Filing Research | AEIS - Advanced Energy Industries, Inc. Institutional Holdings

Snapshot holdings

50 / 124 loaded

#		Instrument	quantity
1	CONGRESS ASSET MANAGEMENT CO	Shares	150.5KSH	$56.1M
2	Artemis Investment Management LLP	Shares	118.9KSH	$44.3M
3	Tema ETFs LLC	Shares	96.6KSH	$36.0M
4	Amanah Holdings Trust	Shares	85.0KSH	$31.7M
5	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	70.1KSH	$26.1M
6	Tributary Capital Management, LLC	Shares	58.5KSH	$21.8M
7	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	54.4KSH	$20.3M
8	Mizuho Markets Cayman LP	Shares	31.6KSH	$11.8M
9	Police & Firemen's Retirement System of New Jersey	Shares	17.1KSH	$6.4M
10	Y-Intercept (Hong Kong) Ltd	Shares	11.7KSH	$4.3M
11	Louisiana State Employees Retirement System	Shares	11.1KSH	$4.1M
12	Assenagon Asset Management S.A.	Shares	10.9KSH	$4.1M
13	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	10.5KSH	$3.9M
14	CAMPBELL NEWMAN ASSET MANAGEMENT INC	Shares	10.1KSH	$3.8M
15	LBP AM SA	Shares	10.0KSH	$3.7M
16	REINHART PARTNERS, LLC.	Shares	9.2KSH	$3.4M
17	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	9.1KSH	$3.4M
18	Merit Financial Group, LLC	Shares	8.8KSH	$3.3M
19	NorthCrest Asset Manangement, LLC	Shares	8.4KSH	$2.6M
20	COOKSON PEIRCE & CO INC	Shares	6.5KSH	$2.4M
21	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	16.0KSH	$2.3M
22	QRG CAPITAL MANAGEMENT, INC.	Shares	6.2KSH	$2.3M
23	SHEETS SMITH WEALTH MANAGEMENT	Shares	5.2KSH	$1.9M
24	ABN AMRO INVESTMENT SOLUTIONS	Shares	5.1KSH	$1.9M
25	IAM Advisory, LLC	Shares	5.1KSH	$1.9M
26	DAVENPORT & Co LLC	Shares	4.1KSH	$1.5M
27	Blue Trust, Inc.	Shares	3.7KSH	$1.4M
28	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	3.0KSH	$1.1M
29	BURNEY CO/	Shares	2.9KSH	$1.1M
30	Baron Wealth Management LLC	Shares	2.9KSH	$1.1M
31	GAMMA Investing LLC	Shares	2.8KSH	$1.0M
32	Counterpoint Mutual Funds LLC	Shares	2.7KSH	$1.0M
33	Abel Hall, LLC	Shares	2.2KSH	$834.9K
34	Crossmark Global Holdings, Inc.	Shares	2.2KSH	$811.4K
35	Sequoia Financial Advisors, LLC	Shares	2.2KSH	$808.4K
36	SECURIAN ASSET MANAGEMENT, INC	Shares	2.8KSH	$790.2K
37	Legacy Wealth Asset Management, LLC	Shares	2.1KSH	$776.3K
38	David J Yvars Group	Shares	2.0KSH	$747.6K
39	Compton Wealth Advisory Group, LLC	Shares	2.0KSH	$727.0K
40	GUIDANCE CAPITAL, INC	Shares	2.4KSH	$698.9K
41	Ifrah Financial Services, Inc.	Shares	1.9KSH	$696.5K
42	MRA Advisory Group	Shares	1.8KSH	$674.2K
43	GATEWAY INVESTMENT ADVISERS LLC	Shares	1.7KSH	$651.5K
44	D.A. DAVIDSON & CO.	Shares	1.7KSH	$645.8K
45	Perpetual Ltd	Shares	1.7KSH	$645.8K
46	Portside Wealth Group, LLC	Shares	1.6KSH	$594.7K
47	Envestnet Portfolio Solutions, Inc.	Shares	1.4KSH	$507.8K
48	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	1.3KSH	$501.5K
49	Sowell Financial Services LLC	Shares	1.3KSH	$489.3K
50	SIGNATUREFD, LLC	Shares	1.3KSH	$475.8K

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Manager changes2026-06-30 vs 2026-03-31

50 / 140 loaded

#		Instrument
1	Artemis Investment Management LLP new	Shares	+118.9K	+$44.3M	$44.3M
2	Tema ETFs LLC added	Shares	+58.1K	+$23.6M	$36.0M
3	Mizuho Markets Cayman LP new	Shares	+31.6K	+$11.8M	$11.8M
4	Y-Intercept (Hong Kong) Ltd new	Shares	+11.7K	+$4.3M	$4.3M
5	Amanah Holdings Trust unchanged	Shares	0	+$4.3M	$31.7M
6	LBP AM SA new	Shares	+10.0K	+$3.7M	$3.7M
7	REINHART PARTNERS, LLC. new	Shares	+9.2K	+$3.4M	$3.4M
8	Police & Firemen's Retirement System of New Jersey added	Shares	+6.9K	+$3.1M	$6.4M
9	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+3.5K	+$1.4M	$1.9M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+3.1K	+$1.0M	$2.3M
11	MRA Advisory Group new	Shares	+1.8K	+$674.2K	$674.2K
12	CAMPBELL NEWMAN ASSET MANAGEMENT INC added	Shares	+500	+$666.6K	$3.8M
13	Assenagon Asset Management S.A. added	Shares	+276	+$637.6K	$4.1M
14	Louisiana State Employees Retirement System added	Shares	+200	+$621.3K	$4.1M
15	Merit Financial Group, LLC added	Shares	+326	+$546.6K	$3.3M
16	DAVENPORT & Co LLC added	Shares	+893	+$493.3K	$1.5M
17	Portman Square Capital LLP new	Shares	+1.2K	+$462.4K	$462.4K
18	Counterpoint Mutual Funds LLC added	Shares	+936	+$437.3K	$1.0M
19	Revolve Wealth Partners, LLC new	Shares	+1.1K	+$401.2K	$401.2K
20	PEREGRINE CAPITAL MANAGEMENT LLC trimmed	Shares	-7.3K	+$381.1K	$20.3M
21	SeaCrest Wealth Management, LLC new	Shares	+1.0K	+$372.9K	$372.9K
22	Red Spruce Capital, LLC new	Shares	+981	+$365.8K	$365.8K
23	Pacific Excel Wealth Advisors, Inc. new	Shares	+970	+$361.6K	$361.6K
24	Curated Wealth Partners LLC new	Shares	+340.0K	+$361.2K	$361.2K
25	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+826	+$354.2K	$651.5K
26	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-352	+$343.1K	$3.4M
27	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-624	+$324.5K	$3.9M
28	Blue Trust, Inc. added	Shares	+275	+$273.2K	$1.4M
29	Impact Capital Partners LLC new	Shares	+703	+$262.1K	$262.1K
30	MIZUHO MARKETS AMERICAS LLC new	Shares	+686	+$255.8K	$255.8K
31	IAM Advisory, LLC trimmed	Shares	-58	+$237.4K	$1.9M
32	Legacy Wealth Asset Management, LLC added	Shares	+409	+$236.4K	$776.3K
33	Dynamic Advisor Solutions LLC new	Shares	+600	+$223.7K	$223.7K
34	Markin Volterra Fund LP new	Shares	+557	+$207.7K	$207.7K
35	QRG CAPITAL MANAGEMENT, INC. trimmed	Shares	-346	+$197.1K	$2.3M
36	GAMMA Investing LLC added	Shares	+162	+$191.2K	$1.0M
37	BARTLETT & CO. WEALTH MANAGEMENT LLC new	Shares	+490	+$182.7K	$182.7K
38	SHEETS SMITH WEALTH MANAGEMENT trimmed	Shares	-250	+$180.4K	$1.9M
39	EVERGREEN CAPITAL MANAGEMENT LLC unchanged	Shares	0	+$150.4K	$1.1M
40	D.A. DAVIDSON & CO. added	Shares	+190	+$148.2K	$645.8K
41	Baron Wealth Management LLC added	Shares	+5	+$146.2K	$1.1M
42	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+295	+$138.7K	$323.7K
43	BURNEY CO/ trimmed	Shares	-57	+$128.0K	$1.1M
44	HARBOR INVESTMENT ADVISORY, LLC added	Shares	+309	+$118.3K	$138.3K
45	David J Yvars Group unchanged	Shares	0	+$100.6K	$747.6K
46	Crossmark Global Holdings, Inc. trimmed	Shares	-52	+$92.4K	$811.4K
47	HIGHLAND CAPITAL MANAGEMENT, LLC added	Shares	+73	+$91.0K	$501.5K
48	Abel Hall, LLC trimmed	Shares	-69	+$90.0K	$834.9K
49	Ifrah Financial Services, Inc. trimmed	Shares	-17	+$88.2K	$696.5K
50	Perpetual Ltd unchanged	Shares	0	+$86.9K	$645.8K

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