AaonAAON

13F holders, Q2 2024 (June 30)
361holders +31
85new positions
55sold out
6famous investors
$87.21avg. 13F price*

At the end of Q2 2024, 361 institutions reported holding Aaon Inc. (AAON) in their 13F filings, up 31 from Q1 2024. 85 opened new positions and 55 sold out. The largest holders were BlackRock Inc. ($547.7M), Vanguard Group Inc. ($544.8M) and Kayne Anderson Rudnick Investment Management LLC ($311.6M). 6 famous investors held it, including Jeremy Grantham (0.1% of GMO's portfolio), Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Aaon Inc.
CUSIP
000360206
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 330Q1 2024Q2 2024: 361Q2 2024Q3 2024: 382Q3 2024Q4 2024: 422Q4 2024Q1 2025: 384Q1 2025Q2 2025: 392Q2 2025Q3 2025: 403Q3 2025Q4 2025: 401Q4 2025Q1 2026: 402Q1 2026Q2 2026: 474Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions85$260.0M
Exits55$96.9M

All 13F filers, Q1 2024 → Q2 2024: 11,254,558 shares bought and 10,418,211 shares sold, net +836,347 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 361 holders

BlackRock Inc. 0.01% Reduce -39.0% 6,278,272 $547.7M
Vanguard Group Inc. 0.01% Reduce -14.2% 6,244,350 $544.8M
Kayne Anderson Rudnick Investment Management LLC 0.76% Reduce -10.1% 3,571,432 $311.6M
JPMorgan Chase & Co. 0.02% Add +101.0% 3,110,319 $271.3M
Conestoga Capital Advisors, LLC 2.73% Reduce -19.0% 2,086,127 $182.0M
State Street Corp. 0.01% Reduce -21.1% 1,965,029 $171.4M
Ameriprise Financial Inc. 0.04% Add +16.1% 1,777,731 $155.1M
Geneva Capital Management LLC 2.66% Add +0.1% 1,673,823 $146.0M
Invesco Ltd. 0.03% Add +0.3% 1,637,494 $142.9M
FMR LLC 0.01% Add +234.8% 1,577,958 $137.7M
Dimensional Fund Advisors LP 0.04% Add +1.6% 1,568,746 $136.9M
T. Rowe Price Investment Management, Inc. 0.08% Add +0.1% 1,367,468 $119.3M
Morgan Stanley 0.01% Reduce -25.7% 1,347,023 $117.5M
Wasatch Advisors LP 0.63% Add +31.5% 1,341,614 $117.0M
Geode Capital Management, LLC 0.01% Reduce -20.0% 1,227,698 $107.1M
Vaughan Nelson Investment Management, L.P. 0.88% Add +106.3% 1,089,070 $95.0M
Bank of New York Mellon Corp 0.02% Add +19.7% 958,225 $83.6M
Northern Trust Corp. 0.01% Add +3.0% 811,792 $70.8M
Goldman Sachs Group Inc. 0.01% Add +23.5% 770,906 $67.3M
Norges Bank 0.01% Reduce -5.8% 736,742 $64.3M
Charles Schwab Investment Management Inc. 0.01% Reduce -17.1% 708,103 $61.8M
Bokf, NA 1.07% No change 681,522 $59.5M
Millennium Management 0.05% Add +212.3% 656,552 $57.3M
Eagle Asset Management Inc. 0.25% Add +278.6% 546,469 $45.7M
Blair William & Co. 0.14% New 515,063 $44.9M
Rockefeller Capital Management L.P. 0.12% Reduce -0.0% 499,198 $43.6M
T. Rowe Price Associates Inc. 0.01% Reduce -14.3% 482,336 $42.1M
GMO 0.14% Add +4.6% 470,884 $41.1M
Jane Street Group, LLC 0.04% Add +4033.3% 458,796 $40.0M
Capital International Investors 0.01% Add +614.1% 451,170 $39.4M
Stephens Investment Management Group LLC 0.54% New 438,397 $38.2M
Driehaus Capital Management LLC 0.33% Add +7.8% 385,026 $33.6M
Wells Fargo & Company 0.01% Reduce -7.7% 361,461 $31.5M
Allspring Global Investments Holdings, LLC 0.05% Add +552.4% 350,082 $30.5M
Envestnet Asset Management Inc. 0.01% Add +2.3% 318,499 $27.8M
Citadel Advisors 0.02% Add +399.1% 281,151 $24.5M
Principal Financial Group Inc. 0.01% Reduce -31.9% 254,799 $22.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +232.3% 224,564 $19.6M
Nuveen Asset Management, LLC 0.01% Reduce -20.9% 223,634 $19.5M
Baron Capital (BAMCO) 0.05% No change 218,889 $19.1M
EULAV Asset Management 0.49% No change 208,500 $18.2M
Lord, Abbett & Co. LLC 0.06% Reduce -65.0% 207,470 $18.1M
Rhumbline Advisers 0.02% Add +3.3% 203,798 $17.8M
Victory Capital Management Inc. 0.02% Add +217.6% 196,113 $17.1M
Comerica Bank 0.07% Reduce -15.1% 190,712 $16.6M
Fred Alger Management, LLC 0.08% New 179,968 $15.7M
Squarepoint Ops LLC 0.06% New 179,811 $15.7M
HRT Financial LP 0.09% New 177,990 $15.5M
Global Alpha Capital Management Ltd. 1.08% Reduce -25.9% 170,260 $14.9M
Sei Investments Co. 0.02% Add +14.6% 167,949 $14.7M
Swedbank AB 0.02% New 167,000 $14.6M
Arrowstreet Capital, Limited Partnership 0.01% Add +2627.7% 163,200 $14.2M
Natixis Advisors, LLC 0.03% Add +30.0% 161,254 $14.1M
Raymond James Financial Services Advisors, Inc. 0.02% Reduce -0.6% 151,469 $13.2M
Ranger Investment Management, L.P. 0.88% New 147,970 $12.9M
State of Wisconsin Investment Board 0.03% Add +912.1% 147,796 $12.9M
Bank of America Corp. 0.00% Add +8.7% 142,675 $12.4M
Raymond James & Associates 0.01% Add +79.9% 138,221 $12.1M
Swiss National Bank 0.01% Add +0.7% 137,325 $12.0M
Ferguson Wellman Capital Management, Inc. 0.24% Add +177.8% 133,277 $11.6M
Legal & General Group Plc 0.00% Reduce -44.8% 131,100 $11.4M
Royal Bank of Canada 0.00% Reduce -7.2% 127,624 $11.1M
Susquehanna International Group, LLP 0.02% Add +971.5% 123,945 $10.8M
Allied Investment Advisors, LLC 2.46% Add +263.1% 120,192 $10.5M
Townsquare Capital LLC 0.14% Reduce -4.1% 118,262 $10.3M
Kennedy Capital Management LLC 0.21% New 113,084 $9.9M
Man Group plc 0.03% Add +124.8% 109,631 $9.6M
California Public Employees Retirement System 0.01% Add +8.8% 104,662 $9.1M
Cerity Partners LLC 0.02% Add +2415.4% 103,961 $9.1M
Daiwa Securities Group Inc. 0.05% Add +69.2% 103,881 $9.1M
Pembroke Management, LTD 1.20% New 102,347 $8.9M
D. E. Shaw & Co. 0.01% Add +1680.7% 100,538 $8.8M
Segall Bryant & Hamill, LLC 0.15% Add +2.8% 99,130 $8.6M
Public Employees Retirement System of Ohio 0.03% Add +13.0% 97,065 $8.5M
Franklin Resources Inc. 0.00% Add +1298.0% 92,089 $8.0M
Impax Asset Management Group plc 0.03% New 90,000 $7.9M
Corebridge Financial, Inc. 0.04% — 87,141 $7.6M
Alliancebernstein L.P. 0.00% Add +1.8% 86,001 $7.5M
Retirement Systems of Alabama 0.03% New 84,217 $7.3M
West Coast Financial LLC 0.82% New 79,417 $6.9M
Erste Asset Management GmbH 0.09% Add +4.6% 79,059 $6.9M
Ophir Asset Management Pty Ltd 1.21% New 78,265 $6.8M
First Trust Advisors LP 0.01% Reduce -11.2% 74,895 $6.5M
Neuberger Berman Group LLC 0.01% Reduce -1.5% 72,979 $6.4M
Bahl & Gaynor LLC 0.04% Add +4.3% 72,609 $6.3M
Alps Advisors Inc. 0.04% Add +14.7% 71,920 $6.3M
California State Teachers Retirement System 0.01% Reduce -1.3% 68,034 $5.9M
Chatham Capital Group, Inc. 1.01% Reduce -0.5% 66,235 $5.8M
Stifel Financial Corp. 0.01% Reduce -5.2% 60,506 $5.3M
Janus Henderson Group PLC 0.00% Add +2.5% 60,369 $5.3M
Nicholas Investment Partners, LP 0.60% New 59,180 $5.2M
Manufacturers Life Insurance Company, The 0.00% Add +55.0% 58,751 $5.1M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Add +14.9% 54,836 $4.8M
New York State Common Retirement Fund 0.01% Add +92.6% 52,391 $4.6M
Russell Investments Group, Ltd. 0.01% Add +44.5% 51,746 $4.5M
Baird Financial Group, Inc. 0.01% Add +1032.2% 50,146 $4.4M
US Bancorp \de 0.01% Reduce -5.7% 49,305 $4.3M
Janney Montgomery Scott LLC 0.01% Add +181.2% 48,526 $4.2M
Paloma Partners Management Co 0.45% New 47,800 $4.2M
Trexquant Investment LP 0.06% Add +70.8% 45,681 $4.0M
CANADA LIFE ASSURANCE Co 0.01% Reduce -26.4% 44,428 $3.9M
PDT Partners, LLC 0.35% Reduce -15.6% 42,674 $3.7M
TD Asset Management Inc 0.00% Add +6.6% 41,864 $3.7M
Azzad Asset Management Inc. 0.42% Reduce -3.0% 40,687 $3.5M
11 Capital Partners LP 1.44% Reduce -6.0% 40,000 $3.5M
MetLife Investment Management, LLC 0.02% Add +12.8% 39,100 $3.4M
Mutual of America Capital Management LLC 0.04% Add +236.3% 39,069 $3.4M
Capital Advisors Inc. 0.07% Add +7.5% 38,944 $3.4M
Next Century Growth Investors LLC 0.28% New 38,784 $3.4M
Teacher Retirement System of Texas 0.02% Add +84.5% 35,669 $3.1M
Amalgamated Bank 0.03% Add +65.2% 35,367 $3.1M
Van Eck Associates Corp. 0.00% Add +24.8% 35,078 $3.1M
Polen Capital Management LLC 0.01% New 34,884 $3.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% — 34,167 $3.0M
Sandler Capital Management 0.59% Reduce -48.3% 34,125 $3.0M
Voya Investment Management LLC 0.00% Add +41.0% 33,879 $3.0M
Wesbanco Bank Inc. 0.11% No change 32,839 $2.9M
Alpine Global Management, LLC 0.54% New 32,169 $2.8M
Carlson Capital, L.P. 0.42% New 31,000 $2.7M
LPL Financial LLC 0.00% Add +25.0% 30,220 $2.6M
Resolute Capital Asset Partners LLC 1.50% New 30,000 $2.6M
Barclays PLC 0.00% Reduce -56.7% 29,937 $2.6M
Treasurer of the State of North Carolina 0.01% New 29,720 $2.6M
Yousif Capital Management, LLC 0.03% Reduce -6.3% 28,653 $2.5M
State of New Jersey Common Pension Fund D 0.01% Reduce -32.4% 27,856 $2.4M
Krilogy Financial LLC 0.17% No change 27,157 $2.4M
State Board of Administration of Florida Retirement System 0.00% Add +66.8% 25,769 $2.2M
Tower Research Capital LLC (TRC) 0.04% Add +5744.2% 25,247 $2.2M
Storebrand Asset Management As 0.01% Reduce -10.5% 24,549 $2.1M
CENTRAL TRUST Co 0.05% No change 23,259 $2.0M
CenterBook Partners LP 0.12% Reduce -24.1% 22,941 $2.0M
Ensign Peak Advisors, Inc 0.00% No change 22,901 $2.0M
Qube Research & Technologies Ltd 0.00% New 22,562 $2.0M
M&T Bank Corp 0.01% Reduce -5.4% 22,527 $2.0M
Teachers Retirement System of the State of Kentucky 0.02% Add +11.2% 22,242 $1.9M
Citigroup Inc. 0.00% Reduce -58.1% 21,872 $1.9M
CIBC Private Wealth Group LLC 0.00% Reduce -0.2% 21,399 $1.8M
Schonfeld Strategic Advisors LLC 0.01% Add +106.7% 20,881 $1.8M
PEAK6 Investments LLC 0.08% Add +134.0% 20,569 $1.8M
Campbell Newman Asset Management Inc. 0.14% New 20,517 $1.8M
American Century Companies Inc. 0.00% Reduce -19.6% 20,492 $1.8M
Algert Global LLC 0.06% New 20,389 $1.8M
AQR Capital Management 0.00% Add +66.0% 19,597 $1.7M
Arizona State Retirement System 0.01% Add +2.9% 19,536 $1.7M
Louisiana State Employees Retirement System 0.03% Reduce -42.2% 19,300 $1.7M
Thrivent Financial for Lutherans 0.00% Reduce -67.2% 19,201 $1.7M
New York State Teachers Retirement System 0.00% Reduce -17.9% 19,112 $1.7M
UBS Group AG 0.00% Reduce -65.1% 18,930 $1.7M
Atria Investments, Inc 0.02% Reduce -33.3% 18,892 $1.6M
Avantax Advisory Services, Inc. 0.01% New 18,467 $1.6M
Creative Planning 0.00% Add +27.1% 18,421 $1.6M
Curi Capital, LLC 0.04% No change 18,403 $1.6M
Guggenheim Capital LLC 0.01% Add +80.6% 18,254 $1.6M
Olistico Wealth, LLC 0.99% No change 17,848 $1.6M
Gsa Capital Partners LLP 0.11% Add +264.3% 17,757 $1.5M
Parcion Private Wealth LLC 0.14% Reduce -7.4% 17,147 $1.5M
State of Tennessee, Department of Treasury 0.01% Reduce -26.9% 17,071 $1.5M
Ascent Wealth Partners, LLC 0.21% Add +1.1% 16,692 $1.5M
Portside Wealth Group, LLC 0.27% Reduce -7.6% 16,504 $1.4M
State of Michigan Retirement System 0.01% New 16,400 $1.4M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.16% Reduce -22.0% 16,222 $1.4M
Praxis Investment Management Inc. 0.10% No change 14,805 $1.4M
NewEdge Advisors, LLC 0.01% Add +0.1% 15,934 $1.4M
Two Sigma Investments, LP 0.00% New 15,481 $1.4M
Northwestern Mutual Investment Management Company, LLC 0.03% New 15,229 $1.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +3.9% 15,124 $1.3M
Ameritas Investment Partners, Inc. 0.04% Add +112.0% 14,513 $1.3M
New Mexico Educational Retirement Board 0.04% New 14,200 $1.2M
Oregon Public Employees Retirement Fund 0.02% Reduce -21.8% 14,129 $1.2M
Marshall Wace, LLP 0.00% Reduce -48.6% 13,885 $1.2M
Xponance LLC 0.01% Add +234.1% 13,728 $1.2M
Catalyst Funds Management Pty Ltd 0.30% Add +6400.0% 13,000 $1.1M
Tidal Investments LLC 0.02% Reduce -17.0% 12,802 $1.1M
Glenmede Trust Co. NA 0.01% Reduce -16.1% 12,789 $1.1M
Norden Group LLC 0.22% Reduce -25.4% 12,569 $1.1M
ProShare Advisors LLC 0.00% Reduce -9.9% 12,299 $1.1M
Integrated Wealth Concepts LLC 0.01% Add +0.3% 11,698 $1.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 11,689 $1.0M
Pacer Advisors, Inc. 0.00% Add +755.9% 11,358 $991K
Inspire Advisors, LLC 0.13% Reduce -2.3% 11,022 $962K
Mariner, LLC 0.00% Reduce -5.5% 10,823 $944K
Nebula Research & Development LLC 0.15% New 10,669 $931K
Legacy Wealth Asset Management, LLC 0.26% Add +0.6% 10,663 $930K
Northstar Group, Inc. 0.18% Reduce -8.8% 10,327 $901K
Natixis Investment Managers International 0.07% New 10,310 $899K
Nisa Investment Advisors, LLC 0.01% Reduce -10.8% 10,275 $896K
Bridges Investment Management Inc. 0.01% New 10,209 $891K
Amundi 0.00% Reduce -59.9% 9,901 $852K
Peterson Wealth Services 0.29% Add +14.6% 9,670 $844K
Westfield Capital Management Co. LP 0.00% No change 9,630 $840K
Pathstone Holdings, LLC 0.00% Add +20.9% 9,487 $828K
Cetera Investment Advisers 0.00% Add +87.5% 9,388 $819K
Mirabella Financial Services LLP 0.07% New 9,380 $818K
Bank of Montreal 0.00% Reduce -12.8% 9,222 $805K
Greenwood Capital Associates LLC 0.10% Add +22.7% 9,063 $791K
Gitterman Wealth Management, LLC 0.30% No change 9,000 $785K
HighTower Advisors, LLC 0.00% Add +11.7% 8,897 $773K
Brevan Howard Capital Management LP 0.05% New 8,819 $769K
Precision Wealth Strategies, LLC 0.79% Reduce -20.1% 8,809 $769K
Captrust Financial Advisors 0.00% Add +31.9% 8,707 $760K
Cresset Asset Management, LLC 0.00% Reduce -4.6% 8,662 $756K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 8,600 $750K
Source Financial Advisors LLC 0.23% No change 8,545 $745K
Pictet Asset Management Holding SA 0.00% Reduce -2.0% 8,419 $734K
Gibbs Wealth Management 0.29% Add +32.9% 8,321 $726K
Verition Fund Management LLC 0.01% Add +45.5% 8,282 $723K
Alliance Wealth Advisors, LLC 0.21% Reduce -6.4% 8,276 $722K
Aviva PLC 0.00% Add +61.0% 8,245 $719K
Public Employees Retirement Association of Colorado 0.00% Reduce -9.6% 8,174 $713K
Vanguard Personalized Indexing Management, LLC 0.01% Add +7.7% 7,906 $690K
Ontario Teachers Pension Plan Board 0.01% New 7,898 $689K
Cadent Capital Advisors, LLC 0.27% No change 7,593 $662K
Legato Capital Management LLC 0.09% New 7,561 $660K
Federated Hermes, Inc. 0.00% New 7,530 $657K
Moloney Securities Asset Management, LLC 0.10% New 7,500 $654K
Oppenheimer Asset Management Inc. 0.01% New 7,413 $647K
SG Americas Securities, LLC 0.00% Add +206.2% 7,373 $643K
Deutsche Bank AG 0.00% Reduce -80.8% 7,355 $642K
State of Alaska, Department of Revenue 0.01% Reduce -82.2% 7,335 $639K
Corient Private Wealth LP 0.00% Reduce -13.8% 7,253 $633K
Nicolet Advisory Services, LLC 0.06% Add +26.4% 7,335 $626K
Arcadia Investment Management Corp. 0.11% New 7,157 $624K
Simplex Trading, LLC 0.02% New 6,973 $608K
Cim, LLC 0.09% Reduce -3.9% 6,705 $587K
Osaic Holdings, Inc. 0.00% Add +2.3% 6,510 $568K
B. Riley Wealth Advisors, Inc. 0.01% Add +32.2% 6,495 $567K
Guidance Capital, Inc. 0.18% Add +6.6% 6,361 $563K
Laurion Capital Management LP 0.02% New 6,436 $561K
Quantinno Capital Management LP 0.01% Add +3.6% 6,294 $549K
Federation des caisses Desjardins du Quebec 0.00% Add +5.7% 6,200 $541K
First Commonwealth Financial Corp 0.14% New 6,100 $532K
Global Retirement Partners, LLC 0.02% Add +30.1% 6,067 $529K
Jump Financial, LLC 0.01% Reduce -87.0% 5,739 $501K
O'shaughnessy Asset Management, LLC 0.01% Reduce -4.9% 5,594 $488K
HM Payson & Co. 0.01% New 5,500 $480K
Securian Asset Management, Inc. 0.01% New 5,442 $475K
Maryland State Retirement & Pension System 0.01% Reduce -78.1% 5,320 $464K
Belpointe Asset Management LLC 0.03% Add +0.2% 5,310 $463K
BNP Paribas Financial Markets 0.00% Reduce -95.0% 5,172 $451K
Yarbrough Capital, LLC 0.02% New 4,684 $409K
Cynosure Group, LLC 0.06% Add +23.1% 4,632 $404K
Crossmark Global Holdings, Inc. 0.01% Reduce -15.5% 4,303 $376K
Two Sigma Securities, LLC 0.02% New 4,306 $376K
City Center Advisors, LLC 0.44% No change 4,259 $376K
Quadrant Capital Group LLC 0.03% Add +2.5% 4,198 $366K
Evergreen Capital Management LLC 0.01% No change 4,179 $365K
Inspire Investing, LLC 0.04% Reduce -2.3% 3,999 $349K
Mackenzie Financial Corp. 0.00% Add +1.1% 3,952 $345K
Park Avenue Securities LLC 0.00% Reduce -0.1% 3,853 $336K
Utah Retirement Systems 0.00% New 3,700 $323K
Alpha Cubed Investments, LLC 0.02% Reduce -2.6% 3,675 $321K
Trust Co. of Oklahoma 0.11% No change 3,670 $320K
Wallace Advisory Group, LLC 0.23% Reduce -8.4% 3,641 $318K
B. Metzler seel. Sohn & Co. AG 0.00% New 3,633 $317K
Lindenwold Advisors, INC 0.17% Reduce -18.7% 3,608 $315K
Baker Tilly Wealth Management, LLC 0.13% Reduce -73.8% 3,589 $313K
Diversify Wealth Management, LLC 0.04% — 3,642 $311K
Mechanics Bank Trust Department 0.04% New 3,547 $309K
Lanark Financial, Inc. 0.03% New 3,445 $300K
State of Wyoming 0.05% Reduce -52.6% 3,378 $295K
Prudential Financial Inc. 0.00% Reduce -95.5% 3,363 $293K
Pinnacle Wealth Planning Services, Inc. 0.04% No change 3,309 $289K
Wealth Enhancement Advisory Services, LLC 0.00% New 3,222 $281K
Caprock Group, LLC 0.01% Add +2.6% 3,199 $279K
Cottonwood Capital Advisors, LLC 0.22% New 3,314 $278K
HBK Sorce Advisory LLC 0.01% Reduce -2.8% 3,048 $266K
Danske Bank A/S 0.00% New 3,000 $262K
Smith, Moore & Co. 0.03% Add +11.5% 2,900 $253K
Edgestream Partners, L.P. 0.01% New 2,882 $251K
Strategic Wealth Partners, Ltd. 0.03% Reduce -77.2% 2,872 $251K
Diametric Capital, LP 0.14% New 2,867 $250K
Sanctuary Advisors, LLC 0.00% — 2,738 $250K
Marco Investment Management LLC 0.02% Reduce -18.4% 2,839 $248K
Advisory Services Network, LLC 0.01% Reduce -10.8% 2,828 $247K
Sound View Wealth Advisors Group, LLC 0.02% Add +19.7% 2,733 $238K
Macquarie Group Ltd. 0.00% New 2,722 $237K
Vawter Financial, Ltd. 0.16% No change 2,710 $236K
AlphaStar Capital Management, LLC 0.02% Reduce -16.6% 2,688 $235K
Gibraltar Capital Management, Inc. 0.11% Reduce -12.8% 2,669 $233K
Summitry LLC 0.01% New 2,571 $224K
Journey Strategic Wealth LLC 0.01% No change 2,449 $214K
Axiom Advisory, LLC 0.00% New 2,548 $208K
Prime Capital Investment Advisors, LLC 0.00% Reduce -13.9% 2,379 $208K
Keebeck Wealth Management 0.03% No change 2,357 $206K
PNC Financial Services Group, Inc. 0.00% Reduce -58.1% 2,339 $204K
HUB Investment Partners, LLC 0.01% Reduce -23.0% 2,333 $204K
Covestor Ltd 0.13% Reduce -4.2% 2,310 $202K
Smartleaf Asset Management LLC 0.03% Add +36.9% 2,224 $193K
Fifth Third Wealth Advisors LLC 0.01% New 2,151 $188K
Headlands Technologies LLC 0.02% New 1,706 $149K
Group One Trading LLC 0.00% New 1,689 $147K
EntryPoint Capital, LLC 0.07% Reduce -25.9% 1,655 $144K
KBC Group NV 0.00% No change 1,638 $143K
Acropolis Investment Management, LLC 0.01% No change 1,521 $133K
Fifth Third Bancorp 0.00% Add +0.8% 1,430 $125K
Pinnacle Financial Partners Inc 0.00% No change 1,125 $99K
Archer Investment Corp 0.03% No change 1,125 $98K
CVA Family Office, LLC 0.02% No change 1,123 $98K
RiverPark Advisors, LLC 0.06% New 886 $77K
CI Investments Inc. 0.00% Add +19.8% 805 $70K
First Horizon Advisors, Inc. 0.00% Add +6.7% 793 $69K
Exchange Traded Concepts, LLC 0.00% Add +13.2% 783 $68K
Cwm, LLC 0.00% Add +16.0% 777 $68K
GAMMA Investing LLC 0.01% Add +8.0% 745 $65K
Harbour Investments, Inc. 0.00% No change 706 $62K
Signaturefd, LLC 0.00% Add +63.5% 613 $53K
Allworth Financial LP 0.00% Add +43.0% 459 $40K
Parallel Advisors, LLC 0.00% Add +47.7% 449 $39K
Painted Porch Advisors LLC 0.02% New 428 $37K
Crewe Advisors LLC 0.00% New 398 $35K
Huntington National Bank 0.00% Reduce -65.1% 394 $34K
Financial Network Wealth Advisors LLC 0.02% New 338 $29K
ORG Partners LLC 0.00% New 342 $29K
Benjamin F. Edwards & Company, Inc. 0.00% No change 322 $28K
EverSource Wealth Advisors, LLC 0.00% Add +9.1% 251 $22K
Clearstead Advisors, LLC 0.00% New 250 $22K
Advisors Asset Management, Inc. 0.00% New 237 $21K
SYSTM Wealth Solutions LLC 0.00% Reduce -97.2% 219 $19K
Fuller & Thaler Asset Management, Inc. 0.00% Reduce -99.9% 218 $19K
Farther Finance Advisors, LLC 0.00% Add +82.3% 217 $18K
Tucker Asset Management LLC 0.00% New 205 $18K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -3.1% 155 $14K
Wolff Wiese Magana LLC 0.01% No change 133 $12K
Bessemer Group Inc. 0.00% No change 131 $11K
Blue Trust, Inc. 0.00% New 98 $9K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 98 $9K
Key Financial Inc 0.00% No change 97 $8K
Private Trust Co. NA 0.00% Add +55.7% 95 $8K
Lindbrook Capital, LLC 0.00% No change 92 $8K
Arax Advisory Partners 0.00% New 89 $8K
Ashton Thomas Private Wealth, LLC 0.00% New 89 $8K
Itau Unibanco Holding S.A. 0.00% New 71 $6K
Venturi Wealth Management, LLC 0.00% Reduce -4.3% 67 $6K
Beacon Capital Management, LLC 0.00% No change 51 $4K
Avior Wealth Management, LLC 0.00% Reduce -84.1% 50 $4K
Versant Capital Management, Inc 0.00% No change 49 $4K
Colonial Trust Co / SC 0.00% Add +23.1% 48 $4K
Triad Wealth Partners, LLC 0.00% New 47 $4K
UMB Bank, n.a. 0.00% Add +53.3% 46 $4K
JFS Wealth Advisors, LLC 0.00% No change 42 $4K
MCF Advisors LLC 0.00% New 38 $3K
Innealta Capital, LLC 0.00% New 36 $3K
LGT Financial Advisors LLC 0.01% New 35 $3K
Ridgewood Investments LLC 0.00% New 34 $3K
Aspect Partners, LLC 0.00% No change 30 $3K
Valued Wealth Advisors LLC 0.00% No change 30 $3K
Farmers & Merchants Investments Inc. 0.00% Reduce -34.8% 30 $3K
First Pacific Financial 0.00% New 27 $2K
Mather Group, Llc. 0.00% Add +52.9% 26 $2K
Principal Securities, Inc. 0.00% Reduce -55.8% 19 $2K
SJS Investment Consulting Inc. 0.00% Reduce -33.3% 16 $1K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -20.0% 16 $1K
Bell Investment Advisors, Inc 0.00% No change 15 $1K
Rothschild Investment LLC 0.00% Add +200.0% 15 $1K
Rise Advisors, LLC 0.00% Reduce -43.5% 13 $1K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -75.0% 12 $1K
Harvest Fund Management Co., Ltd 0.00% New 9 $1K
Institutional & Family Asset Management, LLC 0.00% New 11 $960
Larson Financial Group LLC 0.00% New 8 $698
Opal Wealth Advisors, LLC 0.00% New 7 $611
Abich Financial Wealth Management LLC 0.00% New 1 $87

"% of holder's portfolio" is AAON's weight in each manager's 13F, not the share of Aaon Inc. the manager owns.