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Disclosery

AEIS ADVANCED ENERGY INDS

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Stock (common), issuer CIK 927003

661 managers (683 13F filers) reported a position in AEIS shares at 2026-06-30, 40,180,305 shares in all. 174 filers opened a position and 70 filers sold out during the quarter.

Managers
661
13F filers
683
New
174
Added
214
Reduced
220
Sold out
70
Shares held by filers
40,180,305

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
BLAIR WILLIAM & CO/IL1,468$547K<0.01%-2,21113F-HRTimeline
SHELTON CAPITAL MANAGEMENT1,460$544K0.01%013F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP1,429$533K0.05%-4313F-HRTimeline
Round Rock Advisors LLC1,426$532K0.07%013F-HRTimeline
Polymer Capital Management (US) LLC1,418$529K0.08%new13F-HRTimeline
OneDigital Investment Advisors LLC1,392$519K<0.01%-22113F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,386$517K0.02%+8313F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC1,375$513K<0.01%-7,77513F-HRTimeline
MAI Capital Management1,350$503K<0.01%+78613F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC1,345$502K0.02%+7313F-HRTimeline
ANB BANK1,339$499K0.19%-1113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,338$499K<0.01%-7213F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding1,680$491K+648Timeline
Sowell Financial Services LLC1,312$489K0.02%-2313F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP1,404$489K<0.01%new13F-HRTimeline
Advisors Asset Management, Inc.1,300$485K0.01%+15613F-HRTimeline
Centiva Capital, LP1,300$485K0.02%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC1,298$484K0.04%new13F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd1,280$477K0.02%new13F-HRTimelineGroup
SIGNATUREFD, LLC1,276$476K0.01%-8013F-HRTimeline
Chicago Partners Investment Group LLC1,505$474K0.01%new13F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …1,270$474K0.02%+2913F-HRTimelineGroup
KBC Group NVin group KBC Group NV1,244$464K<0.01%+10013F-HRTimelineGroup
Portman Square Capital LLP1,240$462K0.08%new13F-HRTimeline
Bridgewater Associates, LP1,239$462K<0.01%-1,56413F-HRTimeline
Laurion Capital Management LP1,228$458K0.03%new13F-HRTimeline
Nykredit A/Sin group Nykredit A/S1,218$454K<0.01%13F-HR/ATimelineGroup
Ellevest, Inc.1,207$450K0.05%-34013F-HRTimeline
PIAR LLC1,200$447K0.28%new13F-HRTimeline
111 Capital1,192$444K0.08%new13F-HRTimeline
GLOBEFLEX CAPITAL L P1,185$442K0.06%new13F-HRTimeline
Clearstead Advisors, LLC1,180$440K<0.01%+23513F-HRTimeline
OPTIMIZE FINANCIAL INC.1,168$436K0.16%-413F-HRTimeline
Sound Capital Solutions LLC1,168$436K0.1%13F-HRTimeline
CIBC Asset Management Inc1,167$435K<0.01%-5913F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC1,148$428K0.08%+35613F-HRTimeline
Keebeck Wealth Management1,147$428K0.04%+7113F-HRTimeline
Hillsdale Investment Management Inc.1,130$421K0.01%-10513F-HRTimeline
North Dakota State Investment Board1,111$414K0.02%new13F-HRTimeline
Teza Capital Management LLC1,107$413K0.8%new13F-HRTimeline
SIMPLEX TRADING, LLC1,106$412K0.01%new13F-HRTimeline
Verdence Capital Advisors LLC1,092$407K0.02%new13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,078$402K<0.01%-2,07013F-HRTimelineGroup
Revolve Wealth Partners, LLC1,076$401K0.04%new13F-HRTimeline
Symphony Financial Services, Inc.1,075$401K0.18%+2013F-HRTimeline
GREENLEAF TRUST1,067$398K<0.01%-3113F-HRTimeline
Kingsview Wealth Management, LLC1,029$384K<0.01%new13F-HRTimeline
Navalign, LLC1,021$381K0.09%+113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC1,010$377K<0.01%+33113F-HRTimelineGroup
Rehmann Capital Advisory Group1,008$374K0.02%-12213F-HRTimeline
Cooper Financial Group1,002$374K0.03%+213F-HRTimeline
SkyView Investment Advisors, LLC1,000$373K0.29%new13F-HRTimeline
SeaCrest Wealth Management, LLC1,000$373K0.04%new13F-HRTimeline
HARTLINE INVESTMENT CORP/983$367K0.03%+813F-HRTimeline
Red Spruce Capital, LLC981$366K0.13%new13F-HRTimeline
Heritage Family Offices, LLP970$362K0.14%-22113F-HRTimeline
Pacific Excel Wealth Advisors, Inc.970$362K0.14%new13F-HRTimeline
KINTRA WEALTH, LLC1,092$360K0.02%+4113F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP948$353K<0.01%-55013F-HRTimelineGroup
Versant Capital Management, Inc938$350K0.03%-7713F-HRTimeline
Twelve Points Wealth Management LLC919$343K0.07%-7013F-HRTimeline
Krilogy Financial LLC908$339K0.01%+7713F-HRTimeline
Fieldview Capital Management, LLC901$336K0.1%new13F-HRTimeline
PIER 88 INVESTMENT PARTNERS LLC900$336K0.08%-40013F-HRTimeline
Ballentine Partners, LLC897$334K<0.01%+1013F-HRTimeline
PDS Planning, Inc897$334K0.02%-113F-HRTimeline
Storgate, LLC891$332K0.07%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC890$331K<0.01%+3113F-HRTimelineGroup
R Squared Ltd883$329K0.17%new13F-HRTimeline
Qsemble Capital Management, LP869$324K0.04%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC868$324K<0.01%+29513F-HR/ATimeline
PROFUND ADVISORS LLC863$322K0.01%-75613F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding861$321K-17,709Timeline
BROWN ADVISORY INCin group BROWN ADVISORY INC830$309K<0.01%-2813F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC827$308K0.01%+7813F-HRTimeline
Waverly Advisors, LLC824$307K<0.01%new13F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC823$307K0.02%-78013F-HRTimeline
ROTHSCHILD INVESTMENT LLC819$305K0.01%+77113F-HRTimeline
PCM Encore, LLC817$305K0.05%-1113F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC816$304K0.04%+16513F-HRTimeline
AlphaGrep UK Ltd812$303K0.09%+3713F-HRTimeline
Arax Advisory Partners784$292K<0.01%+41513F-HRTimeline
SYON CAPITAL LLC778$290K0.01%-113F-HRTimeline
Resonant Capital Advisors, LLC777$290K0.01%-613F-HRTimeline
Papamarkou Wellner Asset Management inc.760$288K0.18%new13F-HRTimeline
NewEdge Wealth, LLC772$288K<0.01%new13F-HRTimeline
Arkadios Wealth Advisors763$285K<0.01%+12113F-HRTimeline
FLC Capital Advisors761$284K0.05%013F-HRTimeline
Compound Planning, Inc.752$280K0.01%-6413F-HRTimeline
Brucke Financial, Inc.736$274K0.12%-88113F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC732$273K0.04%-12713F-HRTimeline
Hilltop National Bank732$273K0.06%-32413F-HRTimeline
MGO ONE SEVEN LLC727$271K<0.01%-513F-HRTimeline
Union Bancaire Privee, UBP SA760$265K<0.01%-11,70613F-HRTimeline
Pallas Capital Advisors LLC704$262K0.01%+913F-HRTimeline
Impact Capital Partners LLC703$262K0.07%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.700$261K0.01%013F-HRTimeline
Gladstone Institutional Advisory LLC685$255K0.01%new13F-HRTimeline
Snowden Capital Advisors LLC684$255K0.01%-4613F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …676$252K0.02%new13F-HRTimelineGroup
Horizon Investments, LLC668$249K<0.01%+9513F-HRTimeline
Gryphon Financial Partners LLC663$247K0.02%013F-HRTimeline
Smartleaf Asset Management LLC698$243K0.01%013F-HRTimeline
Bayesian Capital Management, LP650$242K0.16%new13F-HRTimeline
Claret Asset Management Corp648$242K0.03%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC641$239K0.01%+913F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.628$234K<0.01%new13F-HRTimelineGroup
Quantessence Capital LLC625$233K0.69%new13F-HRTimeline
Vision Capital Management, Inc.619$231K0.03%new13F-HRTimeline
Advisors Capital Management, LLC618$231K<0.01%new13F-HRTimeline
SEEDS INVESTOR LLC615$229K0.02%-14313F-HRTimeline
HOWE & RUSLING INC614$229K0.01%-9313F-HRTimeline
Parallel Advisors, LLC605$226K<0.01%+2313F-HRTimeline
Triangle Securities Wealth Management602$224K0.04%-24913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Dynamic Advisor Solutions LLC600$224K0.01%new13F-HRTimeline
Rafferty Asset Management, LLC599$223K<0.01%new13F-HRTimeline
CAXTON ASSOCIATES LLP595$222K<0.01%new13F-HRTimeline
Cannell & Spears LLC590$220K<0.01%new13F-HRTimeline
Simplicity Wealth,LLC589$220K0.01%new13F-HRTimeline
CLEAR WAVE WEALTH MANAGEMENT LLC588$219K0.05%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…587$219K<0.01%new13F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC574$214K<0.01%new13F-HRTimeline
Farringdon Capital, Ltd.573$214K0.11%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK558$208K<0.01%-813F-HRTimelineGroup
Markin Volterra Fund LPin group Markin Asset Management, LP557$208K0.7%new13F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP554$207K<0.01%-76413F-HRTimeline
Patriot Financial Group Insurance Agenc…546$204K0.02%-54613F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO545$203K0.02%new13F-HRTimelineGroup
DRW Securities, LLC539$201K0.01%new13F-HRTimeline
UMB Bank, n.a.500$186K<0.01%+5513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Farther Finance Advisors, LLC500$186K<0.01%-1813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC490$183K<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division460$172K0.02%-12013F-HRTimeline
Godfrey Financial Associates, Inc.450$168K0.13%013F-HRTimeline
Caitong International Asset Management …430$160K0.02%+22713F-HRTimeline
SITTNER & NELSON, LLC416$155K0.05%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC371$138K0.01%+30913F-HRTimeline
State of Wyoming344$128K0.01%-34013F-HRTimeline
Quantum Portfolio Management LLC308$115K0.04%new13F-HRTimeline
Sterling Capital Management LLC296$110K<0.01%+5213F-HRTimeline
Gen-Wealth Partners Inc286$107K0.03%013F-HRTimeline
Quarry LP274$102K0.02%+26913F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…266$99.2K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…264$98.4K<0.01%-12313F-HRTimelineGroup
OP Asset Management Ltd261$97.3K<0.01%013F-HRTimeline
Archer Investment Corp250$93.2K0.02%+10013F-HR/ATimeline
Basecamp Wealth Advisors LLC222$82.8K0.02%013F-HRTimeline
WELLINGTON-ALTUS USA INC.255$82.3K0.06%013F-HRTimeline
Leonteq Securities AG217$80.9K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.216$80.6K<0.01%+513F-HRTimelineGroup
SBI Securities Co., Ltd.203$75.7K<0.01%-3213F-HRTimeline
MassMutual Private Wealth & Trust, FSB190$70.8K<0.01%-1413F-HRTimeline
Park Place Capital Corp189$70.5K0.01%-7013F-HRTimeline
Global Retirement Partners, LLC188$70.1K<0.01%13F-HRTimeline
Elequin Capital, LP182$67.9K<0.01%+14613F-HRTimeline
Parkside Financial Bank & Trust161$60K<0.01%013F-HRTimeline
Essential Partners LLC150$55.9K0.03%+13913F-HRTimeline
True Wealth Design, LLC148$55.2K0.01%+7613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp140$52.2K<0.01%new13F-HRTimelineGroup
PROATHLETE WEALTH MANAGEMENT LLC137$51.3K0.01%013F-HRTimeline
Silvant Capital Management LLC135$50.3K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA130$48.5K<0.01%+413F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD127$47.4K<0.01%new13F-HRTimelineGroup
GHP Investment Advisors, Inc.125$46.6K<0.01%013F-HRTimeline
Larson Financial Group LLC125$46.6K<0.01%+1413F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.122$45.5K<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.114$42.5K<0.01%-813F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.113$42.1K<0.01%new13F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.105$39.2K<0.01%-413F-HRTimeline
Main Street Group, LTD100$37.3K0.01%-2513F-HRTimeline
Measured Wealth Private Client Group, L…97$36.2K0.01%-1913F-HRTimeline
Bare Financial Services, Inc96$35.8K0.01%013F-HRTimeline
Millstone Evans Group, LLC85$31.7K0.02%013F-HRTimeline
Cornerstone Planning Group LLC93$29.5K<0.01%-4013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…75$28K<0.01%-10013F-HRTimeline
Westside Investment Management, Inc.70$26.1K<0.01%+1013F-HRTimeline
Eurizon Capital SGR S.p.A.74$25.8K<0.01%+3213F-HRTimeline
MATHER GROUP, LLC.67$25K<0.01%013F-HRTimeline
Bogart Wealth, LLC67$25K<0.01%+6113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC86$24.7K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…65$24.2K0.01%013F-HRTimeline
Acumen Wealth Advisors, LLC64$23.9K0.01%+1213F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS66$23.5K<0.01%new13F-HRTimeline
Carolina Wealth Advisors, LLC57$21.3K0.01%+2113F-HRTimeline
Bell Investment Advisors, Inc57$21.3K<0.01%013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.56$20.9K<0.01%013F-HRTimeline
Truvestments Capital LLC55$20.5K<0.01%+2513F-HRTimeline
Cedar Mountain Advisors, LLC53$19.8K<0.01%013F-HRTimeline
CVA Family Office, LLC53$19.8K<0.01%+113F-HRTimeline
WealthCollab, LLC52$19.4K0.01%013F-HRTimeline
Markowski Investments51$19K<0.01%13F-HRTimeline
Keating Financial Advisory Services, In…50$18.6K<0.01%+413F-HRTimeline
Silver Grove Financial Group, Inc.47$17.5K0.01%new13F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.45$17K<0.01%-2213F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC42$15.7K<0.01%013F-HRTimeline
WPG Advisers, LLC39$14.5K0.01%-813F-HRTimeline
WestEnd Advisors, LLC36$13.6K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…33$12.3K<0.01%-713F-HRTimelineGroup
High Note Wealth, LLC33$12.3K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.31$11.6K<0.01%+2613F-HRTimeline

Events

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

    Accepted , ingested