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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

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

Sale · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-04-07Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 03-27 +11d$1K–$15K
2026-04-07Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 03-03 +35d$1K–$15K
2026-02-13Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 01-20 +24d$1K–$15K
2025-05-14Josh Gottheimer D–NJ-5Sale · JT (jointly owned)Traded 04-17 +27d$1K–$15K
2024-07-09Josh Gottheimer D–NJ-5Purchase · JT (jointly owned)Traded 06-27 +12d$1K–$15K
Traded → filed dates on every rowEach 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 2026-09-14
Members disclosing AEIS in the trailing 12 months
MemberRowsNetNet 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.CommitteesNumber 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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
426GLENMEDE TRUST CO NA$01
427HARBOUR INVESTMENTS, INC.$01
428COMERICA BANK$01
429GLOBEFLEX CAPITAL L P$01
430VIRGINIA RETIREMENT SYSTEMS ET Al$01
431TOMPKINS FINANCIAL CORP$01
432CIBC WORLD MARKETS CORP$01
433FIRST CITIZENS BANK & TRUST CO$01
434CANADA PENSION PLAN INVESTMENT BOARD$01
435CIBC Private Wealth Group LLC$01
436Weiss Asset Management LP$01
437NORGES BANK$01
438TWO SIGMA SECURITIES, LLC$01
439HRT FINANCIAL LP$01
440FOX RUN MANAGEMENT, L.L.C.$01
441Virtu Financial LLC$01
442Dynamic Technology Lab Private Ltd$01
443Twin Tree Management, LP$01
444PICTON MAHONEY ASSET MANAGEMENT$01
445Illinois Municipal Retirement Fund$01
446Pinnacle Wealth Management Advisory Group, LLC$01
447DV Trading LLC$01
448Global Retirement Partners, LLC$01
449Salomon & Ludwin, LLC$01
450SAGE RHINO CAPITAL LLC$01
451Maryland State Retirement & Pension System$01
452Andar Capital Management HK Ltd$01
453OCCUDO QUANTITATIVE STRATEGIES LP$01
454Kestra Advisory Services, LLC$01
455Mach-1 Financial Group, LLC$01
456B. Metzler seel. Sohn & Co. AG$01
457AlphaQuest LLC$01
458Forum Financial Management, LP$01
459SageView Advisory Group, LLC$01
460Dunhill Financial, LLC$01
461NEOS Investment Management LLC$01
462Turning Point Benefit Group, Inc.$01
463QSV Equity Investors LLC$01
464Fieldview Capital Management, LLC$01
465Wealth Watch Advisors, INC$01
466Ankerstar Wealth, LLC$01
467GILPIN WEALTH MANAGEMENT, LLC$01
Truncated by Public Filings. The published aggregate ranks the top 467 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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