AEIS — Advanced Energy Inds Institutional Holders · Q3 2026

Name: Who Owns AEIS? 25 Institutions Hold $81.7M (Q3 2026)
Creator: ko.io

Who owns Advanced Energy Inds (AEIS)? 25 institutions reported holding $81.69M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Congress Asset Management Co ($41.6M), Artemis Investment Management LLP ($26.0M), Reinhart Partners, Llc. ($6.3M).

Rank	Institution	Value	Shares	Change
1	CONGRESS ASSET MANAGEMENT CO	$41.6M	147,598	Trimmed
2	Artemis Investment Management LLP	$26.0M	92,271	Trimmed
3	REINHART PARTNERS, LLC.	$6.3M	22,278	Added
4	Green Alpha Advisors, LLC	$3.0M	10,468	Added
5	Legacy Wealth Asset Management, LLC	$1.1M	3,727	Added
6	GAMMA Investing LLC	$839,260	2,978	Added
7	MRA Advisory Group	$567,669	2,014	Added
8	David J Yvars Group	$565,049	2,005	Hold
9	Red Spruce Capital, LLC	$397,366	1,410	Added
10	ANB BANK	$377,357	1,339	Hold
11	Cooper Financial Group	$285,016	1,011	Added
12	Versant Capital Management, Inc	$244,056	866	Trimmed
13	Central Pacific Bank - Trust Division	$242,365	860	Added
14	Farther Finance Advisors, LLC	$178,392	633	Added
15	MassMutual Private Wealth & Trust, FSB	$50,164	178	Trimmed
16	ELEVATION WEALTH PARTNERS, LLC	$22,546	80	New
17	GK Wealth Management LLC	$14,373	51	New
18	BURKETT FINANCIAL SERVICES, LLC	$10,145	36	New
19	Retirement Wealth Solutions LLC	$7,046	25	Trimmed
20	CoreCap Advisors, LLC	$4,509	16	New
21	MJT & Associates Financial Advisory Group, Inc.	$3,101	11	Hold
22	Marquette Asset Management, LLC	$1,691	6	Trimmed
23	Wealth Enhancement Trust Services, Inc.	$1,691	6	Hold
24	Trust Co	$1,410	5	Hold
25	TOTH FINANCIAL ADVISORY CORP	$1,410	5	New

Source: SEC Form 13F filings · as of 2026-09-30