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Aebi Schmidt Hldg AG (AEBI)

CUSIP: H00501108 | Industrials · Farm & Heavy Construction Machinery | Small Cap | 191 institutional holders

Quarters

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

Pzena Investment Management LLC4,287,385
0.1% of portfolio›$45.4M
Dimensional Fund Advisors LP1,652,241
0.0% of portfolio›$17.5M
Vontobel Holding Ltd.503,983
0.0% of portfolio›$5.3M
Kirr Marbach & Co LLC349,129
0.7% of portfolio›$3.7M
North Star Investment Management Corp.76,000
0.0% of portfolio›$804.1K
Citigroup Inc63,041
0.0% of portfolio›$667.0K
Oppenheimer Asset Management Inc.27,344
0.0% of portfolio›$289.3K
Hollow Brook Wealth Management LLC26,468
0.0% of portfolio›$280.0K
Truist Financial Corp22,363
0.0% of portfolio›$236.6K
Ashton Thomas Private Wealth, LLC15,038
0.0% of portfolio›$159.1K
Cambridge Investment Research Advisors, Inc.13,990
0.0% of portfolio›$148
Arizona State Retirement System10,379
0.0% of portfolio›$109.8K
Ulrich Consultants & Investment Group, LLC10,037
0.1% of portfolio›$106.2K
State of Alaska, Department of Revenue6,359
0.0% of portfolio›$66
Murphy & Mullick Capital Management Corp3,619
0.0% of portfolio›$38.3K
Versant Capital Management, Inc3,257
0.0% of portfolio›$34.5K
Gamma Investing LLC1,616
0.0% of portfolio›$17.1K
Fortitude Family Office, LLC1,353
0.0% of portfolio›$14.3K
Sterling Capital Management LLC773
0.0% of portfolio›$8.2K
Nisa Investment Advisors, LLC673
0.0% of portfolio›$7.1K
Farther Finance Advisors, LLC647
0.0% of portfolio›$6.8K
Financial Consulate, Inc560
0.0% of portfolio›$5.9K
Harbor Capital Advisors, Inc.494
0.0% of portfolio›$5
Owl Creek Wealth Partners LLC421
0.0% of portfolio›$4.5K
CX Institutional254
0.0% of portfolio›$3
William Mack & Associates, Inc.234
0.0% of portfolio›$2.5K
Plante Moran Financial Advisors, LLC172
0.0% of portfolio›$1.8K
Parallel Advisors, LLC163
0.0% of portfolio›$1.7K
Covestor Ltd114
0.0% of portfolio›$1
EverSource Wealth Advisors, LLC111
0.0% of portfolio›$1.2K
Parkside Financial Bank & Trust102
0.0% of portfolio›$1.1K
Root Financial Partners, LLC38
0.0% of portfolio›$402
Ascentis Wealth Management, LLC35
0.0% of portfolio›$370
Caitong International Asset Management Co., Ltd27
0.0% of portfolio›$286
Essential Partners LLC18
0.0% of portfolio›$190
SBI Securities Co., Ltd.4
0.0% of portfolio›$42
StyleTurnoverLocationFiled
Pzena Investment Management LLC
4,287,385$45.4M0.1%Deep ValueMediumNew York, NY2026-10-30
Dimensional Fund Advisors LP
1,652,241$17.5M0.0%IndexLowAustin, TX2026-11-04
Vontobel Holding Ltd.
503,983$5.3M0.0%CoreMediumZurich, Switzerland2026-10-16
Kirr Marbach & Co LLC
349,129$3.7M0.7%GARPLowColumbus, IN2026-10-20
North Star Investment Management Corp.
76,000$804.1K0.0%CoreLowChicago, IL2026-10-27
Citigroup Inc
63,041$667.0K0.0%CoreMediumNew York, NY2026-11-04
Oppenheimer Asset Management Inc.
27,344$289.3K0.0%CoreMediumNew York, NY2026-10-27
Hollow Brook Wealth Management LLC
26,468$280.0K0.0%CoreLowKatonah, NY2026-10-29
Truist Financial Corp
22,363$236.6K0.0%CoreLowCharlotte, NC2026-10-30
Ashton Thomas Private Wealth, LLC
15,038$159.1K0.0%CoreMediumScottsdale, AZ2026-11-03
Cambridge Investment Research Advisors, Inc.
13,990$1480.0%ETFLowFairfield, IA2026-11-02
Arizona State Retirement System
10,379$109.8K0.0%IndexVery LowPhoenix, AZ2026-11-03
Ulrich Consultants & Investment Group, LLC
10,037$106.2K0.1%ETFN/AAlbuquerque, NM2026-10-13
State of Alaska, Department of Revenue
6,359$660.0%CoreVery LowJuneau, AK2026-10-15
Murphy & Mullick Capital Management Corp
3,619$38.3K0.0%GrowthLowSmithtown, NY2026-11-02
Versant Capital Management, Inc
3,257$34.5K0.0%GARPLowPhoenix, AZ2026-10-02
Gamma Investing LLC
1,616$17.1K0.0%IndexVery LowFoster City, CA2026-10-08
Fortitude Family Office, LLC
1,353$14.3K0.0%ETFMediumScottsdale, AZ2026-10-14
Sterling Capital Management LLC
773$8.2K0.0%GARPMediumCharlotte, NC2026-10-22
Nisa Investment Advisors, LLC
673$7.1K0.0%IndexVery LowSt. Louis, MO2026-10-20
Farther Finance Advisors, LLC
647$6.8K0.0%IndexLowSan Francisco, CA2026-10-08
Financial Consulate, Inc
560$5.9K0.0%ETFLowHunt Valley, MD2026-10-23
Harbor Capital Advisors, Inc.
494$50.0%ValueHighChicago, IL2026-10-22
Owl Creek Wealth Partners LLC
421$4.5K0.0%IndexLowGreenwood Village, CO2026-10-20
CX Institutional
254$30.0%CoreMediumAuburn, IN2026-10-02
William Mack & Associates, Inc.
234$2.5K0.0%ETFLowTroy, MI2026-10-27
Plante Moran Financial Advisors, LLC
172$1.8K0.0%ETFVery LowSouthfield, MI2026-11-04
Parallel Advisors, LLC
163$1.7K0.0%IndexLowSan Francisco, CA2026-11-03
Covestor Ltd
114$10.0%ValueHighLondon, United Kingdom2026-10-30
EverSource Wealth Advisors, LLC
111$1.2K0.0%CoreMediumBirmingham, AL2026-11-04
Parkside Financial Bank & Trust
102$1.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Root Financial Partners, LLC
38$4020.0%ETFMediumEncinitas, CA2026-10-21
Ascentis Wealth Management, LLC
35$3700.0%Agg GrowthLowDallas, TX2026-11-03
Caitong International Asset Management Co., Ltd
27$2860.0%GrowthVery HighHong Kong, South Korea2026-10-29
Essential Partners LLC
18$1900.0%ValueMediumRancho Santa Fe, CA2026-10-14
SBI Securities Co., Ltd.
4$420.0%Agg GrowthLowTokyo, Mexico2026-10-22