230 tracked 13F filers disclose a position in AESI as of the latest SEC 13F filings, a combined $1.2B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $150.8M | 11.5M | ▼−13% Reduced · −1.7M sh | Q1 2026 | |
| 2 | Encompass Capital Advisors LLC | $119.9M | 9.1M | ▲New +9.1M sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $63.6M | 4.8M | →First observed position No prior filed position | Q1 2026 | |
| 4 | COOPERMAN LEON G | $53.6M | 4.1M | ▼−19% Reduced · −970K sh | Q1 2026 | |
| 5 | STATE STREET CORP | $63.4M | 3.8M | ▲+14% Added · +459K sh | Q2 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $46.3M | 3.5M | →First observed position No prior filed position | Q1 2026 | |
| 7 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | $41.3M | 3.1M | ▼−6.0% Reduced · −200K sh | Q1 2026 | |
| 8 | JANUS HENDERSON GROUP PLC | $33.6M | 2.6M | ▼−1.1% Reduced · −28K sh | Q1 2026 | |
| 9 | COOKE & BIELER LP | $33.0M | 2.5M | ▼−40% Reduced · −1.7M sh | Q1 2026 | |
| 10 | Ensign Peak Advisors, Inc | $41.7M | 2.5M | ▲New +2.5M sh | Q2 2026 | |
| 11 | MILLENNIUM MANAGEMENT LLC | $32.3M | 2.5M | ▲+31% Added · +581K sh | Q1 2026 | |
| 12 | UBS Group AG | $31.0M | 2.4M | ▲+8.7% Added · +189K sh | Q1 2026 | |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | $34.3M | 2.1M | ▲+11% Added · +202K sh | Q2 2026 | |
| 14 | Pine Ridge Advisers LLC | $30.6M | 1.8M | —Held | Q2 2026 | |
| 15 | WASATCH ADVISORS LP | $30.5M | 1.8M | ▲New +1.8M sh | Q2 2026 | |
| 16 | GOLDMAN SACHS GROUP INC | $23.7M | 1.8M | ▲+51% Added · +610K sh | Q1 2026 | |
| 17 | DIMENSIONAL FUND ADVISORS LP | $19.7M | 1.5M | ▲+13% Added · +168K sh | Q1 2026 | |
| 18 | FRANKLIN RESOURCES INC | $18.4M | 1.4M | ▲+58% Added · +517K sh | Q1 2026 | |
| 19 | AMERIPRISE FINANCIAL INC | $17.8M | 1.4M | ▲+18% Added · +209K sh | Q1 2026 | |
| 20 | VILLERE ST DENIS J & CO LLC | $22.4M | 1.3M | ▼−27% Reduced · −507K sh | Q2 2026 | |
| 21 | Venturi Wealth Management, LLC | $18.0M | 1.1M | —Held | Q2 2026 | |
| 22 | Nixon Capital, LLC | $15.4M | 928K | ▼−22% Reduced · −268K sh | Q2 2026 | |
| 23 | MORGAN STANLEY | $11.9M | 904K | ▲+13% Added · +101K sh | Q1 2026 | |
| 24 | KENNEDY CAPITAL MANAGEMENT LLC | $10.8M | 820K | ▼−35% Reduced · −435K sh | Q1 2026 | |
| 25 | NORTHERN TRUST CORP | $10.1M | 773K | ▲+3.9% Added · +29K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 14 funds opened a new position in AESI and 22 added to an existing one, while 23 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 115 funds | $129.7B |
| NVIDIA CORPNVDA | 114 funds | $260.6B |
| MICROSOFT CORPMSFT | 114 funds | $175.9B |
| ALPHABET INC-CL AGOOGL | 114 funds | $97.6B |
| JPMORGAN CHASE & COJPM | 113 funds | $39.9B |
| APPLE INCAAPL | 112 funds | $193.3B |
| META PLATFORMS INC-CLASS AMETA | 112 funds | $74.7B |
| ELI LILLY & COLLY | 111 funds | $53.0B |
| ALPHABET INC-CL CGOOG | 110 funds | $86.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 109 funds | $24.3B |
| CHEVRON CORPCVX | 109 funds | $18.7B |
| MICRON TECHNOLOGY INCMU | 108 funds | $24.1B |
Ranked by how many of AESI's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 6, 2026 | Scholla Chris | 10% Owner | Sell (S) | 9K | $105K |
| Feb 18, 2026 | SHEPARD GREGORY M | Insider | Sell (S) | 130K | $1.6M |
| Feb 17, 2026 | SHEPARD GREGORY M | Insider | Sell (S) | 100K | $1.2M |
| Nov 18, 2025 | Scholla Chris | 10% Owner | Sell (S) | 52K | $460K |
| May 14, 2025 | Rogers Douglas G | Director | Buy (P) | 7K | $93K |
| May 14, 2025 | BRIGHAM BEN M | Executive Chairman, Director, 10% Owner | Buy (P) | 10K | $129K |
| May 13, 2025 | BRIGHAM BEN M | Executive Chairman, Director, 10% Owner | Buy (P) | 9K | $122K |
| May 12, 2025 | BRIGHAM BEN M | Executive Chairman, Director, 10% Owner | Buy (P) | 20K | $272K |
| May 9, 2025 | Turner John Gregory | CEO and President, Director, 10% Owner | Buy (P) | 8K | $100K |
| Feb 27, 2025 | SHEPARD GREGORY M | Insider | Buy (P) | 32K | $612K |
| Feb 3, 2025 | BRIGHAM BEN M | Executive Chairman, Director, 10% Owner | Buy (P) | 217K | $5.0M |
| Feb 3, 2025 | Hock Stacy | Director, 10% Owner | Sell (S) | 10K | $225K |
Connected entities for AESI
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AESI/capital-change-brief"
Use Arkolith's capital_change_brief for AESI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AESI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.