Public record / Tickers / AEIS

AEIS — ADVANCED ENERGY INDUSTRIES INC†

Both disclosure regimes on one name: who in Congress filed about AEIS, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
9
all PTR rows naming AEIS
Members · 12m
1
2 buys · 1 sells · by trade date
Latest PTR
04-07
filed 2026-04-07
13F holders
467
top-467 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Gilbert Ray Cisneros, Jr. · $1.0K–$15.0K

SELL · traded 2026-03-27 → filed 2026-04-07. Ranked over every AEIS row by the provable lower bound, never a point estimate.

1 member · 2 buys / 1 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

4 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING AEIS · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning AEIS
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-04-07Gilbert Ray Cisneros, Jr. D–CA-31SELL partial (partial sale)Traded 03-27 +11d$1K–$15K
2026-04-07Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 03-03 +35d$1K–$15K
2026-02-13Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 01-20 +24d$1K–$15K
2025-05-14Josh Gottheimer D–NJ-5SELL JT (jointly owned)Traded 04-17 +27d$1K–$15K
2024-07-09Josh Gottheimer D–NJ-5BUY JT (jointly owned)Traded 06-27 +12d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 9 ↗

Members active in AEIS

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing AEIS in the trailing 12 months
MemberRowsNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.Number of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-313−$13.0K to $29.0K2

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · AEIS

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · ADVANCED ENERGY INDS

Merged timeline of congressional filings and notable-manager moves on AEIS
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FTRIM−2,722 sh
2026-05-15Bridgewater Associates 13FTRIM−2,046 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of AEIS for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$2.1B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$748M1
3Invesco Ltd.$591M1
4VANGUARD CAPITAL MANAGEMENT LLC$546M1
5FMR LLC$512M1
6STATE STREET CORP$468M1
7EARNEST PARTNERS LLC$396M1
8BANK OF AMERICA CORP /DE/$342M1
9Whale Rock Capital Management LLC$330M1
10DIMENSIONAL FUND ADVISORS LP$210M1
11FRANKLIN RESOURCES INC$172M1
12PRINCIPAL FINANCIAL GROUP INC$163M1
13NORTHERN TRUST CORP$155M1
14FULLER & THALER ASSET MANAGEMENT, INC.$152M1
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC$135M1
16MASSACHUSETTS FINANCIAL SERVICES CO /MA/$131M1
17WELLINGTON MANAGEMENT GROUP LLP$125M1
18Fisher Asset Management, LLC$111M1
19ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$108M1
20Analog Century Management LP$105M1
21MORGAN STANLEY$102M1
22MILLENNIUM MANAGEMENT LLC$97.8M1
23ALLIANCEBERNSTEIN L.P.$95.8M1
24BAMCO INC /NY/$86.7M1
25VANGUARD FIDUCIARY TRUST CO$84.8M1
26Channing Capital Management, LLC$74.4M1
27MANUFACTURERS LIFE INSURANCE COMPANY, THE$73.5M1
28SEI INVESTMENTS CO$72.1M1
29TD ASSET MANAGEMENT INC$69.4M1
30BNP Paribas Asset Management Holding S.A.$65.9M1
31ENVESTNET ASSET MANAGEMENT INC$65.8M1
32AQR CAPITAL MANAGEMENT LLC$63.4M1
33WELLS FARGO & COMPANY/MN$61.6M1
34UBS Group AG$57.2M1
35SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$53.7M1
36NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$51.8M1
37Aristotle Capital Boston, LLC$48.9M1
38FIRST TRUST ADVISORS LP$46.7M1
39FEDERATED HERMES, INC.$38.9M1
40SORA INVESTORS LLC$38.8M1
41JANE STREET GROUP, LLC$36.9M1
42Oribel Capital Management, LP$36.7M1
43Hardman Johnston Global Advisors LLC$35.9M1
44Nuveen, LLC$35.0M1
45Senator Investment Group LP$32.3M1
46UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$31.8M1
47Point72 Asset Management, L.P.$31.2M1
48WCM INVESTMENT MANAGEMENT, LLC$29.4M1
49RAYMOND JAMES FINANCIAL INC$29.4M1
50Amanah Holdings Trust$27.4M1
51Ceredex Value Advisors LLC$27.2M1
52First Eagle Investment Management, LLC$26.4M1
53PINNACLE ASSOCIATES LTD$25.7M1
54SEGALL BRYANT & HAMILL, LLC$25.0M1
55SUSQUEHANNA INTERNATIONAL GROUP, LLP$24.5M1
56Connor, Clark & Lunn Investment Management Ltd.$24.3M1
57Swiss National Bank$24.1M1
58CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$23.4M1
59AXIOM INVESTORS LLC /DE$22.8M1
60DEUTSCHE BANK AG\$22.7M1
61Qube Research & Technologies Ltd$22.2M1
62CITIGROUP INC$21.8M1
63LPL Financial LLC$19.2M1
64G2 Investment Partners Management LLC$18.9M1
65Creative Planning$17.9M1
66Tidal Investments LLC$17.1M1
67Fiera Capital Corp$16.5M1
68Legal & General Group Plc$16.3M1
69Dana Investment Advisors, Inc.$16.3M1
70MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$15.8M1
71OPPENHEIMER ASSET MANAGEMENT INC.$15.6M1
72CASTLEARK MANAGEMENT LLC$15.0M1
73Retirement Systems of Alabama$14.9M1
74Ardmore Road Asset Management LP$14.2M1
75Nicholas Investment Partners, LP$13.0M1
76Universal- Beteiligungs- und Servicegesellschaft mbH$12.8M1
77Compass Wealth Management LLC$12.6M1
78TEMA ETFS LLC$12.4M1
79THAMES CAPITAL MANAGEMENT LLC$12.3M1
80BOOTHBAY FUND MANAGEMENT, LLC$12.2M1
81ROYAL BANK OF CANADA$12.1M1
82CRAWFORD INVESTMENT COUNSEL INC$12.0M1
83ROYCE & ASSOCIATES LP$12.0M1
84BARCLAYS PLC$11.6M1
85LAZARD ASSET MANAGEMENT LLC$11.0M1
86VANGUARD ASSET MANAGEMENT, Ltd$10.9M1
87TD Waterhouse Canada Inc.$10.8M1
88PRUDENTIAL FINANCIAL INC$10.6M1
89RENAISSANCE GROUP LLC$9.5M1
90PUBLIC SECTOR PENSION INVESTMENT BOARD$8.4M1
91OSAIC HOLDINGS, INC.$8.3M1
92CREDIT AGRICOLE S A$7.8M1
93BANK OF MONTREAL /CAN/$7.8M1
94VICTORY CAPITAL MANAGEMENT INC$7.7M1
95Lisanti Capital Growth, LLC$7.7M1
96HOMESTEAD ADVISERS CORP$7.2M1
97HSBC HOLDINGS PLC$7.2M1
98NATIXIS$7.1M1
99Cerity Partners LLC$6.8M1
100Freestone Grove Partners LP$6.6M1
101Cetera Investment Advisers$6.6M1
102FIFTH THIRD BANCORP$6.6M1
103Allspring Global Investments Holdings, LLC$6.2M1
104MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$5.7M1
105Pathstone Holdings, LLC$5.6M1
106Calamos Advisors LLC$5.6M1
107Janus Henderson Group Ltd.$5.5M1
108Zurcher Kantonalbank (Zurich Cantonalbank)$5.5M1
109Legato Capital Management LLC$5.5M1
110ZACKS INVESTMENT MANAGEMENT$5.4M1
111VMS Asset Management Limited$5.4M1
112&PARTNERS$5.4M1
113Vanguard Global Advisers, LLC$5.3M1
114HighTower Advisors, LLC$5.2M1
115M&G Plc$5.0M1
116Atom Investors LP$4.9M1
1174D Advisors, LLC$4.8M1
118Susquehanna Portfolio Strategies, LLC$4.8M1
119Meiji Yasuda Asset Management Co Ltd.$4.8M1
120Quantinno Capital Management LP$4.8M1
1211832 Asset Management L.P.$4.7M1
122Man Group plc$4.5M1
123COOKSON PEIRCE & CO INC$4.5M1
124State of New Jersey Common Pension Fund D$4.3M1
125Science & Technology Partners, L.P.$4.2M1
126SummitTX Capital, L.P.$4.0M1
127AMERICAN CENTURY COMPANIES INC$4.0M1
128MOODY ALDRICH PARTNERS LLC$3.9M1
129Visionary Wealth Advisors$3.7M1
130STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$3.7M1
131Orion Porfolio Solutions, LLC$3.6M1
132STIFEL FINANCIAL CORP$3.6M1
133Vanguard Personalized Indexing Management, LLC$3.5M1
134BALYASNY ASSET MANAGEMENT L.P.$3.5M1
135Assenagon Asset Management S.A.$3.4M1
136Tairen Capital Ltd$3.4M1
137VOYA INVESTMENT MANAGEMENT LLC$3.3M1
138Arizona State Retirement System$3.3M1
139Green Alpha Advisors, LLC$3.3M1
140Jefferies Financial Group Inc.$3.3M1
141Ameritas Investment Partners, Inc.$3.2M1
142Polar Asset Management Partners Inc.$3.2M1
143Mariner, LLC$3.2M1
144Vanguard Investments Australia, Ltd.$3.1M1
145COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.1M1
146Union Bancaire Privee, UBP SA$3.0M1
147INTECH INVESTMENT MANAGEMENT LLC$3.0M1
148CVFG LLC$2.9M1
149STATE OF MICHIGAN RETIREMENT SYSTEM$2.9M1
150NorthCrest Asset Manangement, LLC$2.9M1
151Corient Private Wealth LLC$2.8M1
152Merit Financial Group, LLC$2.7M1
153NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.7M1
154MACKENZIE FINANCIAL CORP$2.7M1
155Atria Investments, Inc$2.6M1
156OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.5M1
157Gotham Asset Management, LLC$2.5M1
158TRUIST FINANCIAL CORP$2.4M1
159STATE OF WISCONSIN INVESTMENT BOARD$2.3M1
160O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.3M1
161WOLVERINE ASSET MANAGEMENT LLC$2.3M1
162ProShare Advisors LLC$2.3M1
163XTX Topco Ltd$2.2M1
164Vestmark Advisory Solutions, Inc.$2.2M1
165Amundi$2.1M1
166MML INVESTORS SERVICES, LLC$2.1M1
167QRG CAPITAL MANAGEMENT, INC.$2.1M1
168NorthRock Partners, LLC$2.1M1
169ELEVATION POINT WEALTH PARTNERS, LLC$2.1M1
170GUGGENHEIM CAPITAL LLC$2.0M1
171Pictet Asset Management Holding SA$2.0M1
172TEACHER RETIREMENT SYSTEM OF TEXAS$2.0M1
173Pinnacle Financial Partners, Inc.$1.9M1
174Meiji Yasuda Life Insurance Co$1.8M1
175Concentric Capital Strategies, LP$1.8M1
176SHEETS SMITH WEALTH MANAGEMENT$1.8M1
177XPONANCE LLC$1.7M1
178M&T BANK CORP$1.7M1
179Integrated Quantitative Investments LLC$1.7M1
180JENNISON ASSOCIATES LLC$1.7M1
181IAM Advisory, LLC$1.7M1
182ARDSLEY ADVISORY PARTNERS LP$1.6M1
183NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.6M1
184AZZAD ASSET MANAGEMENT INC /ADV$1.6M1
185Engineers Gate Manager LP$1.6M1
186FIDUCIARY TRUST CO$1.5M1
187CloudAlpha Capital Management Limited/Hong Kong$1.5M1
188FLPUTNAM INVESTMENT MANAGEMENT CO$1.5M1
189Brooklyn Investment Group$1.5M1
190Vident Advisory, LLC$1.4M1
191NOMURA HOLDINGS INC$1.4M1
192KESTRA PRIVATE WEALTH SERVICES, LLC$1.4M1
193CIBC Bancorp USA Inc.$1.3M1
194US BANCORP \DE\$1.3M1
195WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.3M1
196BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$1.3M1
197NIA IMPACT ADVISORS, LLC$1.2M1
198BLAIR WILLIAM & CO/IL$1.2M1
199Havemeyer Place LP$1.2M1
200COMMERCE BANK$1.1M1
201Blue Trust, Inc.$1.1M1
202Ensign Peak Advisors, Inc$1.1M1
203Tower Research Capital LLC (TRC)$1.1M1
204PDT Partners, LLC$1.1M1
205Swiss Life Asset Management Ltd$1.0M1
206DAVENPORT & Co LLC$1.0M1
207Vontobel Holding Ltd.$1.0M1
208KEYBANK NATIONAL ASSOCIATION/OH$982K1
209ION Fund Management Ltd$968K1
210EVERGREEN CAPITAL MANAGEMENT LLC$968K1
211BURNEY CO/$960K1
212INCEPTIONR LLC$943K1
213Baron Wealth Management LLC$929K1
214Bridgewater Associates, LP$905K1
215MERCER GLOBAL ADVISORS INC /ADV$904K1
216SECURIAN ASSET MANAGEMENT, INC$898K1
217SIERRA SUMMIT ADVISORS LLC$894K1
218ROBOTTI ROBERT$878K1
219Financiere des Professionnels - Fonds d'investissement inc.$870K1
220QUADRANT CAPITAL GROUP LLC$860K1
221GUIDANCE CAPITAL, INC$843K1
222Rockefeller Capital Management L.P.$831K1
223FIRST NATIONAL BANK OF OMAHA$829K1
224EntryPoint Capital, LLC$819K1
225Baird Financial Group, Inc.$811K1
226Callan Family Office, LLC$808K1
227SANDLER CAPITAL MANAGEMENT$807K1
228COLDSTREAM CAPITAL MANAGEMENT INC$763K1
229Federation des caisses Desjardins du Quebec$751K1
230RENAISSANCE TECHNOLOGIES LLC$749K1
231Abel Hall, LLC$745K1
232CWM, LLC$734K1
233Sequoia Financial Advisors, LLC$728K1
234Crossmark Global Holdings, Inc.$719K1
235RITHOLTZ WEALTH MANAGEMENT$711K1
236J.W. COLE ADVISORS, INC.$709K1
237INDEPENDENT FINANCIAL GROUP, LLC$694K1
238Caprock Group, LLC$694K1
239Compton Wealth Advisory Group, LLC$679K1
240NORDEN GROUP LLC$658K1
241Freestone Capital Holdings, LLC$652K1
242Walleye Capital LLC$648K1
243David J Yvars Group$647K1
244Frank, Rimerman Advisors LLC$628K1
245Ifrah Financial Services, Inc.$608K1
246Numerai GP LLC$607K1
247CHOREO, LLC$597K1
248Savvy Advisors, Inc.$581K1
249Counterpoint Mutual Funds LLC$568K1
250ASSETMARK, INC$560K1
251Perpetual Ltd$559K1
252INTRUST BANK NA$547K1
253Portside Wealth Group, LLC$543K1
254Diametric Capital, LP$541K1
255Legacy Wealth Asset Management, LLC$540K1
256SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$532K1
257Inspire Investing, LLC$530K1
258PROFUND ADVISORS LLC$522K1
259Brucke Financial, Inc.$522K1
260OneDigital Investment Advisors LLC$521K1
261PRELUDE CAPITAL MANAGEMENT, LLC$517K1
262D. E. Shaw & Co., Inc.$516K1
263Envestnet Portfolio Solutions, Inc.$510K1
264ABN AMRO INVESTMENT SOLUTIONS$510K1
265Allworth Financial LP$507K1
266D.A. DAVIDSON & CO.$498K1
267Gibbs Wealth Management$496K1
268REGIONS FINANCIAL CORP$483K1
269NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$480K1
270MIRABELLA FINANCIAL SERVICES LLP$475K1
271SHELTON CAPITAL MANAGEMENT$471K1
272Round Rock Advisors LLC$460K1
273Summit Trail Advisors, LLC$457K1
274COMMONWEALTH EQUITY SERVICES, LLC$455K1
275JOURNEY STRATEGIC WEALTH LLC$451K1
276SIGNATUREFD, LLC$438K1
277ANB BANK$436K1
278Sowell Financial Services LLC$431K1
279Focus Partners Wealth$425K1
280Y.D. More Investments Ltd$420K1
281PIER 88 INVESTMENT PARTNERS LLC$420K1
282SILVER OAK SECURITIES, INCORPORATED$403K1
283CIBC Asset Management Inc$396K1
284Vise Technologies, Inc.$392K1
285PRINCIPAL SECURITIES, INC.$391K1
286Empowered Funds, LLC$390K1
287FORA Capital, LLC$387K1
288ROMAN BUTLER FULLERTON & CO$385K1
289Heritage Family Offices, LLP$384K1
290DIVERSIFY WEALTH MANAGEMENT, LLC$373K1
291Advisors Asset Management, Inc.$369K1
292Steward Partners Investment Advisory, LLC$365K1
293Rehmann Capital Advisory Group$365K1
294GREENLEAF TRUST$354K1
295Patriot Financial Group Insurance Agency, LLC$352K1
296Keebeck Wealth Management$347K1
297Schonfeld Strategic Advisors LLC$341K1
298Hilltop National Bank$341K1
299KINTRA WEALTH, LLC$339K1
300Navalign, LLC$329K1
301Cooper Financial Group$323K1
302Twelve Points Wealth Management LLC$319K1
303CenterBook Partners LP$311K1
304Krilogy Financial LLC$309K1
305Brevan Howard Capital Management LP$307K1
306Clearstead Advisors, LLC$305K1
307HB Wealth Management, LLC$301K1
308GATEWAY INVESTMENT ADVISERS LLC$297K1
309SEEDS INVESTOR LLC$292K1
310PDS Planning, Inc$290K1
311Ballentine Partners, LLC$286K1
312Mirae Asset Global Investments Co., Ltd.$278K1
313PERSONAL CFO SOLUTIONS, LLC$277K1
314Savant Capital, LLC$277K1
315BROWN ADVISORY INC$277K1
316CAPSTONE INVESTMENT ADVISORS, LLC$276K1
317Triangle Securities Wealth Management$275K1
318PCM Encore, LLC$267K1
319Compound Planning, Inc.$263K1
320UNITED CAPITAL FINANCIAL ADVISORS, LLC$260K1
321IPG Investment Advisors LLC$257K1
322BECK CAPITAL MANAGEMENT, LLC$256K1
323Resonant Capital Advisors, LLC$253K1
324FLC Capital Advisors$246K1
325Hilltop Holdings Inc.$245K1
326DAYMARK WEALTH PARTNERS, LLC$242K1
327MGO ONE SEVEN LLC$236K1
328Snowden Capital Advisors LLC$236K1
329HOWE & RUSLING INC$228K1
330Pallas Capital Advisors LLC$224K1
331State of Wyoming$221K1
332Lido Advisors, LLC$219K1
333Gryphon Financial Partners LLC$214K1
334SAWGRASS ASSET MANAGEMENT LLC$210K1
335Smartleaf Asset Management LLC$208K1
336Everhart Financial Group, Inc.$208K1
337Beacon Pointe Advisors, LLC$206K1
338Kraft, Davis & Associates, LLC$203K1
339Central Pacific Bank - Trust Division$187K1
340EXCHANGE TRADED CONCEPTS, LLC$185K1
341MAI Capital Management$182K1
342Kingdom Financial Group LLC.$163K1
343Aster Capital Management (DIFC) Ltd$156K1
344Godfrey Financial Associates, Inc.$145K1
345UMB Bank, n.a.$144K1
346SITTNER & NELSON, LLC$134K1
347Arax Advisory Partners$121K1
348Wellington Grp LLC$92.9K1
349OP Asset Management Ltd$84.2K1
350Kemnay Advisory Services Inc.$70.7K1
351Leonteq Securities AG$70.0K1
352Caitong International Asset Management Co., Ltd$65.5K1
353Ritter Daniher Financial Advisory LLC / DE$56.5K1
354Parkside Financial Bank & Trust$52.0K1
355Archer Investment Corp$48.4K1
356Optiver Holding B.V.$40.7K1
357GHP Investment Advisors, Inc.$40.3K1
358Measured Wealth Private Client Group, LLC$37.4K1
359Larson Financial Group LLC$35.8K1
360Bayforest Capital Ltd$35.5K1
361Pinnacle Wealth Planning Services, Inc.$35.2K1
362ACADIAN ASSET MANAGEMENT LLC$29.9K1
363Wall Street Financial Group, Inc.$27.4K1
364True Wealth Design, LLC$23.2K1
365Mitsubishi UFJ Asset Management Co., Ltd.$23.2K1
366LORD, ABBETT & CO. LLC$21.7K1
367MATHER GROUP, LLC.$21.6K1
368Westside Investment Management, Inc.$19.9K1
369Bell Investment Advisors, Inc$18.4K1
370CONTRAVISORY INVESTMENT MANAGEMENT, INC.$18.1K1
371CVA Family Office, LLC$16.8K1
372Acumen Wealth Advisors, LLC$16.8K1
373WealthCollab, LLC$16.8K1
374NATIXIS ADVISORS, LLC$16.5K1
375WPG Advisers, LLC$15.2K1
376Keating Financial Advisory Services, Inc.$14.8K1
377Eurizon Capital SGR S.p.A.$12.6K1
378Elequin Capital, LP$11.6K1
379Financial Network Wealth Advisors LLC$11.0K1
380Retirement Wealth Solutions LLC$10.7K1
381Truvestments Capital LLC$9.7K1
382JFS WEALTH ADVISORS, LLC$8.1K1
383MidFirst Bank$8.1K1
384Atlantic Edge Private Wealth Management, LLC$7.4K1
385Crews Bank & Trust$7.4K1
386CANADA LIFE ASSURANCE Co$7.3K1
387TD Capital Management LLC$6.8K1
388Annis Gardner Whiting Capital Advisors, LLC$6.8K1
389Rialto Wealth Management, LLC$6.1K1
390ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$6.1K1
391Signature Equity Partners, LLC$5.2K1
392Quest 10 Wealth Builders, Inc.$5.2K1
393Physician Wealth Advisors, Inc.$4.8K1
394Kilter Group LLC$4.2K1
395ALGERT GLOBAL LLC$3.9K1
396Marquette Asset Management, LLC$3.2K1
397THRIVENT FINANCIAL FOR LUTHERANS$2.7K1
398Prestige Wealth Management Group LLC$2.3K1
399Private Wealth Management Group, LLC$2.3K1
400PARK AVENUE SECURITIES LLC$2.1K1
401PITTENGER & ANDERSON INC$1.9K1
402CHILTON CAPITAL MANAGEMENT LLC$1.9K1
403DiNuzzo Private Wealth, Inc.$1.9K1
404Rakuten Securities, Inc.$1.9K1
405MONTAG A & ASSOCIATES INC$1.8K1
406State of Alaska, Department of Revenue$1.7K1
407Transamerica Financial Advisors, LLC$1.6K1
408SJS Investment Consulting Inc.$1.6K1
409Quarry LP$1.6K1
410JPL Wealth Management, LLC$1.6K1
411My Portfolio Guide, LLC$1.6K1
412Vermillion Wealth Management, Inc.$1.3K1
413Abound Wealth Management$8071
414SHP Wealth Management$6451
415HFM Investment Advisors, LLC$6451
416PEAPACK GLADSTONE FINANCIAL CORP$4261
417Harvest Fund Management Co., Ltd$4011
418KBC Group NV$3691
419Activest Wealth Management$1041
420Penserra Capital Management LLC$1011
421Employees Retirement System of Texas$921
422Capital Analysts, LLC$31
423Avion Wealth$11
424NOMURA ASSET MANAGEMENT CO LTD$01
425VANGUARD GROUP INC— value not disclosed1
426GLENMEDE TRUST CO NA— value not disclosed1
427HARBOUR INVESTMENTS, INC.— value not disclosed1
428COMERICA BANK— value not disclosed1
429GLOBEFLEX CAPITAL L P— value not disclosed1
430VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
431TOMPKINS FINANCIAL CORP— value not disclosed1
432CIBC WORLD MARKETS CORP— value not disclosed1
433FIRST CITIZENS BANK & TRUST CO— value not disclosed1
434CANADA PENSION PLAN INVESTMENT BOARD— value not disclosed1
435CIBC Private Wealth Group LLC— value not disclosed1
436Weiss Asset Management LP— value not disclosed1
437NORGES BANK— value not disclosed1
438TWO SIGMA SECURITIES, LLC— value not disclosed1
439HRT FINANCIAL LP— value not disclosed1
440FOX RUN MANAGEMENT, L.L.C.— value not disclosed1
441Virtu Financial LLC— value not disclosed1
442Dynamic Technology Lab Private Ltd— value not disclosed1
443Twin Tree Management, LP— value not disclosed1
444PICTON MAHONEY ASSET MANAGEMENT— value not disclosed1
445Illinois Municipal Retirement Fund— value not disclosed1
446Pinnacle Wealth Management Advisory Group, LLC— value not disclosed1
447DV Trading LLC— value not disclosed1
448Global Retirement Partners, LLC— value not disclosed1
449Salomon & Ludwin, LLC— value not disclosed1
450SAGE RHINO CAPITAL LLC— value not disclosed1
451Maryland State Retirement & Pension System— value not disclosed1
452Andar Capital Management HK Ltd— value not disclosed1
453OCCUDO QUANTITATIVE STRATEGIES LP— value not disclosed1
454Kestra Advisory Services, LLC— value not disclosed1
455Mach-1 Financial Group, LLC— value not disclosed1
456B. Metzler seel. Sohn & Co. AG— value not disclosed1
457AlphaQuest LLC— value not disclosed1
458Forum Financial Management, LP— value not disclosed1
459SageView Advisory Group, LLC— value not disclosed1
460Dunhill Financial, LLC— value not disclosed1
461NEOS Investment Management LLC— value not disclosed1
462Turning Point Benefit Group, Inc.— value not disclosed1
463QSV Equity Investors LLC— value not disclosed1
464Fieldview Capital Management, LLC— value not disclosed1
465Wealth Watch Advisors, INC— value not disclosed1
466Ankerstar Wealth, LLC— value not disclosed1
467GILPIN WEALTH MANAGEMENT, LLC— value not disclosed1
Truncated by Public Filings. Every one of the 424 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)2 buy / 1 sell
Congress net ($ bound)−$13.0K to $29.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on AEIS

RETAINED WINDOW · ACTIVE HITS

Zero hits on AEIS in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for AEIS · financials and macro

Financials — as filed PLANNED

AEIS's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: AEIS on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing