Advanced Energy IndustriesAEIS
13F holders, Q1 2026 (March 31)579holders +114
156new positions
41sold out
10famous investors
$321.18avg. 13F price*
At the end of Q1 2026, 579 institutions reported holding Advanced Energy Industries (AEIS) in their 13F filings, up 114 from Q4 2025. 156 opened new positions and 41 sold out. The largest holders were BlackRock, Inc. ($2.1B), Vanguard Portfolio Management LLC ($748.5M) and Invesco Ltd. ($591.4M). 10 famous investors held it, including Alex Sacerdote (4.3% of Whale Rock Capital Management's portfolio), Ron Baron (0.3% of Baron Capital (BAMCO)'s portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- Advanced Energy Industries
- CUSIP
- 007973100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 156 | $701.4M |
| Exits | 41 | $30.3M |
All 13F filers, Q4 2025 → Q1 2026: 5,180,122 shares bought and 4,300,076 shares sold, net +880,046 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 579 holders
| BlackRock, Inc. | 0.04% | Add +6.3% | 6,470,740 | $2.1B |
| Vanguard Portfolio Management LLC | 0.04% | — | 2,319,376 | $748.5M |
| Invesco Ltd. | 0.06% | Add +16.4% | 1,832,738 | $591.4M |
| Vanguard Capital Management LLC | 0.01% | — | 1,692,377 | $546.1M |
| FMR LLC | 0.03% | Reduce -15.3% | 1,586,650 | $512.0M |
| State Street Corp. | 0.02% | Reduce -5.6% | 1,451,136 | $468.3M |
| Ameriprise Financial Inc. | 0.10% | Reduce -20.2% | 1,310,558 | $422.9M |
| Earnest Partners LLC | 1.63% | Reduce -12.9% | 1,226,487 | $395.8M |
| Geode Capital Management, LLC | 0.02% | Add +17.1% | 1,120,237 | $364.1M |
| Bank of America Corp. | 0.03% | Add +16.6% | 1,061,129 | $342.4M |
| Whale Rock Capital Management | 4.26% | New | 1,022,112 | $329.8M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -4.0% | 652,107 | $210.4M |
| GW&K Investment Management, LLC | 1.71% | Reduce -11.8% | 601,105 | $194.0M |
| Neuberger Berman Group LLC | 0.14% | Reduce -22.6% | 583,343 | $188.3M |
| Franklin Resources Inc. | 0.04% | Add +9.2% | 532,529 | $171.9M |
| Principal Financial Group Inc. | 0.09% | Reduce -13.0% | 504,435 | $162.8M |
| Northern Trust Corp. | 0.02% | Add +19.0% | 480,894 | $155.2M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -11.8% | 469,942 | $151.7M |
| Fuller & Thaler Asset Management, Inc. | 0.51% | Add +9.9% | 469,935 | $151.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -11.4% | 417,805 | $134.8M |
| Massachusetts Financial Services Co. | 0.04% | Reduce -28.3% | 406,171 | $131.1M |
| Wellington Management Group LLP | 0.02% | Reduce -9.4% | 387,476 | $125.0M |
| Fisher Asset Management | 0.04% | Reduce -12.7% | 344,155 | $111.1M |
| Loomis Sayles & Co. L P | 0.15% | Reduce -31.3% | 336,351 | $108.5M |
| Arrowstreet Capital, Limited Partnership | 0.06% | Add +17.0% | 335,591 | $108.3M |
| Analog Century Management LP | 5.00% | Reduce -30.0% | 324,651 | $104.8M |
| Morgan Stanley | 0.01% | Reduce -19.2% | 316,505 | $102.1M |
| Silvercrest Asset Management Group LLC | 0.71% | Reduce -20.5% | 304,209 | $98.2M |
| Millennium Management | 0.08% | Add +50.6% | 303,180 | $97.8M |
| Alliancebernstein L.P. | 0.03% | Reduce -18.8% | 457,543 | $95.8M |
| BNP Paribas Financial Markets | 0.06% | Add +134.1% | 291,430 | $94.0M |
| Bank of New York Mellon Corp | 0.02% | Add +9.0% | 281,624 | $90.9M |
| Baron Capital (BAMCO) | 0.26% | Reduce -10.2% | 268,725 | $86.7M |
| New York State Common Retirement Fund | 0.12% | Reduce -3.7% | 266,606 | $86.0M |
| Snyder Capital Management L P | 1.65% | Reduce -18.5% | 263,357 | $85.0M |
| Vanguard Fiduciary Trust Co. | 0.02% | — | 262,744 | $84.8M |
| T. Rowe Price Associates Inc. | 0.01% | Add +262.7% | 254,394 | $82.1M |
| T. Rowe Price Investment Management, Inc. | 0.05% | Reduce -17.5% | 231,240 | $74.6M |
| Channing Capital Management, LLC | 1.91% | Reduce -22.5% | 230,533 | $74.4M |
| Manufacturers Life Insurance Company, The | 0.06% | Reduce -25.3% | 227,890 | $73.5M |
| Sei Investments Co. | 0.07% | Add +9.8% | 223,293 | $72.1M |
| TD Asset Management Inc | 0.06% | Add +2483.4% | 215,142 | $69.4M |
| Congress Asset Management Co. | 0.48% | Reduce -8.6% | 207,371 | $66.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.08% | Reduce -2.6% | 204,192 | $65.9M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -17.7% | 203,880 | $65.8M |
| AQR Capital Management | 0.03% | Add +566.9% | 203,986 | $63.4M |
| Wells Fargo & Company | 0.01% | Reduce -34.6% | 190,930 | $61.6M |
| UBS Group AG | 0.01% | Reduce -5.7% | 177,392 | $57.2M |
| Driehaus Capital Management LLC | 0.42% | New | 177,018 | $57.1M |
| Summit Partners Public Asset Management, LLC | 2.49% | Reduce -48.1% | 166,418 | $53.7M |
| Nomura Asset Management International Inc. | 0.09% | Reduce -9.9% | 160,533 | $51.8M |
| Aristotle Capital Boston, LLC | 3.04% | Reduce -19.4% | 151,391 | $48.9M |
| First Trust Advisors LP | 0.03% | Reduce -13.9% | 144,751 | $46.7M |
| JPMorgan Chase & Co. | 0.00% | Add +120.0% | 150,054 | $44.8M |
| Federated Hermes, Inc. | 0.06% | Add +11.7% | 120,608 | $38.9M |
| Sora Investors LLC | 3.57% | Reduce -31.5% | 120,268 | $38.8M |
| Rhumbline Advisers | 0.03% | Add +11.5% | 116,037 | $37.4M |
| Jane Street Group, LLC | 0.04% | Add +484.9% | 114,423 | $36.9M |
| Oribel Capital Management, LP | 5.59% | New | 113,800 | $36.7M |
| Hardman Johnston Global Advisors LLC | 1.70% | Reduce -8.9% | 111,130 | $35.9M |
| Nuveen, LLC | 0.01% | Add +9.4% | 108,570 | $35.0M |
| Senator Investment Group LP | 1.48% | New | 100,000 | $32.3M |
| MetLife Investment Management, LLC | 0.16% | Add +20.3% | 99,863 | $32.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +3.0% | 98,684 | $31.8M |
| Point72 Asset Management | 0.06% | Reduce -5.5% | 96,548 | $31.2M |
| Acadian Asset Management LLC | 0.04% | Add +563.9% | 92,675 | $29.9M |
| WCM Investment Management, LLC | 0.07% | Reduce -2.7% | 98,692 | $29.4M |
| Raymond James Financial Inc. | 0.01% | Add +7.4% | 91,130 | $29.4M |
| Fort Washington Investment Advisors Inc. | 0.16% | Add +5.4% | 89,732 | $29.0M |
| Amanah Holdings Trust | 3.02% | No change | 85,000 | $27.4M |
| Ceredex Value Advisors LLC | 0.86% | Add +5.9% | 84,350 | $27.2M |
| First Eagle Investment Management, LLC | 0.04% | Reduce -16.9% | 81,818 | $26.4M |
| Pinnacle Associates Ltd. | 0.33% | Reduce -11.1% | 79,632 | $25.7M |
| Tributary Capital Management, LLC | 2.49% | Reduce -43.1% | 79,628 | $25.7M |
| Segall Bryant & Hamill, LLC | 0.36% | Reduce -51.2% | 77,539 | $25.0M |
| Susquehanna International Group, LLP | 0.03% | Add +2669.6% | 75,832 | $24.5M |
| Marshall Wace, LLP | 0.03% | Add +781.4% | 75,271 | $24.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.06% | Add +51.1% | 75,163 | $24.3M |
| Swiss National Bank | 0.01% | Add +0.4% | 74,600 | $24.1M |
| Bessemer Group Inc. | 0.04% | Add +82.7% | 74,154 | $23.9M |
| California Public Employees Retirement System | 0.01% | Add +10.0% | 72,359 | $23.4M |
| Axiom Investors LLC | 0.25% | New | 70,543 | $22.8M |
| Deutsche Bank AG | 0.01% | Reduce -2.7% | 70,297 | $22.7M |
| Qube Research & Technologies Ltd | 0.03% | Reduce -29.8% | 68,879 | $22.2M |
| Citigroup Inc. | 0.01% | Reduce -32.4% | 67,428 | $21.8M |
| Lord, Abbett & Co. LLC | 0.07% | Reduce -41.1% | 67,220 | $21.7M |
| Peregrine Capital Management LLC | 0.74% | Reduce -20.3% | 61,641 | $19.9M |
| LPL Financial LLC | 0.01% | Add +36.5% | 59,649 | $19.2M |
| G2 Investment Partners Management LLC | 4.64% | Reduce -29.4% | 58,428 | $18.9M |
| Creative Planning | 0.01% | Add +26.9% | 55,620 | $17.9M |
| Tidal Investments LLC | 0.05% | Add +380.9% | 53,076 | $17.1M |
| Natixis Advisors, LLC | 0.02% | Reduce -5.8% | 51,245 | $16.5M |
| Fiera Capital Corp | 0.06% | Reduce -6.0% | 51,117 | $16.5M |
| Legal & General Group Plc | 0.00% | Reduce -46.9% | 50,487 | $16.3M |
| Dana Investment Advisors, Inc. | 0.49% | Reduce -21.4% | 50,480 | $16.3M |
| Public Employees Retirement Association of Colorado | 0.06% | Add +1033.2% | 50,452 | $16.3M |
| Oberweis Asset Management Inc./ | 0.47% | Add +23.9% | 49,183 | $15.9M |
| Handelsbanken Fonder AB | 0.05% | Reduce -46.3% | 49,139 | $15.9M |
| Mutual of America Capital Management LLC | 0.18% | Add +25.8% | 49,029 | $15.8M |
| Oppenheimer Asset Management Inc. | 0.18% | New | 48,243 | $15.6M |
| Southernsun Asset Management, LLC | 2.20% | Reduce -61.8% | 47,108 | $15.2M |
| Castleark Management LLC | 0.50% | Reduce -5.1% | 46,623 | $15.0M |
| Retirement Systems of Alabama | 0.05% | New | 46,274 | $14.9M |
| Informed Momentum Co LLC | 1.66% | Reduce -9.3% | 44,577 | $14.4M |
| California State Teachers Retirement System | 0.02% | Add +24.0% | 44,309 | $14.3M |
| Ardmore Road Asset Management LP | 0.94% | New | 44,000 | $14.2M |
| Russell Investments Group, Ltd. | 0.01% | Add +27.7% | 42,567 | $13.6M |
| Nicholas Investment Partners, LP | 1.07% | New | 40,359 | $13.0M |
| New York State Teachers Retirement System | 0.03% | Reduce -29.6% | 40,172 | $13.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +41.8% | 39,645 | $12.8M |
| Compass Wealth Management LLC | 3.12% | Reduce -26.4% | 39,078 | $12.6M |
| Tema ETFs LLC | 0.83% | Add +48.6% | 38,481 | $12.4M |
| Thames Capital Management LLC | 2.21% | New | 38,267 | $12.3M |
| Jones Financial Companies LLLP | 0.01% | Add +9720.5% | 39,675 | $12.3M |
| Boothbay Fund Management, LLC | 0.29% | Add +90.4% | 37,865 | $12.2M |
| Royal Bank of Canada | 0.00% | Reduce -5.1% | 37,462 | $12.1M |
| Crawford Investment Counsel Inc. | 0.21% | Reduce -26.8% | 37,233 | $12.0M |
| Royce & Associates LP | 0.12% | Reduce -27.2% | 37,176 | $12.0M |
| Barclays PLC | 0.00% | Reduce -41.3% | 35,872 | $11.6M |
| Lazard Asset Management LLC | 0.02% | Reduce -2.9% | 34,123 | $11.0M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 33,894 | $10.9M |
| TD Waterhouse Canada Inc. | 0.03% | New | 32,379 | $10.8M |
| Prudential Financial Inc. | 0.01% | Reduce -39.4% | 32,775 | $10.6M |
| Renaissance Group LLC | 0.40% | New | 29,359 | $9.5M |
| Kennedy Capital Management LLC | 0.20% | New | 28,628 | $9.2M |
| STRS Ohio | 0.03% | Reduce -15.2% | 26,200 | $8.5M |
| Public Sector Pension Investment Board | 0.03% | Reduce -80.1% | 26,000 | $8.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -19.5% | 25,641 | $8.3M |
| Credit Agricole S A | 0.03% | Reduce -31.2% | 24,212 | $7.8M |
| Bank of Montreal | 0.00% | Reduce -68.7% | 24,041 | $7.8M |
| Victory Capital Management Inc. | 0.01% | Add +191.1% | 23,823 | $7.7M |
| Lisanti Capital Growth, LLC | 1.93% | Add +17.1% | 23,736 | $7.7M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -32.9% | 22,477 | $7.3M |
| Homestead Advisers Corp | 0.19% | Reduce -31.4% | 22,462 | $7.2M |
| HSBC Holdings PLC | 0.00% | Add +114.6% | 22,668 | $7.2M |
| Los Angeles Capital Management LLC | 0.03% | Reduce -34.8% | 22,152 | $7.1M |
| Natixis | 0.03% | New | 22,000 | $7.1M |
| Hantz Financial Services, Inc. | 0.11% | Reduce -14.9% | 21,651 | $7.0M |
| Cerity Partners LLC | 0.01% | Reduce -3.3% | 21,217 | $6.8M |
| Freestone Grove Partners LP | 0.05% | Reduce -64.2% | 20,606 | $6.6M |
| Cetera Investment Advisers | 0.01% | Reduce -9.1% | 20,507 | $6.6M |
| Fifth Third Bancorp | 0.01% | Add +2971.0% | 20,422 | $6.6M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +719.8% | 18,682 | $6.2M |
| Pier Capital, LLC | 0.99% | Reduce -50.0% | 18,559 | $6.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +1.3% | 17,709 | $5.7M |
| Pathstone Holdings, LLC | 0.02% | Reduce -7.7% | 17,364 | $5.6M |
| Calamos Advisors LLC | 0.03% | Add +13.0% | 17,292 | $5.6M |
| Janus Henderson Group PLC | 0.00% | No change | 17,122 | $5.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +31.1% | 17,057 | $5.5M |
| Legato Capital Management LLC | 0.50% | Reduce -20.2% | 16,920 | $5.5M |
| Zacks Investment Management | 0.04% | Reduce -5.2% | 16,856 | $5.4M |
| VMS Asset Management Limited | 3.31% | New | 16,796 | $5.4M |
| &partners | 0.03% | Add +8.7% | 16,864 | $5.4M |
| Navellier & Associates Inc. | 0.56% | New | 16,773 | $5.4M |
| Erste Asset Management GmbH | 0.05% | New | 17,762 | $5.3M |
| Vanguard Global Advisers, LLC | 0.00% | — | 16,381 | $5.3M |
| Amalgamated Bank | 0.04% | Add +48.7% | 16,317 | $5.3M |
| HighTower Advisors, LLC | 0.01% | Reduce -3.7% | 16,137 | $5.2M |
| M&G PLC | 0.03% | Add +2271.0% | 15,459 | $5.0M |
| Atom Investors LP | 0.35% | Reduce -63.3% | 15,192 | $4.9M |
| 4D Advisors, LLC | 3.07% | No change | 15,000 | $4.8M |
| Susquehanna Portfolio Strategies, LLC | 0.07% | No change | 14,944 | $4.8M |
| Meiji Yasuda Asset Management Co Ltd. | 0.24% | New | 14,853 | $4.8M |
| Quantinno Capital Management LP | 0.01% | Add +32.6% | 14,789 | $4.8M |
| 1832 Asset Management L.P. | 0.01% | New | 14,700 | $4.7M |
| Man Group plc | 0.01% | Reduce -27.9% | 14,069 | $4.5M |
| Cookson Peirce & Co. Inc. | 0.19% | Reduce -18.6% | 14,068 | $4.5M |
| Teachers Retirement System of the State of Kentucky | 0.03% | Add +13.3% | 13,701 | $4.4M |
| State of New Jersey Common Pension Fund D | 0.02% | Reduce -1.8% | 13,453 | $4.3M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.03% | Add +46.3% | 12,962 | $4.2M |
| Science & Technology Partners, L.P. | 1.09% | New | 12,950 | $4.2M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -16.7% | 12,577 | $4.1M |
| SummitTX Capital, L.P. | 0.13% | New | 12,484 | $4.0M |
| American Century Companies Inc. | 0.00% | Add +41.1% | 12,478 | $4.0M |
| B. Metzler seel. Sohn & Co. AG | 0.04% | No change | 12,451 | $4.0M |
| Moody Aldrich Partners LLC | 0.71% | Reduce -22.1% | 12,174 | $3.9M |
| SG Americas Securities, LLC | 0.00% | Add +76.8% | 12,085 | $3.9M |
| Captrust Financial Advisors | 0.01% | Reduce -4.2% | 12,012 | $3.9M |
| Algert Global LLC | 0.06% | New | 11,950 | $3.9M |
| Visionary Wealth Advisors | 0.16% | Add +0.2% | 11,507 | $3.7M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -8.6% | 11,369 | $3.7M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -26.4% | 11,204 | $3.6M |
| Dean Investment Associates, LLC | 0.51% | Reduce -59.6% | 11,172 | $3.6M |
| Yousif Capital Management, LLC | 0.04% | Add +8.8% | 11,107 | $3.6M |
| Stifel Financial Corp. | 0.00% | Reduce -50.6% | 11,032 | $3.6M |
| Louisiana State Employees Retirement System | 0.06% | Reduce -37.0% | 10,900 | $3.5M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +42.8% | 10,871 | $3.5M |
| Balyasny Asset Management L.P. | 0.01% | New | 10,781 | $3.5M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -27.4% | 10,659 | $3.4M |
| Tairen Capital Ltd | 0.36% | New | 10,456 | $3.4M |
| Voya Investment Management LLC | 0.00% | Reduce -11.6% | 10,371 | $3.3M |
| Arizona State Retirement System | 0.02% | Reduce -0.9% | 10,367 | $3.3M |
| Green Alpha Advisors, LLC | 3.24% | Reduce -1.2% | 10,193 | $3.3M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Reduce -0.2% | 10,156 | $3.3M |
| Jefferies Financial Group Inc. | 0.04% | Add +32.0% | 10,101 | $3.3M |
| Ameritas Investment Partners, Inc. | 0.10% | Add +222.4% | 10,040 | $3.2M |
| Polar Asset Management Partners Inc. | 0.10% | New | 10,014 | $3.2M |
| Mariner, LLC | 0.00% | Add +65.2% | 9,830 | $3.2M |
| Campbell Newman Asset Management Inc. | 0.25% | Add +2.6% | 9,573 | $3.1M |
| Vanguard Investments Australia, Ltd. | 0.01% | — | 9,547 | $3.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Add +1.2% | 9,457 | $3.1M |
| Union Bancaire Privee, UBP SA | 0.04% | New | 12,466 | $3.0M |
| Intech Investment Management LLC | 0.03% | Reduce -25.9% | 9,150 | $3.0M |
| CVFG LLC | 0.37% | New | 9,140 | $2.9M |
| State of Michigan Retirement System | 0.02% | New | 9,100 | $2.9M |
| NorthCrest Asset Manangement, LLC | 0.09% | Reduce -0.2% | 8,815 | $2.9M |
| Corient Private Wealth LP | 0.00% | Add +30.4% | 8,826 | $2.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -67.2% | 8,504 | $2.7M |
| Merit Financial Group, LLC | 0.02% | Reduce -0.8% | 8,477 | $2.7M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | New | 8,456 | $2.7M |
| Mackenzie Financial Corp. | 0.00% | Add +256.3% | 8,444 | $2.7M |
| KLP Kapitalforvaltning As | 0.01% | Reduce -2.4% | 8,300 | $2.7M |
| M&T Bank Corp | 0.01% | Reduce -8.7% | 8,179 | $2.6M |
| New Mexico Educational Retirement Board | 0.08% | New | 8,100 | $2.6M |
| Oak Associates Ltd. | 0.18% | Reduce -67.7% | 8,091 | $2.6M |
| Atria Investments, Inc | 0.03% | Reduce -9.4% | 8,009 | $2.6M |
| Dean Capital Management | 1.05% | Reduce -58.3% | 7,839 | $2.5M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -9.8% | 7,768 | $2.5M |
| Gotham Asset Management | 0.01% | Reduce -26.2% | 7,656 | $2.5M |
| Truist Financial Corp. | 0.00% | Reduce -8.5% | 7,455 | $2.4M |
| State of Wisconsin Investment Board | 0.01% | Add +249.0% | 7,134 | $2.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +0.3% | 7,110 | $2.3M |
| Wolverine Asset Management LLC | 0.12% | Add +33.8% | 7,076 | $2.3M |
| Gabelli Funds LLC | 0.02% | No change | 7,000 | $2.3M |
| ProShare Advisors LLC | 0.00% | Reduce -4.8% | 6,981 | $2.3M |
| XTX Topco Ltd | 0.04% | New | 6,889 | $2.2M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +39.3% | 6,866 | $2.2M |
| Amundi | 0.00% | Reduce -41.7% | 6,589 | $2.1M |
| MML Investors Services, LLC | 0.01% | Reduce -14.9% | 6,569 | $2.1M |
| Park Avenue Securities LLC | 0.02% | New | 6,553 | $2.1M |
| QRG Capital Management, Inc. | 0.02% | Add +12.6% | 6,518 | $2.1M |
| NorthRock Partners, LLC | 0.03% | Reduce -10.0% | 6,418 | $2.1M |
| Elevation Point Wealth Partners, LLC | 0.05% | Add +29.7% | 6,370 | $2.1M |
| Guggenheim Capital LLC | 0.02% | Add +82.5% | 6,326 | $2.0M |
| Peterson Wealth Services | 0.50% | Reduce -1.3% | 6,316 | $2.0M |
| Pictet Asset Management Holding SA | 0.00% | Add +5.1% | 6,263 | $2.0M |
| Teacher Retirement System of Texas | 0.01% | Reduce -36.9% | 6,162 | $2.0M |
| Pacer Advisors, Inc. | 0.01% | New | 6,007 | $1.9M |
| Pinnacle Financial Partners, Inc. | 0.01% | Reduce -32.8% | 5,756 | $1.9M |
| Meiji Yasuda Life Insurance Co | 0.06% | New | 5,700 | $1.8M |
| Concentric Capital Strategies, LP | 0.16% | New | 5,634 | $1.8M |
| Sheets Smith Wealth Management | 0.20% | Reduce -16.7% | 5,453 | $1.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -21.4% | 5,445 | $1.8M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -74.0% | 5,419 | $1.7M |
| Xponance LLC | 0.01% | Add +80.1% | 5,353 | $1.7M |
| Integrated Quantitative Investments LLC | 0.31% | Reduce -40.8% | 5,291 | $1.7M |
| Jennison Associates LLC | 0.00% | Reduce -34.7% | 5,191 | $1.7M |
| IAM Advisory, LLC | 0.37% | Add +0.6% | 5,164 | $1.7M |
| Allstate Corp. | 0.02% | New | 5,144 | $1.7M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -0.1% | 5,066 | $1.6M |
| Ardsley Advisory Partners LP | 0.25% | Reduce -93.2% | 5,000 | $1.6M |
| New York Life Investment Management LLC | 0.01% | New | 4,984 | $1.6M |
| Azzad Asset Management Inc. | 0.16% | Reduce -54.7% | 4,943 | $1.6M |
| Engineers Gate Manager LP | 0.02% | Add +57.7% | 4,835 | $1.6M |
| Fiduciary Trust Co | 0.02% | Add +0.2% | 4,789 | $1.5M |
| CloudAlpha Capital Management Limited/Hong Kong | 0.17% | New | 4,783 | $1.5M |
| Flputnam Investment Management Co. | 0.02% | No change | 4,782 | $1.5M |
| Ethic Inc. | 0.02% | Reduce -5.7% | 4,629 | $1.5M |
| Brooklyn Investment Group | 0.05% | Add +152.6% | 4,557 | $1.5M |
| Vident Advisory, LLC | 0.01% | Add +13.0% | 4,315 | $1.4M |
| Nomura Holdings Inc. | 0.01% | New | 4,290 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.02% | New | 4,239 | $1.4M |
| CIBC Bancorp USA Inc. | 0.00% | — | 4,175 | $1.3M |
| US Bancorp \de | 0.00% | Reduce -14.7% | 4,148 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +187.1% | 12,816 | $1.3M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +15.2% | 4,156 | $1.3M |
| Nia Impact Advisors, LLC | 0.55% | New | 3,827 | $1.2M |
| Blair William & Co. | 0.00% | Add +85.3% | 3,679 | $1.2M |
| Havemeyer Place LP | 0.14% | New | 3,663 | $1.2M |
| Commerce Bank | 0.01% | Add +1.4% | 3,450 | $1.1M |
| Blue Trust, Inc. | 0.01% | Add +5.0% | 3,402 | $1.1M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -17.5% | 3,329 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +75.5% | 3,308 | $1.1M |
| Telligent Fund, LP | 1.14% | New | 3,300 | $1.1M |
| PDT Partners, LLC | 0.06% | New | 3,300 | $1.1M |
| Swiss Life Asset Management Ltd | 0.01% | Add +8.6% | 3,219 | $1.0M |
| DAVENPORT & Co LLC | 0.01% | New | 3,198 | $1.0M |
| Vontobel Holding Ltd. | 0.00% | Reduce -26.4% | 3,162 | $1.0M |
| Glenmede Trust Co. NA | 0.01% | Reduce -29.6% | 3,148 | $1.0M |
| Connable Office Inc. | 0.10% | Reduce -27.3% | 3,054 | $986K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +81.0% | 3,046 | $983K |
| Keybank National Association | 0.00% | Reduce -1.1% | 3,042 | $982K |
| ION Fund Management Ltd | 0.15% | New | 3,000 | $968K |
| Evergreen Capital Management LLC | 0.02% | Add +1.3% | 2,999 | $968K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +1.1% | 2,976 | $960K |
| Burney Co./ | 0.03% | No change | 2,975 | $960K |
| Bokf, NA | 0.01% | Add +0.1% | 2,940 | $949K |
| Inceptionr LLC | 0.23% | Reduce -2.9% | 2,922 | $943K |
| Baron Wealth Management LLC | 0.28% | Add +0.0% | 2,878 | $929K |
| Bridgewater Associates | 0.00% | Reduce -42.2% | 2,803 | $905K |
| Mercer Global Advisors Inc. | 0.00% | Add +4.0% | 2,802 | $904K |
| Securian Asset Management, Inc. | 0.04% | New | 2,782 | $898K |
| Sierra Summit Advisors LLC | 0.13% | New | 2,771 | $894K |
| Robotti Robert | 0.14% | No change | 2,725 | $878K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.05% | No change | 2,696 | $870K |
| Quadrant Capital Group LLC | 0.03% | Reduce -6.9% | 2,666 | $860K |
| Guidance Capital, Inc. | 0.19% | New | 2,438 | $843K |
| GAMMA Investing LLC | 0.04% | Add +0.6% | 2,607 | $841K |
| Rockefeller Capital Management L.P. | 0.00% | Add +93.1% | 2,576 | $831K |
| First National Bank of Omaha | 0.03% | Reduce -44.3% | 2,569 | $829K |
| EntryPoint Capital, LLC | 0.24% | New | 2,539 | $819K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.7% | 2,512 | $811K |
| Callan Family Office, LLC | 0.02% | Reduce -10.5% | 2,505 | $808K |
| Sandler Capital Management | 0.55% | New | 2,500 | $807K |
| Danske Bank A/S | 0.00% | Add +1097.5% | 2,395 | $773K |
| Cim Investment Management Inc. | 0.21% | Reduce -16.8% | 2,391 | $772K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -17.2% | 2,364 | $763K |
| Praxis Investment Management Inc. | 0.05% | Reduce -15.3% | 2,355 | $760K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +9208.0% | 2,327 | $751K |
| Renaissance Technologies | 0.00% | New | 2,322 | $749K |
| Abel Hall, LLC | 0.16% | Add +4.3% | 2,308 | $745K |
| Cwm, LLC | 0.00% | Add +13.6% | 2,273 | $734K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +5.4% | 2,257 | $728K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +8.2% | 2,228 | $719K |
| Ritholtz Wealth Management | 0.01% | Add +97.2% | 2,203 | $711K |
| J.W. Cole Advisors, Inc. | 0.02% | New | 2,196 | $709K |
| DNB Asset Management AS | 0.00% | New | 2,179 | $703K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -28.5% | 2,164 | $698K |
| Independent Financial Group, LLC | 0.02% | New | 2,151 | $694K |
| Caprock Group, LLC | 0.02% | Reduce -5.9% | 2,150 | $694K |
| Integrated Investment Consultants, LLC | 0.15% | Reduce -22.4% | 2,127 | $686K |
| Compton Wealth Advisory Group, LLC | 0.15% | No change | 2,040 | $679K |
| Norden Group LLC | 0.06% | Add +0.3% | 2,038 | $658K |
| Freestone Capital Holdings, LLC | 0.02% | Reduce -11.4% | 2,021 | $652K |
| Walleye Capital LLC | 0.00% | New | 2,007 | $648K |
| David J Yvars Group | 0.36% | No change | 2,005 | $647K |
| Campbell & CO Investment Adviser LLC | 0.04% | New | 1,987 | $641K |
| Frank, Rimerman Advisors LLC | 0.04% | New | 1,945 | $628K |
| Trust Point Inc. | 0.05% | Reduce -3.8% | 1,906 | $615K |
| Ifrah Financial Services, Inc. | 0.16% | Reduce -6.6% | 1,885 | $608K |
| Numerai GP LLC | 0.06% | New | 1,880 | $607K |
| Choreo, LLC | 0.01% | Reduce -4.3% | 1,851 | $597K |
| Savvy Advisors, Inc. | 0.02% | Add +5.1% | 1,799 | $581K |
| Counterpoint Mutual Funds LLC | 0.09% | New | 1,760 | $568K |
| Assetmark, Inc. | 0.00% | Add +4.8% | 1,736 | $560K |
| Perpetual Ltd | 0.01% | New | 1,732 | $559K |
| Intrust Bank NA | 0.04% | New | 1,695 | $547K |
| Portside Wealth Group, LLC | 0.07% | Add +17.4% | 1,684 | $543K |
| Diametric Capital, LP | 0.14% | New | 1,677 | $541K |
| Legacy Wealth Asset Management, LLC | 0.13% | Add +4.3% | 1,673 | $540K |
| Susquehanna Fundamental Investments, LLC | 0.02% | No change | 1,650 | $532K |
| Inspire Investing, LLC | 0.03% | Reduce -26.3% | 1,643 | $530K |
| Profund Advisors LLC | 0.02% | Reduce -4.3% | 1,619 | $522K |
| Brucke Financial, Inc. | 0.26% | New | 1,617 | $522K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -25.7% | 1,613 | $521K |
| Prelude Capital Management, LLC | 0.04% | New | 1,603 | $517K |
| D. E. Shaw & Co. | 0.00% | No change | 1,600 | $516K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -81.5% | 1,582 | $510K |
| Abn Amro Investment Solutions | 0.01% | New | 1,581 | $510K |
| Allworth Financial LP | 0.00% | Add +132.4% | 1,571 | $507K |
| Ellevest, Inc. | 0.07% | Reduce -0.8% | 1,547 | $499K |
| D.A. Davidson & Co. | 0.00% | Reduce -16.3% | 1,542 | $498K |
| Gibbs Wealth Management | 0.07% | New | 1,536 | $496K |
| Regions Financial Corp. | 0.00% | Reduce -7.7% | 1,498 | $483K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -8.4% | 1,488 | $480K |
| Mirabella Financial Services LLP | 0.05% | Reduce -16.3% | 1,472 | $475K |
| Shelton Capital Management | 0.01% | Add +1.3% | 1,460 | $471K |
| Round Rock Advisors LLC | 0.07% | Reduce -49.9% | 1,426 | $460K |
| Summit Trail Advisors, LLC | 0.01% | New | 1,415 | $457K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -34.5% | 1,410 | $455K |
| Journey Strategic Wealth LLC | 0.01% | Add +19.9% | 1,398 | $451K |
| Jackson Creek Investment Advisors LLC | 0.13% | Reduce -34.9% | 1,384 | $447K |
| Signaturefd, LLC | 0.01% | Add +13.2% | 1,356 | $438K |
| Anb Bank | 0.18% | Reduce -3.5% | 1,350 | $436K |
| Sowell Financial Services LLC | 0.02% | Add +6.9% | 1,335 | $431K |
| Peapack Gladstone Financial Corp. | 0.01% | New | 1,318 | $426K |
| Focus Partners Wealth | 0.00% | Add +11.9% | 1,317 | $425K |
| Y.D. More Investments Ltd | 0.02% | New | 1,303 | $420K |
| Pier 88 Investment Partners LLC | 0.62% | New | 1,300 | $420K |
| Highland Capital Management, LLC | 0.02% | New | 1,272 | $410K |
| Silver Oak Securities, Incorporated | 0.03% | New | 1,250 | $403K |
| Harvest Fund Management Co., Ltd | 0.02% | Add +1.4% | 1,241 | $401K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.6% | 1,237 | $399K |
| Hillsdale Investment Management Inc. | 0.01% | Add +2644.4% | 1,235 | $399K |
| CIBC Asset Management Inc | 0.00% | No change | 1,226 | $396K |
| Vise Technologies, Inc. | 0.01% | No change | 1,874 | $392K |
| Principal Securities, Inc. | 0.01% | Add +5.3% | 1,213 | $391K |
| Empowered Funds, LLC | 0.00% | New | 1,210 | $390K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -0.5% | 1,201 | $388K |
| FORA Capital, LLC | 0.03% | Reduce -45.1% | 1,197 | $387K |
| Roman Butler Fullerton & Co. | 0.11% | New | 1,050 | $385K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +4.5% | 1,191 | $384K |
| Heritage Family Offices, LLP | 0.17% | Reduce -38.2% | 1,191 | $384K |
| Optimize Financial Inc. | 0.19% | Reduce -43.8% | 1,172 | $378K |
| Diversify Wealth Management, LLC | 0.01% | New | 1,032 | $373K |
| Advisors Asset Management, Inc. | 0.01% | Add +8.4% | 1,144 | $369K |
| KBC Group NV | 0.00% | No change | 1,144 | $369K |
| Hollencrest Capital Management | 0.01% | Reduce -79.5% | 1,139 | $368K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.4% | 1,131 | $365K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -2.6% | 1,130 | $365K |
| Greenleaf Trust | 0.00% | Add +4.1% | 1,098 | $354K |
| Patriot Financial Group Insurance Agency, LLC | 0.02% | New | 1,092 | $352K |
| Keebeck Wealth Management | 0.04% | New | 1,076 | $347K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 1,057 | $341K |
| Hilltop National Bank | 0.08% | Add +3.2% | 1,056 | $341K |
| Symphony Financial Services, Inc. | 0.17% | Add +0.5% | 1,055 | $340K |
| Kintra Wealth, LLC | 0.02% | New | 1,051 | $339K |
| Navalign, LLC | 0.08% | No change | 1,020 | $329K |
| Versant Capital Management, Inc | 0.03% | Add +6.2% | 1,015 | $328K |
| Cooper Financial Group | 0.03% | No change | 1,000 | $323K |
| Twelve Points Wealth Management LLC | 0.07% | Reduce -4.3% | 989 | $319K |
| Quantbot Technologies LP | 0.01% | New | 982 | $317K |
| Hartline Investment Corp./ | 0.03% | Reduce -16.9% | 975 | $315K |
| CenterBook Partners LP | 0.02% | Reduce -93.3% | 964 | $311K |
| Krilogy Financial LLC | 0.01% | Add +0.2% | 831 | $309K |
| Brevan Howard Capital Management LP | 0.00% | New | 951 | $307K |
| Clearstead Advisors, LLC | 0.00% | Add +2454.1% | 945 | $305K |
| HB Wealth Management, LLC | 0.00% | New | 933 | $301K |
| Gateway Investment Advisers LLC | 0.00% | New | 921 | $297K |
| Seeds Investor LLC | 0.04% | New | 758 | $292K |
| PDS Planning, Inc | 0.02% | New | 898 | $290K |
| Ballentine Partners, LLC | 0.00% | New | 887 | $286K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 861 | $278K |
| Personal Cfo Solutions, LLC | 0.04% | New | 859 | $277K |
| Savant Capital, LLC | 0.00% | New | 859 | $277K |
| Brown Advisory Inc. | 0.00% | New | 858 | $277K |
| Capstone Investment Advisors, LLC | 0.00% | New | 854 | $276K |
| Triangle Securities Wealth Management | 0.06% | Reduce -21.9% | 851 | $275K |
| Hilltop Holdings Inc. | 0.02% | New | 843 | $272K |
| PCM Encore, LLC | 0.06% | New | 828 | $267K |
| Compound Planning, Inc. | 0.01% | New | 816 | $263K |
| United Capital Financial Advisors, LLC | 0.00% | New | 805 | $260K |
| IPG Investment Advisors LLC | 0.04% | New | 795 | $257K |
| Beck Capital Management, LLC | 0.06% | New | 792 | $256K |
| Resonant Capital Advisors, LLC | 0.01% | New | 783 | $253K |
| Syon Capital LLC | 0.01% | New | 779 | $251K |
| AlphaGrep UK Ltd | 0.07% | New | 775 | $250K |
| FLC Capital Advisors | 0.04% | New | 761 | $246K |
| Daymark Wealth Partners, LLC | 0.01% | New | 749 | $242K |
| Mgo One Seven LLC | 0.00% | New | 732 | $236K |
| Snowden Capital Advisors LLC | 0.01% | New | 730 | $236K |
| Howe & Rusling Inc. | 0.01% | Reduce -57.8% | 707 | $228K |
| Leavell Investment Management, Inc. | 0.01% | New | 700 | $226K |
| Pallas Capital Advisors LLC | 0.01% | New | 695 | $224K |
| State of Wyoming | 0.03% | Add +158.1% | 684 | $221K |
| Lido Advisors, LLC | 0.00% | New | 679 | $219K |
| Abacus Wealth Partners, LLC | 0.02% | New | 677 | $218K |
| Gryphon Financial Partners LLC | 0.02% | New | 663 | $214K |
| Sawgrass Asset Management LLC | 0.03% | New | 651 | $210K |
| Clearbridge Investments, LLC | 0.00% | New | 646 | $208K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -48.9% | 698 | $208K |
| Everhart Financial Group, Inc. | 0.02% | New | 643 | $208K |
| Arkadios Wealth Advisors | 0.00% | New | 642 | $207K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 637 | $206K |
| Dorsey & Whitney Trust CO LLC | 0.01% | New | 632 | $204K |
| Kraft, Davis & Associates, LLC | 0.04% | New | 529 | $203K |
| Neo Ivy Capital Management | 0.05% | New | 606 | $196K |
| Parallel Advisors, LLC | 0.00% | Add +33.5% | 582 | $188K |
| Central Pacific Bank - Trust Division | 0.02% | Reduce -1.7% | 580 | $187K |
| Horizon Investments, LLC | 0.00% | Reduce -30.5% | 573 | $185K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -30.5% | 573 | $185K |
| Huntington National Bank | 0.00% | Add +15.8% | 566 | $183K |
| MAI Capital Management | 0.00% | Add +56.7% | 564 | $182K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -6.5% | 518 | $172K |
| Lloyd Advisory Services, LLC. | 0.05% | New | 505 | $163K |
| Kingdom Financial Group LLC. | 0.05% | New | 505 | $163K |
| Aster Capital Management (DIFC) Ltd | 0.05% | New | 1,642 | $156K |
| Ballast Advisors LLC | 0.04% | New | 475 | $153K |
| Godfrey Financial Associates, Inc. | 0.12% | No change | 450 | $145K |
| UMB Bank, n.a. | 0.00% | Add +2.8% | 445 | $144K |
| Advisory Services Network, LLC | 0.00% | New | 418 | $135K |
| Sittner & Nelson, LLC | 0.05% | New | 416 | $134K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +7.2% | 387 | $125K |
| Arax Advisory Partners | 0.00% | Reduce -21.7% | 369 | $121K |
| Penserra Capital Management LLC | 0.00% | New | 315 | $101K |
| Wellington-Altus USA Inc. | 0.06% | Add +140.6% | 255 | $95K |
| Wellington Grp LLC | 0.03% | No change | 288 | $93K |
| Gen-Wealth Partners Inc | 0.03% | New | 286 | $92K |
| Employees Retirement System of Texas | 0.00% | No change | 285 | $92K |
| OP Asset Management Ltd | 0.00% | New | 261 | $84K |
| Park Place Capital Corp | 0.02% | Add +7.0% | 259 | $84K |
| Sterling Capital Management LLC | 0.00% | Reduce -0.8% | 244 | $79K |
| SBI Securities Co., Ltd. | 0.00% | Add +379.6% | 235 | $76K |
| USA Financial Formulas | 0.01% | Add +10.1% | 230 | $74K |
| Basecamp Wealth Advisors LLC | 0.01% | Add +16.2% | 222 | $72K |
| Kemnay Advisory Services Inc. | 0.01% | Add +81.0% | 219 | $71K |
| Leonteq Securities AG | 0.00% | No change | 217 | $70K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +8.8% | 211 | $68K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +13.3% | 204 | $66K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +2437.5% | 203 | $66K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | Add +133.3% | 175 | $57K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -5.8% | 161 | $52K |
| Archer Investment Corp | 0.01% | No change | 150 | $48K |
| Cornerstone Planning Group LLC | 0.01% | Add +7.3% | 133 | $46K |
| WFA of San Diego, LLC | 0.04% | No change | 140 | $45K |
| Proathlete Wealth Management LLC | 0.01% | No change | 137 | $44K |
| Private Trust Co. NA | 0.00% | Reduce -23.6% | 126 | $41K |
| Optiver Holding B.V. | 0.00% | Add +1160.0% | 126 | $41K |
| Main Street Group, LTD | 0.01% | New | 125 | $40K |
| GHP Investment Advisors, Inc. | 0.00% | New | 125 | $40K |
| Lanark Financial, Inc. | 0.00% | Add +11.9% | 122 | $39K |
| Measured Wealth Private Client Group, LLC | 0.01% | Reduce -50.2% | 116 | $37K |
| Larson Financial Group LLC | 0.00% | Add +9.9% | 111 | $36K |
| Bayforest Capital Ltd | 0.04% | Reduce -19.7% | 110 | $35K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -86.4% | 109 | $35K |
| Root Financial Partners, LLC | 0.00% | Add +33.3% | 108 | $35K |
| Sound Income Strategies, LLC | 0.00% | No change | 95 | $32K |
| Bare Financial Services, Inc | 0.01% | Add +6.7% | 96 | $31K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 86 | $29K |
| Millstone Evans Group, LLC | 0.02% | No change | 85 | $27K |
| Wall Street Financial Group, Inc. | 0.02% | New | 85 | $27K |
| True Wealth Design, LLC | 0.01% | No change | 72 | $23K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 72 | $23K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -99.5% | 67 | $22K |
| Mather Group, Llc. | 0.00% | New | 67 | $22K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 65 | $21K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 63 | $20K |
| Harbor Investment Advisory, LLC | 0.00% | New | 62 | $20K |
| Westside Investment Management, Inc. | 0.00% | New | 60 | $20K |
| Bell Investment Advisors, Inc | 0.00% | Add +7.5% | 57 | $18K |
| Contravisory Investment Management, Inc. | 0.00% | New | 56 | $18K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +1666.7% | 53 | $17K |
| WealthCollab, LLC | 0.01% | No change | 52 | $17K |
| Acumen Wealth Advisors, LLC | 0.00% | Reduce -14.8% | 52 | $17K |
| CVA Family Office, LLC | 0.00% | Add +766.7% | 52 | $17K |
| Covestor Ltd | 0.01% | Reduce -43.0% | 49 | $16K |
| Rothschild Investment LLC | 0.00% | Add +23.1% | 48 | $15K |
| WPG Advisers, LLC | 0.01% | New | 47 | $15K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +4.5% | 46 | $15K |
| Blue Bell Private Wealth Management, LLC | 0.00% | New | 42 | $14K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +81.8% | 40 | $13K |
| Eurizon Capital SGR S.p.A. | 0.00% | New | 42 | $13K |
| Carolina Wealth Advisors, LLC | 0.00% | New | 36 | $12K |
| Elequin Capital, LP | 0.00% | Reduce -59.1% | 36 | $12K |
| Financial Network Wealth Advisors LLC | 0.01% | Add +240.0% | 34 | $11K |
| Retirement Wealth Solutions LLC | 0.01% | Reduce -2.9% | 33 | $11K |
| High Note Wealth, LLC | 0.00% | Reduce -5.7% | 33 | $11K |
| Truvestments Capital LLC | 0.00% | No change | 30 | $10K |
| Fortitude Family Office, LLC | 0.00% | Add +314.3% | 29 | $9K |
| McMillan Office, Inc. | 0.00% | No change | 27 | $9K |
| MidFirst Bank | 0.00% | Reduce -98.8% | 25 | $8K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 25 | $8K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 23 | $7K |
| Crews Bank & Trust | 0.00% | New | 23 | $7K |
| TD Capital Management LLC | 0.00% | Add +320.0% | 21 | $7K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 21 | $7K |
| IFP Advisors, Inc | 0.00% | No change | 21 | $7K |
| Rossby Financial, LCC | 0.00% | Add +280.0% | 19 | $6K |
| Rialto Wealth Management, LLC | 0.00% | Add +11.8% | 19 | $6K |
| Innovative Asset Advisors Group, LLC | 0.00% | — | 19 | $6K |
| Zions Bancorporation, National Association | 0.00% | Add +137.5% | 19 | $6K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | Reduce -55.0% | 18 | $6K |
| Signature Equity Partners, LLC | 0.00% | Reduce -5.9% | 16 | $5K |
| Quest 10 Wealth Builders, Inc. | 0.00% | New | 16 | $5K |
| North Star Investment Management Corp. | 0.00% | No change | 16 | $5K |
| Harbour Investments, Inc. | 0.00% | Add +1400.0% | 15 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +25.0% | 15 | $5K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 15 | $5K |
| Kilter Group LLC | 0.00% | Reduce -23.5% | 13 | $4K |
| IMA Advisory Services, Inc. | 0.00% | Reduce -45.5% | 12 | $4K |
| Essential Partners LLC | 0.00% | No change | 11 | $4K |
| Hughes Financial Services, LLC | 0.00% | Add +10.0% | 11 | $4K |
| Marquette Asset Management, LLC | 0.00% | New | 10 | $3K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +100.0% | 10 | $3K |
| Capital Analysts, LLC | 0.00% | New | 10 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 7 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | New | 7 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $2K |
| Pittenger & Anderson Inc. | 0.00% | New | 6 | $2K |
| Chilton Capital Management LLC | 0.00% | No change | 6 | $2K |
| Rakuten Securities, Inc. | 0.00% | New | 6 | $2K |
| Bogart Wealth, LLC | 0.00% | New | 6 | $2K |
| Montag A & Associates Inc. | 0.00% | Reduce -50.0% | 6 | $2K |
| My Portfolio Guide, LLC | 0.00% | — | 5 | $2K |
| JPL Wealth Management, LLC | 0.00% | New | 5 | $2K |
| Quarry LP | 0.00% | Reduce -68.8% | 5 | $2K |
| Trust Co | 0.00% | No change | 5 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Add +66.7% | 5 | $2K |
| First Horizon Corp. | 0.00% | No change | 5 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -50.0% | 5 | $2K |
| Cornerstone Financial Management LLC | 0.00% | New | 4 | $1K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 4 | $1K |
| Avion Wealth | 0.00% | No change | 4 | $1K |
| Abound Wealth Management | 0.00% | Reduce -50.0% | 3 | $807 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -81.8% | 2 | $645 |
| SHP Wealth Management | 0.00% | New | 2 | $645 |
| Raffa Wealth Management, LLC | 0.00% | New | 1 | $323 |
| Curio Wealth, LLC | 0.00% | New | 1 | $323 |
| TD Private Client Wealth LLC | 0.00% | New | 1 | $323 |
"% of holder's portfolio" is AEIS's weight in each manager's 13F, not the share of Advanced Energy Industries the manager owns.