$AESI

$8.99 +$0.33 (3.81%) Close

$AESI Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 125.0M shares outstanding

Who owns AESI?

By type of holder

Institutions 84.5% Insiders 15.5% Everyone else 0.0%

Concentration Top 10 holders own 84.8%

Ben M. Brigham 35.5% · Sealy & Smith Foundation 11.9%

Institutional ownership

84.5%

+13.8 pts vs last qtr

Institutional holders

284

+42 vs last qtr

Net shares bought

+17.2M

by institutions in Q2 2026

New / sold out

76 / 34

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Two Sigma Investments, LP NEW +3.2M
Ensign Peak Advisors, Inc NEW +2.5M

Biggest sellers in Q2 2026

Cooperman Leon G SOLD OUT −4.1M
Encompass Capital Advisors LLC −2.6M

Who is planning to sell?

Notices of proposed sale, last 12 months

$105K

1 notice from 1 person

Shares covered

8.9K

0.01% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Christopher Scholla Officer $105K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2023–FY2025

+72.4%

+31.29% a year

Each share's claim on the business

−42.0%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$200K vs $63M

over 3 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years66% Under 1 year34%

Quarterly turnover

31.3%

of institutional shares changed hands

Top 10 managers, median time held

2.5 years

Super Investors

Investment managers reporting AESI on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	13.2M	10.54%	+1.7M (+14.6%)	2023	0.0%
Shares held by quarter Peak holding13.2M (Q2'26) Change over 8 quarters+7.7M Share of the company10.540% BlackRock, Inc.'s full portfolio →
EC Encompass Capital Advisors LLC	6.5M	5.23%	−2.6M (−28.4%)	Q1 '26	3.9%
Shares held by quarter Peak holding9.1M (Q1'26) Change over 8 quarters+6.5M Share of the company5.230% Encompass Capital Advisors LLC's full portfolio →

BlackRock, Inc.

13.2M

% of company

10.54%

Change vs last qtr

+1.7M (+14.6%)

Held since

2023

Encompass Capital Advisors LLC

6.5M

% of company

5.23%

Change vs last qtr

−2.6M (−28.4%)

Held since

Q1 '26

28 more super investors behind a free account

See every manager holding Atlas Energy Solutions Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting AESI on Form N-PORT; together they hold 28.9% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$77.5M	4.7M	3.73%	0.07%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$42.8M	2.6M	2.06%	0.00%	June 30, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$77.5M

% of company

3.73%

% of the fund

0.07%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$42.8M

% of company

2.06%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Atlas Energy Solutions Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
BM Ben M. Brigham 5%+ holder 13D · 35.8%	44.3M	35.46%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company35.460% Disclosed stake13D · 35.8% View the 13D/G filing →
SS Sealy & Smith Foundation Insider	14.9M	11.90%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company11.900% Sealy & Smith Foundation's insider activity →

Ben M. Brigham

5%+ holder13D · 35.8%

44.3M

% of company

35.46%

Change vs last qtr

—

Held since

—

Sealy & Smith Foundation

Insider

14.9M

% of company

11.90%

Change vs last qtr

—

Held since

—

16 more holders behind a free account

See every insider and 5%+ holder of Atlas Energy Solutions Inc..

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