Who owns AEIS (AEIS)
Which tracked institutional funds hold AEIS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AEIS company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on AEIS is one-sided between 2025-Q4 and 2026-Q1: 288 added or opened and 50 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
AEIS’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes AEIS more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in AEIS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 576 tracked filers holding AEIS, 329 increased or opened the position and 251 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in AEIS between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 71
- VANGUARD PORTFOLIO MANAGEMENT LLC$748M
- VANGUARD CAPITAL MANAGEMENT LLC$546M
- Whale Rock Capital Management LLC$330M
- VANGUARD FIDUCIARY TRUST CO$85M
- Driehaus Capital Management LLC$57M
- Oribel Capital Management, LP$37M
Full exits 19
- VANGUARD GROUP INC$980M
- NEOS Investment Management LLC$5M
- COMERICA BANK$4M
- Illinois Municipal Retirement Fund$4M
- Andar Capital Management HK Ltd$4M
- Weiss Asset Management LP$2M
Largest adds
- BlackRock, Inc.$490M
- Invesco Ltd.$246M
- GEODE CAPITAL MANAGEMENT, LLC$164M
- BANK OF AMERICA CORP /DE/$152M
- STATE STREET CORP$146M
- FMR LLC$118M
Largest trims
- NORGES BANK$82M
- ALLIANCEBERNSTEIN L.P.$22M
- Public Sector Pension Investment Board$19M
- ARDSLEY ADVISORY PARTNERS LP$14M
- SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$13M
- SOUTHERNSUN ASSET MANAGEMENT, LLC$11M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 5,467,486 | $1.8B | 13.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 2,319,376 | $748M | 5.8% | 2026-Q1 |
| Invesco Ltd. added | 1,783,806 | $576M | 4.4% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,692,377 | $546M | 4.2% | 2026-Q1 |
| FMR LLC trimmed | 1,579,989 | $510M | 3.9% | 2026-Q1 |
| STATE STREET CORP trimmed | 1,451,136 | $468M | 3.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 1,310,558 | $423M | 3.3% | 2026-Q1 |
| EARNEST PARTNERS LLC trimmed | 1,226,487 | $396M | 3.0% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,120,237 | $364M | 2.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,061,129 | $342M | 2.6% | 2026-Q1 |
| Whale Rock Capital Management LLC new | 1,022,112 | $330M | 2.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 652,107 | $210M | 1.6% | 2026-Q1 |
| GW&K Investment Management, LLC trimmed | 601,105 | $194M | 1.5% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 583,343 | $188M | 1.4% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 532,529 | $172M | 1.3% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 504,435 | $163M | 1.3% | 2026-Q1 |
| NORTHERN TRUST CORP added | 480,894 | $155M | 1.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 469,942 | $152M | 1.2% | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 469,935 | $152M | 1.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 417,805 | $135M | 1.0% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 406,171 | $131M | 1.0% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 387,476 | $125M | 1.0% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 369,000 | $119M | 0.9% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 344,155 | $111M | 0.9% | 2026-Q1 |
| LOOMIS SAYLES & CO L P trimmed | 336,351 | $109M | 0.8% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 335,591 | $108M | 0.8% | 2026-Q1 |
| Analog Century Management LP trimmed | 324,651 | $105M | 0.8% | 2026-Q1 |
| MORGAN STANLEY trimmed | 316,505 | $102M | 0.8% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 304,209 | $98M | 0.8% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 303,180 | $98M | 0.8% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 457,543 | $96M | 0.7% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 291,430 | $94M | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp added | 281,624 | $91M | 0.7% | 2026-Q1 |
| BAMCO INC /NY/ trimmed | 268,725 | $87M | 0.7% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 266,606 | $86M | 0.7% | 2026-Q1 |
| SNYDER CAPITAL MANAGEMENT L P trimmed | 263,357 | $85M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 262,744 | $85M | 0.7% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 254,394 | $82M | 0.6% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 231,240 | $75M | 0.6% | 2026-Q1 |
| Channing Capital Management, LLC trimmed | 230,533 | $74M | 0.6% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 227,890 | $74M | 0.6% | 2026-Q1 |
| SEI INVESTMENTS CO added | 223,293 | $72M | 0.6% | 2026-Q1 |
| TD Asset Management Inc added | 215,142 | $69M | 0.5% | 2026-Q1 |
| CONGRESS ASSET MANAGEMENT CO trimmed | 207,371 | $67M | 0.5% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 204,192 | $66M | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 203,880 | $66M | 0.5% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 203,465 | $63M | 0.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 190,930 | $62M | 0.5% | 2026-Q1 |
| UBS Group AG trimmed | 177,392 | $57M | 0.4% | 2026-Q1 |
| Driehaus Capital Management LLC added | 177,018 | $57M | 0.4% | 2026-Q1 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC trimmed | 166,418 | $54M | 0.4% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 160,533 | $52M | 0.4% | 2026-Q1 |
| Aristotle Capital Boston, LLC trimmed | 151,391 | $49M | 0.4% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 144,751 | $47M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 150,054 | $45M | 0.3% | 2026-Q1 |
| NORGES BANK trimmed | 434,872 | $41M | 0.3% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 120,608 | $39M | 0.3% | 2026-Q1 |
| SORA INVESTORS LLC trimmed | 120,268 | $39M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 116,037 | $37M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 114,423 | $37M | 0.3% | 2026-Q1 |
| Oribel Capital Management, LP new | 113,800 | $37M | 0.3% | 2026-Q1 |
| Hardman Johnston Global Advisors LLC trimmed | 111,130 | $36M | 0.3% | 2026-Q1 |
| Nuveen, LLC added | 108,570 | $35M | 0.3% | 2026-Q1 |
| Senator Investment Group LP new | 100,000 | $32M | 0.2% | 2026-Q1 |
| MetLife Investment Management, LLC added | 99,863 | $32M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 98,684 | $32M | 0.2% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 96,548 | $31M | 0.2% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 92,675 | $30M | 0.2% | 2026-Q1 |
| WCM INVESTMENT MANAGEMENT, LLC trimmed | 98,692 | $29M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 91,130 | $29M | 0.2% | 2026-Q1 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added | 89,732 | $29M | 0.2% | 2026-Q1 |
| Amanah Holdings Trust | 85,000 | $27M | 0.2% | 2026-Q1 |
| Ceredex Value Advisors LLC added | 84,350 | $27M | 0.2% | 2026-Q1 |
| First Eagle Investment Management, LLC trimmed | 81,818 | $26M | 0.2% | 2026-Q1 |
| PINNACLE ASSOCIATES LTD trimmed | 79,632 | $26M | 0.2% | 2026-Q1 |
| Tributary Capital Management, LLC trimmed | 79,628 | $26M | 0.2% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 78,195 | $25M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 75,832 | $24M | 0.2% | 2026-Q1 |
| MARSHALL WACE, LLP added | 75,271 | $24M | 0.2% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 75,163 | $24M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 74,600 | $24M | 0.2% | 2026-Q1 |
| BESSEMER GROUP INC added | 74,154 | $24M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System added | 72,359 | $23M | 0.2% | 2026-Q1 |
| AXIOM INVESTORS LLC /DE new | 70,543 | $23M | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 70,297 | $23M | 0.2% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 68,879 | $22M | 0.2% | 2026-Q1 |
| CITIGROUP INC trimmed | 67,428 | $22M | 0.2% | 2026-Q1 |
| LORD, ABBETT & CO. LLC trimmed | 67,220 | $22M | 0.2% | 2026-Q1 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 61,641 | $20M | 0.2% | 2026-Q1 |
| LPL Financial LLC added | 59,649 | $19M | 0.1% | 2026-Q1 |
| G2 Investment Partners Management LLC trimmed | 58,428 | $19M | 0.1% | 2026-Q1 |
| Creative Planning added | 55,620 | $18M | 0.1% | 2026-Q1 |
| Tidal Investments LLC added | 53,076 | $17M | 0.1% | 2026-Q1 |
| NATIXIS ADVISORS, LLC trimmed | 51,245 | $17M | 0.1% | 2026-Q1 |
| Fiera Capital Corp trimmed | 51,117 | $16M | 0.1% | 2026-Q1 |
| Legal & General Group Plc trimmed | 50,487 | $16M | 0.1% | 2026-Q1 |
| Dana Investment Advisors, Inc. trimmed | 50,480 | $16M | 0.1% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO added | 50,452 | $16M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 4,679,896 | $980M | 7.5% | 2025-Q4 stale |
| MACQUARIE GROUP LTD trimmed | 195,177 | $33M | 0.3% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.