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Disclosery

AEIS ADVANCED ENERGY INDS

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Stock (common), issuer CIK 927003

561 managers (581 13F filers) reported a position in AEIS shares at 2026-03-31, 40,962,148 shares in all. 156 filers opened a position and 43 filers sold out during the quarter.

Managers
561
13F filers
581
New
156
Added
168
Reduced
201
Sold out
43
Shares held by filers
40,962,148

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Hilltop Holdings Inc.in group Hilltop Holdings Inc.843$272K0.02%new13F-HRTimelineGroup
PCM Encore, LLC828$267K0.05%new13F-HRTimeline
Compound Planning, Inc.816$263K0.01%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…805$260K<0.01%new13F-HRTimelineGroup
IPG Investment Advisors LLC795$257K0.04%new13F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC792$256K0.06%new13F-HRTimeline
Resonant Capital Advisors, LLC783$253K0.01%new13F-HRTimeline
SYON CAPITAL LLC779$251K0.01%new13F-HRTimeline
AlphaGrep UK Ltd775$250K0.07%new13F-HRTimeline
FLC Capital Advisors761$246K0.04%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC749$242K0.01%new13F-HRTimeline
MGO ONE SEVEN LLC732$236K<0.01%new13F-HRTimeline
Snowden Capital Advisors LLC730$236K0.01%new13F-HRTimeline
HOWE & RUSLING INC707$228K0.01%-96913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.700$226K0.01%new13F-HRTimeline
Pallas Capital Advisors LLC695$224K0.01%new13F-HRTimeline
State of Wyoming684$221K0.03%+41913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC679$219K<0.01%new13F-HRTimelineGroup
Abacus Wealth Partners, LLC677$218K0.02%new13F-HRTimeline
Gryphon Financial Partners LLC663$214K0.02%new13F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC651$210K0.03%new13F-HRTimeline
Smartleaf Asset Management LLC698$208K0.01%-66913F-HRTimeline
Everhart Financial Group, Inc.643$208K0.02%new13F-HRTimeline
Arkadios Wealth Advisors642$207K<0.01%new13F-HRTimeline
Beacon Pointe Advisors, LLC637$206K<0.01%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC632$204K0.01%new13F-HRTimeline
Kraft, Davis & Associates, LLC529$203K0.04%new13F-HRTimeline
Neo Ivy Capital Management606$196K0.05%new13F-HRTimeline
Parallel Advisors, LLC582$188K<0.01%+14613F-HR/ATimeline
Central Pacific Bank - Trust Division580$187K0.02%-1013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC573$185K<0.01%-25113F-HRTimeline
Horizon Investments, LLC573$185K<0.01%-25113F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK566$183K<0.01%+7713F-HRTimelineGroup
MAI Capital Management564$182K<0.01%+20413F-HRTimeline
Farther Finance Advisors, LLC518$172K<0.01%-3613F-HRTimeline
Lloyd Advisory Services, LLC.505$163K0.05%new13F-HRTimeline
Kingdom Financial Group LLC.505$163K0.05%new13F-HRTimeline
Aster Capital Management (DIFC) Ltd1,642$156K0.05%new13F-HRTimeline
BALLAST ADVISORS LLC475$153K0.04%new13F-HR/ATimeline
Godfrey Financial Associates, Inc.450$145K0.12%013F-HRTimeline
UMB Bank, n.a.445$144K<0.01%+1213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Advisory Services Network, LLC418$135K<0.01%new13F-HRTimeline
SITTNER & NELSON, LLC416$134K0.05%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…387$125K<0.01%+2613F-HR/ATimelineGroup
Arax Advisory Partners369$121K<0.01%-10213F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…315$101K<0.01%new13F-HRTimelineGroup
WELLINGTON-ALTUS USA INC.255$95.1K0.06%+14913F-HRTimeline
Wellington Grp LLC288$92.9K0.03%013F-HRTimeline
Gen-Wealth Partners Inc286$92.3K0.03%new13F-HRTimeline
Employees Retirement System of Texas285$92K<0.01%013F-HRTimeline
OP Asset Management Ltd261$84.2K<0.01%new13F-HR/ATimeline
Park Place Capital Corp259$83.6K0.02%+1713F-HRTimeline
Sterling Capital Management LLC244$78.7K<0.01%-213F-HRTimeline
SBI Securities Co., Ltd.235$75.8K<0.01%+18613F-HRTimeline
USA FINANCIAL FORMULAS230$74.2K0.01%+2113F-HRTimeline
Basecamp Wealth Advisors LLC222$71.6K0.01%+3113F-HRTimeline
Kemnay Advisory Services Inc.219$70.7K0.01%+9813F-HRTimeline
Leonteq Securities AG217$70K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.211$68.1K<0.01%+1713F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB204$65.8K<0.01%+2413F-HRTimeline
Caitong International Asset Management …203$65.5K0.01%+19513F-HRTimeline
Ritter Daniher Financial Advisory LLC /…175$56.5K0.01%+10013F-HRTimeline
Parkside Financial Bank & Trust161$52K<0.01%-1013F-HRTimeline
Archer Investment Corp150$48.4K0.01%013F-HRTimeline
Cornerstone Planning Group LLC133$45.6K0.01%+913F-HRTimeline
WFA of San Diego, LLC140$45.2K0.04%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC137$44.4K0.01%013F-HRTimeline
PRIVATE TRUST CO NA126$40.7K<0.01%-3913F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.126$40.7K<0.01%+11613F-HR/ATimelineGroup
GHP Investment Advisors, Inc.125$40.3K<0.01%new13F-HRTimeline
Main Street Group, LTD125$40.3K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.122$39.4K<0.01%+1313F-HRTimeline
Measured Wealth Private Client Group, L…116$37.4K0.01%-11713F-HRTimeline
Larson Financial Group LLC111$35.8K<0.01%+1013F-HRTimeline
Bayforest Capital Ltd110$35.5K0.04%-2713F-HRTimeline
Pinnacle Wealth Planning Services, Inc.109$35.2K<0.01%-69213F-HRTimeline
Root Financial Partners, LLC108$34.9K<0.01%+2713F-HRTimeline
Sound Income Strategies, LLC95$31.6K<0.01%013F-HRTimeline
Bare Financial Services, Inc96$31K0.01%+613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC86$28.5K<0.01%new13F-HRTimeline
Wall Street Financial Group, Inc.85$27.4K0.02%new13F-HRTimeline
Millstone Evans Group, LLC85$27.4K0.02%013F-HRTimeline
True Wealth Design, LLC72$23.2K0.01%013F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…72$23.2K<0.01%013F-HRTimelineGroup
HARBOR CAPITAL ADVISORS, INC.67$22K<0.01%-12,58413F-HRTimeline
MATHER GROUP, LLC.67$21.6K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…65$21K0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC63$20.3K0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC62$20K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.60$19.9K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc57$18.4K<0.01%+413F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.56$18.1K<0.01%new13F-HRTimeline
Cedar Mountain Advisors, LLC53$17.1K<0.01%+5013F-HRTimeline
CVA Family Office, LLC52$16.8K<0.01%+4613F-HRTimeline
Acumen Wealth Advisors, LLC52$16.8K<0.01%-913F-HRTimeline
WealthCollab, LLC52$16.8K0.01%013F-HRTimeline
Covestor Ltd49$16K0.01%-3713F-HRTimeline
ROTHSCHILD INVESTMENT LLC48$15.5K<0.01%+913F-HRTimeline
WPG Advisers, LLC47$15.2K0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…46$14.8K<0.01%+213F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC42$13.6K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…40$12.9K<0.01%+1813F-HRTimelineGroup
Eurizon Capital SGR S.p.A.42$12.6K<0.01%new13F-HRTimeline
Carolina Wealth Advisors, LLC36$11.6K<0.01%new13F-HRTimeline
Elequin Capital, LP36$11.6K<0.01%-5213F-HRTimeline
Financial Network Wealth Advisors LLC34$11K0.01%+2413F-HRTimeline
Retirement Wealth Solutions LLC33$10.7K0.01%-113F-HRTimeline
High Note Wealth, LLC33$10.6K<0.01%-213F-HRTimeline
Truvestments Capital LLC30$9.68K<0.01%013F-HRTimeline
Fortitude Family Office, LLC29$9.36K<0.01%+2213F-HRTimeline
McMillan Office, Inc.27$8.71K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC25$8.07K<0.01%013F-HRTimeline
MidFirst Bank25$8.07K<0.01%-1,99113F-HRTimeline
Atlantic Edge Private Wealth Management…23$7.42K<0.01%013F-HRTimeline
Crews Bank & Trust23$7.42K<0.01%new13F-HRTimeline
TD Capital Management LLC21$6.78K<0.01%+1613F-HRTimeline
IFP Advisors, Inc21$6.78K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…21$6.78K<0.01%013F-HRTimeline
Rossby Financial, LCC19$6.32K<0.01%+1413F-HRTimeline
Rialto Wealth Management, LLC19$6.13K<0.01%+213F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…19$6.13K<0.01%+1113F-HRTimeline
Innovative Asset Advisors Group, LLC19$6.13K<0.01%13F-HRTimeline
MJT & Associates Financial Advisory Gro…18$5.81K<0.01%-2213F-HRTimeline
Signature Equity Partners, LLC16$5.17K<0.01%-113F-HRTimeline
North Star Investment Management Corp.16$5.16K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.16$5.16K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.15$5.1K<0.01%+1413F-HRTimeline
Plante Moran Financial Advisors, LLC15$4.84K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.15$4.84K<0.01%+313F-HRTimeline
Kilter Group LLC13$4.2K<0.01%-413F-HRTimeline
IMA Advisory Services, Inc.12$3.87K<0.01%-1013F-HRTimeline
Hughes Financial Services, LLC11$3.55K<0.01%+113F-HRTimeline
Essential Partners LLC11$3.55K<0.01%013F-HRTimeline
Marquette Asset Management, LLC10$3.23K<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC10$3.23K<0.01%+513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC10$3K<0.01%new13F-HRTimelineGroup
Prestige Wealth Management Group LLC7$2.26K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC7$2.26K<0.01%013F-HRTimeline
PITTENGER & ANDERSON INC6$1.94K<0.01%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC6$1.94K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.6$1.94K<0.01%013F-HRTimeline
Bogart Wealth, LLC6$1.94K<0.01%new13F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.6$1.94K<0.01%new13F-HRTimelineGroup
MONTAG A & ASSOCIATES INC6$1.8K<0.01%-613F-HRTimeline
FIRST HORIZON CORP5$1.61K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…5$1.61K<0.01%-513F-HRTimelineGroup
Trust Co5$1.61K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.5$1.61K<0.01%+213F-HRTimeline
Quarry LP5$1.61K<0.01%-1113F-HRTimeline
JPL Wealth Management, LLC5$1.61K<0.01%new13F-HR/ATimeline
My Portfolio Guide, LLC5$1.61K<0.01%13F-HRTimeline
Vermillion Wealth Management, Inc.4$1.29K<0.01%new13F-HRTimeline
Cornerstone Financial Management LLC4$1.29K<0.01%new13F-HR/ATimeline
Avion Wealth4$1K<0.01%013F-HRTimeline
Abound Wealth Management3$807<0.01%-313F-HRTimeline
SHP Wealth Management2$645<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC2$645<0.01%-913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1$323<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1$323<0.01%new13F-HRTimeline
CURIO WEALTH, LLC1$323<0.01%new13F-HRTimeline
Activest Wealth Management0$104<0.01%-113F-HRTimelineAmount 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