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Manager record

AE Wealth Management LLC

Topeka, KS · CIK 1697723 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$21.45BReported 13F valueQ2 2026 · as filed
38,581Holdings listed
+16.0%vs prior quartervalue change includes market moves
5Quarters on record
Aug 03Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $13.7B$13.7BQ2 202518,962 holdingsQ3 2025: $15.7B$15.7BQ3 202523,163 holdingsQ4 2025: $17.4B$17.4BQ4 202527,096 holdingsQ1 2026: $18.5B$18.5BQ1 202632,377 holdingsQ2 2026: $21.5B$21.5BQ2 202638,581 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 03 2026 13F-HR · period Q2 2026

$21.45B · 38,581 holdings listed · View original SEC filing ↗
May 13 2026 13F-HR · period Q1 2026

$18.49B · 32,377 holdings listed · View original SEC filing ↗
Jan 26 2026 13F-HR · period Q4 2025

$17.42B · 27,096 holdings listed · View original SEC filing ↗
Nov 03 2025 13F-HR · period Q3 2025

$15.69B · 23,163 holdings listed · View original SEC filing ↗
Aug 06 2025 13F-HR · period Q2 2025

$13.68B · 18,962 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 03, 2026 · Change methodology