149 | $14K |
| Brooklyn Investment Group | 0.00% | Add +19.7% | 146 | $14K |
| Proathlete Wealth Management LLC | 0.00% | New | 137 | $13K |
| Mather Group, Llc. | 0.00% | Add +36.5% | 131 | $12K |
| CENTRAL TRUST Co | 0.00% | No change | 118 | $11K |
| Arax Advisory Partners | 0.00% | Add +673.3% | 116 | $11K |
| Bessemer Group Inc. | 0.00% | Add +16.8% | 118 | $11K |
| Allworth Financial LP | 0.00% | Add +21.5% | 113 | $11K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 108 | $10K |
| Rise Advisors, LLC | 0.00% | Reduce -63.0% | 93 | $9K |
| Farther Finance Advisors, LLC | 0.00% | Add +5.1% | 83 | $8K |
| Private Trust Co. NA | 0.00% | No change | 79 | $8K |
| Hemington Wealth Management | 0.00% | Add +13.7% | 83 | $7K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 72 | $7K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 65 | $6K |
| Rothschild Investment LLC | 0.00% | Reduce -7.7% | 60 | $6K |
| Globeflex Capital L P | 0.00% | No change | 55 | $5K |
| Leonteq Securities AG | 0.00% | New | 52 | $5K |
| Private Wealth Management Group, LLC | 0.00% | Add +44.1% | 49 | $5K |
| Bell Investment Advisors, Inc | 0.00% | Add +36.1% | 49 | $5K |
| Creative Financial Designs Inc. | 0.00% | Add +28.9% | 49 | $5K |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -2.3% | 42 | $4K |
| FNY Investment Advisers, LLC | 0.00% | New | 45 | $4K |
| Jones Financial Companies LLLP | 0.00% | New | 40 | $4K |
| Sterling Capital Management LLC | 0.00% | Add +2.6% | 39 | $4K |
| True Wealth Design, LLC | 0.00% | New | 36 | $3K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | — | 32 | $3K |
| Truvestments Capital LLC | 0.00% | No change | 28 | $3K |
| IFP Advisors, Inc | 0.00% | No change | 28 | $3K |
| SouthState Bank Corp | 0.00% | New | 27 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 26 | $2K |
| Sierra Ocean, LLC | 0.00% | No change | 24 | $2K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 23 | $2K |
| Bare Financial Services, Inc | 0.00% | New | 23 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 21 | $2K |
| High Note Wealth, LLC | 0.00% | No change | 20 | $2K |
| Harbour Investments, Inc. | 0.00% | No change | 18 | $2K |
| First Pacific Financial | 0.00% | New | 17 | $2K |
| TD Private Client Wealth LLC | 0.00% | New | 17 | $2K |
| NewSquare Capital LLC | 0.00% | New | 14 | $1K |
| Montag A & Associates Inc. | 0.00% | No change | 13 | $1K |
| Stephens Consulting, LLC | 0.00% | New | 10 | $954 |
| Financial Network Wealth Advisors LLC | 0.00% | New | 10 | $953 |
| Hexagon Capital Partners LLC | 0.00% | No change | 10 | $953 |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -38.5% | 8 | $763 |
| SJS Investment Consulting Inc. | 0.00% | No change | 7 | $668 |
| Global Financial Private Client, LLC | 0.00% | Add +200.0% | 6 | $572 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $572 |
| Garde Capital, Inc. | 0.00% | New | 5 | $477 |
| Hughes Financial Services, LLC | 0.00% | New | 5 | $476 |
| Cornerstone Planning Group LLC | 0.00% | New | 3 | $274 |
| Abound Wealth Management | 0.00% | Reduce -33.3% | 2 | $191 |
| Private Wealth Asset Management, LLC | 0.00% | — | 2 | $191 |
| Toronto Dominion Bank | 0.00% | New | 1 | $113 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $96 |
| HFM Investment Advisors, LLC | 0.00% | — | 1 | $96 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $95 |
| Larson Financial Group LLC | 0.00% | No change | 1 | $95 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $95 |
| Hantz Financial Services, Inc. | 0.00% | New | 3 | $0 |
| 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.