ADVANCED ENERGY INDUSTRIES INC (AEIS) — Institutional Holders, Q2 2026 (page 7)
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 601 to 697. 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 601–697 of 697
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | Bare Financial Services#601 · 96 sh | 96 | $35.8K | <0.01% | 0.0% |
| 602 | Millstone Evans Group#602 · 85 sh | 85 | $31.7K | 0.02% | 0.0% |
| 603 | Cornerstone Planning Group#603 · 93 sh | 93 | $29.5K | — | -30.1% |
| 604 | Ritter Daniher Financial Advisory / DE#604 · 75 sh | 75 | $28.0K | <0.01% | -57.1% |
| 605 | Balboa Wealth Partners#605 · 10,000 sh | 10,000 | $27.4K | — | -61.5% |
| 606 | NOMURA ASSET MANAGEMENT LTD#606 · 73 sh | 73 | $27.2K | <0.01% | New |
| 607 | Mitsubishi UFJ Asset Management , Ltd.#607 · 72 sh | 72 | $26.8K | 0.00% | 0.0% |
| 608 | Westside Investment Management#608 · 70 sh | 70 | $26.1K | <0.01% | +16.7% |
| 609 | Eurizon Capital SGR S.p.A.#609 · 74 sh | 74 | $25.8K | <0.01% | +76.2% |
| 610 | MATHER GROUP#610 · 67 sh | 67 | $25.0K | — | 0.0% |
| 611 | Bogart Wealth#611 · 67 sh | 67 | $25.0K | <0.01% | +1016.7% |
| 612 | WHITTIER OF NEVADA#612 · 86 sh | 86 | $24.7K | <0.01% | 0.0% |
| 613 | THURSTON, SPRINGER, MILLER, HERD & TITAK#613 · 65 sh | 65 | $24.2K | — | 0.0% |
| 614 | Acumen Wealth Advisors#614 · 64 sh | 64 | $23.9K | <0.01% | +23.1% |
| 615 | ACTION POINT FINANCIAL PLANNING#615 · 66 sh | 66 | $23.5K | <0.01% | New |
| 616 | Carolina Wealth Advisors#616 · 57 sh | 57 | $21.3K | — | +58.3% |
| 617 | Bell Investment Advisors#617 · 57 sh | 57 | $21.3K | <0.01% | 0.0% |
| 618 | CONTRAVISORY INVESTMENT MANAGEMENT#618 · 56 sh | 56 | $20.9K | — | 0.0% |
| 619 | Truvestments Capital#619 · 55 sh | 55 | $20.5K | <0.01% | +83.3% |
| 620 | Cedar Mountain Advisors#620 · 53 sh | 53 | $19.8K | — | 0.0% |
| 621 | CVA Family Office#621 · 53 sh | 53 | $19.8K | <0.01% | +1.9% |
| 622 | WealthCollab#622 · 52 sh | 52 | $19.4K | <0.01% | 0.0% |
| 623 | Markowski Investments#623 · 51 sh | 51 | $19.0K | <0.01% | — |
| 624 | Keating Financial Advisory Services#624 · 50 sh | 50 | $18.6K | <0.01% | +8.7% |
| 625 | Silver Grove Financial Group#625 · 47 sh | 47 | $17.5K | <0.01% | New |
| 626 | HARBOR CAPITAL ADVISORS#626 · 45 sh | 45 | $17.0K | — | -32.8% |
| 627 | BLUE BELL PRIVATE WEALTH MANAGEMENT#627 · 42 sh | 42 | $15.7K | <0.01% | 0.0% |
| 628 | WPG Advisers#628 · 39 sh | 39 | $14.5K | — | -17.0% |
| 629 | WestEnd Advisors#629 · 36 sh | 36 | $13.6K | <0.01% | New |
| 630 | FARMERS & MERCHANTS INVESTMENTS#630 · 33 sh | 33 | $12.3K | — | -17.5% |
| 631 | High Note Wealth#631 · 33 sh | 33 | $12.3K | <0.01% | 0.0% |
| 632 | SJS Investment Consulting#632 · 31 sh | 31 | $11.6K | — | +520.0% |
| 633 | Retirement Wealth Solutions#633 · 31 sh | 31 | $11.6K | — | -6.1% |
| 634 | Fortitude Family Office#634 · 29 sh | 29 | $10.8K | — | 0.0% |
| 635 | Financial Network Wealth Advisors#635 · 28 sh | 28 | $10.4K | 0.01% | -17.6% |
| 636 | McMillan Office#636 · 27 sh | 27 | $10.1K | <0.01% | 0.0% |
| 637 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#637 · 26 sh | 26 | $9.7K | <0.01% | +36.8% |
| 638 | JFS WEALTH ADVISORS#638 · 25 sh | 25 | $9.3K | <0.01% | 0.0% |
| 639 | MidFirst Bank#639 · 25 sh | 25 | $9.3K | <0.01% | 0.0% |
| 640 | Covestor Ltd#640 · 24 sh | 24 | $9.0K | <0.01% | -51.0% |
| 641 | Atlantic Edge Private Wealth Management#641 · 23 sh | 23 | $8.6K | — | 0.0% |
| 642 | TD Capital Management#642 · 21 sh | 21 | $7.8K | <0.01% | 0.0% |
| 643 | IFP Advisors#643 · 21 sh | 21 | $7.8K | — | 0.0% |
| 644 | MANNING & NAPIER ADVISORS#644 · 22 sh | 22 | $7.7K | <0.01% | New |
| 645 | Rialto Wealth Management#645 · 20 sh | 20 | $7.5K | <0.01% | +5.3% |
| 646 | Continuum Advisory#646 · 17 sh | 17 | $6.3K | <0.01% | New |
| 647 | Signature Equity Partners#647 · 17 sh | 17 | $6.3K | <0.01% | +6.2% |
| 648 | North Star Investment Management#648 · 16 sh | 16 | $6.0K | — | 0.0% |
| 649 | Quest 10 Wealth Builders#649 · 16 sh | 16 | $6.0K | <0.01% | 0.0% |
| 650 | TFC Financial Management#650 · 15 sh | 15 | $5.6K | — | New |
| 651 | Plante Moran Financial Advisors#651 · 15 sh | 15 | $5.6K | <0.01% | 0.0% |
| 652 | Hughes Financial Services#652 · 15 sh | 15 | $5.6K | <0.01% | +36.4% |
| 653 | HARBOUR INVESTMENTS#653 · 15 sh | 15 | $5.4K | <0.01% | 0.0% |
| 654 | Prestige Wealth Management Group#654 · 14 sh | 14 | $5.2K | <0.01% | +100.0% |
| 655 | Transamerica Financial Advisors#655 · 12 sh | 12 | $4.5K | <0.01% | +140.0% |
| 656 | Bay Harbor Wealth Management#656 · 12 sh | 12 | $4.5K | <0.01% | +20.0% |
| 657 | Physician Wealth Advisors#657 · 11 sh | 11 | $4.1K | — | -26.7% |
| 658 | MJT & Associates Financial Advisory Group#658 · 11 sh | 11 | $4.1K | — | -38.9% |
| 659 | Marquette Asset Management#659 · 10 sh | 10 | $3.7K | — | 0.0% |
| 660 | Cromwell#660 · 10 sh | 10 | $3.7K | <0.01% | New |
| 661 | Rossby Financial, LCC#661 · 10 sh | 10 | $3.7K | <0.01% | -47.4% |
| 662 | Owl Creek Wealth Partners#662 · 10 sh | 10 | $3.7K | — | New |
| 663 | Kingdom Financial Group#663 · 9 sh | 9 | $3.4K | <0.01% | -98.2% |
| 664 | Creative Capital Management Investments#664 · 8 sh | 8 | $3.0K | <0.01% | New |
| 665 | JPL Wealth Management#665 · 7 sh | 7 | $2.6K | <0.01% | +40.0% |
| 666 | Private Wealth Management Group#666 · 7 sh | 7 | $2.6K | — | 0.0% |
| 667 | Kilter Group#667 · 7 sh | 7 | $2.6K | <0.01% | -46.2% |
| 668 | HFM Investment Advisors#668 · 7 sh | 7 | $2.6K | <0.01% | +250.0% |
| 669 | RAFFA WEALTH MANAGEMENT#669 · 7 sh | 7 | $2.6K | <0.01% | +600.0% |
| 670 | Rakuten Securities#670 · 7 sh | 7 | $2.6K | <0.01% | +16.7% |
| 671 | PITTENGER & ANDERSON#671 · 6 sh | 6 | $2.2K | <0.01% | 0.0% |
| 672 | CHILTON CAPITAL MANAGEMENT#672 · 6 sh | 6 | $2.2K | <0.01% | 0.0% |
| 673 | Spire Wealth Management#673 · 6 sh | 6 | $2.2K | <0.01% | New |
| 674 | DiNuzzo Private Wealth#674 · 6 sh | 6 | $2.2K | — | 0.0% |
| 675 | Wealth Enhancement Services#675 · 6 sh | 6 | $2.2K | — | New |
| 676 | Trust Co#676 · 5 sh | 5 | $1.9K | — | 0.0% |
| 677 | Strengthening Families & Communities#677 · 5 sh | 5 | $1.9K | — | New |
| 678 | Cape Investment Advisory#678 · 5 sh | 5 | $1.9K | — | New |
| 679 | FIRST HORIZON NATIONAL#679 · 5 sh | 5 | $1.9K | — | 0.0% |
| 680 | MONTAG A & ASSOCIATES#680 · 4 sh | 4 | $1.5K | <0.01% | -33.3% |
| 681 | Cornerstone Financial Management#681 · 4 sh | 4 | $1.5K | <0.01% | 0.0% |
| 682 | Strategic Wealth Partners, Ltd.#682 · 3 sh | 3 | $1.1K | <0.01% | New |
| 683 | LRI Investments#683 · 3 sh | 3 | $1.1K | <0.01% | New |
| 684 | Avion Wealth#684 · 4 sh | 4 | $1.0K | <0.01% | 0.0% |
| 685 | Abound Wealth Management#685 · 3 sh | 3 | $933.00 | — | 0.0% |
| 686 | MOTCO#686 · 1 sh | 1 | $373.00 | 0.00% | New |
| 687 | TD PRIVATE CLIENT WEALTH#687 · 1 sh | 1 | $373.00 | 0.00% | 0.0% |
| 688 | NVWM#688 · 1 sh | 1 | $373.00 | — | New |
| 689 | RICHARDSON FINANCIAL SERVICES#689 · 1 sh | 1 | $373.00 | <0.01% | New |
| 690 | IMG Wealth Management#690 · 1 sh | 1 | $373.00 | — | New |
| 691 | SouthState Bank#691 · 1 sh | 1 | $373.00 | 0.00% | New |
| 692 | DecisionPoint Financial#692 · 1 sh | 1 | $357.00 | — | New |
| 693 | Altshuler Shaham Ltd#693 · 1 sh | 1 | $15.00 | 0.00% | 0.0% |
| 694 | Navigoe#694 · 2 sh | 2 | $0.00 | 0.00% | New |
| 695 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#695 · 44,098 sh | 44,098 | — | — | -0.5% |
| 696 | Elequin Securities#696 · 31,597,182 sh | 31,597,182 | — | — | New |
| 697 | Quantum Portfolio Management#697 · 308 sh | 308 | — | — | New |
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.