ADVANCED ENERGY INDUSTRIES INC (AEIS) — Institutional Holders, Q2 2026 (page 5)
697 institutional investment managers reported a AEIS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $15.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 401 to 500. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
AEIS 13F holders ranked 401–500 of 697
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Caprock Group#401 · 1,755 sh | 1,755 | $654.4K | 0.01% | -18.4% |
| 402 | GATEWAY INVESTMENT ADVISERS#402 · 1,747 sh | 1,747 | $651.5K | — | +89.7% |
| 403 | D.A. DAVIDSON#403 · 1,732 sh | 1,732 | $645.8K | <0.01% | +12.3% |
| 404 | Perpetual Ltd#404 · 1,732 sh | 1,732 | $645.8K | — | 0.0% |
| 405 | NORDEN GROUP#405 · 1,644 sh | 1,644 | $613.0K | — | -19.3% |
| 406 | USS Investment Management Ltd#406 · 1,600 sh | 1,600 | $596.8K | <0.01% | New |
| 407 | MAVERICK CAPITAL LTD#407 · 1,598 sh | 1,598 | $595.8K | <0.01% | New |
| 408 | Portside Wealth Group#408 · 1,595 sh | 1,595 | $594.7K | — | -5.3% |
| 409 | Maxi Investments CY Ltd#409 · 1,566 sh | 1,566 | $584.0K | — | New |
| 410 | Itau Unibanco Holding S.A.#410 · 1,566 sh | 1,566 | $583.9K | 0.01% | New |
| 411 | HB Wealth Management#411 · 1,558 sh | 1,558 | $580.9K | — | +67.0% |
| 412 | Calamos Wealth Management#412 · 208,000 sh | 208,000 | $575.3K | 0.02% | -60.3% |
| 413 | Summit Trail Advisors#413 · 1,529 sh | 1,529 | $570.2K | <0.01% | +8.1% |
| 414 | TORONTO DOMINION BANK#414 · 1,506 sh | 1,506 | $561.6K | <0.01% | New |
| 415 | POLEN CAPITAL MANAGEMENT#415 · 1,503 sh | 1,503 | $560.4K | <0.01% | New |
| 416 | ProShare Advisors#416 · 1,500 sh | 1,500 | $559.3K | <0.01% | -78.5% |
| 417 | Steward Partners Investment Advisory#417 · 1,493 sh | 1,493 | $556.8K | <0.01% | +32.0% |
| 418 | CITIZENS FINANCIAL GROUP#418 · 1,481 sh | 1,481 | $552.3K | — | New |
| 419 | FOX RUN MANAGEMENT, L.L.C.#419 · 1,479 sh | 1,479 | $551.5K | 0.09% | New |
| 420 | INTRUST BANK NA#420 · 1,471 sh | 1,471 | $548.5K | 0.04% | -13.2% |
| 421 | BLAIR WILLIAM#421 · 1,468 sh | 1,468 | $547.4K | <0.01% | -60.1% |
| 422 | COMMONWEALTH EQUITY SERVICES#422 · 18,338 sh | 18,338 | $545.4K | <0.01% | +1200.6% |
| 423 | SHELTON CAPITAL MANAGEMENT#423 · 1,460 sh | 1,460 | $544.4K | 0.01% | 0.0% |
| 424 | MIRABELLA FINANCIAL SERVICES LLP#424 · 1,429 sh | 1,429 | $532.8K | 0.05% | -2.9% |
| 425 | Round Rock Advisors#425 · 1,426 sh | 1,426 | $531.7K | 0.07% | 0.0% |
| 426 | Polymer Capital Management (US)#426 · 1,418 sh | 1,418 | $528.7K | 0.07% | New |
| 427 | OneDigital Investment Advisors#427 · 1,392 sh | 1,392 | $519.0K | <0.01% | -13.7% |
| 428 | Y.D. More Investments Ltd#428 · 1,386 sh | 1,386 | $516.8K | 0.02% | +6.4% |
| 429 | INTECH INVESTMENT MANAGEMENT#429 · 1,375 sh | 1,375 | $512.7K | <0.01% | -85.0% |
| 430 | Envestnet Portfolio Solutions#430 · 1,362 sh | 1,362 | $507.8K | <0.01% | -13.9% |
| 431 | MUFG Securities EMEA plc#431 · 1,360 sh | 1,360 | $507.1K | <0.01% | New |
| 432 | MAI Capital Management#432 · 1,350 sh | 1,350 | $503.4K | <0.01% | +139.4% |
| 433 | HIGHLAND CAPITAL MANAGEMENT#433 · 1,345 sh | 1,345 | $501.5K | — | +5.7% |
| 434 | ANB BANK#434 · 1,339 sh | 1,339 | $499.3K | — | -0.8% |
| 435 | Sowell Financial Services#435 · 1,312 sh | 1,312 | $489.3K | — | -1.7% |
| 436 | SCHRODER INVESTMENT MANAGEMENT GROUP#436 · 1,404 sh | 1,404 | $488.8K | <0.01% | New |
| 437 | Advisors Asset Management#437 · 1,300 sh | 1,300 | $484.7K | <0.01% | +13.6% |
| 438 | Centiva Capital#438 · 1,300 sh | 1,300 | $484.7K | <0.01% | New |
| 439 | TWO SIGMA SECURITIES#439 · 1,298 sh | 1,298 | $484.0K | 0.04% | New |
| 440 | WINTON GROUP Ltd#440 · 1,280 sh | 1,280 | $477.3K | 0.02% | New |
| 441 | SIGNATUREFD#441 · 1,276 sh | 1,276 | $475.8K | — | -5.9% |
| 442 | Chicago Partners Investment Group#442 · 1,505 sh | 1,505 | $474.3K | — | New |
| 443 | Harvest Fund Management , Ltd#443 · 1,270 sh | 1,270 | $474.0K | 0.02% | +2.3% |
| 444 | KBC Group NV#444 · 1,244 sh | 1,244 | $464.0K | — | +8.7% |
| 445 | Portman Square Capital LLP#445 · 1,240 sh | 1,240 | $462.4K | — | New |
| 446 | Bridgewater Associates#446 · 1,239 sh | 1,239 | $462.0K | <0.01% | -55.8% |
| 447 | Fifth Third Wealth Advisors#447 · 1,236 sh | 1,236 | $460.9K | — | +3.8% |
| 448 | Laurion Capital Management#448 · 1,228 sh | 1,228 | $457.9K | 0.01% | New |
| 449 | Nykredit A/S#449 · 1,218 sh | 1,218 | $454.2K | <0.01% | — |
| 450 | Ellevest#450 · 1,207 sh | 1,207 | $450.1K | 0.05% | -22.0% |
| 451 | PRAKASH INVESTMENT ADVISORS#451 · 1,200 sh | 1,200 | $447.4K | — | New |
| 452 | 111 Capital#452 · 1,192 sh | 1,192 | $444.5K | 0.08% | New |
| 453 | GLOBEFLEX CAPITAL L P#453 · 1,185 sh | 1,185 | $441.9K | 0.06% | New |
| 454 | Clearstead Advisors#454 · 1,180 sh | 1,180 | $440.1K | <0.01% | +24.9% |
| 455 | Sound Capital Solutions#455 · 1,168 sh | 1,168 | $435.5K | 0.10% | — |
| 456 | CIBC Asset Management#456 · 1,167 sh | 1,167 | $435.1K | <0.01% | -4.8% |
| 457 | BECK CAPITAL MANAGEMENT#457 · 1,148 sh | 1,148 | $428.2K | 0.08% | +44.9% |
| 458 | Keebeck Wealth Management#458 · 1,147 sh | 1,147 | $427.7K | 0.04% | +6.6% |
| 459 | Hillsdale Investment Management#459 · 1,130 sh | 1,130 | $421.3K | <0.01% | -8.5% |
| 460 | North Dakota State Investment Board#460 · 1,111 sh | 1,111 | $414.3K | — | New |
| 461 | Teza Capital Management#461 · 1,107 sh | 1,107 | $412.8K | — | New |
| 462 | SIMPLEX TRADING#462 · 1,106 sh | 1,106 | $412.4K | <0.01% | New |
| 463 | Verdence Capital Advisors#463 · 1,092 sh | 1,092 | $407.2K | — | New |
| 464 | GLENMEDE NA#464 · 1,078 sh | 1,078 | $402.0K | <0.01% | -65.8% |
| 465 | Revolve Wealth Partners#465 · 1,076 sh | 1,076 | $401.2K | — | New |
| 466 | Symphony Financial Services#466 · 1,075 sh | 1,075 | $400.8K | 0.18% | +1.9% |
| 467 | GREENLEAF#467 · 1,067 sh | 1,067 | $397.9K | <0.01% | -2.8% |
| 468 | Kingsview Wealth Management#468 · 1,029 sh | 1,029 | $383.7K | <0.01% | New |
| 469 | Navalign#469 · 1,021 sh | 1,021 | $380.5K | 0.09% | +0.1% |
| 470 | Lido Advisors#470 · 1,010 sh | 1,010 | $377.0K | <0.01% | +48.7% |
| 471 | Rehmann Capital Advisory Group#471 · 1,008 sh | 1,008 | $373.7K | 0.02% | -10.8% |
| 472 | Cooper Financial Group#472 · 1,002 sh | 1,002 | $373.6K | — | +0.2% |
| 473 | SkyView Investment Advisors#473 · 1,000 sh | 1,000 | $373.0K | 0.29% | New |
| 474 | SeaCrest Wealth Management#474 · 1,000 sh | 1,000 | $372.9K | — | New |
| 475 | HARTLINE INVESTMENT#475 · 983 sh | 983 | $366.5K | 0.03% | +0.8% |
| 476 | Red Spruce Capital#476 · 981 sh | 981 | $365.8K | — | New |
| 477 | Heritage Family Offices, LLP#477 · 970 sh | 970 | $361.6K | 0.14% | -18.6% |
| 478 | Pacific Excel Wealth Advisors#478 · 970 sh | 970 | $361.6K | 0.14% | New |
| 479 | Evergreen Wealth Solutions#479 · 1,092 sh | 1,092 | $359.9K | 0.02% | +3.9% |
| 480 | REGIONS FINANCIAL#480 · 948 sh | 948 | $353.5K | <0.01% | -36.7% |
| 481 | Versant Capital Management#481 · 938 sh | 938 | $349.8K | — | -7.6% |
| 482 | Twelve Points Wealth Management#482 · 919 sh | 919 | $342.7K | 0.07% | -7.1% |
| 483 | Krilogy Financial#483 · 908 sh | 908 | $338.6K | — | +9.3% |
| 484 | Fieldview Capital Management#484 · 901 sh | 901 | $336.0K | 0.10% | New |
| 485 | PIER 88 INVESTMENT PARTNERS#485 · 900 sh | 900 | $335.6K | 0.08% | -30.8% |
| 486 | Ballentine Partners#486 · 897 sh | 897 | $334.5K | <0.01% | +1.1% |
| 487 | PDS Planning#487 · 897 sh | 897 | $334.5K | 0.02% | -0.1% |
| 488 | Storgate#488 · 891 sh | 891 | $332.2K | 0.07% | New |
| 489 | Savant Capital#489 · 890 sh | 890 | $330.8K | <0.01% | +3.6% |
| 490 | R Squared Ltd#490 · 883 sh | 883 | $329.2K | 0.17% | New |
| 491 | Qsemble Capital Management#491 · 869 sh | 869 | $324.0K | 0.04% | New |
| 492 | EXCHANGE TRADED CONCEPTS#492 · 868 sh | 868 | $323.7K | <0.01% | +51.5% |
| 493 | PROFUND ADVISORS#493 · 863 sh | 863 | $321.8K | <0.01% | -46.7% |
| 494 | Mirae Asset Global Investments , Ltd.#494 · 861 sh | 861 | $321.0K | <0.01% | 0.0% |
| 495 | BROWN ADVISORY#495 · 830 sh | 830 | $309.5K | <0.01% | -3.3% |
| 496 | DAYMARK WEALTH PARTNERS#496 · 827 sh | 827 | $308.4K | <0.01% | +10.4% |
| 497 | Waverly Advisors#497 · 824 sh | 824 | $307.2K | <0.01% | New |
| 498 | PRELUDE CAPITAL MANAGEMENT#498 · 823 sh | 823 | $306.9K | 0.02% | -48.7% |
| 499 | ROTHSCHILD INVESTMENT#499 · 819 sh | 819 | $305.4K | 0.01% | +1606.2% |
| 500 | PCM Encore#500 · 817 sh | 817 | $304.8K | 0.05% | -1.3% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.