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Disclosery

AEIS ADVANCED ENERGY INDS

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Stock (common), issuer CIK 927003

393 managers (401 13F filers) reported a position in AEIS shares at 2025-09-30, 40,100,444 shares in all. 64 filers opened a position and 35 filers sold out during the quarter.

Managers
393
13F filers
401
New
64
Added
145
Reduced
144
Sold out
35
Shares held by filers
40,100,444

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
ELEVATION POINT WEALTH PARTNERS, LLC5,068$862K0.06%+4,33913F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.5,043$856K0.01%-43813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,432$842K<0.01%+1,69413F-HRTimelineGroup
CIBC Bancorp USA Inc.group of 2 filers holding4,869$828K+4,868Timeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP4,814$819K<0.01%-35,57613F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO4,782$814K0.01%013F-HRTimeline
ROBOTTI ROBERTin group ROBOTTI ROBERT4,725$804K0.14%013F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO4,681$796K0.02%-28613F-HRTimeline
BURNEY CO/4,610$784K0.02%-20013F-HRTimeline
CONNABLE OFFICE INC4,543$773K0.07%-10613F-HRTimeline
Schonfeld Strategic Advisors LLC4,542$773K0.01%-32,84013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.4,505$766K<0.01%-1,59213F-HRTimelineGroup
Bridgefront Capital, LLC4,485$763K0.22%+19413F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…4,452$757K<0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,368$756K<0.01%+46813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,028$685K<0.01%-73,87313F-HRTimelineGroup
PITCAIRN COin group PITCAIRN CO3,902$664K0.05%-23713F-HRTimelineGroup
STRS OHIO3,900$664K<0.01%+30013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC3,658$622K<0.01%+1,79213F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.3,600$613K<0.01%new13F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD3,590$611K<0.01%+513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK3,435$584K<0.01%+3513F-HRTimelineGroup
Janney Montgomery Scott LLC3,431$584K<0.01%+7113F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD3,400$578K<0.01%-1,70013F-HRTimeline
Jackson Creek Investment Advisors LLC3,400$578K0.17%-613F-HRTimeline
OCCUDO QUANTITATIVE STRATEGIES LP3,371$574K0.07%-6,12013F-HRTimeline
New Age Alpha Advisors, LLC3,340$568K0.02%-9913F-HRTimeline
Round Rock Advisors LLC3,264$556K0.09%new13F-HRTimeline
Blue Trust, Inc.3,232$550K0.01%+9713F-HRTimeline
SANDLER CAPITAL MANAGEMENT3,227$549K0.2%-25,40413F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…3,151$536K0.02%-66013F-HRTimelineGroup
BOKF, NAin group BOKF, NA2,961$504K0.01%+113F-HRTimelineGroup
XPONANCE LLC2,958$503K<0.01%+2513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC2,941$500K0.01%+1,09713F-HRTimeline
Engineers Gate Manager LP2,941$500K0.01%-4,21613F-HRTimeline
Baron Wealth Management LLC2,877$489K0.16%013F-HRTimeline
CIM INVESTMENT MANAGEMENT INC2,872$489K0.13%-3,09413F-HRTimeline
Integrated Investment Consultants, LLC2,838$483K0.08%013F-HRTimeline
MQS Management LLC2,822$480K0.28%new13F-HRTimeline
OneDigital Investment Advisors LLC2,817$479K<0.01%+89413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,791$475K0.01%+61713F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC2,780$473K0.03%013F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC2,722$463K0.05%-22313F-HRTimelineGroup
Financiere des Professionnels - Fonds d…2,696$459K0.03%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…2,690$458K0.01%+1713F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,458$418K<0.01%+25213F-HRTimelineGroup
CIBC Asset Management Inc2,448$417K<0.01%013F-HRTimeline
Heritage Family Offices, LLP2,430$413K0.19%+24113F-HRTimeline
MACKENZIE FINANCIAL CORP2,370$403K<0.01%013F-HRTimeline
GAMMA Investing LLC2,265$385K0.02%+27513F-HRTimeline
Ifrah Financial Services, Inc.2,246$382K0.1%-8413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,225$379K<0.01%-2,35313F-HRTimelineGroup
BLAIR WILLIAM & CO/IL2,221$378K<0.01%+31113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,196$374K<0.01%+67613F-HRTimeline
HOWE & RUSLING INC2,169$369K0.03%-27313F-HRTimeline
Moloney Securities Asset Management, LLC2,156$367K0.04%-49413F-HRTimeline
OPTIMIZE FINANCIAL INC.2,056$350K0.18%new13F-HRTimeline
TRUST POINT INC.2,052$349K0.03%new13F-HRTimeline
Compton Wealth Advisory Group, LLC2,040$347K0.08%013F-HRTimeline
Crossmark Global Holdings, Inc.2,029$345K0.01%-43513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,018$343K<0.01%-7,36413F-HRTimeline
David J Yvars Group2,005$341K0.18%013F-HRTimeline
D.A. DAVIDSON & CO.1,860$316K<0.01%+6313F-HRTimeline
CWM, LLCin group CWM, LLC1,847$314K<0.01%+4213F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,811$308K<0.01%-72113F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…1,788$304K<0.01%new13F-HRTimelineGroup
CHOREO, LLC1,749$298K<0.01%-2,30513F-HRTimeline
Caprock Group, LLC1,980$297K0.01%13F-HRTimeline
HighPoint Advisor Group LLC1,725$293K0.01%new13F-HRTimeline
Dynamic Technology Lab Private Ltd1,725$293K0.05%new13F-HRTimeline
Savvy Advisors, Inc.1,704$290K0.01%+17313F-HRTimeline
PROFUND ADVISORS LLC1,696$289K0.01%-3813F-HRTimeline
INCEPTIONR LLC1,685$287K0.07%-53713F-HRTimeline
Ellevest, Inc.1,643$280K0.04%-57813F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,572$267K0.01%+613F-HRTimeline
SHELTON CAPITAL MANAGEMENT1,565$266K0.01%-21,04013F-HRTimeline
Cambridge Investment Research Advisors,…1,557$265K<0.01%new13F-HRTimeline
Sequoia Financial Advisors, LLC1,542$262K<0.01%-313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,534$261K<0.01%-20213F-HRTimelineGroup
Pinnacle Wealth Management Advisory Gro…1,455$248K0.02%new13F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP1,432$244K<0.01%new13F-HR/ATimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC1,397$238K<0.01%+1,16313F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP1,392$237K<0.01%-41913F-HRTimeline
SAGE RHINO CAPITAL LLC1,361$232K0.04%new13F-HRTimeline
Graham Capital Management, L.P.1,356$231K0.01%-3,14313F-HRTimeline
Vise Technologies, Inc.1,346$229K0.01%new13F-HRTimeline
Longboard Asset Management, LP1,321$225K0.36%new13F-HRTimeline
Sheets Smith Investment Management1,233$210K0.14%new13F-HRTimeline
PVG ASSET MANAGEMENT CORP1,233$210K0.77%new13F-HRTimeline
Empowered Funds, LLC1,226$209K<0.01%new13F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …1,224$208K0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,197$204K0.01%-3,00013F-HRTimelineGroup
Hilltop National Bank1,193$203K0.05%013F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…1,182$201K<0.01%new13F-HRTimelineGroup
HARTLINE INVESTMENT CORP/1,178$200K0.02%new13F-HRTimeline
SIGNATUREFD, LLC1,169$199K<0.01%+3413F-HRTimeline
Steward Partners Investment Advisory, L…1,155$197K<0.01%+1713F-HRTimeline
KBC Group NVin group KBC Group NV1,144$195K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC1,146$191K0.01%+9913F-HRTimeline
GLOBEFLEX CAPITAL L P1,103$188K0.03%+1,04813F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC987$168K<0.01%new13F-HRTimelineGroup
Versant Capital Management, Inc956$163K0.02%013F-HRTimeline
Arax Advisory Partners906$154K<0.01%+63413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…903$154K<0.01%new13F-HRTimelineGroup
AlphaQuest LLC890$151K0.01%new13F-HRTimeline
Advisors Asset Management, Inc.832$142K<0.01%+17113F-HR/ATimeline
WEXFORD CAPITAL LP779$133K0.04%new13F-HRTimeline
Cornerstone Planning Group LLC519$132K0.02%+51613F-HRTimeline
Central Pacific Bank - Trust Division760$129K0.02%-46013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…676$115K<0.01%+7913F-HRTimelineGroup
Allworth Financial LP582$99K<0.01%+4913F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK541$92K<0.01%+6813F-HRTimelineGroup
SHELL ASSET MANAGEMENT CO519$88K0.01%-76113F-HRTimeline
Parallel Advisors, LLC429$73K<0.01%+113F-HRTimeline
NewEdge Advisors, LLC387$65.8K<0.01%new13F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…385$65.5K<0.01%-2113F-HRTimeline
Advisory Services Network, LLC381$64.8K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…374$63.6K<0.01%+6213F-HRTimelineGroup
MAI Capital Management373$63.5K<0.01%-11413F-HRTimeline
Manchester Capital Management LLC325$55.3K0.01%013F-HRTimeline
UMB Bank, n.a.325$55.3K<0.01%+1213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
USA FINANCIAL FORMULAS316$53.8K0.01%new13F-HRTimeline
Salomon & Ludwin, LLC264$45.9K<0.01%new13F-HRTimeline
Measured Wealth Private Client Group, L…212$36.1K0.01%new13F-HRTimeline
DANSKE BANK A/S200$34K<0.01%013F-HR/ATimeline
Leonteq Securities AG193$32.8K<0.01%+17613F-HRTimeline
Farther Finance Advisors, LLC173$29.4K<0.01%+11613F-HRTimeline
Parkside Financial Bank & Trust158$26.9K<0.01%+213F-HRTimeline
PRIVATE TRUST CO NA152$25.9K<0.01%+7313F-HRTimeline
Archer Investment Corp150$25.5K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB143$24.3K<0.01%-113F-HRTimeline
WFA of San Diego, LLC140$23.8K0.02%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.138$23.5K<0.01%new13F-HRTimelineGroup
PROATHLETE WEALTH MANAGEMENT LLC137$23.4K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.136$23K<0.01%+9913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP138$23K<0.01%+10113F-HRTimelineGroup
Rise Advisors, LLC101$17.2K0.01%+413F-HRTimeline
Sterling Capital Management LLC92$15.7K<0.01%+113F-HRTimeline
Larson Financial Group LLC89$15.1K<0.01%+8813F-HRTimeline
Covestor Ltd86$15K0.01%+8513F-HRTimeline
Bare Financial Services, Inc86$14.6K<0.01%+1213F-HRTimeline
Millstone Evans Group, LLC85$14.5K0.01%013F-HRTimeline
Hemington Wealth Management86$14K<0.01%+313F-HRTimeline
Root Financial Partners, LLC79$13.4K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC76$12.9K<0.01%+713F-HRTimeline
True Wealth Design, LLC72$12.3K<0.01%013F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…72$12.2K<0.01%013F-HRTimelineGroup
Hillsdale Investment Management Inc.60$10.2K<0.01%013F-HRTimeline
Wealthspire Advisors, LLC55$9.36K<0.01%new13F-HRTimeline
WealthCollab, LLC52$8.85K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.48$8.17K<0.01%new13F-HRTimelineGroup
SBI Securities Co., Ltd.42$7.15K<0.01%-1913F-HRTimeline
MJT & Associates Financial Advisory Gro…40$6.81K0.01%013F-HRTimeline
High Note Wealth, LLC37$6.29K<0.01%-313F-HRTimeline
ROTHSCHILD INVESTMENT LLC35$5.96K<0.01%-1013F-HRTimeline
MATHER GROUP, LLC.35$5.96K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC33$5.62K<0.01%-2,14113F-HRTimeline
Retirement Wealth Solutions LLC30$5.11K<0.01%new13F-HRTimeline
IFP Advisors, Inc30$5.1K<0.01%+3013F-HR/ATimeline
Truvestments Capital LLC28$4.76K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…24$4.08K<0.01%-213F-HRTimelineGroup
Atlantic Edge Private Wealth Management…23$3.91K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…21$3.57K<0.01%013F-HRTimeline
Clearstead Trust, LLC20$3.4K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC20$3.38K<0.01%+713F-HRTimeline
Bell Investment Advisors, Inc19$3.23K<0.01%-4213F-HRTimeline
Rialto Wealth Management, LLC17$2.89K<0.01%013F-HRTimeline
Hughes Financial Services, LLC12$2.63K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC15$2.55K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC11$1.87K<0.01%+213F-HRTimeline
JFS WEALTH ADVISORS, LLC10$1.7K<0.01%+113F-HRTimeline
Financial Network Wealth Advisors LLC10$1.7K<0.01%013F-HRTimeline
Essential Partners LLC9$1.53K<0.01%+613F-HRTimeline
Wealth Watch Advisors, INC8$1.36K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC7$1.19K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.6$1.02K<0.01%013F-HRTimeline
CVA Family Office, LLC6$1.02K<0.01%013F-HRTimeline
Cloud Capital Management, LLC9$1K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.6$899<0.01%013F-HRTimeline
FIRST HORIZON CORP5$851<0.01%13F-HRTimeline
Tortoise Investment Management, LLC5$851<0.01%+413F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC5$851<0.01%new13F-HRTimeline
JPL Wealth Management, LLC5$851<0.01%new13F-HRTimeline
Rossby Financial, LCC4$705<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC4$680<0.01%+213F-HRTimeline
Cedar Mountain Advisors, LLC3$510<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.2$341<0.01%013F-HRTimeline
Abound Wealth Management2$341<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC2$340<0.01%013F-HRTimeline
HFM Investment Advisors, LLC2$340<0.01%013F-HRTimeline
Activest Wealth Management1$125<0.01%new13F-HRTimeline
Avion Wealth4$00%013F-HRTimelineValue filed as zero, left out of ratios.
ISTHMUS PARTNERS, LLC30,058$5.11K+44313F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and 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