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ADVANCED ENERGY INDS COM
ADVANCED ENERGY INDS COM. Institutional holdings reported to the SEC.

Institutional Holders (2016Q4)
Portfolio Summary: 270 Institutional holders with a total value of $2,098,366,580.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parkside Financial Bank & Trust 19 1,000 0.00%
2 PARALLEL ADVISORS, LLC 28 2,000 0.00%
3 QUADRANT CAPITAL GROUP LLC 39 2,000 0.00%
4 THOMPSON SIEGEL & WALMSLEY LLC 36 2,000 0.00%
5 MV CAPITAL MANAGEMENT, INC. 51 3,000 0.00%
6 MOSAIC FAMILY WEALTH, LLC 61 3,000 0.00%
7 TCI Wealth Advisors, Inc. 57 3,000 0.00%
8 BB&T INVESTMENT SERVICES, INC. 55 3,000 0.00%
9 Financial Architects, Inc 53 3,000 0.00%
10 FINANCIAL ADVISORS NETWORK, INC. 56 3,338 0.00%
11 Gemmer Asset Management LLC 73 4,000 0.00%
12 Ledyard National Bank 100 5,000 0.00%
13 BANCO ITAU HOLDING FINANCEIRA S A 130 7,000 0.00%
14 FARMERS & MERCHANTS INVESTMENTS INC 130 7,000 0.00%
15 Crosspoint Capital Strategies, LLC 138 8,000 0.00%
16 CENTRAL TRUST Co 154 8,000 0.00%
17 CUTLER GROUP LLC / CA 6,000 10,000 0.00% Call
18 First Horizon Advisors, Inc. 268 11,000 0.00%
19 MEEDER ASSET MANAGEMENT INC 217 12,000 0.00%
20 FineMark National Bank & Trust 234 13,000 0.00%
21 EMPIRICAL FINANCE, LLC 246 14,000 0.00%
22 FIRST INTERSTATE BANK 258 14,000 0.00%
23 MSI Financial Services Inc 252 14,000 0.00%
24 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 314 17,000 0.00%
25 Cornerstone Advisors, Inc. 492 27,000 0.00%
26 IHT WEALTH MANAGEMENT, LLC 693 38,000 0.00%
27 Focused Wealth Management, Inc 800 44,000 0.00%
28 THOMPSON DAVIS & CO., INC. 799 44,000 0.00%
29 MUFG Americas Holdings Corp 882 48,000 0.00%
30 SUTTON WEALTH ADVISORS INC. 954 52,232 0.00%
31 PINKERTON WEALTH, LLC 976 53,000 0.00%
32 HANSEATIC MANAGEMENT SERVICES INC 1,062 58,000 0.00%
33 Independent Portfolio Consultants, Inc. 1,085 59,000 0.00%
34 IFP ADVISORS, INC 1,099 60,000 0.00%
35 VERSANT CAPITAL MANAGEMENT, INC 1,222 66,000 0.00%
36 Tower Research Capital LLC (TRC) 1,215 67,000 0.00%
37 Creative Planning 1,321 72,000 0.00%
38 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 1,400 77,000 0.00%
39 SIMPLEX TRADING, LLC 1,484 81,000 0.00%
40 LS Investment Advisors, LLC 1,496 82,000 0.00%
41 Quantbot Technologies LP 1,718 94,000 0.00%
42 NumerixS Investment Technologies Inc 1,800 99,000 0.00%
43 TYERS ASSET MANAGEMENT LLC 1,872 103,000 0.00%
44 RIVERHEAD CAPITAL MANAGEMENT LLC 2,100 115,000 0.01%
45 VICTORY CAPITAL MANAGEMENT INC 2,370 130,000 0.01%
46 QS Investors, LLC 2,400 131,000 0.01%
47 Winslow, Evans & Crocker, Inc. 2,576 140,982 0.01%
48 ELKFORK PARTNERS LLC 2,574 141,000 0.01%
49 PARADIGM ASSET MANAGEMENT CO LLC 2,800 153,300 0.01%
50 SG Americas Securities, LLC 2,903 159,000 0.01%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.