Fund shareholders of Advanced Energy Industries Inc
ISIN US0079731008 · United States · LEI 549300756XI3QLFT2U27
- Fund shareholders
- 502
- Of which ETFs
- 111 391 other funds
- Value held
- 6.7B $ 115.5M SEK · 496K €
- Share of capital
- 49.1 % of 40.1M shares on Jul 29, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 30,939 | 10M $ | 0.38 % | 0.08 % | as of Mar 31, 2026 ↗ |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 30,658 | 11.8M $ | 0.01 % | 0.08 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. | 29,900 | 9.6M $ | 0.08 % | 0.07 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Science & Technology Fund, Inc. T. ROWE PRICE SCIENCE & TECHNOLOGY FUND, INC. | 29,300 | 9.5M $ | 0.09 % | 0.07 % | as of Mar 31, 2026 ↗ |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 29,150 | 9.8M $ | 0.00 % | 0.07 % | as of Feb 28, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 28,873 | 11.1M $ | 0.02 % | 0.07 % | as of Apr 30, 2026 ↗ |
| Mid Cap Index Fund VALIC Co I | 28,825 | 9.7M $ | 0.37 % | 0.07 % | as of Feb 28, 2026 ↗ |
| Columbia Acorn Fund COLUMBIA ACORN TRUST | 28,789 | 9.3M $ | 0.41 % | 0.07 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 28,674 | 9.3M $ | 0.81 % | 0.07 % | as of Mar 31, 2026 ↗ |
| Neuberger Small Cap Growth Fund NEUBERGER BERMAN EQUITY FUNDS | 28,486 | 9.6M $ | 1.97 % | 0.07 % | as of Feb 28, 2026 ↗ |
| DWS Small Cap Growth Fund DEUTSCHE DWS INVESTMENT TRUST | 27,867 | 9M $ | 3.55 % | 0.07 % | as of Mar 31, 2026 ↗ |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 27,833 | 9.3M $ | 0.36 % | 0.07 % | as of Feb 28, 2026 ↗ |
| First Trust Nasdaq Semiconductor ETF First Trust Exchange-Traded Fund VI | 27,830 | 9M $ | 0.60 % | 0.07 % | as of Mar 31, 2026 ↗ |
| Invesco Dorsey Wright Industrials Momentum ETF Invesco Exchange-Traded Fund Trust | 27,292 | 10.5M $ | 2.60 % | 0.07 % | as of Apr 30, 2026 ↗ |
| MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS | 27,106 | 8.7M $ | 1.55 % | 0.07 % | as of Mar 31, 2026 ↗ |
| BlackRock Advantage Small Cap Growth Fund BlackRock Funds | 27,032 | 8.7M $ | 1.30 % | 0.07 % | as of Mar 31, 2026 ↗ |
| Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series | 25,507 | 9.8M $ | 0.52 % | 0.06 % | as of Apr 30, 2026 ↗ |
| Driehaus Small Cap Growth Fund Driehaus Mutual Funds | 25,314 | 8.2M $ | 0.71 % | 0.06 % | as of Mar 31, 2026 ↗ |
| First Trust BuyWrite Income ETF First Trust Exchange-Traded Fund VI | 25,042 | 8.1M $ | 0.40 % | 0.06 % | as of Mar 31, 2026 ↗ |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 24,979 | 8.1M $ | 0.41 % | 0.06 % | as of Mar 31, 2026 ↗ |
| Allspring Small Company Growth Fund ALLSPRING FUNDS TRUST | 24,232 | 9.3M $ | 1.80 % | 0.06 % | as of Apr 30, 2026 ↗ |
| FULLERTHALER BEHAVIORAL SMALL-MID CORE EQUITY Capitol Series Trust | 24,000 | 7.7M $ | 2.54 % | 0.06 % | as of Mar 31, 2026 ↗ |
| Mid Cap Index Fund Northern Funds | 23,740 | 7.7M $ | 0.37 % | 0.06 % | as of Mar 31, 2026 ↗ |
| Small-Cap Growth Portfolio PACIFIC SELECT FUND | 23,339 | 7.5M $ | 1.71 % | 0.06 % | as of Mar 31, 2026 ↗ |
| Small-Company Stock Fund HOMESTEAD FUNDS INC | 22,462 | 7.2M $ | 3.64 % | 0.06 % | as of Mar 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 22,097 | 8.5M $ | 0.02 % | 0.06 % | as of Apr 30, 2026 ↗ |
| NVIT Invesco Small Cap Growth Fund Nationwide Variable Insurance Trust | 21,954 | 7.1M $ | 2.68 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 21,733 | 7.3M $ | 0.03 % | 0.05 % | as of Feb 28, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 21,689 | 7.3M $ | 0.02 % | 0.05 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs Small Cap Growth Fund Goldman Sachs Trust | 21,684 | 7.3M $ | 1.72 % | 0.05 % | as of Feb 28, 2026 ↗ |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 21,279 | 7.1M $ | 0.30 % | 0.05 % | as of Feb 28, 2026 ↗ |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 21,261 | 6.9M $ | 0.18 % | 0.05 % | as of Mar 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 21,250 | 6.9M $ | 0.01 % | 0.05 % | as of Mar 31, 2026 ↗ |
| CRAWFORD SMALL CAP DIVIDEND FUND Unified Series Trust | 21,230 | 6.9M $ | 2.00 % | 0.05 % | as of Mar 31, 2026 ↗ |
| SouthernSun Small Cap Fund ADVISORS' INNER CIRCLE III | 21,164 | 6.8M $ | 2.84 % | 0.05 % | as of Mar 31, 2026 ↗ |
| AMG GW&K Small Cap Growth Fund AMG Funds IV | 20,580 | 7.9M $ | 3.80 % | 0.05 % | as of Apr 30, 2026 ↗ |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 20,482 | 6.6M $ | 0.28 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Small-Cap Value Series LORD ABBETT RESEARCH FUND INC | 20,311 | 6.8M $ | 1.78 % | 0.05 % | as of Feb 28, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 20,283 | 6.5M $ | 0.41 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Loomis Sayles Small Cap Growth Portfolio Brighthouse Funds Trust II | 20,167 | 6.5M $ | 2.06 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Optimum Small-Mid Cap Growth Fund Optimum Fund Trust | 19,865 | 6.4M $ | 0.85 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 19,539 | 7.5M $ | 0.02 % | 0.05 % | as of Apr 30, 2026 ↗ |
| Congress Mid Cap Growth Fund Professionally Managed Portfolios | 19,325 | 7.4M $ | 1.91 % | 0.05 % | as of Apr 30, 2026 ↗ |
| iShares Expanded Tech Sector ETF iShares Trust | 19,299 | 6.2M $ | 0.08 % | 0.05 % | as of Mar 31, 2026 ↗ |
| MFS Blended Research Small Cap Equity Fund MFS SERIES TRUST X | 19,296 | 6.5M $ | 2.02 % | 0.05 % | as of Feb 28, 2026 ↗ |
| Royce Small-Cap Opportunity Fund ROYCE FUND | 19,166 | 6.2M $ | 0.55 % | 0.05 % | as of Mar 31, 2026 ↗ |
| U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 18,599 | 7.1M $ | 0.37 % | 0.05 % | as of Apr 30, 2026 ↗ |
| Nuveen ESG Small-Cap ETF NuShares ETF Trust | 18,405 | 7.1M $ | 0.55 % | 0.05 % | as of Apr 30, 2026 ↗ |
| SA Invesco Growth Opportunities Portfolio SUNAMERICA SERIES TRUST | 18,306 | 7M $ | 2.31 % | 0.05 % | as of Apr 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 18,148 | 5.9M $ | 0.02 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Nomura VIP Small Cap Growth Series Ivy Variable Insurance Portfolios | 17,839 | 5.8M $ | 3.07 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 17,681 | 5.7M $ | 0.38 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 17,554 | 5.7M $ | 0.38 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 17,522 | 5.7M $ | 0.41 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 17,263 | 6.6M $ | 0.28 % | 0.04 % | as of Apr 30, 2026 ↗ |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 16,494 | 5.3M $ | 0.11 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Invesco WilderHill Clean Energy ETF Invesco Exchange-Traded Fund Trust | 16,478 | 6.3M $ | 1.40 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 16,395 | 6.3M $ | 0.44 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Loomis Sayles Small/Mid Cap Growth Fund LOOMIS SAYLES FUNDS II | 16,074 | 5.2M $ | 2.29 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST | 15,714 | 6M $ | 0.84 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Invesco V.I. Technology Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 15,382 | 5M $ | 2.08 % | 0.04 % | as of Mar 31, 2026 ↗ |
| SFT Nomura Small Cap Growth Fund Securian Funds Trust | 15,365 | 5M $ | 3.12 % | 0.04 % | as of Mar 31, 2026 ↗ |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 15,302 | 5.9M $ | 0.29 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 15,289 | 5.9M $ | 0.04 % | 0.04 % | as of Apr 30, 2026 ↗ |
| BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 15,195 | 5.8M $ | 0.42 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 15,160 | 5.1M $ | 0.41 % | 0.04 % | as of Feb 28, 2026 ↗ |
| Federated Hermes MDT Small Cap Growth Fund Federated Hermes MDT Series | 14,853 | 5.7M $ | 0.76 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Carnegie US Small & Micro Cap Carnegie Fonder AB | 14,745 | 45.3M SEK | 3.84 % | 0.04 % | as of Mar 31, 2026 ↗ |
| MidCap S&P 400 Index Fund Principal Funds, Inc | 14,440 | 5.5M $ | 0.42 % | 0.04 % | as of Apr 30, 2026 ↗ |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 14,433 | 4.7M $ | 0.51 % | 0.04 % | as of Mar 31, 2026 ↗ |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 14,373 | 5.5M $ | 0.15 % | 0.04 % | as of Apr 30, 2026 ↗ |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | 14,327 | 4.6M $ | 0.50 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Diversified Equity Master Portfolio Master Investment Portfolio | 14,244 | 4.6M $ | 0.15 % | 0.04 % | as of Mar 31, 2026 ↗ |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 14,229 | 4.6M $ | 0.38 % | 0.04 % | as of Mar 31, 2026 ↗ |
| SmallCap Account Principal Variable Contract Funds, Inc | 14,200 | 4.6M $ | 2.70 % | 0.04 % | as of Mar 31, 2026 ↗ |
| First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 14,096 | 5.4M $ | 0.41 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Small Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 13,921 | 4.5M $ | 0.61 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 13,806 | 5.3M $ | 0.23 % | 0.03 % | as of Apr 30, 2026 ↗ |
| MFS Blended Research Mid Cap Equity Fund MFS Series Trust X | 13,585 | 4.6M $ | 0.18 % | 0.03 % | as of Feb 28, 2026 ↗ |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | 13,407 | 4.3M $ | 0.37 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 13,286 | 5.1M $ | 0.21 % | 0.03 % | as of Apr 30, 2026 ↗ |
| NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | 13,202 | 4.3M $ | 1.19 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Columbia Variable Portfolio - Seligman Global Technology Fund Columbia Funds Variable Series Trust II | 13,159 | 4.2M $ | 1.19 % | 0.03 % | as of Mar 31, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 13,054 | 4.2M $ | 0.16 % | 0.03 % | as of Mar 31, 2026 ↗ |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 12,931 | 4.2M $ | 0.37 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Invesco S&P Midcap 400 Pure Growth ETF Invesco Exchange-Traded Fund Trust | 12,904 | 5M $ | 1.48 % | 0.03 % | as of Apr 30, 2026 ↗ |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 12,810 | 4.1M $ | 0.37 % | 0.03 % | as of Mar 31, 2026 ↗ |
| T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II | 12,700 | 4.1M $ | 0.39 % | 0.03 % | as of Mar 31, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 12,620 | 4.1M $ | 0.21 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Small Cap Core Trust John Hancock Variable Insurance Trust | 12,379 | 4M $ | 1.38 % | 0.03 % | as of Mar 31, 2026 ↗ |
| VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND | 12,354 | 4.1M $ | 0.30 % | 0.03 % | as of Feb 28, 2026 ↗ |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 12,054 | 4.6M $ | 0.02 % | 0.03 % | as of Apr 30, 2026 ↗ |
| Invesco V.I. Small Cap Equity Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 11,922 | 3.8M $ | 2.45 % | 0.03 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 11,908 | 4.6M $ | 0.48 % | 0.03 % | as of Apr 30, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 11,895 | 3.8M $ | 0.40 % | 0.03 % | as of Mar 31, 2026 ↗ |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 11,844 | 3.8M $ | 0.16 % | 0.03 % | as of Mar 31, 2026 ↗ |
| SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 11,792 | 3.8M $ | 0.28 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 11,637 | 35.8M SEK | 0.13 % | 0.03 % | as of Mar 31, 2026 ↗ |
| VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II | 11,563 | 3.7M $ | 0.26 % | 0.03 % | as of Mar 31, 2026 ↗ |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 11,509 | 3.7M $ | 0.49 % | 0.03 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| BLACK OAK EMERGING TECHNOLOGY FUND Oak Associates Funds | 4.77 % | as of Apr 30, 2026 ↗ |
| Carnegie Global Resilient Small Cap Carnegie Fonder AB | 4.61 % | as of Mar 31, 2026 ↗ |
| Harbor SMID Cap Value ETF Harbor ETF Trust | 4.55 % | as of Apr 30, 2026 ↗ |
| First Trust NASDAQ Clean Edge Green Energy Index Fund First Trust Exchange-Traded Fund | 3.99 % | as of Mar 31, 2026 ↗ |
| Harbor Small Cap Value Fund HARBOR FUNDS | 3.88 % | as of Apr 30, 2026 ↗ |
| Carnegie US Small & Micro Cap Carnegie Fonder AB | 3.84 % | as of Mar 31, 2026 ↗ |
| AMG GW&K Small Cap Growth Fund AMG Funds IV | 3.80 % | as of Apr 30, 2026 ↗ |
| BARON DISCOVERY FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 3.79 % | as of Mar 31, 2026 ↗ |
| Small-Company Stock Fund HOMESTEAD FUNDS INC | 3.64 % | as of Mar 31, 2026 ↗ |
| DWS Small Mid Cap Growth VIP DEUTSCHE DWS VARIABLE SERIES II | 3.60 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 496 | +92 | 19,611,362 | -6.6 % |
| 2026Q1 | 404 | +25 | 20,994,133 | -4.6 % |
| 2025Q4 | 379 | +50 | 22,001,692 | +2.5 % |
| 2025Q3 | 329 | -6 | 21,468,447 | -1.0 % |
| 2025Q2 | 335 | +22 | 21,683,694 | -3.3 % |
| 2025Q1 | 313 | -9 | 22,414,048 | -2.2 % |
| 2024Q4 | 322 | -8 | 22,929,019 | -3.0 % |
| 2024Q3 | 330 | -6 | 23,634,485 | +1.6 % |
| 2024Q2 | 336 | +1 | 23,272,511 | -0.9 % |
| 2024Q1 | 335 | -19 | 23,488,138 | -0.8 % |
| 2023Q4 | 354 | 23,678,694 |
Institutional managers
567 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 6,470,740 | 2.1B $ | as of Mar 31, 2026 |
| Invesco Ltd. | 1,832,738 | 591.4M $ | as of Mar 31, 2026 |
| FMR LLC | 1,586,650 | 512M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,451,136 | 468.3M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 1,310,558 | 422.9M $ | as of Mar 31, 2026 |
| EARNEST PARTNERS LLC | 1,226,487 | 395.8M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,120,237 | 364.1M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 1,061,129 | 342.4M $ | as of Mar 31, 2026 |
| Whale Rock Capital Management LLC | 1,022,112 | 329.8M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 652,107 | 210.4M $ | as of Mar 31, 2026 |
| GW&K Investment Management, LLC | 601,105 | 194K $ | as of Mar 31, 2026 |
| NEUBERGER BERMAN GROUP LLC | 583,343 | 188.3M $ | as of Mar 31, 2026 |
| FRANKLIN RESOURCES INC | 532,529 | 171.9M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 504,435 | 162.8M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 480,894 | 155.2M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 469,942 | 151.7M $ | as of Mar 31, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 469,935 | 151.7M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 457,543 | 95.8M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 417,805 | 134.8M $ | as of Mar 31, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 406,171 | 131.1M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 387,476 | 125M $ | as of Mar 31, 2026 |
| Fisher Asset Management, LLC | 344,155 | 111.1M $ | as of Mar 31, 2026 |
| LOOMIS SAYLES & CO L P | 336,351 | 108.5M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 335,591 | 108.3M $ | as of Mar 31, 2026 |
| Analog Century Management LP | 324,651 | 104.8M $ | as of Mar 31, 2026 |
Declared shareholders of Advanced Energy Industries Inc
There are 4 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| BlackRock, Inc. | 11.90 % | 4,511,686 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Portfolio Management | 6.21 % | 2,353,249 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Capital Management | 5.23 % | 1,981,070 | as of Mar 31, 2026 · SCHEDULE 13G |
| BlackRock Portfolio Management LLC | 5.20 % | 1,958,423 | as of Mar 31, 2026 · SCHEDULE 13G |
Funds holding the debt of Advanced Energy Industries Inc
41 funds declare 41 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.
Cite this page
Titelia. "Fund shareholders of Advanced Energy Industries Inc". https://titelia.com/en/stocks/advanced-energy-industries-inc-US0079731008