13F Insight
DOSSIER · 13F Holders · Q2 2026
AEIS 2.5 09/15/28

ADVANCED ENERGY INDS

33 institutions still hold ADVANCED ENERGY INDS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 007973AE0·33 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$343M
visible holders
Holders
33
filers reporting
Concentration
25.14%
Elequin Capital, LP #1
top holder share
AI Holders Summary · Q2 2026

33 institutions reported AEIS 2.5 09/15/28 in Q2 2026. Elequin Capital, LP leads at 25.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Elequin Capital, LP
CIK 0001810873
$86M31.6M2.57%Q2 202602
Boussard & Gavaudan Investment Management LLP
CIK 0001614986
$57M25K5.36%Q1 202603
MILLENNIUM MANAGEMENT LLC
CIK 0001273087
$43M15.7M0.02%Q2 202604
M&G Plc
CIK 0001802539
$26M9.4M0.13%Q2 202605
PIPER SANDLER & CO.
CIK 0000724683
$24M9.0M18.10%Q2 202606
LORD, ABBETT & CO. LLC
CIK 0000728100
$22M9.1M0.07%Q1 202607
Jain Global LLC
CIK 0002024579
$20M8.5M0.08%Q1 202608
Aequim Alternative Investments LP
CIK 0001728201
$14M5.0M0.21%Q2 202609
MACKAY SHIELDS LLC
CIK 0000061227
$13M4.8M0.44%Q2 202610
ADVENT CAPITAL MANAGEMENT /DE/
CIK 0001097278
$7M2.6M0.16%Q2 202611
MORGAN STANLEY
CIK 0000895421
$7M2.7M0.00%Q2 202612
WELLS FARGO & COMPANY/MN
CIK 0000072971
$4M1.4M0.00%Q2 202613
LAFFER TENGLER INVESTMENTS, INC.
CIK 0001307878
$4M1K0.46%Q2 202614
VOYA INVESTMENT MANAGEMENT LLC
CIK 0001068837
$3M1.3M0.00%Q2 202615
SSI INVESTMENT MANAGEMENT LLC
CIK 0000938487
$3M1.2M0.20%Q2 202616
LOOMIS SAYLES & CO L P
CIK 0000312348
$3M8K0.00%Q2 202617
JPMORGAN CHASE & CO
CIK 0000019617
$3M1.0M0.00%Q2 202618
BNP PARIBAS FINANCIAL MARKETS
CIK 0001166588
$2M740K0.00%Q2 202619
WELLINGTON MANAGEMENT GROUP LLP
CIK 0000902219
$926K338K0.00%Q2 202620
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$886K375K0.00%Q1 2026
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