ADVANCED ENERGY INDUSTRIES INC (AEIS) — Institutional Holders, Q2 2026 (page 6)
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 501 to 600. 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 501–600 of 697
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | SAWGRASS ASSET MANAGEMENT#501 · 816 sh | 816 | $304.3K | 0.04% | +25.3% |
| 502 | AlphaGrep UK Ltd#502 · 812 sh | 812 | $302.8K | 0.09% | +4.8% |
| 503 | SRS Capital Advisors#503 · 784 sh | 784 | $292.3K | <0.01% | +112.5% |
| 504 | SYON CAPITAL#504 · 778 sh | 778 | $290.1K | 0.01% | -0.1% |
| 505 | Resonant Capital Advisors#505 · 777 sh | 777 | $289.7K | — | -0.8% |
| 506 | Papamarkou Wellner Asset Management#506 · 760 sh | 760 | $288.4K | 0.18% | New |
| 507 | NewEdge Wealth#507 · 772 sh | 772 | $287.9K | <0.01% | New |
| 508 | Arkadios Wealth Advisors#508 · 763 sh | 763 | $284.5K | <0.01% | +18.8% |
| 509 | FLC Capital Advisors#509 · 761 sh | 761 | $283.8K | 0.05% | 0.0% |
| 510 | Compound Planning#510 · 752 sh | 752 | $280.5K | <0.01% | -7.8% |
| 511 | Brucke Financial#511 · 736 sh | 736 | $274.4K | — | -54.5% |
| 512 | PERSONAL CFO SOLUTIONS#512 · 732 sh | 732 | $273.1K | 0.04% | -14.8% |
| 513 | Hilltop National Bank#513 · 732 sh | 732 | $272.9K | — | -30.7% |
| 514 | MGO ONE SEVEN#514 · 727 sh | 727 | $271.1K | <0.01% | -0.7% |
| 515 | ODDO BHF ASSET MANAGEMENT SAS#515 · 98 sh | 98 | $268.3K | 0.01% | -2.0% |
| 516 | PRINCIPAL SECURITIES#516 · 717 sh | 717 | $267.3K | <0.01% | -40.9% |
| 517 | Union Bancaire Privee, UBP SA#517 · 760 sh | 760 | $264.6K | <0.01% | -99.9% |
| 518 | Pallas Capital Advisors#518 · 704 sh | 704 | $262.3K | <0.01% | +1.3% |
| 519 | Impact Capital Partners#519 · 703 sh | 703 | $262.1K | — | New |
| 520 | Gibbs Wealth Management#520 · 700 sh | 700 | $261.0K | — | -54.4% |
| 521 | LEAVELL INVESTMENT MANAGEMENT#521 · 700 sh | 700 | $261.0K | <0.01% | 0.0% |
| 522 | MIZUHO MARKETS AMERICAS#522 · 686 sh | 686 | $255.8K | <0.01% | New |
| 523 | Gladstone Institutional Advisory#523 · 685 sh | 685 | $255.4K | <0.01% | New |
| 524 | Snowden Capital Advisors#524 · 684 sh | 684 | $255.1K | <0.01% | -6.3% |
| 525 | BTG Pactual Asset Management US#525 · 676 sh | 676 | $252.1K | 0.02% | New |
| 526 | Horizon Investments#526 · 668 sh | 668 | $249.1K | <0.01% | +16.6% |
| 527 | Gryphon Financial Partners#527 · 663 sh | 663 | $247.3K | 0.02% | 0.0% |
| 528 | Diversify Advisory Services#528 · 840 sh | 840 | $245.4K | — | New |
| 529 | DIVERSIFY WEALTH MANAGEMENT#529 · 840 sh | 840 | $245.4K | — | -18.6% |
| 530 | Smartleaf Asset Management#530 · 698 sh | 698 | $243.0K | <0.01% | 0.0% |
| 531 | Bayesian Capital Management#531 · 650 sh | 650 | $242.4K | 0.15% | New |
| 532 | Claret Asset Management#532 · 648 sh | 648 | $242.0K | 0.03% | New |
| 533 | Dorsey & Whitney#533 · 641 sh | 641 | $239.1K | 0.01% | +1.4% |
| 534 | Banco Santander, S.A.#534 · 628 sh | 628 | $234.2K | <0.01% | New |
| 535 | Quantessence Capital#535 · 625 sh | 625 | $233.0K | 0.69% | New |
| 536 | Vision Capital Management#536 · 619 sh | 619 | $230.8K | — | New |
| 537 | Advisors Capital Management#537 · 618 sh | 618 | $230.6K | <0.01% | New |
| 538 | SEEDS INVESTOR#538 · 615 sh | 615 | $229.2K | 0.02% | -18.9% |
| 539 | HOWE & RUSLING#539 · 614 sh | 614 | $228.9K | 0.01% | -13.2% |
| 540 | Parallel Advisors#540 · 605 sh | 605 | $225.6K | <0.01% | +4.0% |
| 541 | Triangle Securities Wealth Management#541 · 602 sh | 602 | $224.5K | — | -29.3% |
| 542 | Dynamic Advisor Solutions#542 · 600 sh | 600 | $223.7K | — | New |
| 543 | Rafferty Asset Management#543 · 599 sh | 599 | $223.3K | <0.01% | New |
| 544 | CAXTON ASSOCIATES LLP#544 · 595 sh | 595 | $221.9K | <0.01% | New |
| 545 | Spears Abacus Advisors#545 · 590 sh | 590 | $220.0K | <0.01% | New |
| 546 | Simplicity Wealth#546 · 589 sh | 589 | $219.6K | — | New |
| 547 | CLEAR WAVE WEALTH MANAGEMENT#547 · 588 sh | 588 | $219.2K | 0.04% | New |
| 548 | Concurrent Investment Advisors#548 · 587 sh | 587 | $218.9K | — | New |
| 549 | MONETA GROUP INVESTMENT ADVISORS#549 · 574 sh | 574 | $214.0K | <0.01% | New |
| 550 | Farringdon Capital, Ltd.#550 · 573 sh | 573 | $213.7K | 0.11% | New |
| 551 | HUNTINGTON NATIONAL BANK#551 · 558 sh | 558 | $208.1K | <0.01% | -1.4% |
| 552 | Markin Volterra Fund#552 · 557 sh | 557 | $207.7K | 0.14% | New |
| 553 | PEAPACK GLADSTONE FINANCIAL#553 · 554 sh | 554 | $207.0K | <0.01% | -58.0% |
| 554 | Patriot Financial Group Insurance Agency#554 · 546 sh | 546 | $203.6K | — | -50.0% |
| 555 | Pitcairn Wealth Advisors#555 · 545 sh | 545 | $203.2K | 0.02% | New |
| 556 | DRW Securities#556 · 539 sh | 539 | $201.0K | <0.01% | New |
| 557 | Integrated Wealth Concepts#557 · 521 sh | 521 | $194.3K | <0.01% | New |
| 558 | UMB Bank, n.a.#558 · 500 sh | 500 | $186.4K | <0.01% | +12.4% |
| 559 | Farther Finance Advisors#559 · 500 sh | 500 | $185.8K | — | -3.5% |
| 560 | BARTLETT & WEALTH MANAGEMENT#560 · 490 sh | 490 | $182.7K | <0.01% | New |
| 561 | Central Pacific Bank - Division#561 · 460 sh | 460 | $171.5K | — | -99.8% |
| 562 | Godfrey Financial Associates#562 · 450 sh | 450 | $167.8K | 0.13% | 0.0% |
| 563 | Caitong International Asset Management , Ltd#563 · 430 sh | 430 | $160.3K | 0.02% | +111.8% |
| 564 | SITTNER & NELSON#564 · 416 sh | 416 | $155.1K | 0.05% | 0.0% |
| 565 | HARBOR INVESTMENT ADVISORY#565 · 371 sh | 371 | $138.3K | — | +498.4% |
| 566 | STEPHENS#566 · 48,000 sh | 48,000 | $131.1K | <0.01% | -4.0% |
| 567 | State of Wyoming#567 · 344 sh | 344 | $128.3K | 0.01% | -49.7% |
| 568 | Parkside Financial Bank#568 · 322 sh | 322 | $120.1K | — | +100.0% |
| 569 | Sterling Capital Management#569 · 296 sh | 296 | $110.4K | — | +21.3% |
| 570 | Gen-Wealth Partners#570 · 286 sh | 286 | $106.6K | 0.03% | 0.0% |
| 571 | Quarry#571 · 274 sh | 274 | $102.2K | <0.01% | +5380.0% |
| 572 | Walleye Trading#572 · 268 sh | 268 | $99.9K | <0.01% | New |
| 573 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt#573 · 266 sh | 266 | $99.2K | <0.01% | New |
| 574 | EverSource Wealth Advisors#574 · 264 sh | 264 | $98.4K | <0.01% | -96.8% |
| 575 | OP Asset Management Ltd#575 · 261 sh | 261 | $97.3K | <0.01% | 0.0% |
| 576 | Archer Investment#576 · 250 sh | 250 | $93.2K | 0.02% | +66.7% |
| 577 | Wellington Grp#577 · 288 sh | 288 | $92.9K | 0.03% | 0.0% |
| 578 | Basecamp Wealth Advisors#578 · 222 sh | 222 | $82.8K | 0.02% | 0.0% |
| 579 | WELLINGTON-ALTUS USA#579 · 255 sh | 255 | $82.3K | 0.06% | 0.0% |
| 580 | Leonteq Securities AG#580 · 217 sh | 217 | $80.9K | <0.01% | 0.0% |
| 581 | CULLEN/FROST BANKERS#581 · 216 sh | 216 | $80.6K | <0.01% | +2.4% |
| 582 | SBI Securities , Ltd.#582 · 203 sh | 203 | $75.7K | — | -13.6% |
| 583 | MassMutual Private Wealth & , FSB#583 · 190 sh | 190 | $70.8K | — | -6.9% |
| 584 | Park Place Capital#584 · 189 sh | 189 | $70.5K | 0.01% | -27.0% |
| 585 | Global Retirement Partners#585 · 188 sh | 188 | $70.1K | <0.01% | — |
| 586 | NBC SECURITIES#586 · 5,114 sh | 5,114 | $56.2K | — | +4091.8% |
| 587 | Essential Partners#587 · 150 sh | 150 | $55.9K | — | +1263.6% |
| 588 | True Wealth Design#588 · 148 sh | 148 | $55.2K | — | +105.6% |
| 589 | Union Bankshares#589 · 140 sh | 140 | $52.2K | <0.01% | New |
| 590 | PROATHLETE WEALTH MANAGEMENT#590 · 137 sh | 137 | $51.3K | — | 0.0% |
| 591 | Silvant Capital Management#591 · 135 sh | 135 | $50.3K | <0.01% | New |
| 592 | PRIVATE NA#592 · 130 sh | 130 | $48.5K | — | +3.2% |
| 593 | MACQUARIE GROUP LTD#593 · 127 sh | 127 | $47.4K | <0.01% | New |
| 594 | GHP Investment Advisors#594 · 125 sh | 125 | $46.6K | — | 0.0% |
| 595 | Larson Financial Group#595 · 125 sh | 125 | $46.6K | <0.01% | +12.6% |
| 596 | TOKIO MARINE ASSET MANAGEMENT LTD#596 · 122 sh | 122 | $45.5K | — | New |
| 597 | MEEDER ASSET MANAGEMENT#597 · 113 sh | 113 | $42.1K | <0.01% | New |
| 598 | Pinnacle Wealth Planning Services#598 · 105 sh | 105 | $39.2K | — | -3.7% |
| 599 | Main Street Group, LTD#599 · 100 sh | 100 | $37.3K | <0.01% | -20.0% |
| 600 | Measured Wealth Private Client Group#600 · 97 sh | 97 | $36.2K | <0.01% | -16.4% |
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.