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Disclosery

AEIS ADVANCED ENERGY INDS

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Stock (common), issuer CIK 927003

366 managers (373 13F filers) reported a position in AEIS shares at 2025-06-30, 39,856,155 shares in all. 54 filers opened a position and 37 filers sold out during the quarter.

Managers
366
13F filers
373
New
54
Added
138
Reduced
135
Sold out
37
Shares held by filers
39,856,155

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
CONNABLE OFFICE INC4,649$616K0.06%013F-HRTimeline
CIBC WORLD MARKETS CORP4,648$616K<0.01%-3,65713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,578$607K<0.01%-2,69613F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,561$604K<0.01%-1,16213F-HRTimeline
HighTower Advisors, LLC4,510$598K<0.01%-58713F-HRTimeline
Graham Capital Management, L.P.4,499$596K0.02%new13F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…4,452$590K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…4,315$572K<0.01%+3,86913F-HRTimelineGroup
Bridgefront Capital, LLC4,291$569K0.15%new13F-HRTimeline
Bayesian Capital Management, LP4,200$556K0.09%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,197$556K0.01%+3,85513F-HRTimelineGroup
PITCAIRN COin group PITCAIRN CO4,139$548K0.04%-14113F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,900$539K<0.01%+40013F-HRTimeline
CHOREO, LLC4,054$537K0.01%new13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC4,017$532K0.03%new13F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC3,939$522K<0.01%+79613F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…3,811$505K0.02%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,738$495K<0.01%+1,12513F-HR/ATimelineGroup
VIRGINIA RETIREMENT SYSTEMS ET Al3,712$492K<0.01%-20013F-HRTimeline
STRS OHIO3,600$477K<0.01%+1,00013F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD3,585$475K<0.01%-36813F-HRTimeline
New Age Alpha Advisors, LLC3,439$456K0.02%-27013F-HRTimeline
Jackson Creek Investment Advisors LLC3,406$451K0.12%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK3,400$450K<0.01%+14213F-HRTimelineGroup
Janney Montgomery Scott LLC3,360$445K<0.01%-3013F-HRTimeline
Blue Trust, Inc.3,135$415K<0.01%+17813F-HRTimeline
VOLORIDGE INVESTMENT MANAGEMENT, LLC3,027$401K<0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA2,960$392K0.01%-1,73913F-HRTimelineGroup
Inspire Investing, LLCin group Inspire Investing, LLC2,945$390K0.04%-64513F-HRTimelineGroup
XPONANCE LLC2,933$389K<0.01%+9013F-HRTimeline
Cetera Investment Advisers2,914$386K<0.01%-24613F-HRTimeline
Baron Wealth Management LLC2,877$381K0.14%013F-HRTimeline
Integrated Investment Consultants, LLC2,838$376K0.07%-1,72913F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC2,780$368K0.02%013F-HRTimeline
Aigen Investment Management, LP2,767$367K0.05%new13F-HRTimeline
ROBOTTI ROBERTin group ROBOTTI ROBERT4,725$361K0.06%013F-HRTimelineGroup
Mach-1 Financial Group, LLC2,697$357K0.1%-22513F-HRTimeline
Financiere des Professionnels - Fonds d…2,696$357K0.02%new13F-HR/ATimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…2,673$354K0.01%-1,27713F-HRTimelineGroup
Vestcor Inc2,675$354K0.01%013F-HRTimeline
Moloney Securities Asset Management, LLC2,650$351K0.04%-613F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…2,532$335K<0.01%+25313F-HRTimeline
Crossmark Global Holdings, Inc.2,464$326K0.01%+7513F-HRTimeline
CIBC Asset Management Inc2,448$324K<0.01%013F-HRTimeline
HOWE & RUSLING INC2,442$324K0.02%new13F-HRTimeline
MACKENZIE FINANCIAL CORP2,370$314K<0.01%013F-HRTimeline
Ifrah Financial Services, Inc.2,330$309K0.08%-7613F-HRTimeline
INCEPTIONR LLC2,222$294K0.07%-1,13913F-HRTimeline
Ellevest, Inc.2,221$294K0.05%-29613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,206$292K<0.01%-47513F-HRTimelineGroup
Clearstead Advisors, LLC2,174$288K<0.01%+3313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,174$288K<0.01%+37013F-HRTimeline
Compton Wealth Advisory Group, LLC2,040$270K0.07%new13F-HRTimeline
David J Yvars Group2,005$266K0.16%new13F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.1,999$265K<0.01%-3,47913F-HRTimelineGroup
GAMMA Investing LLC1,990$264K0.02%-4213F-HRTimeline
OneDigital Investment Advisors LLC1,923$255K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL1,910$253K<0.01%new13F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC1,866$247K<0.01%new13F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC1,844$244K0.01%-33413F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP1,811$240K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC1,805$239K<0.01%+72813F-HRTimelineGroup
D.A. DAVIDSON & CO.1,797$238K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,736$230K<0.01%+1,37213F-HRTimelineGroup
PROFUND ADVISORS LLC1,734$230K0.01%new13F-HRTimeline
BAILARD, INC.1,700$225K0.01%new13F-HRTimeline
Scientech Research LLC1,649$218K0.05%-2,66813F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,566$207K0.01%-2,76913F-HRTimeline
Heritage Family Offices, LLP2,189$207K0.1%013F-HRTimeline
Sequoia Financial Advisors, LLC1,545$205K<0.01%-62413F-HRTimeline
Summit Global Investmentsin group Summit Global Investments1,529$203K0.01%new13F-HRTimelineGroup
Savvy Advisors, Inc.1,531$203K0.01%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,520$201K<0.01%-1,12013F-HRTimeline
SHELL ASSET MANAGEMENT CO1,280$170K0.01%-33013F-HRTimeline
Central Pacific Bank - Trust Division1,220$162K0.02%-6013F-HRTimeline
Hilltop National Bank1,193$158K0.04%13F-HRTimeline
Bayforest Capital Ltd1,173$155K0.07%-2,67713F-HRTimeline
KBC Group NVin group KBC Group NV1,144$152K<0.01%-57413F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,138$151K<0.01%-2113F-HRTimeline
SIGNATUREFD, LLC1,135$150K<0.01%-53813F-HRTimeline
Smartleaf Asset Management LLC1,047$139K0.01%-18913F-HRTimeline
Versant Capital Management, Inc956$127K0.02%-9313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC729$96.6K0.01%new13F-HR/ATimeline
Advisors Asset Management, Inc.661$87.6K<0.01%+12213F-HR/ATimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…597$79.1K<0.01%+3813F-HRTimelineGroup
First Horizon Advisors, Inc.549$72.7K<0.01%+3813F-HRTimeline
Allworth Financial LP533$70.6K<0.01%+42013F-HRTimeline
MAI Capital Management487$64.5K<0.01%+17413F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK473$62.7K<0.01%+10013F-HRTimelineGroup
Parallel Advisors, LLC428$56.7K<0.01%-8213F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…406$53.8K<0.01%-1013F-HRTimeline
Manchester Capital Management LLC325$43.1K0.01%013F-HRTimeline
UMB Bank, n.a.313$41.5K<0.01%+9413F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…312$41.3K<0.01%+12613F-HRTimelineGroup
Arax Advisory Partners272$36K<0.01%+15613F-HRTimeline
WHITTIER TRUST CO262$34.7K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC234$31K<0.01%+11613F-HRTimelineGroup
DANSKE BANK A/S200$26.5K<0.01%new13F-HRTimeline
Brooklyn Investment Group189$25K<0.01%+4313F-HR/ATimeline
TWIN PEAKS WEALTH ADVISORS, LLC137$21.8K0.01%new13F-HRTimeline
Quarry LP160$21.2K<0.01%-39113F-HRTimeline
Parkside Financial Bank & Trust156$20.7K<0.01%-1813F-HRTimeline
Archer Investment Corp150$19.9K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB144$19.1K<0.01%-513F-HRTimeline
WFA of San Diego, LLC140$18.6K0.01%13F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC137$18.2K0.01%013F-HRTimeline
CENTRAL TRUST Co118$15.6K<0.01%013F-HRTimeline
IFP Advisors, Inc0$15.1K<0.01%-2813F-HRTimelineAmount filed as zero, left out of ratios.
Wilmington Savings Fund Society, FSB107$14.2K<0.01%-113F-HRTimeline
Rise Advisors, LLC97$12.9K0.01%+413F-HRTimeline
Sterling Capital Management LLC91$12.1K<0.01%+5213F-HR/ATimeline
Millstone Evans Group, LLC85$11.3K0.01%-8513F-HRTimeline
PRIVATE TRUST CO NA79$10.5K<0.01%013F-HRTimeline
Hemington Wealth Management83$10K<0.01%013F-HRTimeline
Bare Financial Services, Inc74$9.81K<0.01%+5113F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…72$9.54K<0.01%013F-HRTimelineGroup
True Wealth Design, LLC72$9.54K<0.01%+3613F-HRTimeline
Global Retirement Partners, LLC69$9.15K<0.01%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…65$8.61K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.61$8.08K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc61$8.08K<0.01%+1213F-HRTimeline
Hillsdale Investment Management Inc.60$7.95K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC57$7.55K<0.01%-2613F-HRTimeline
GLOBEFLEX CAPITAL L P55$7.29K<0.01%013F-HRTimeline
WealthCollab, LLC52$6.89K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC45$5.96K<0.01%-1513F-HRTimeline
High Note Wealth, LLC40$5.3K<0.01%+2013F-HRTimeline
MJT & Associates Financial Advisory Gro…40$5.3K0.01%+813F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV38$5.04K<0.01%-1113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.37$5K<0.01%+3413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP37$4.89K<0.01%-313F-HRTimelineGroup
Truvestments Capital LLC28$3.71K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…26$3.44K<0.01%013F-HRTimelineGroup
Riggs Asset Managment Co. Inc.26$3.44K<0.01%new13F-HRTimeline
SIERRA OCEAN, LLC24$3.18K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…23$3.05K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…21$2.78K<0.01%new13F-HRTimeline
Clearstead Trust, LLC20$2.65K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC17$2.25K<0.01%new13F-HRTimeline
Leonteq Securities AG17$2.25K<0.01%-3513F-HRTimeline
NewSquare Capital LLC14$1.85K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC13$1.69K<0.01%013F-HRTimeline
Hughes Financial Services, LLC12$1.68K<0.01%+713F-HRTimeline
Financial Network Wealth Advisors LLC10$1.32K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC9$1.19K<0.01%-1213F-HRTimeline
Geneos Wealth Management Inc.9$1.19K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC9$1.19K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC7$928<0.01%-4213F-HRTimeline
Physician Wealth Advisors, Inc.6$795<0.01%-213F-HRTimeline
CVA Family Office, LLC6$795<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.6$795<0.01%013F-HRTimeline
Garde Capital, Inc.5$663<0.01%013F-HRTimeline
Cornerstone Planning Group LLC3$419<0.01%013F-HRTimeline
Essential Partners LLC3$398<0.01%13F-HRTimeline
Bay Harbor Wealth Management, LLC2$265<0.01%+113F-HRTimeline
Private Wealth Asset Management, LLC2$265<0.01%013F-HRTimeline
SJS Investment Consulting Inc.2$265<0.01%-513F-HRTimeline
Abound Wealth Management2$265<0.01%013F-HRTimeline
HFM Investment Advisors, LLC2$265<0.01%+113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1$133<0.01%new13F-HRTimelineGroup
Tortoise Investment Management, LLC1$133<0.01%new13F-HRTimeline
Larson Financial Group LLC1$133<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.1$133<0.01%013F-HRTimeline
Avion Wealth4$00%-113F-HR/ATimelineValue filed as zero, left out of ratios.
Covestor Ltd1$00%-113F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-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