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AE Wealth Management LLC

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13F filer, CIK 1697723, TOPEKA, KS

AE Wealth Management LLC reported $18,492,880,764 across 2,591 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-13. Its ten largest share positions make up 20.74% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001697723-26-000006

Period
2026-03-31
Reported value
$18.5B
Holdings
2,591
Top 10 weight
20.74%
New
282
Sold out
145

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SCEPnew+5,542,593$131M
SCMCnew+4,000,621$100M
MSFTadded+252,790$93.6M
NVDAadded+532,620$92.9M
SCNMnew+3,574,557$88.9M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IWOreduced-252,267-$79.2M
QBERreduced-2,206,231-$53.2M
SPYreduced-72,475-$47M
OEFreduced-133,298-$42.4M
VGSHreduced-713,310-$41.8M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Back to all 2,591 share positions

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
LLOEWS CORP49,460$5.21Mshares
MATMATTEL INC249,391$4.95Mshares
TGNATEGNA INC123,135$2.39Mshares
MARUAIM ETF PRODUCTS TRUST75,285$2.09Mshares
WHRWHIRLPOOL CORP28,149$2.03Mshares
SEISOLARIS ENERGY INFRAS INC44,042$2.02Mshares
AZNASTRAZENECA PLC-SPONS ADR16,195$1.49Mshares
MDBMONGODB INC2,820$1.18Mshares
CMACOMERICA INC13,200$1.15Mshares
RPRXROYALTY PHARMA PLC26,050$1.01Mshares
TRUESHARES ACTIVE YIELD ETFTRUESHARES ACTIVE YIELD ETF45,317$928Kshares
FEBZELEVATION SERIES TRUST24,144$909Kshares
OLEDUNIVERSAL DISPLAY CORP7,722$902Kshares
TEAMATLASSIAN CORPORATION4,938$801Kshares
CPRTCOPART INC19,390$759Kshares
SPXLDIREXION SHARES ETF TRUST3,198$705Kshares
SAIASAIA INC2,061$673Kshares
ITICINVESTORS TITLE CO NC2,124$530Kshares
THCTENET HEALTHCARE CORP2,610$519Kshares
ERIEERIE INDTY CO1,802$517Kshares
AMCOR PLCAMCOR PLC60,760$507Kshares
SXTSENSIENT TECHNOLOGIES CORP4,851$456Kshares
SLVMSYLVAMO CORP9,361$451Kshares
GWREGUIDEWIRE SOFTWARE INC2,024$407Kshares
WTRGESSENTIAL UTILS INC10,598$407Kshares
DEODIAGEO PLC4,693$405Kshares
CSGSCSG SYS INTL INC4,840$371Kshares
IVTINVENTRUST PPTYS CORP13,100$370Kshares
SHLSSHOALS TECHNOLOGIES GROUP IN41,553$353Kshares
NFLYTIDAL TRUST II29,202$351Kshares
IONSIONIS PHARMACEUTICALS INC4,403$348Kshares
ADARRAY DIGITAL INFRASTRUCTURE6,182$331Kshares
HLIHOULIHAN LOKEY INC1,898$331Kshares
SSRMSSR MINING IN14,056$308Kshares
MFCMANULIFE FINL CORP8,306$301Kshares
HUMHUMANA INC1,152$295Kshares
RACEFERRARI N V791$292Kshares
CELHCELSIUS HLDGS INC6,241$285Kshares
TNADIREXION SHARES ETF TRUST6,113$278Kshares
GLDDGREAT LAKES DREDGE & DOCK CO20,917$274Kshares
WYNNWYNN RESORTS LTD2,230$268Kshares
EPAMEPAM SYS INC1,309$268Kshares
UHALU HAUL HOLDING COMPANY5,289$267Kshares
YUMCYUM CHINA HLDGS INC5,390$257Kshares
TTDTHE TRADE DESK INC6,710$255Kshares
HIMSHIMS & HERS HEALTH INC7,729$251Kshares
QLTYGMO ETF TRUST6,462$249Kshares
MPLXMPLX LP4,605$246Kshares
DKSDICKS SPORTING GOODS INC1,206$239Kshares
SPSCSPS COMM INC2,646$236Kshares
NWNNORTHWEST NAT HLDG CO4,942$231Kshares
ETHEGRAYSCALE ETHEREUM STAKING E9,349$228Kshares
AKREPROFESIONALLY MANAGED PORTFO3,473$228Kshares
ANFABERCROMBIE & FITCH CO1,797$226Kshares
GLGLOBE LIFE INC1,566$219Kshares
ELFE L F BEAUTY INC2,876$219Kshares
PLMRPALOMAR HLDGS INC1,622$219Kshares
LTCLTC PPTYS INC6,343$218Kshares
OZBELPOINTE PREP LLC3,280$213Kshares
ZBRAZEBRA TECHNOLOGIES CORPORATI874$212Kshares
KMXCARMAX INC5,490$212Kshares
APAMARTISAN PARTNERS ASSET MGMT5,144$210Kshares
CGUSCAPITAL GROUP CORE EQUITY ET5,130$206Kshares
FISFIDELITY NATL INFORMATION SV3,045$202Kshares
CWKCUSHMAN AND WAKEFIELD LTD10,480$170Kshares
MSTYTIDAL TRUST II5,346$158Kshares
ASLEAERSALE CORPORATION21,917$156Kshares
UTESETFIS SER TR I1,878$148Kshares
ALITALIGHT INC63,167$123Kshares
UHAL-BU HAUL HOLDING COMPANY2,518$118Kshares
CONYTIDAL TRUST II2,741$108Kshares
BUFQFIRST TR EXCHNG TRADED FD VI2,843$102Kshares
XEXGXEATON VANCE TAX-MANAGED GLOB10,684$102Kshares
TTECTTEC HLDGS INC27,553$99.2Kshares
USALIBERTY ALL STAR EQUITY FD10,020$62.9Kshares
JHEMJOHN HANCOCK EXCHANGE TRADED1,861$61.2Kshares
SEERSEER INC32,513$59.5Kshares
PFFAETFIS SER TR I2,643$57Kshares
NFLTETFIS SER TR I1,685$38.8Kshares
NVDXETF OPPORTUNITIES TRUST2,240$38.3Kshares
PGFINVESCO EXCHANGE TRADED FD T2,350$33.2Kshares
DNLWISDOMTREE TR788$32.5Kshares
BBAGJ P MORGAN EXCHANGE TRADED F662$30.7Kshares
MBSDFLEXSHARES TR1,396$29Kshares
BBMCJ P MORGAN EXCHANGE TRADED F263$28.1Kshares
FCVTFIRST TR EXCHANGE-TRADED FD652$28.1Kshares
QYLGGLOBAL X FDS980$26.7Kshares
PFFRETFIS SER TR I1,370$24.7Kshares
AEMSTWO RDS SHARED TR2,346$24.3Kshares
ULTYTIDAL TRUST II594$22.2Kshares
IMFLINVESCO EXCH TRD SLF IDX FD734$21.9Kshares
EPRFINNOVATOR ETFS TRUST1,200$21.1Kshares
JHCBJOHN HANCOCK EXCHANGE TRADED880$18.9Kshares
TSLYTIDAL TRUST II497$18.7Kshares
KBWPINVESCO EXCH TRADED FD TR II134$17.1Kshares
OVSLISTED FDS TR466$16.6Kshares
SBIOALPS ETF TR280$14.3Kshares
OARKTIDAL TRUST II368$13.4Kshares
BBSCJ P MORGAN EXCHANGE TRADED F172$12.8Kshares
XCWISDOMTREE TR370$12Kshares
XTOCINNOVATOR ETFS TRUST333$11.1Kshares
CAMLPROFESIONALLY MANAGED PORTFO284$10.8Kshares
FITESPDR SERIES TRUST125$10.7Kshares
BAMUNORTHERN LTS FD TR IV407$10.2Kshares
DJIAGLOBAL X FDS460$10.1Kshares
XMPTVANECK ETF TRUST418$9.15Kshares
CSMDPROFESIONALLY MANAGED PORTFO269$8.51Kshares
MMINNYLIM ACTIVE ETF TR355$8.5Kshares
BAMBNORTHERN LTS FD TR IV309$8.15Kshares
AOHYANGEL OAK FUNDS TRUST620$6.88Kshares
MREOMEREO BIOPHARMA GROUP PLC12,563$5.24Kshares
TECLDIREXION SHARES ETF TRUST42$4.93Kshares
PRNTARK ETF TR200$4.47Kshares
OCTJINNOVATOR ETFS TRUST157$3.76Kshares
JULJINNOVATOR ETFS TRUST144$3.59Kshares
FLSWFRANKLIN TEMPLETON ETF TR71$2.94Kshares
FLINFRANKLIN TEMPLETON ETF TR76$2.93Kshares
SPYSTATE STR SPDR S&P 500 ETF T400$2.88Kput
OCTHINNOVATOR ETFS TRUST94$2.25Kshares
SHESPDR SERIES TRUST17$2.25Kshares
PIDINVESCO EXCHANGE TRADED FD T100$2.2Kshares
LQDHISHARES U S ETF TR23$2.15Kshares
BATTAMPLIFY ETF TR140$1.93Kshares
YBITTIDAL TRUST II56$1.89Kshares
XYZYTIDAL TRUST II53$1.8Kshares
SOXLDIREXION SHARES ETF TRUST42$1.76Kshares
INVESCO EXCH TRADED FD TR IIINVESCO EXCH TRADED FD TR II90$1.62Kshares
BBCETFIS SER TR I41$1.58Kshares
TDTTFLEXSHARES TR65$1.56Kshares
FINXGLOBAL X FDS51$1.5Kshares
VGVTVANGUARD MALVERN FDS18$1.37Kshares
EWAISHARES INC50$1.31Kshares
HYDRGLOBAL X FDS35$1.11Kshares
IVALEA SERIES TRUST31$975shares
IBMOISHARES TR38$974shares
IBMQISHARES TR38$972shares
IBMRISHARES TR38$966shares
IBMPISHARES TR38$965shares
MOODEA SERIES TRUST17$653shares
WCBRWISDOMTREE TR16$446shares
NERDLISTED FDS TR13$314shares
FIATTIDAL TRUST II8$224shares
IBTKISHARES TR8$161shares
AMZAETFIS SER TR I2$96shares
ICAPSERIES PORTFOLIOS TR3$73shares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001697723-26-000006 base2026-05-13acceptance time not in the bulk data set