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Advanced Energy IND

CUSIP: 007973AE0 | TRACE | 103 institutional holders

Quarters

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025
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Institutional Holders — Q2 2026

Elequin Capital, LP31,597,000
2.6% of portfolio›$86.2M
Soros Fund Management LLC16,821,000
0.6% of portfolio›$45.9M
Millennium Management LLC15,744,000
0.0% of portfolio›$43.0M
M&G Plc9,430,000
0.1% of portfolio›$25.8M
Piper Sandler & Co.9,000,000
18.1% of portfolio›$24.4M
Aequim Alternative Investments LP5,000,000
0.2% of portfolio›$13.7M
Mackay Shields LLC4,843,000
0.4% of portfolio›$13.2M
Lord, Abbett & Co. LLC4,187,000
0.0% of portfolio›$11.4K
Morgan Stanley2,663,000
0.0% of portfolio›$6.8M
Advent Capital Management2,573,000
0.2% of portfolio›$7.1M
Wells Fargo & Company1,367,000
0.0% of portfolio›$3.7M
Voya Investment Management LLC1,250,000
0.0% of portfolio›$3.4M
SSI Investment Management LLC1,249,000
0.2% of portfolio›$3.4M
JPMorgan Chase & Co1,016,000
0.0% of portfolio›$2.6M
BNP Paribas Financial Markets740,000
0.0% of portfolio›$2.0M
Wellington Management Group LLP338,000
0.0% of portfolio›$926.3K
Calamos Advisors LLC286,000
0.0% of portfolio›$791.0K
Calamos Wealth Management LLC208,000
0.0% of portfolio›$575.3K
Oppenheimer Asset Management Inc.158,000
0.0% of portfolio›$431.5K
UBS Group AG82,000
0.0% of portfolio›$223.9K
&partners80,000
0.0% of portfolio›$218.5K
Stephens Inc48,000
0.0% of portfolio›$131.1K
Commonwealth Equity Services, LLC17,000
0.0% of portfolio›$46.4K
MML Investors Services, LLC17,000
0.0% of portfolio›$46.4K
Balboa Wealth Partners10,000
0.0% of portfolio›$27.4K
Loomis Sayles & Co L P7,704
0.0% of portfolio›$2.9M
Lanark Financial, Inc.5,000
0.0% of portfolio›$13.7K
Laffer Tengler Investments, Inc.1,318
0.5% of portfolio›$3.6M
Oddo BHF Asset Management SAS98
0.0% of portfolio›$268.3K
Altshuler Shaham Ltd1
0.0% of portfolio›$15
StyleTurnoverLocationFiled
Elequin Capital, LP
31,597,000$86.2M2.6%GrowthVery HighNew York, NY2026-08-13
Soros Fund Management LLC
16,821,000$45.9M0.6%CoreVery HighNew York, NY2026-08-14
Millennium Management LLC
15,744,000$43.0M0.0%CoreVery HighNew York, NY2026-08-14
M&G Plc
9,430,000$25.8M0.1%CoreMediumLondon, United Kingdom2026-08-06
Piper Sandler & Co.
9,000,000$24.4M18.1%GARPVery HighMinneapolis, MN2026-07-28
Aequim Alternative Investments LP
5,000,000$13.7M0.2%CoreHighMill Valley, CA2026-08-11
Mackay Shields LLC
4,843,000$13.2M0.4%Deep ValueLowNew York, NY2026-07-28
Lord, Abbett & Co. LLC
4,187,000$11.4K0.0%MomentumMediumJersey City, NJ2026-08-14
Morgan Stanley
2,663,000$6.8M0.0%CoreLowNew York, NY2026-08-13
Advent Capital Management
2,573,000$7.1M0.2%GrowthMediumNew York, NY2026-08-11
Wells Fargo & Company
1,367,000$3.7M0.0%CoreLowSan Francisco, CA2026-08-14
Voya Investment Management LLC
1,250,000$3.4M0.0%GrowthMediumAtlanta, GA2026-08-12
SSI Investment Management LLC
1,249,000$3.4M0.2%Agg GrowthMediumLos Angeles, CA2026-08-10
JPMorgan Chase & Co
1,016,000$2.6M0.0%GrowthMediumNew York, NY2026-08-12
BNP Paribas Financial Markets
740,000$2.0M0.0%CoreMediumParis, India2026-08-13
Wellington Management Group LLP
338,000$926.3K0.0%CoreMediumBoston, MA2026-08-14
Calamos Advisors LLC
286,000$791.0K0.0%GrowthMediumNaperville, IL2026-07-31
Calamos Wealth Management LLC
208,000$575.3K0.0%GrowthMediumNaperville, IL2026-07-31
Oppenheimer Asset Management Inc.
158,000$431.5K0.0%CoreMediumNew York, NY2026-08-03
UBS Group AG
82,000$223.9K0.0%CoreMediumZurich, Switzerland2026-08-13
&partners
80,000$218.5K0.0%IndexVery LowNashville, TN2026-08-14
Stephens Inc
48,000$131.1K0.0%CoreLowLittle Rock, AR2026-07-29
Commonwealth Equity Services, LLC
17,000$46.4K0.0%ETFLowWaltham, MA2026-07-29
MML Investors Services, LLC
17,000$46.4K0.0%IndexLowSpringfield, MA2026-08-07
Balboa Wealth Partners
10,000$27.4K0.0%Agg GrowthMediumScottsdale, AZ2026-08-10
Loomis Sayles & Co L P
7,704$2.9M0.0%GrowthLowBoston, MA2026-08-14
Lanark Financial, Inc.
5,000$13.7K0.0%CoreMediumBirmingham, AL2026-07-21
Laffer Tengler Investments, Inc.
1,318$3.6M0.5%GrowthMediumScottsdale, AZ2026-07-21
Oddo BHF Asset Management SAS
98$268.3K0.0%CoreVery HighParis, India2026-08-13
Altshuler Shaham Ltd
1$150.0%CoreHighTel Aviv, Luxembourg2026-08-12