AaonAAON

13F holders, Q3 2024 (September 30)
382holders +21
60new positions
39sold out
6famous investors
$108.06avg. 13F price*

At the end of Q3 2024, 382 institutions reported holding Aaon Inc. (AAON) in their 13F filings, up 21 from Q2 2024. 60 opened new positions and 39 sold out. The largest holders were BlackRock, Inc. ($669.0M), Vanguard Group Inc. ($664.7M) and Kayne Anderson Rudnick Investment Management LLC ($376.7M). 6 famous investors held it, including Jeremy Grantham (0.1% of GMO's portfolio), Ron Baron (0.0% 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions60$35.0M
Exits39$47.6M

All 13F filers, Q2 2024 → Q3 2024: 4,959,950 shares bought and 5,177,174 shares sold, net −217,224 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 382 holders

BlackRock, Inc. 0.01% — 6,203,191 $669.0M
Vanguard Group Inc. 0.01% Reduce -1.3% 6,163,650 $664.7M
Kayne Anderson Rudnick Investment Management LLC 0.83% Reduce -2.2% 3,493,257 $376.7M
JPMorgan Chase & Co. 0.03% Add +4.8% 3,260,526 $351.6M
Conestoga Capital Advisors, LLC 3.11% Add +1.9% 2,125,186 $229.2M
State Street Corp. 0.01% Add +0.6% 1,977,531 $213.3M
Wasatch Advisors LP 0.99% Add +39.1% 1,866,746 $201.3M
Invesco Ltd. 0.04% Add +7.4% 1,758,378 $189.6M
FMR LLC 0.01% Add +9.6% 1,729,498 $186.5M
Geneva Capital Management LLC 3.06% Add +1.5% 1,698,207 $183.1M
Ameriprise Financial Inc. 0.04% Reduce -14.4% 1,521,410 $164.1M
Dimensional Fund Advisors LP 0.04% Reduce -5.8% 1,477,173 $159.3M
Morgan Stanley 0.01% Reduce -4.8% 1,282,003 $138.3M
Geode Capital Management, LLC 0.01% Add +0.5% 1,234,036 $133.1M
Vaughan Nelson Investment Management, L.P. 1.18% Add +12.5% 1,225,600 $132.2M
Blair William & Co. 0.36% Add +117.9% 1,122,528 $121.1M
Bank of New York Mellon Corp 0.02% Reduce -9.2% 870,424 $93.9M
Norges Bank 0.01% Reduce -3.4% 712,063 $76.8M
Charles Schwab Investment Management Inc. 0.01% Reduce -0.5% 704,855 $76.0M
Bokf, NA 1.30% No change 681,522 $73.1M
Driehaus Capital Management LLC 0.61% Add +70.7% 657,045 $70.9M
T. Rowe Price Investment Management, Inc. 0.04% Reduce -53.3% 638,323 $68.8M
First Trust Advisors LP 0.06% Add +668.9% 575,893 $62.1M
Stephens Investment Management Group LLC 0.84% Add +29.6% 567,995 $61.3M
Eagle Asset Management Inc. 0.28% Reduce -28.4% 391,479 $54.1M
Northern Trust Corp. 0.01% Reduce -39.5% 491,445 $53.0M
Capital International Investors 0.01% Add +3.9% 468,915 $50.6M
T. Rowe Price Associates Inc. 0.01% Reduce -4.6% 460,061 $49.6M
Goldman Sachs Group Inc. 0.01% Reduce -46.0% 416,663 $44.9M
Rockefeller Capital Management L.P. 0.12% Reduce -17.5% 411,720 $44.4M
GMO 0.13% Reduce -15.6% 397,395 $42.9M
Allspring Global Investments Holdings, LLC 0.06% Add +7.3% 375,499 $40.5M
Wells Fargo & Company 0.01% Add +1.5% 366,887 $39.6M
Baird Financial Group, Inc. 0.08% Add +624.0% 363,057 $39.2M
Victory Capital Management Inc. 0.04% Add +75.7% 344,620 $37.2M
Franklin Resources Inc. 0.01% Add +258.8% 330,397 $37.0M
Envestnet Asset Management Inc. 0.01% Add +6.3% 338,451 $36.5M
Ranger Investment Management, L.P. 2.08% Add +103.3% 300,900 $32.4M
Lord, Abbett & Co. LLC 0.10% Add +39.1% 288,581 $31.1M
Arrowstreet Capital, Limited Partnership 0.03% Add +74.6% 284,999 $30.7M
Nuveen Asset Management, LLC 0.01% Add +13.5% 253,883 $27.4M
Sei Investments Co. 0.03% Add +41.9% 238,333 $25.7M
Bank of America Corp. 0.00% Add +59.7% 227,881 $24.6M
Millennium Management 0.02% Reduce -66.3% 221,597 $23.9M
Jane Street Group, LLC 0.04% Reduce -52.5% 217,885 $23.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -4.0% 215,674 $23.3M
EULAV Asset Management 0.55% No change 208,500 $22.5M
Natixis Advisors, LLC 0.04% Add +25.1% 201,661 $21.7M
Rhumbline Advisers 0.02% Reduce -2.6% 198,566 $21.4M
Comerica Bank 0.08% Reduce -2.3% 186,342 $20.1M
Fred Alger Management, LLC 0.09% Reduce -0.3% 179,396 $19.3M
Swedbank AB 0.02% Add +6.0% 177,000 $19.1M
Global Alpha Capital Management Ltd. 1.19% Reduce -0.3% 169,660 $18.3M
Pembroke Management, LTD 2.29% Add +62.5% 166,361 $17.9M
Baron Capital (BAMCO) 0.05% Reduce -24.6% 164,959 $17.8M
Principal Financial Group Inc. 0.01% Reduce -38.3% 157,272 $17.0M
Raymond James Financial Services Advisors, Inc. 0.02% Reduce -0.2% 151,132 $16.3M
Allied Investment Advisors, LLC 3.17% Add +23.3% 148,198 $16.0M
Raymond James & Associates 0.01% Add +3.4% 142,930 $15.4M
Swiss National Bank 0.01% Reduce -2.3% 134,225 $14.5M
State of Wisconsin Investment Board 0.04% Reduce -12.8% 128,928 $13.9M
Legal & General Group Plc 0.00% Reduce -2.4% 128,021 $13.8M
Royal Bank of Canada 0.00% Reduce -2.1% 124,940 $13.5M
Townsquare Capital LLC 0.16% Add +5.1% 124,274 $13.4M
Next Century Growth Investors LLC 1.03% Add +204.3% 118,012 $12.7M
California Public Employees Retirement System 0.01% Add +12.6% 117,863 $12.7M
Man Group plc 0.03% Reduce -10.9% 97,669 $10.5M
Daiwa Securities Group Inc. 0.05% Reduce -7.0% 96,566 $10.4M
Public Employees Retirement System of Ohio 0.04% Reduce -1.3% 95,811 $10.3M
Segall Bryant & Hamill, LLC 0.14% Reduce -3.9% 95,220 $10.3M
Barclays PLC 0.00% Add +182.2% 84,472 $9.1M
Alliancebernstein L.P. 0.00% Reduce -4.0% 82,605 $8.9M
Retirement Systems of Alabama 0.03% Reduce -3.0% 81,682 $8.8M
West Coast Financial LLC 0.95% Add +1.4% 80,492 $8.7M
Corebridge Financial, Inc. 0.05% Reduce -7.8% 80,326 $8.7M
Kennedy Capital Management LLC 0.19% Reduce -29.6% 79,596 $8.6M
Bahl & Gaynor LLC 0.04% Add +6.4% 77,225 $8.3M
Nicholas Investment Partners, LP 0.82% Add +25.9% 74,535 $8.0M
Erste Asset Management GmbH 0.10% Reduce -5.9% 74,420 $8.0M
Neuberger Berman Group LLC 0.01% Reduce -4.2% 69,887 $7.5M
Danske Bank A/S 0.02% Add +2183.2% 68,497 $7.4M
Chatham Capital Group, Inc. 1.17% Add +0.2% 66,357 $7.2M
New York State Common Retirement Fund 0.01% Add +25.6% 65,803 $7.1M
California State Teachers Retirement System 0.01% Reduce -4.4% 65,016 $7.0M
Janus Henderson Group PLC 0.00% Reduce -0.8% 59,863 $6.5M
American Century Companies Inc. 0.00% Add +181.2% 57,620 $6.2M
Manufacturers Life Insurance Company, The 0.01% Reduce -3.9% 56,462 $6.1M
Stifel Financial Corp. 0.01% Reduce -7.3% 56,118 $6.1M
Impax Asset Management Group plc 0.02% Reduce -38.9% 55,000 $5.9M
Connor, Clark & Lunn Investment Management Ltd. 0.03% Reduce -9.9% 49,400 $5.3M
Russell Investments Group, Ltd. 0.01% Reduce -5.8% 48,727 $5.3M
Van Eck Associates Corp. 0.01% Add +40.0% 49,111 $5.2M
US Bancorp \de 0.01% Reduce -1.7% 48,474 $5.2M
Ferguson Wellman Capital Management, Inc. 0.10% Reduce -64.0% 47,980 $5.2M
Janney Montgomery Scott LLC 0.01% Reduce -1.8% 47,646 $5.1M
CANADA LIFE ASSURANCE Co 0.01% Add +5.4% 46,835 $5.0M
Citadel Advisors 0.00% Reduce -85.0% 42,059 $4.5M
Informed Momentum Co LLC 0.67% New 41,472 $4.5M
Sandler Capital Management 0.86% Add +20.7% 41,188 $4.4M
Global IMC LLC 0.89% New 40,790 $4.4M
State of Tennessee, Department of Treasury 0.01% Add +128.9% 39,081 $4.2M
Capital Advisors Inc. 0.08% No change 38,944 $4.2M
Squarepoint Ops LLC 0.01% Reduce -78.7% 38,280 $4.1M
MetLife Investment Management, LLC 0.02% Reduce -3.1% 37,882 $4.1M
LPL Financial LLC 0.00% Add +25.1% 37,804 $4.1M
Azzad Asset Management Inc. 0.45% Reduce -8.9% 37,069 $4.0M
Mutual of America Capital Management LLC 0.04% Reduce -7.0% 36,342 $3.9M
HRT Financial LP 0.02% Reduce -79.7% 36,067 $3.9M
AQR Capital Management 0.01% Add +84.3% 36,120 $3.8M
M&T Bank Corp 0.01% Add +58.0% 35,592 $3.8M
Amalgamated Bank 0.03% Reduce -1.8% 34,720 $3.7M
Polen Capital Management LLC 0.01% Reduce -5.6% 32,928 $3.6M
Marshall Wace, LLP 0.00% Add +136.8% 32,875 $3.5M
Wesbanco Bank Inc. 0.12% No change 32,839 $3.5M
ExodusPoint Capital Management, LP 0.04% New 32,299 $3.5M
Voya Investment Management LLC 0.00% Reduce -6.0% 31,832 $3.4M
State Board of Administration of Florida Retirement System 0.01% Add +22.0% 31,429 $3.4M
Oak Ridge Investments LLC 0.29% New 30,809 $3.3M
Treasurer of the State of North Carolina 0.01% Add +0.4% 29,840 $3.2M
Ascent Wealth Partners, LLC 0.45% Add +78.3% 29,768 $3.2M
State of New Jersey Common Pension Fund D 0.01% Reduce -1.8% 27,369 $3.0M
Yousif Capital Management, LLC 0.03% Reduce -13.5% 24,778 $2.7M
D. E. Shaw & Co. 0.00% Reduce -76.4% 23,739 $2.6M
Storebrand Asset Management As 0.01% Reduce -4.9% 23,357 $2.5M
CENTRAL TRUST Co 0.06% No change 23,259 $2.5M
Ensign Peak Advisors, Inc 0.00% No change 22,901 $2.5M
Creative Planning 0.00% Add +17.6% 21,673 $2.3M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -2.7% 21,642 $2.3M
Norden Group LLC 0.27% Add +71.0% 21,499 $2.3M
CIBC Private Wealth Group LLC 0.00% No change 21,399 $2.3M
Aptus Capital Advisors, LLC 0.03% New 21,184 $2.3M
Campbell Newman Asset Management Inc. 0.16% Reduce -1.5% 20,206 $2.2M
TD Asset Management Inc 0.00% Reduce -51.6% 20,264 $2.2M
Arizona State Retirement System 0.01% Add +1.3% 19,790 $2.1M
New York State Teachers Retirement System 0.00% Add +1.1% 19,312 $2.1M
Thrivent Financial for Lutherans 0.00% Add +0.2% 19,245 $2.1M
Handelsbanken Fonder AB 0.01% New 19,024 $2.1M
Louisiana State Employees Retirement System 0.04% Reduce -3.6% 18,600 $2.0M
Curi Capital, LLC 0.05% No change 18,403 $2.0M
Olistico Wealth, LLC 1.18% No change 17,848 $1.9M
Portside Wealth Group, LLC 0.33% Add +7.1% 17,672 $1.9M
Citigroup Inc. 0.00% Reduce -20.9% 17,291 $1.9M
Oppenheimer Asset Management Inc. 0.02% Add +122.3% 16,476 $1.8M
Pathstone Holdings, LLC 0.01% Add +72.4% 16,356 $1.8M
UBS Group AG 0.00% Reduce -13.7% 16,330 $1.8M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.18% No change 16,222 $1.7M
State of Michigan Retirement System 0.01% Reduce -2.4% 16,000 $1.7M
NewEdge Advisors, LLC 0.01% Add +0.0% 15,939 $1.7M
Avantax Advisory Services, Inc. 0.01% Reduce -14.6% 15,766 $1.7M
Mariner, LLC 0.00% Add +43.8% 15,567 $1.7M
Schonfeld Strategic Advisors LLC 0.01% Reduce -28.1% 15,007 $1.6M
Northwestern Mutual Investment Management Company, LLC 0.04% Reduce -2.0% 14,918 $1.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -2.0% 14,822 $1.6M
PEAK6 Investments LLC 0.08% Reduce -29.2% 14,568 $1.6M
Regions Financial Corp. 0.01% New 14,418 $1.6M
New Mexico Educational Retirement Board 0.05% No change 14,200 $1.5M
Ameritas Investment Partners, Inc. 0.05% Reduce -5.0% 13,795 $1.5M
Atria Investments, Inc 0.02% Reduce -27.1% 13,774 $1.5M
Oregon Public Employees Retirement Fund 0.03% Reduce -3.3% 13,669 $1.5M
Tidal Investments LLC 0.02% Add +5.7% 13,534 $1.5M
Arcadia Investment Management Corp. 0.24% Add +89.1% 13,531 $1.5M
Xponance LLC 0.01% Reduce -2.3% 13,414 $1.4M
HighTower Advisors, LLC 0.00% Add +46.6% 13,043 $1.4M
Parcion Private Wealth LLC 0.12% Reduce -24.7% 12,919 $1.4M
STRS Ohio 0.01% New 12,804 $1.4M
Glenmede Trust Co. NA 0.01% Reduce -0.3% 12,753 $1.4M
B. Metzler seel. Sohn & Co. Holding AG 0.01% — 11,914 $1.3M
B. Metzler seel. Sohn & Co. AG 0.01% Add +227.9% 11,914 $1.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 11,689 $1.3M
Integrated Wealth Concepts LLC 0.02% Reduce -1.9% 11,477 $1.2M
Cresset Asset Management, LLC 0.00% Add +32.1% 11,444 $1.2M
Amundi 0.00% Add +13.7% 11,254 $1.2M
Pacer Advisors, Inc. 0.00% Reduce -0.5% 11,302 $1.2M
Guggenheim Capital LLC 0.01% Reduce -38.9% 11,150 $1.2M
Cetera Investment Advisers 0.00% Add +14.7% 10,763 $1.2M
Peterson Wealth Services 0.37% Add +11.0% 10,732 $1.2M
Susquehanna International Group, LLP 0.00% Reduce -91.3% 10,719 $1.2M
Inspire Advisors, LLC 0.14% Reduce -4.5% 10,526 $1.1M
Legacy Wealth Asset Management, LLC 0.30% Reduce -1.4% 10,516 $1.1M
Teacher Retirement System of Texas 0.01% Reduce -70.6% 10,488 $1.1M
Natixis Investment Managers International 0.08% No change 10,310 $1.1M
BNP Paribas Financial Markets 0.00% Add +99.3% 10,305 $1.1M
Gibbs Wealth Management 0.36% Add +22.9% 10,226 $1.1M
Bridges Investment Management Inc. 0.02% No change 10,209 $1.1M
Catalyst Funds Management Pty Ltd 0.23% Reduce -24.6% 9,800 $1.1M
Westfield Capital Management Co. LP 0.00% No change 9,630 $1.0M
Bank of Montreal 0.00% Add +4.0% 9,587 $1.0M
Vanguard Personalized Indexing Management, LLC 0.02% Add +15.3% 9,114 $983K
Pictet Asset Management Holding SA 0.00% Add +8.1% 9,101 $981K
Corient Private Wealth LP 0.00% Add +24.1% 9,004 $971K
Gitterman Wealth Management, LLC 0.40% No change 9,000 $971K
Northstar Group, Inc. 0.18% Reduce -12.8% 9,000 $971K
Legato Capital Management LLC 0.12% Add +19.0% 9,000 $971K
Greenwood Capital Associates LLC 0.12% Reduce -2.7% 8,820 $951K
Captrust Financial Advisors 0.00% Add +1.0% 8,796 $949K
Nisa Investment Advisors, LLC 0.01% Reduce -14.6% 8,779 $947K
Precision Wealth Strategies, LLC 0.87% Reduce -1.0% 8,721 $941K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 8,600 $927K
Source Financial Advisors LLC 0.27% No change 8,545 $921K
Alliance Wealth Advisors, LLC 0.24% Add +0.2% 8,295 $895K
Public Employees Retirement Association of Colorado 0.00% No change 8,174 $881K
Yarbrough Capital, LLC 0.04% Add +70.5% 7,984 $861K
Nicolet Advisory Services, LLC 0.08% Add +7.9% 7,916 $849K
State of Alaska, Department of Revenue 0.01% Add +7.2% 7,865 $848K
11 Capital Partners LP 0.35% Reduce -80.5% 7,800 $841K
Cadent Capital Advisors, LLC 0.28% No change 7,593 $819K
Cynosure Group, LLC 0.11% Add +56.2% 7,234 $780K
Deutsche Bank AG 0.00% Reduce -2.1% 7,198 $776K
Gabelli Funds LLC 0.01% New 7,000 $755K
Osaic Holdings, Inc. 0.00% Add +5.9% 6,896 $744K
Federated Hermes, Inc. 0.00% Reduce -9.0% 6,854 $739K
Aviva PLC 0.00% Reduce -18.7% 6,705 $723K
Cim, LLC 0.10% Reduce -2.4% 6,544 $706K
Quantinno Capital Management LP 0.01% Add +3.0% 6,486 $699K
Inspire Investing, LLC 0.07% Add +61.1% 6,444 $695K
Zacks Investment Management 0.01% New 6,425 $693K
Yorktown Management & Research Co Inc 0.69% New 6,200 $669K
Federation des caisses Desjardins du Quebec 0.00% No change 6,200 $668K
Global Retirement Partners, LLC 0.02% Add +0.7% 6,110 $659K
Guidance Capital, Inc. 0.21% Reduce -5.3% 6,021 $658K
First Commonwealth Financial Corp 0.16% No change 6,100 $658K
Campbell & CO Investment Adviser LLC 0.05% New 5,700 $615K
Belpointe Asset Management LLC 0.03% Add +0.1% 5,314 $573K
Securian Asset Management, Inc. 0.02% Reduce -3.9% 5,228 $564K
Intech Investment Management LLC 0.01% New 4,982 $537K
HM Payson & Co. 0.01% Reduce -14.6% 4,700 $507K
Crossmark Global Holdings, Inc. 0.01% Add +8.6% 4,672 $504K
Algert Global LLC 0.01% Reduce -78.5% 4,379 $472K
Wolverine Trading, LLC 0.01% New 4,394 $471K
Evergreen Capital Management LLC 0.02% Add +1.5% 4,241 $457K
Bayesian Capital Management, LP 0.05% New 4,208 $454K
Quadrant Capital Group LLC 0.03% Reduce -2.4% 4,096 $442K
Alpha Cubed Investments, LLC 0.02% Add +9.4% 4,020 $434K
O'shaughnessy Asset Management, LLC 0.00% Reduce -32.2% 3,795 $425K
Maryland State Retirement & Pension System 0.01% Reduce -26.7% 3,901 $421K
Alps Advisors Inc. 0.00% Reduce -94.8% 3,734 $403K
Utah Retirement Systems 0.00% No change 3,700 $399K
Park Avenue Securities LLC 0.00% Reduce -4.5% 3,678 $397K
Lindenwold Advisors, INC 0.20% Add +0.6% 3,628 $391K
Verition Fund Management LLC 0.00% Reduce -56.2% 3,626 $391K
PNC Financial Services Group, Inc. 0.00% Add +54.9% 3,624 $391K
City Center Advisors, LLC 0.43% Reduce -15.3% 3,608 $389K
Lanark Financial, Inc. 0.03% Add +4.5% 3,601 $388K
Trust Co. of Oklahoma 0.12% Reduce -3.2% 3,554 $383K
Mechanics Bank Trust Department 0.05% Reduce -0.1% 3,544 $382K
&partners 0.01% New 3,540 $382K
Diversify Wealth Management, LLC 0.04% Reduce -4.2% 3,491 $373K
Boothbay Fund Management, LLC 0.01% New 3,397 $366K
Colonial River Investments, LLC 0.18% New 3,364 $363K
Axxcess Wealth Management, LLC 0.01% New 3,352 $361K
Baldwin Wealth Partners LLC 0.02% New 3,343 $361K
Cottonwood Capital Advisors, LLC 0.26% No change 3,314 $357K
Pinnacle Wealth Planning Services, Inc. 0.05% No change 3,309 $357K
Great Valley Advisor Group, Inc. 0.01% New 3,269 $353K
Prudential Financial Inc. 0.00% Reduce -2.9% 3,266 $352K
State of Wyoming 0.05% Reduce -3.5% 3,258 $351K
Smith, Moore & Co. 0.03% Add +10.3% 3,200 $345K
Caprock Group, LLC 0.01% Reduce -0.2% 3,192 $344K
Cerity Partners LLC 0.00% Reduce -97.0% 3,134 $338K
SG Americas Securities, LLC 0.00% Reduce -57.7% 3,118 $336K
HBK Sorce Advisory LLC 0.01% Add +0.0% 3,049 $329K
Wallace Advisory Group, LLC 0.23% No change 3,641 $318K
ProShare Advisors LLC 0.00% Reduce -76.2% 2,931 $316K
RiverPark Advisors, LLC 0.25% Add +221.1% 2,845 $307K
Marco Investment Management LLC 0.03% No change 2,839 $306K
CW Advisors, LLC 0.00% New 2,778 $300K
Jefferies Financial Group Inc. 0.01% New 2,775 $299K
Sound View Wealth Advisors Group, LLC 0.02% No change 2,733 $295K
Vawter Financial, Ltd. 0.18% No change 2,710 $292K
Shelton Capital Management 0.01% New 2,678 $289K
Gibraltar Capital Management, Inc. 0.13% No change 2,669 $288K
Ontario Teachers Pension Plan Board 0.00% Reduce -66.4% 2,657 $287K
Commerzbank Aktiengesellschaft 0.01% New 824 $286K
Summitry LLC 0.01% Add +3.1% 2,651 $286K
Choreo, LLC 0.00% New 2,542 $271K
Conway Capital Management, Inc. 0.13% New 2,501 $270K
Smartleaf Asset Management LLC 0.03% Add +11.2% 2,474 $265K
Journey Strategic Wealth LLC 0.01% Add +0.1% 2,451 $264K
AlphaCore Capital LLC 0.06% New 2,437 $263K
Baker Tilly Wealth Management, LLC 0.12% Reduce -32.7% 2,415 $260K
Prime Capital Investment Advisors, LLC 0.00% Add +0.7% 2,395 $258K
Keebeck Wealth Management 0.04% No change 2,357 $254K
CIBC Asset Management Inc 0.00% New 2,336 $252K
AlphaStar Capital Management, LLC 0.02% Reduce -13.1% 2,335 $252K
Private Advisor Group, LLC 0.00% New 2,331 $251K
Bridgefront Capital, LLC 0.10% New 2,305 $249K
Advisory Services Network, LLC 0.01% No change 2,828 $247K
Hardy Reed LLC 0.02% New 2,257 $243K
Simplex Trading, LLC 0.01% Reduce -67.7% 2,254 $243K
Covestor Ltd 0.15% Reduce -3.3% 2,234 $241K
Equitable Trust Co. 0.02% New 2,204 $238K
Axiom Advisory, LLC 0.00% Add +0.6% 2,562 $237K
Fifth Third Wealth Advisors LLC 0.01% Add +0.8% 2,169 $234K
Sequoia Financial Advisors, LLC 0.00% New 2,160 $233K
Ellis Investment Partners, LLC 0.04% New 2,134 $230K
Two Sigma Securities, LLC 0.02% Reduce -50.7% 2,121 $229K
Berry Wealth Group, LP 0.16% New 2,085 $225K
Intellectus Partners, LLC 0.06% New 2,053 $221K
Envestnet Portfolio Solutions, Inc. 0.00% New 2,015 $217K
Orion Porfolio Solutions, LLC 0.00% New 1,974 $213K
Orion Portfolio Solutions, LLC 0.00% New 1,974 $213K
Profund Advisors LLC 0.01% New 1,940 $209K
Malaga Cove Capital, LLC 0.08% New 1,920 $207K
HUB Investment Partners, LLC 0.01% Reduce -17.9% 1,916 $207K
HSBC Holdings PLC 0.00% New 1,902 $205K
KBC Group NV 0.00% Add +15.5% 1,892 $204K
Tower Research Capital LLC (TRC) 0.00% Reduce -93.4% 1,666 $180K
Fifth Third Bancorp 0.00% Add +16.4% 1,665 $180K
Archer Investment Corp 0.05% Add +40.0% 1,575 $170K
Acropolis Investment Management, LLC 0.01% No change 1,521 $164K
Harvest Fund Management Co., Ltd 0.01% Add +13777.8% 1,249 $135K
Sterling Capital Management LLC 0.00% — 1,241 $134K
Exchange Traded Concepts, LLC 0.00% Add +50.2% 1,176 $127K
Pinnacle Financial Partners Inc 0.00% No change 1,125 $121K
CVA Family Office, LLC 0.02% No change 1,123 $121K
GAMMA Investing LLC 0.01% Add +40.4% 1,046 $113K
CI Investments Inc. 0.00% Add +22.2% 984 $106K
First Horizon Advisors, Inc. 0.00% Add +0.8% 799 $86K
Cwm, LLC 0.00% Reduce -2.1% 761 $82K
Advisors Asset Management, Inc. 0.00% Add +208.0% 730 $79K
Harbour Investments, Inc. 0.00% No change 706 $76K
Oarsman Capital, Inc. 0.01% New 693 $75K
Northwestern Mutual Wealth Management Co. 0.00% Add +5250.0% 642 $69K
Signaturefd, LLC 0.00% No change 613 $66K
Parallel Advisors, LLC 0.00% Add +13.6% 510 $55K
Allworth Financial LP 0.00% Reduce -1.7% 451 $49K
Painted Porch Advisors LLC 0.02% No change 428 $46K
Wilmington Savings Fund Society, FSB 0.00% New 400 $43K
Financial Network Wealth Advisors LLC 0.03% Add +2.1% 345 $37K
Ascentis Wealth Management, LLC 0.01% — 342 $37K
Westside Investment Management, Inc. 0.01% New 330 $36K
Huntington National Bank 0.00% Reduce -16.8% 328 $35K
Farther Finance Advisors, LLC 0.00% Add +34.6% 292 $31K
EverSource Wealth Advisors, LLC 0.00% Add +8.4% 272 $29K
Blue Trust, Inc. 0.00% Add +202.0% 296 $26K
Clearstead Advisors, LLC 0.00% Reduce -12.4% 219 $24K
Quarry LP 0.01% New 210 $23K
Tucker Asset Management LLC 0.00% Reduce -5.4% 194 $21K
UMB Bank, n.a. 0.00% Add +321.7% 194 $21K
Northwest Investment Counselors, LLC 0.00% New 161 $17K
Wolff Wiese Magana LLC 0.01% Add +18.1% 157 $17K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -5.8% 146 $16K
MCF Advisors LLC 0.00% Add +210.5% 118 $13K
Fuller & Thaler Asset Management, Inc. 0.00% Reduce -47.3% 115 $12K
Private Trust Co. NA 0.00% Add +17.9% 112 $12K
Lindbrook Capital, LLC 0.00% Add +14.1% 105 $11K
Hollencrest Capital Management 0.00% New 100 $11K
Arax Advisory Partners 0.00% Add +10.1% 98 $11K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 98 $11K
Key Financial Inc 0.00% No change 97 $10K
Bessemer Group Inc. 0.00% Reduce -38.2% 81 $9K
Jones Financial Companies LLLP 0.00% New 78 $8K
Jaffetilchin Investment Partners, LLC 0.00% New 74 $8K
Hemington Wealth Management 0.00% New 77 $8K
Washington Trust Advisors, Inc. 0.00% New 73 $8K
Itau Unibanco Holding S.A. 0.00% No change 71 $8K
Venturi Wealth Management, LLC 0.00% No change 67 $7K
Ashton Thomas Securities, LLC 0.00% New 63 $7K
Beacon Capital Management, LLC 0.00% No change 51 $6K
Versant Capital Management, Inc 0.00% No change 49 $5K
Colonial Trust Co / SC 0.00% No change 48 $5K
Avior Wealth Management, LLC 0.00% Reduce -6.0% 47 $5K
JFS Wealth Advisors, LLC 0.00% Add +4.8% 44 $5K
Principal Securities, Inc. 0.00% Add +126.3% 43 $5K
Mather Group, Llc. 0.00% Add +42.3% 37 $4K
LGT Financial Advisors LLC 0.01% No change 35 $4K
Ridgewood Investments LLC 0.00% No change 34 $4K
First Pacific Financial 0.00% Add +25.9% 34 $4K
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 -6.7% 28 $3K
Bellevue Asset Management, LLC 0.00% New 28 $3K
DiNuzzo Private Wealth, Inc. 0.00% Add +31.3% 21 $2K
Rakuten Securities, Inc. 0.00% New 17 $2K
SJS Investment Consulting Inc. 0.00% Reduce -6.3% 15 $2K
Bell Investment Advisors, Inc 0.00% No change 15 $2K
Rise Advisors, LLC 0.00% No change 13 $1K
Creekmur Asset Management LLC 0.00% New 11 $1K
Larson Financial Group LLC 0.00% No change 8 $863
AlphaQuest LLC 0.00% New 7 $755
Claris Advisors, LLC / Mo / 0.00% New 6 $647
Earned Wealth Advisors, LLC 0.00% New 6 $647

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