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 | |
|---|---|---|---|---|---|
| DEAN SMALL CAP VALUE Unified Series Trust | 11,106 | 3.6M $ | 2.11 % | 0.03 % | as of Mar 31, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 11,094 | 3.6M $ | 0.37 % | 0.03 % | as of Mar 31, 2026 ↗ |
| LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 11,000 | 3.5M $ | 0.38 % | 0.03 % | as of Mar 31, 2026 ↗ |
| AQR Equity Market Neutral Fund AQR Funds | 10,992 | 3.5M $ | 0.11 % | 0.03 % | as of Mar 31, 2026 ↗ |
| First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund First Trust Exchange-Traded Fund II | 10,850 | 3.5M $ | 0.05 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 10,786 | 4.1M $ | 0.02 % | 0.03 % | as of Apr 30, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 10,771 | 3.5M $ | 0.19 % | 0.03 % | as of Mar 31, 2026 ↗ |
| First Trust Mid Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 10,624 | 4.1M $ | 0.79 % | 0.03 % | as of Apr 30, 2026 ↗ |
| SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 10,548 | 3.5M $ | 0.40 % | 0.03 % | as of Feb 28, 2026 ↗ |
| Fidelity Mid-Cap Stock K6 Fund Fidelity Concord Street Trust | 10,400 | 4M $ | 0.29 % | 0.03 % | as of Apr 30, 2026 ↗ |
| Main Thematic Innovation ETF Northern Lights Fund Trust IV | 10,387 | 4M $ | 1.89 % | 0.03 % | as of Apr 30, 2026 ↗ |
| Empower Small Cap Growth Fund EMPOWER FUNDS, INC. | 10,377 | 3.3M $ | 1.47 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Aristotle Small Cap Equity Fund Aristotle Fund Series Trust | 10,295 | 3.3M $ | 2.90 % | 0.03 % | as of Mar 31, 2026 ↗ |
| HARTFORD SMALL CAP GROWTH HLS FUND HARTFORD SERIES FUND INC | 10,139 | 3.3M $ | 0.62 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 9,812 | 3.2M $ | 0.41 % | 0.02 % | as of Mar 31, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 9,696 | 3.1M $ | 0.02 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Vistashares Artificial Intelligence Supercycle ETF Tidal Trust III | 9,609 | 3.2M $ | 1.71 % | 0.02 % | as of Feb 28, 2026 ↗ |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 8,934 | 3M $ | 0.03 % | 0.02 % | as of Feb 28, 2026 ↗ |
| AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc | 8,681 | 2.8M $ | 1.03 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Invesco Global Small Cap Equity Fund AIM Funds Group (Invesco Funds Group) | 8,645 | 2.8M $ | 1.79 % | 0.02 % | as of Mar 31, 2026 ↗ |
| THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 8,504 | 2.7M $ | 0.38 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Variable Portfolio - Partners Small Cap Growth Fund Columbia Funds Variable Series Trust II | 8,444 | 2.7M $ | 0.82 % | 0.02 % | as of Mar 31, 2026 ↗ |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 8,271 | 2.8M $ | 0.02 % | 0.02 % | as of Feb 28, 2026 ↗ |
| EQ/400 Managed Volatility Portfolio EQ Advisors Trust | 8,166 | 2.6M $ | 0.35 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust | 7,905 | 3M $ | 0.42 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Clearwater Select Equity Fund Clearwater Investment Trust | 7,885 | 2.5M $ | 0.59 % | 0.02 % | as of Mar 31, 2026 ↗ |
| BLACK OAK EMERGING TECHNOLOGY FUND Oak Associates Funds | 7,691 | 3M $ | 4.77 % | 0.02 % | as of Apr 30, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 7,617 | 2.9M $ | 0.04 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST | 7,600 | 2.5M $ | 0.39 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Small Cap Equity ETF Goldman Sachs ETF Trust | 7,571 | 2.5M $ | 1.56 % | 0.02 % | as of Feb 28, 2026 ↗ |
| SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST | 7,518 | 2.4M $ | 0.89 % | 0.02 % | as of Mar 31, 2026 ↗ |
| State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS | 7,493 | 2.4M $ | 0.52 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Calamos Growth Fund CALAMOS INVESTMENT TRUST/IL | 7,450 | 2.9M $ | 0.17 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Allspring Emerging Growth Fund ALLSPRING FUNDS TRUST | 7,448 | 2.9M $ | 0.88 % | 0.02 % | as of Apr 30, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 7,429 | 2.4M $ | 0.41 % | 0.02 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 7,295 | 2.4M $ | 0.02 % | 0.02 % | as of Mar 31, 2026 ↗ |
| NICHOLAS PARTNERS SMALL CAP GROWTH FUND ADVISORS' INNER CIRCLE III | 7,284 | 2.4M $ | 1.57 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 7,237 | 2.4M $ | 0.27 % | 0.02 % | as of Feb 28, 2026 ↗ |
| Allspring VT Small Cap Growth Fund Allspring VARIABLE TRUST | 7,033 | 2.3M $ | 0.86 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Keeley Small Cap Fund Teton Westwood Funds | 7,000 | 2.3M $ | 2.63 % | 0.02 % | as of Mar 31, 2026 ↗ |
| CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | 6,953 | 2.2M $ | 0.37 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Column Small Cap Select Fund Trust for Professional Managers | 6,923 | 2.3M $ | 0.13 % | 0.02 % | as of Feb 28, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 6,922 | 2.7M $ | 0.02 % | 0.02 % | as of Apr 30, 2026 ↗ |
| LVIP Channing Small Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 6,907 | 2.2M $ | 2.24 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 6,816 | 2.2M $ | 0.40 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust | 6,734 | 2.6M $ | 0.90 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 6,730 | 2.2M $ | 0.04 % | 0.02 % | as of Mar 31, 2026 ↗ |
| AQR Style Premia Alternative Fund AQR Funds | 6,672 | 2.2M $ | 0.09 % | 0.02 % | as of Mar 31, 2026 ↗ |
| SEB Nordamerikafond Småbolag SEB Funds AB | 6,535 | 20.1M SEK | 0.97 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Invesco Dorsey Wright SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust II | 6,432 | 2.2M $ | 0.56 % | 0.02 % | as of Feb 28, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 6,290 | 2M $ | 0.27 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 6,280 | 2.1M $ | 0.02 % | 0.02 % | as of Feb 28, 2026 ↗ |
| BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust | 6,058 | 2.3M $ | 0.37 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 6,020 | 1.9M $ | 0.06 % | 0.02 % | as of Mar 31, 2026 ↗ |
| AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc | 5,952 | 1.9M $ | 0.38 % | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 5,911 | 2.3M $ | 0.18 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Zacks Small/Mid Cap ETF Zacks Trust | 5,756 | 1.9M $ | 0.95 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Adara Smaller Companies Fund RBB Fund, Inc. | 5,724 | 1.9M $ | 0.25 % | 0.01 % | as of Feb 28, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 5,719 | 1.9M $ | 0.15 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Pinnacle Focused Opportunities ETF Tidal Trust II | 5,703 | 1.9M $ | 3.05 % | 0.01 % | as of Feb 28, 2026 ↗ |
| JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 5,687 | 2.2M $ | 0.37 % | 0.01 % | as of Apr 30, 2026 ↗ |
| SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST | 5,681 | 2.2M $ | 0.42 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II | 5,632 | 1.8M $ | 0.52 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Columbia Variable Portfolio - Acorn Fund COLUMBIA FUNDS VARIABLE SERIES TRUST | 5,539 | 1.8M $ | 0.41 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust | 5,477 | 2.1M $ | 0.35 % | 0.01 % | as of Apr 30, 2026 ↗ |
| S&P MidCap 400 Pure Growth Fund Rydex Series Funds | 5,346 | 1.7M $ | 0.99 % | 0.01 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 5,329 | 1.7M $ | 0.17 % | 0.01 % | as of Mar 31, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 5,283 | 1.7M $ | 0.41 % | 0.01 % | as of Mar 31, 2026 ↗ |
| NYLI Candriam U.S. Mid Cap Equity ETF New York Life Investments ETF Trust | 5,272 | 2M $ | 0.64 % | 0.01 % | as of Apr 30, 2026 ↗ |
| AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust | 5,250 | 1.7M $ | 0.38 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds | 5,194 | 2M $ | 0.42 % | 0.01 % | as of Apr 30, 2026 ↗ |
| DWS Small Mid Cap Growth VIP DEUTSCHE DWS VARIABLE SERIES II | 5,129 | 1.7M $ | 3.60 % | 0.01 % | as of Mar 31, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 5,102 | 1.6M $ | 0.43 % | 0.01 % | as of Mar 31, 2026 ↗ |
| PGIM Jennison Blend Fund Prudential Jennison Blend Fund, Inc. | 5,044 | 1.7M $ | 0.15 % | 0.01 % | as of Feb 27, 2026 ↗ |
| The Hartford Small Cap Growth Fund HARTFORD MUTUAL FUNDS II, INC | 5,024 | 1.9M $ | 0.63 % | 0.01 % | as of Apr 30, 2026 ↗ |
| AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc | 5,015 | 1.6M $ | 1.32 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Venerable US Small Cap Fund Venerable Variable Insurance Trust | 4,630 | 1.5M $ | 1.09 % | 0.01 % | as of Mar 31, 2026 ↗ |
| SBH SMALL CAP CORE FUND Segall Bryant & Hamill Trust | 4,628 | 1.5M $ | 1.56 % | 0.01 % | as of Mar 31, 2026 ↗ |
| First Trust Nasdaq BuyWrite Income ETF First Trust Exchange-Traded Fund VI | 4,615 | 1.5M $ | 0.19 % | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust | 4,604 | 1.5M $ | 0.43 % | 0.01 % | as of Mar 31, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 4,596 | 1.5M $ | 0.41 % | 0.01 % | as of Mar 31, 2026 ↗ |
| WCM Small Cap Growth Fund INVESTMENT MANAGERS SERIES TRUST | 4,592 | 1.5M $ | 3.16 % | 0.01 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 4,522 | 1.5M $ | 0.41 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II | 4,519 | 1.7M $ | 0.09 % | 0.01 % | as of Apr 30, 2026 ↗ |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | 4,431 | 1.4M $ | 0.17 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Small Cap Core Fund Northern Funds | 4,420 | 1.4M $ | 0.42 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Virtus Ceredex Small-Cap Value Equity Fund Virtus Asset Trust | 4,350 | 1.4M $ | 1.48 % | 0.01 % | as of Mar 31, 2026 ↗ |
| SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 4,329 | 1.5M $ | 0.77 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust | 4,305 | 1.7M $ | 0.42 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 4,277 | 1.6M $ | 0.21 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 4,108 | 1.3M $ | 0.40 % | 0.01 % | as of Mar 31, 2026 ↗ |
| MFS Blended Research Small Cap Equity Portfolio MFS VARIABLE INSURANCE TRUST III | 4,079 | 1.3M $ | 1.68 % | 0.01 % | as of Mar 31, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 4,050 | 1.6M $ | 0.44 % | 0.01 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST | 4,045 | 1.3M $ | 0.49 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 4,014 | 1.3M $ | 0.03 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Putnam VT Small Cap Growth Fund Putnam Variable Trust | 3,922 | 1.3M $ | 3.40 % | 0.01 % | as of Mar 31, 2026 ↗ |
| SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS | 3,920 | 1.3M $ | 0.29 % | 0.01 % | as of Mar 31, 2026 ↗ |
| VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 3,917 | 1.3M $ | 0.17 % | 0.01 % | as of Mar 31, 2026 ↗ |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 3,900 | 1.3M $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 3,833 | 1.3M $ | 0.03 % | 0.01 % | as of Feb 28, 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