Who owns AESI (AESI)
Which tracked institutional funds hold AESI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AESI 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 AESI is one-sided between 2025-Q4 and 2026-Q1: 92 added or opened and 29 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
AESI’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 AESI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in AESI 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 242 tracked filers holding AESI, 131 increased or opened the position and 108 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 AESI 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 16
- Encompass Capital Advisors LLC$120M
- VANGUARD PORTFOLIO MANAGEMENT LLC$64M
- VANGUARD CAPITAL MANAGEMENT LLC$46M
- VANGUARD FIDUCIARY TRUST CO$7M
- SIR Capital Management, L.P.$6M
- HRT FINANCIAL LP$4M
Full exits 16
- VANGUARD GROUP INC$70M
- FRONTIER CAPITAL MANAGEMENT CO LLC$16M
- Jefferies Financial Group Inc.$8M
- JANE STREET GROUP, LLC$8M
- ADAGE CAPITAL PARTNERS GP, L.L.C.$6M
- Thomist Capital Management, LP$4M
Largest adds
- BlackRock, Inc.$27M
- MILLENNIUM MANAGEMENT LLC$15M
- STATE STREET CORP$14M
- GOLDMAN SACHS GROUP INC$12M
- UBS Group AG$11M
- FRANKLIN RESOURCES INC$10M
Largest trims
- FMR LLC$16M
- BALYASNY ASSET MANAGEMENT L.P.$8M
- COOKE & BIELER LP$6M
- EVERGREEN CAPITAL MANAGEMENT LLC$4M
- AMERICAN CENTURY COMPANIES INC$1M
- KENNEDY CAPITAL MANAGEMENT LLC$1M
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 | 11,490,854 | $151M | 11.3% | 2026-Q1 |
| Encompass Capital Advisors LLC added | 9,135,182 | $120M | 9.0% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 4,846,431 | $64M | 4.7% | 2026-Q1 |
| COOPERMAN LEON G trimmed | 4,083,175 | $54M | 4.0% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 3,530,536 | $46M | 3.5% | 2026-Q1 |
| STATE STREET CORP added | 3,358,027 | $44M | 3.3% | 2026-Q1 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC trimmed | 3,149,891 | $41M | 3.1% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC trimmed | 2,563,334 | $34M | 2.5% | 2026-Q1 |
| COOKE & BIELER LP trimmed | 2,515,894 | $33M | 2.5% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 2,464,227 | $32M | 2.4% | 2026-Q1 |
| UBS Group AG added | 2,359,972 | $31M | 2.3% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,864,142 | $24M | 1.8% | 2026-Q1 |
| VILLERE ST DENIS J & CO LLC trimmed | 1,856,087 | $24M | 1.8% | 2026-Q1 |
| Pine Ridge Advisers LLC | 1,844,036 | $24M | 1.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,805,363 | $24M | 1.8% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,502,480 | $20M | 1.5% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 1,402,135 | $18M | 1.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 1,358,926 | $18M | 1.3% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 1,345,855 | $18M | 1.3% | 2026-Q1 |
| Nixon Capital, LLC trimmed | 1,195,190 | $16M | 1.2% | 2026-Q1 |
| Venturi Wealth Management, LLC | 1,086,254 | $14M | 1.1% | 2026-Q1 |
| Meridian Wealth Advisors, LLC trimmed | 953,958 | $13M | 0.9% | 2026-Q1 |
| Liontrust Investment Partners LLP | 1,310,646 | $12M | 0.9% | 2026-Q1 |
| CenterBook Partners LP added | 924,938 | $12M | 0.9% | 2026-Q1 |
| MORGAN STANLEY added | 903,662 | $12M | 0.9% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 820,322 | $11M | 0.8% | 2026-Q1 |
| NORTHERN TRUST CORP added | 772,838 | $10M | 0.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 721,753 | $9M | 0.7% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 713,388 | $9M | 0.7% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 653,256 | $9M | 0.6% | 2026-Q1 |
| B & T Capital Management DBA Alpha Capital Management trimmed | 633,029 | $8M | 0.6% | 2026-Q1 |
| Consolidated Portfolio Review Corp | 627,945 | $8M | 0.6% | 2026-Q1 |
| EVERGREEN CAPITAL MANAGEMENT LLC trimmed | 625,487 | $8M | 0.6% | 2026-Q1 |
| Invesco Ltd. trimmed | 585,953 | $8M | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 526,613 | $7M | 0.5% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 525,301 | $7M | 0.5% | 2026-Q1 |
| CDC Financial, Inc. trimmed | 518,091 | $7M | 0.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 512,720 | $7M | 0.5% | 2026-Q1 |
| SIR Capital Management, L.P. added | 442,690 | $6M | 0.4% | 2026-Q1 |
| ExodusPoint Capital Management, LP added | 434,112 | $6M | 0.4% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 428,502 | $6M | 0.4% | 2026-Q1 |
| Quantinno Capital Management LP added | 384,008 | $5M | 0.4% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 375,286 | $5M | 0.4% | 2026-Q1 |
| Simcoe Capital LLC added | 332,455 | $4M | 0.3% | 2026-Q1 |
| Advisors Asset Management, Inc. trimmed | 319,844 | $4M | 0.3% | 2026-Q1 |
| Squarepoint Ops LLC added | 305,580 | $4M | 0.3% | 2026-Q1 |
| Manatuck Hill Partners, LLC added | 302,000 | $4M | 0.3% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 292,722 | $4M | 0.3% | 2026-Q1 |
| HRT FINANCIAL LP added | 279,807 | $4M | 0.3% | 2026-Q1 |
| Public Sector Pension Investment Board added | 275,018 | $4M | 0.3% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 274,837 | $4M | 0.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 270,353 | $4M | 0.3% | 2026-Q1 |
| CULLINAN ASSOCIATES INC | 252,000 | $3M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 224,126 | $3M | 0.2% | 2026-Q1 |
| Walleye Capital LLC added | 198,889 | $3M | 0.2% | 2026-Q1 |
| PEAK6 LLC added | 194,243 | $3M | 0.2% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 188,728 | $2M | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 187,080 | $2M | 0.2% | 2026-Q1 |
| Argentarii, LLC added | 181,293 | $2M | 0.2% | 2026-Q1 |
| Boston Partners trimmed | 179,765 | $2M | 0.2% | 2026-Q1 |
| SG Capital Management LLC new | 175,000 | $2M | 0.2% | 2026-Q1 |
| Verition Fund Management LLC added | 171,614 | $2M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 171,348 | $2M | 0.2% | 2026-Q1 |
| ASHFORD CAPITAL MANAGEMENT INC trimmed | 162,440 | $2M | 0.2% | 2026-Q1 |
| Lighthouse Investment Partners, LLC added | 160,000 | $2M | 0.2% | 2026-Q1 |
| Americana Partners, LLC added | 151,755 | $2M | 0.1% | 2026-Q1 |
| Legal & General Group Plc trimmed | 150,708 | $2M | 0.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 150,000 | $2M | 0.1% | 2026-Q1 |
| Nuveen, LLC trimmed | 142,416 | $2M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 138,556 | $2M | 0.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 135,980 | $2M | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 131,207 | $2M | 0.1% | 2026-Q1 |
| Orvieto Partners, L.P. added | 130,000 | $2M | 0.1% | 2026-Q1 |
| IEQ CAPITAL, LLC | 126,169 | $2M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 7,433,010 | $70M | 5.2% | 2025-Q4 stale |
| Copeland Capital Management, LLC trimmed | 1,690,616 | $19M | 1.4% | 2025-Q3 stale |
| Zimmer Partners, LP added | 1,000,000 | $18M | 1.3% | 2025-Q1 stale |
| FRONTIER CAPITAL MANAGEMENT CO LLC added | 1,655,363 | $16M | 1.2% | 2025-Q4 stale |
| Jefferies Financial Group Inc. added | 802,760 | $8M | 0.6% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 801,164 | $8M | 0.6% | 2025-Q4 stale |
| KETTLE HILL CAPITAL MANAGEMENT, LLC added | 660,843 | $8M | 0.6% | 2025-Q3 stale |
| Corigliano Investment Advisers, LLC new | 480,435 | $6M | 0.5% | 2025-Q2 stale |
| HITE Hedge Asset Management LLC trimmed | 476,653 | $6M | 0.5% | 2025-Q2 stale |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 650,912 | $6M | 0.5% | 2025-Q4 stale |
| ROYCE & ASSOCIATES LP added | 435,800 | $6M | 0.4% | 2025-Q2 stale |
| Yaupon Capital Management LP added | 325,000 | $6M | 0.4% | 2025-Q1 stale |
| Clearbridge Investments, LLC trimmed | 475,816 | $5M | 0.4% | 2025-Q3 stale |
| FIRST SABREPOINT CAPITAL MANAGEMENT LP trimmed | 350,000 | $5M | 0.3% | 2025-Q2 stale |
| Burkehill Global Management, LP trimmed | 350,000 | $5M | 0.3% | 2025-Q2 stale |
| Thomist Capital Management, LP new | 407,316 | $4M | 0.3% | 2025-Q4 stale |
| Keeley-Teton Advisors, LLC trimmed | 204,091 | $4M | 0.3% | 2025-Q1 stale |
| Ghisallo Capital Management LLC trimmed | 250,000 | $3M | 0.2% | 2025-Q2 stale |
| SEVEN GRAND MANAGERS, LLC | 250,000 | $3M | 0.2% | 2025-Q2 stale |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 278,623 | $3M | 0.2% | 2025-Q3 stale |
| ARDSLEY ADVISORY PARTNERS LP new | 200,000 | $3M | 0.2% | 2025-Q2 stale |
| LMR Partners LLP trimmed | 266,109 | $3M | 0.2% | 2025-Q4 stale |
| IMC-Chicago, LLC new | 179,340 | $2M | 0.2% | 2025-Q2 stale |
| Corient Private Wealth LLC added | 202,198 | $2M | 0.2% | 2025-Q3 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 216,300 | $2M | 0.2% | 2025-Q4 stale |
| Freestone Grove Partners LP added | 180,554 | $2M | 0.1% | 2025-Q4 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.