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Disclosery

AEIS ADVANCED ENERGY INDS

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Stock (common), issuer CIK 927003

350 managers (356 13F filers) reported a position in AEIS shares at 2025-03-31, 40,171,784 shares in all. 59 filers opened a position and 24 filers sold out during the quarter.

Managers
350
13F filers
356
New
59
Added
125
Reduced
118
Sold out
24
Shares held by filers
40,171,784

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
DelSanto Annedirector2026-10-05-270 S$304.76Form 4

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Scientech Research LLC4,317$411K0.11%new13F-HRTimeline
PITCAIRN COin group PITCAIRN CO4,280$408K0.02%-3213F-HRTimelineGroup
Walleye Capital LLCin group Walleye Capital LLC4,259$406K<0.01%new13F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co4,100$391K0.01%+2,21213F-HRTimelineGroup
CANADA PENSION PLAN INVESTMENT BOARD4,100$391K<0.01%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,083$389K<0.01%+23013F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD3,953$377K<0.01%+43213F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,950$376K0.01%-513F-HRTimelineGroup
VIRGINIA RETIREMENT SYSTEMS ET Al3,912$373K<0.01%13F-HRTimeline
Bayforest Capital Ltd3,850$367K0.16%+2,77213F-HR/ATimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…3,811$363K0.01%-10513F-HRTimelineGroup
Dynamic Technology Lab Private Ltd3,810$363K0.05%new13F-HRTimeline
PEAK6 LLCin group PEAK6 LLC3,776$360K0.01%-34013F-HRTimelineGroup
New Age Alpha Advisors, LLC3,709$354K0.02%+2,39013F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC3,590$342K0.04%+13613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,500$334K<0.01%+25913F-HRTimeline
Aster Capital Management (DIFC) Ltd2,837$327K0.06%new13F-HRTimeline
Janney Montgomery Scott LLC3,390$323K<0.01%-213F-HRTimeline
INCEPTIONR LLC3,361$320K0.1%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK3,258$311K<0.01%-4213F-HRTimelineGroup
Cetera Investment Advisers3,160$301K<0.01%-14013F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC3,143$300K<0.01%+1,02513F-HRTimelineGroup
CenterStar Asset Management, LLC2,990$285K0.41%new13F-HRTimeline
CIM INVESTMENT MANAGEMENT INC2,972$283K0.06%-7113F-HRTimeline
Blue Trust, Inc.2,957$282K<0.01%+2,54713F-HRTimeline
Mach-1 Financial Group, LLC2,922$278K0.08%new13F-HRTimeline
Baron Wealth Management LLC2,877$274K0.12%013F-HRTimeline
XPONANCE LLC2,843$271K<0.01%+15613F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.2,826$269K<0.01%+1,53113F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC2,780$265K0.02%-51013F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …2,690$256K<0.01%new13F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,681$256K<0.01%+79313F-HRTimelineGroup
Vestcor Inc2,675$255K0.01%new13F-HRTimeline
Moloney Securities Asset Management, LLC2,656$253K0.03%new13F-HRTimeline
Portman Square Capital LLP2,643$252K0.03%-6,13213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,640$252K<0.01%-26113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,613$249K<0.01%-94913F-HRTimelineGroup
Gotham Asset Management, LLC2,609$249K<0.01%new13F-HRTimeline
STRS OHIO2,600$248K<0.01%-10013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC2,537$242K<0.01%new13F-HRTimelineGroup
Ellevest, Inc.2,517$240K0.02%+76213F-HRTimeline
Jain Global LLC2,500$238K<0.01%new13F-HRTimeline
TRUST POINT INC.2,451$234K0.02%-2,01213F-HRTimeline
CIBC Asset Management Inc2,448$233K<0.01%-3913F-HRTimeline
Ifrah Financial Services, Inc.2,406$229K0.07%-9713F-HRTimeline
Crossmark Global Holdings, Inc.2,389$228K<0.01%+7013F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…2,401$228K0.01%new13F-HRTimelineGroup
MACKENZIE FINANCIAL CORP2,370$226K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…2,279$217K<0.01%+1,83713F-HRTimeline
Heritage Family Offices, LLP2,189$209K0.11%+17013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC2,178$208K0.01%+11313F-HRTimeline
Sequoia Financial Advisors, LLC2,169$207K<0.01%+18713F-HRTimeline
Clearstead Advisors, LLC2,141$204K<0.01%-8413F-HRTimeline
GAMMA Investing LLC2,032$194K0.01%+80113F-HR/ATimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,804$172K<0.01%+5013F-HRTimeline
State of Wyoming1,775$169K0.02%+7613F-HRTimeline
KBC Group NVin group KBC Group NV1,718$164K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC1,673$159K<0.01%+28513F-HRTimeline
SHELL ASSET MANAGEMENT CO1,610$153K0.01%-6913F-HRTimeline
Central Pacific Bank - Trust Division1,280$122K0.02%013F-HRTimeline
Smartleaf Asset Management LLC1,236$117K0.01%+17913F-HRTimeline
Steward Partners Investment Advisory, L…1,159$110K<0.01%-6613F-HRTimeline
CWM, LLCin group CWM, LLC1,077$103K<0.01%+49613F-HRTimelineGroup
Versant Capital Management, Inc1,049$100K0.02%+83313F-HRTimeline
DekaBank Deutsche Girozentrale830$78K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…559$53.3K<0.01%+23313F-HRTimelineGroup
Quarry LP551$52.5K0.01%new13F-HRTimeline
Advisors Asset Management, Inc.539$51.4K<0.01%+17413F-HR/ATimeline
First Horizon Advisors, Inc.511$48.7K<0.01%013F-HRTimeline
Parallel Advisors, LLC510$48.6K<0.01%+7113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…446$42.5K<0.01%+9213F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…416$39.6K<0.01%+1113F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK373$35.6K<0.01%+3913F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC364$34.7K<0.01%-613F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…342$32.6K<0.01%-1,76713F-HRTimelineGroup
Manchester Capital Management LLC325$31K<0.01%-513F-HRTimeline
Caitong International Asset Management …324$30.9K0.02%new13F-HRTimeline
MAI Capital Management313$29.8K<0.01%013F-HRTimeline
WHITTIER TRUST CO262$25K<0.01%013F-HRTimeline
Lindbrook Capital, LLC242$23.1K<0.01%+5913F-HRTimeline
SVB WEALTH LLC239$22.8K<0.01%new13F-HRTimeline
UMB Bank, n.a.219$20.9K<0.01%+5213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…186$17.7K<0.01%+11313F-HRTimelineGroup
Riverview Trust Co184$17.5K0.02%013F-HRTimeline
Parkside Financial Bank & Trust174$16.6K<0.01%+9513F-HRTimeline
Millstone Evans Group, LLC170$16.2K0.01%013F-HRTimeline
Archer Investment Corp150$14.3K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB149$14.2K<0.01%+9413F-HRTimeline
Brooklyn Investment Group146$13.9K<0.01%+2413F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC137$13.1K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.131$12.5K<0.01%+3513F-HRTimeline
CENTRAL TRUST Co118$11.2K<0.01%013F-HRTimeline
Arax Advisory Partners116$11.1K<0.01%+10113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC118$11K<0.01%+1713F-HRTimelineGroup
Allworth Financial LP113$11K<0.01%+2013F-HRTimeline
Wilmington Savings Fund Society, FSB108$10.3K<0.01%013F-HRTimeline
Rise Advisors, LLC93$8.86K<0.01%-15813F-HRTimeline
Farther Finance Advisors, LLC83$7.9K<0.01%+413F-HRTimeline
PRIVATE TRUST CO NA79$7.53K<0.01%013F-HRTimeline
Hemington Wealth Management83$7K<0.01%+1013F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…72$6.86K<0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…65$6.2K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC60$5.72K<0.01%-513F-HRTimeline
GLOBEFLEX CAPITAL L P55$5.24K<0.01%013F-HRTimeline
Leonteq Securities AG52$4.96K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc49$4.67K<0.01%+1313F-HRTimeline
Private Wealth Management Group, LLC49$4.67K<0.01%+1513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV49$4.67K<0.01%+1113F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC42$4.03K<0.01%-113F-HRTimeline
FNY Investment Advisers, LLC45$4K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP40$3.79K<0.01%new13F-HR/ATimelineGroup
Sterling Capital Management LLC39$3.72K<0.01%+113F-HRTimeline
True Wealth Design, LLC36$3.43K<0.01%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…32$3.05K<0.01%13F-HRTimeline
IFP Advisors, Inc28$2.67K<0.01%013F-HRTimeline
Truvestments Capital LLC28$2.67K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp27$2.57K<0.01%new13F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…26$2.48K<0.01%013F-HRTimelineGroup
SIERRA OCEAN, LLC24$2.29K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…23$2.19K<0.01%013F-HRTimeline
Bare Financial Services, Inc23$2.19K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC21$2K<0.01%013F-HRTimeline
High Note Wealth, LLC20$1.91K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.18$1.72K<0.01%013F-HRTimeline
First Pacific Financial17$1.62K<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC17$1.62K<0.01%new13F-HRTimeline
NewSquare Capital LLC14$1.33K<0.01%new13F-HRTimeline
MONTAG A & ASSOCIATES INC13$1.21K<0.01%013F-HRTimeline
Stephens Consulting, LLC10$954<0.01%new13F-HRTimeline
Hexagon Capital Partners LLC10$953<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC10$953<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.8$763<0.01%-513F-HRTimeline
SJS Investment Consulting Inc.7$668<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.6$572<0.01%013F-HRTimeline
Global Financial Private Client, LLC6$572<0.01%+413F-HRTimeline
Garde Capital, Inc.5$477<0.01%new13F-HRTimeline
Hughes Financial Services, LLC5$476<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC3$274<0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC2$191<0.01%13F-HRTimeline
Abound Wealth Management2$191<0.01%-113F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK1$113<0.01%new13F-HRTimelineGroup
TFC Financial Management, Inc.1$96<0.01%013F-HRTimeline
HFM Investment Advisors, LLC1$96<0.01%13F-HRTimeline
Larson Financial Group LLC1$95<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC1$95<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.1$95<0.01%013F-HRTimeline
Avion Wealth5$00%new13F-HRTimelineValue filed as zero, left out of ratios.
HANTZ FINANCIAL SERVICES, INC.3$00%new13F-HRTimelineValue filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.
Covestor Ltd2$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-8613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • DelSanto Anne sold 270 AEIS shares on 2026-10-05, Form 4 filed 2026-10-07. 0001770310-26-000014

    Accepted , ingested