Applied Industrial TechAIT
13F holders, Q1 2025 (March 31)511holders +13
70new positions
59sold out
4famous investors
$225.32avg. 13F price*
At the end of Q1 2025, 511 institutions reported holding Applied Industrial Tech Inc. (AIT) in their 13F filings, up 13 from Q4 2024. 70 opened new positions and 59 sold out. The largest holders were BlackRock, Inc. ($1.1B), Vanguard Group Inc. ($1.0B) and State Street Corp. ($331.7M). 4 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Applied Industrial Tech Inc.
- CUSIP
- 03820C105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $114.2M |
| Exits | 59 | $89.6M |
All 13F filers, Q4 2024 → Q1 2025: 2,984,754 shares bought and 2,374,235 shares sold, net +610,519 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 511 holders
| BlackRock, Inc. | 0.02% | Reduce -2.2% | 4,797,104 | $1.1B |
| Vanguard Group Inc. | 0.02% | Reduce -1.6% | 4,529,526 | $1.0B |
| State Street Corp. | 0.01% | Reduce -0.5% | 1,472,071 | $331.7M |
| FMR LLC | 0.02% | Reduce -14.8% | 1,399,851 | $315.4M |
| Invesco Ltd. | 0.05% | Reduce -2.7% | 1,237,303 | $278.8M |
| JPMorgan Chase & Co. | 0.02% | Reduce -10.4% | 976,895 | $220.1M |
| Geode Capital Management, LLC | 0.02% | Reduce -12.2% | 931,365 | $209.9M |
| First Trust Advisors LP | 0.15% | Add +88.1% | 761,517 | $171.6M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -6.9% | 721,573 | $162.6M |
| Macquarie Group Ltd. | 0.19% | Add +2.4% | 683,507 | $154.0M |
| Fuller & Thaler Asset Management, Inc. | 0.53% | Reduce -3.8% | 604,101 | $136.1M |
| Alyeska Investment Group, L.P. | 0.54% | Add +27.9% | 602,798 | $135.8M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -0.9% | 566,087 | $127.6M |
| Northern Trust Corp. | 0.02% | Reduce -0.1% | 510,363 | $115.0M |
| Boston Trust Walden Corp | 0.82% | Reduce -0.9% | 498,105 | $112.2M |
| Norges Bank | 0.01% | Reduce -15.6% | 456,985 | $103.0M |
| Alliancebernstein L.P. | 0.04% | Add +452.6% | 436,565 | $98.4M |
| Goldman Sachs Group Inc. | 0.02% | Add +4.1% | 381,187 | $85.9M |
| Wellington Management Group LLP | 0.02% | Reduce -22.7% | 379,447 | $85.5M |
| Brown Advisory Inc. | 0.12% | Reduce -3.1% | 370,717 | $83.5M |
| Allspring Global Investments Holdings, LLC | 0.14% | Reduce -13.7% | 360,104 | $82.6M |
| Bank of New York Mellon Corp | 0.02% | Reduce -4.8% | 348,838 | $78.6M |
| Capital Research Global Investors | 0.02% | Reduce -40.3% | 334,099 | $75.3M |
| Morgan Stanley | 0.01% | Reduce -15.7% | 329,786 | $74.3M |
| Millennium Management | 0.07% | Add +144.0% | 320,903 | $72.3M |
| T. Rowe Price Associates Inc. | 0.01% | Add +3.5% | 320,284 | $72.2M |
| Capital World Investors | 0.01% | Add +1.0% | 314,514 | $70.9M |
| Zurich Insurance Group Ltd | 0.57% | Reduce -17.4% | 313,316 | $70.6M |
| Nuveen, LLC | 0.02% | — | 298,948 | $67.4M |
| Franklin Resources Inc. | 0.02% | Add +3.8% | 289,631 | $65.3M |
| Artisan Partners Limited Partnership | 0.10% | Add +16.7% | 278,840 | $62.8M |
| Bank of America Corp. | 0.01% | Reduce -1.6% | 253,464 | $57.1M |
| Federated Hermes, Inc. | 0.12% | Add +0.1% | 250,760 | $56.5M |
| ArrowMark Colorado Holdings LLC | 0.91% | Add +42.3% | 249,125 | $56.1M |
| Palisade Capital Management, LP | 1.75% | Reduce -0.9% | 237,520 | $53.5M |
| Fiduciary Management Inc. | 0.51% | Reduce -2.8% | 236,523 | $53.3M |
| Royal London Asset Management Ltd. | 0.12% | New | 232,695 | $52.4M |
| Loomis Sayles & Co. L P | 0.08% | Reduce -2.0% | 231,941 | $52.3M |
| Handelsbanken Fonder AB | 0.21% | Add +4.6% | 227,823 | $51.3M |
| UBS Group AG | 0.01% | Add +15.1% | 211,036 | $47.6M |
| Westfield Capital Management Co. LP | 0.23% | Add +27.8% | 208,136 | $46.9M |
| Nordea Investment Management AB | 0.05% | Reduce -2.2% | 197,554 | $43.8M |
| New York State Common Retirement Fund | 0.06% | Add +17.9% | 187,531 | $42.3M |
| Fiera Capital Corp | 0.15% | Add +44.9% | 185,018 | $41.7M |
| Robeco Schweiz AG | 0.95% | Reduce -8.0% | 171,950 | $38.7M |
| Ameriprise Financial Inc. | 0.01% | Add +62.5% | 162,990 | $36.7M |
| ProShare Advisors LLC | 0.08% | Add +285.1% | 157,338 | $35.5M |
| Raymond James Financial Inc. | 0.01% | Add +47.4% | 157,086 | $35.4M |
| Bessemer Group Inc. | 0.06% | Add +1.9% | 154,765 | $34.9M |
| Citadel Advisors | 0.03% | Add +65.0% | 149,688 | $33.7M |
| Grace & White Inc. | 6.43% | Reduce -0.4% | 147,441 | $33.2M |
| Victory Capital Management Inc. | 0.03% | Add +1.6% | 146,996 | $33.1M |
| Principal Financial Group Inc. | 0.02% | Add +1.2% | 144,414 | $32.5M |
| American Century Companies Inc. | 0.02% | Reduce -5.0% | 144,055 | $32.5M |
| Voya Investment Management LLC | 0.04% | Add +522.2% | 143,696 | $32.4M |
| Driehaus Capital Management LLC | 0.31% | Add +35.1% | 142,583 | $32.1M |
| Royal Bank of Canada | 0.01% | Reduce -21.6% | 138,217 | $31.1M |
| AQR Capital Management | 0.03% | Add +45.7% | 139,699 | $30.7M |
| Rhumbline Advisers | 0.03% | Add +1.5% | 126,086 | $28.4M |
| Eventide Asset Management, LLC | 0.52% | Reduce -48.5% | 114,852 | $25.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +12.4% | 98,348 | $22.2M |
| Value Holdings Management Co. LLC | 3.92% | No change | 92,698 | $20.9M |
| Retirement Systems of Alabama | 0.08% | Reduce -0.0% | 92,452 | $20.8M |
| WCM Investment Management, LLC | 0.05% | Add +9.5% | 92,155 | $20.8M |
| Thornburg Investment Management Inc. | 0.28% | Reduce -8.3% | 88,030 | $19.8M |
| Curi Capital, LLC | 0.47% | Add +2.2% | 84,968 | $19.1M |
| Frontier Capital Management Co. LLC | 0.21% | Reduce -9.9% | 84,486 | $19.0M |
| Legal & General Group Plc | 0.01% | Reduce -0.1% | 83,161 | $18.7M |
| GW&K Investment Management, LLC | 0.17% | Add +28.6% | 79,632 | $17.9M |
| TimesSquare Capital Management, LLC | 0.28% | Reduce -14.3% | 78,215 | $17.6M |
| Sei Investments Co. | 0.02% | Reduce -11.3% | 77,727 | $17.5M |
| Public Employees Retirement Association of Colorado | 0.07% | Add +1701.8% | 75,259 | $17.0M |
| Swiss National Bank | 0.01% | Reduce -1.5% | 74,500 | $16.8M |
| Caisse de depot et placement du Quebec | 0.04% | Add +260.3% | 74,175 | $16.7M |
| Rockefeller Capital Management L.P. | 0.04% | Add +4.7% | 74,039 | $16.7M |
| Neuberger Berman Group LLC | 0.01% | Reduce -5.7% | 71,916 | $16.2M |
| California Public Employees Retirement System | 0.01% | Add +0.1% | 70,505 | $15.9M |
| EULAV Asset Management | 0.39% | Add +26.0% | 69,800 | $15.7M |
| Royce & Associates LP | 0.17% | Reduce -40.2% | 68,517 | $15.4M |
| LPL Financial LLC | 0.01% | Add +118.0% | 68,279 | $15.2M |
| Mutual of America Capital Management LLC | 0.17% | Add +11.8% | 67,225 | $15.1M |
| Barclays PLC | 0.01% | Reduce -30.9% | 66,617 | $15.0M |
| Tidal Investments LLC | 0.12% | Reduce -5.5% | 65,465 | $14.8M |
| Verition Fund Management LLC | 0.09% | Add +51.4% | 65,110 | $14.7M |
| Kennedy Capital Management LLC | 0.34% | Add +88.9% | 63,657 | $14.3M |
| Corebridge Financial, Inc. | 0.08% | Reduce -2.2% | 60,973 | $13.7M |
| Mountain Pacific Investment Advisers LLC | 1.02% | Add +31.5% | 60,710 | $13.7M |
| New York State Teachers Retirement System | 0.03% | Reduce -4.2% | 59,157 | $13.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -52.6% | 57,011 | $12.8M |
| Algert Global LLC | 0.31% | Add +17.2% | 55,734 | $12.6M |
| Allianz Asset Management GmbH | 0.02% | Add +7.0% | 55,630 | $12.5M |
| Schonfeld Strategic Advisors LLC | 0.08% | Add +36.9% | 55,382 | $12.5M |
| Deutsche Bank AG | 0.00% | Reduce -17.0% | 54,748 | $12.3M |
| Wells Fargo & Company | 0.00% | Reduce -0.9% | 54,110 | $12.2M |
| Seizert Capital Partners, LLC | 0.55% | Reduce -0.7% | 53,696 | $12.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.9% | 53,249 | $12.0M |
| State of Wisconsin Investment Board | 0.03% | Add +0.6% | 52,437 | $11.8M |
| Citigroup Inc. | 0.01% | Add +8.8% | 50,203 | $11.3M |
| Cramer Rosenthal McGlynn LLC | 0.81% | Reduce -6.8% | 50,193 | $11.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Reduce -0.1% | 49,825 | $11.2M |
| Tema ETFs LLC | 3.25% | Add +42.4% | 48,329 | $10.9M |
| NEOS Investment Management LLC | 0.21% | Add +42.4% | 48,329 | $10.9M |
| Susquehanna International Group, LLP | 0.02% | Add +72.1% | 47,347 | $10.7M |
| US Bancorp \de | 0.01% | Add +1.0% | 47,061 | $10.6M |
| Amundi | 0.00% | Add +34.3% | 48,320 | $10.5M |
| DF Dent & Co. Inc. | 0.14% | Add +92.6% | 46,123 | $10.4M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.9% | 43,840 | $9.9M |
| MetLife Investment Management, LLC | 0.05% | Reduce -2.3% | 42,941 | $9.7M |
| Jane Street Group, LLC | 0.02% | Add +18.0% | 42,535 | $9.6M |
| Pier Capital, LLC | 1.58% | Add +7.9% | 41,861 | $9.4M |
| Thematics Asset Management | 0.46% | No change | 40,335 | $9.1M |
| AXA S.A. | 0.03% | New | 39,718 | $9.0M |
| STRS Ohio | 0.04% | Reduce -0.3% | 39,400 | $8.9M |
| Silvercrest Asset Management Group LLC | 0.06% | Add +0.4% | 38,698 | $8.7M |
| Van Eck Associates Corp. | 0.01% | Add +10.8% | 37,724 | $8.5M |
| California State Teachers Retirement System | 0.01% | Add +2.0% | 36,657 | $8.3M |
| Homestead Advisers Corp | 0.20% | Add +4.3% | 36,126 | $8.1M |
| Janus Henderson Group PLC | 0.00% | Add +18.6% | 35,142 | $7.9M |
| Castleark Management LLC | 0.27% | New | 34,730 | $7.8M |
| Tribune Investment Group LP | 4.26% | New | 33,000 | $7.4M |
| Teacher Retirement System of Texas | 0.03% | Reduce -6.8% | 31,464 | $7.1M |
| Comerica Bank | 0.03% | Add +9.8% | 30,538 | $6.9M |
| Stifel Financial Corp. | 0.01% | Add +3.8% | 30,523 | $6.9M |
| O'shaughnessy Asset Management, LLC | 0.05% | Add +1.6% | 30,306 | $6.8M |
| Trexquant Investment LP | 0.08% | Add +24.5% | 29,959 | $6.8M |
| F/m Investments LLC | 0.27% | Reduce -1.7% | 29,763 | $6.7M |
| Oak Associates Ltd. | 0.48% | Reduce -3.5% | 28,547 | $6.4M |
| ExodusPoint Capital Management, LP | 0.08% | Add +57.0% | 27,739 | $6.3M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -8.0% | 27,392 | $6.2M |
| Prudential Financial Inc. | 0.01% | Add +110.3% | 26,331 | $5.9M |
| Romano Brothers and Company | 0.76% | Reduce -2.8% | 26,243 | $5.9M |
| Intech Investment Management LLC | 0.06% | Add +42.5% | 25,214 | $5.7M |
| J. Goldman & Co LP | 0.20% | New | 24,818 | $5.6M |
| Alps Advisors Inc. | 0.03% | Add +6.5% | 24,814 | $5.6M |
| Premier Fund Managers Ltd | 0.20% | No change | 23,840 | $5.4M |
| Lisanti Capital Growth, LLC | 1.60% | Add +44.5% | 23,835 | $5.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +4.6% | 22,891 | $5.2M |
| VELA Investment Management, LLC | 1.68% | Reduce -0.5% | 21,790 | $4.9M |
| Fruth Investment Management | 1.33% | No change | 21,175 | $4.8M |
| Polen Capital Management LLC | 0.01% | Add +14.0% | 21,160 | $4.8M |
| Lazard Asset Management LLC | 0.01% | Add +24.7% | 20,906 | $4.7M |
| Moody Aldrich Partners LLC | 0.91% | New | 19,257 | $4.3M |
| Granite Investment Partners, LLC | 0.22% | Reduce -10.1% | 18,985 | $4.3M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -1.1% | 18,139 | $4.1M |
| Russell Investments Group, Ltd. | 0.01% | Add +20.6% | 17,619 | $4.0M |
| Nisa Investment Advisors, LLC | 0.02% | Add +0.0% | 17,127 | $3.9M |
| Amalgamated Bank | 0.03% | Reduce -4.4% | 16,895 | $3.8M |
| Wedge Capital Management L L P | 0.07% | Add +20.2% | 16,370 | $3.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +13.2% | 16,049 | $3.6M |
| Creative Planning | 0.00% | Add +10.4% | 15,797 | $3.6M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 15,764 | $3.6M |
| Engineers Gate Manager LP | 0.06% | Add +63.2% | 15,561 | $3.5M |
| Oak Ridge Investments LLC | 0.29% | Reduce -0.6% | 15,525 | $3.5M |
| MAI Capital Management | 0.03% | Reduce -4.9% | 15,511 | $3.5M |
| Ritholtz Wealth Management | 0.10% | Add +3.6% | 15,473 | $3.5M |
| Harbor Capital Advisors, Inc. | 0.15% | Add +41.4% | 14,734 | $3.3M |
| Wesbanco Bank Inc. | 0.12% | No change | 14,705 | $3.3M |
| Martingale Asset Management L P | 0.08% | Add +0.2% | 14,553 | $3.3M |
| Vest Financial, LLC | 0.05% | New | 14,440 | $3.3M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -20.6% | 14,318 | $3.2M |
| BNP Paribas Financial Markets | 0.00% | Add +1.3% | 13,992 | $3.2M |
| Lighthouse Investment Partners, LLC | 0.14% | Add +183.0% | 13,867 | $3.1M |
| Zhang Financial LLC | 0.16% | No change | 13,793 | $3.1M |
| Blue Trust, Inc. | 0.04% | Add +7.4% | 13,399 | $3.0M |
| Yousif Capital Management, LLC | 0.03% | Reduce -2.4% | 13,286 | $3.0M |
| Equitable Trust Co. | 0.16% | Add +3.0% | 13,158 | $3.0M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | No change | 13,044 | $2.9M |
| Harfst & Associates, Inc. | 0.68% | Reduce -4.8% | 12,988 | $2.9M |
| Paralel Advisors LLC | 0.12% | No change | 12,707 | $2.9M |
| Guyasuta Investment Advisors Inc. | 0.18% | No change | 12,475 | $2.8M |
| Johnson Investment Counsel Inc. | 0.03% | Reduce -0.1% | 12,462 | $2.8M |
| Advisors Asset Management, Inc. | 0.05% | Add +7.3% | 12,221 | $2.8M |
| Ausbil Investment Management Ltd | 1.65% | Add +78.5% | 11,967 | $2.7M |
| Prevail Innovative Wealth Advisors, LLC | 0.71% | New | 11,818 | $2.7M |
| Natixis Advisors, LLC | 0.00% | Add +7.0% | 11,631 | $2.6M |
| Ameritas Investment Partners, Inc. | 0.09% | Reduce -1.7% | 11,435 | $2.6M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Reduce -48.3% | 11,416 | $2.6M |
| Informed Momentum Co LLC | 0.44% | Reduce -52.4% | 11,315 | $2.5M |
| Arizona State Retirement System | 0.02% | Reduce -1.1% | 11,029 | $2.5M |
| Pinnacle Associates Ltd. | 0.04% | No change | 10,995 | $2.5M |
| Redwood Investments, LLC | 0.92% | Reduce -0.6% | 10,906 | $2.5M |
| Louisiana State Employees Retirement System | 0.05% | Add +0.9% | 10,800 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +29.4% | 10,769 | $2.4M |
| Pathstone Holdings, LLC | 0.01% | Add +2.8% | 10,501 | $2.4M |
| Credit Agricole S A | 0.01% | Add +62.3% | 10,493 | $2.4M |
| Cetera Investment Advisers | 0.00% | Add +88.3% | 10,440 | $2.4M |
| KLP Kapitalforvaltning As | 0.01% | Add +12.1% | 10,200 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -13.7% | 10,184 | $2.3M |
| Zions Bancorporation, National Association | 0.14% | — | 10,084 | $2.3M |
| Kingsview Wealth Management, LLC | 0.04% | Add +0.4% | 10,041 | $2.3M |
| Van Hulzen Asset Management, LLC | 0.21% | Reduce -5.7% | 10,006 | $2.3M |
| Prescott Group Capital Management, L.L.C. | 0.33% | No change | 10,000 | $2.3M |
| Bahl & Gaynor LLC | 0.01% | No change | 10,000 | $2.3M |
| Sandler Capital Management | 0.74% | Reduce -6.6% | 9,983 | $2.2M |
| Magnetar Financial LLC | 0.03% | Add +62.4% | 9,979 | $2.2M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 9,739 | $2.2M |
| State of Michigan Retirement System | 0.01% | Add +1.1% | 9,200 | $2.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +8.0% | 9,174 | $2.1M |
| Cibc World Markets Corp. | 0.02% | Add +137.2% | 8,535 | $1.9M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Reduce -0.1% | 8,534 | $1.9M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +1.4% | 8,356 | $1.9M |
| Dana Investment Advisors, Inc. | 0.07% | Reduce -10.6% | 8,142 | $1.8M |
| New Mexico Educational Retirement Board | 0.07% | No change | 8,100 | $1.8M |
| New Age Alpha Advisors, LLC | 0.08% | Reduce -4.6% | 8,060 | $1.8M |
| Edgestream Partners, L.P. | 0.06% | Add +99.3% | 7,968 | $1.8M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +0.5% | 7,824 | $1.8M |
| OP Asset Management Ltd | 0.03% | — | 7,697 | $1.7M |
| Waratah Capital Advisors Ltd. | 0.12% | New | 7,620 | $1.7M |
| Icon Advisers Inc. | 0.41% | Add +55.1% | 7,600 | $1.7M |
| QRG Capital Management, Inc. | 0.02% | Add +6.8% | 7,440 | $1.7M |
| Assetmark, Inc. | 0.00% | Add +60.3% | 7,005 | $1.6M |
| Polaris Capital Management, LLC | 0.09% | No change | 7,000 | $1.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -6.4% | 6,955 | $1.6M |
| Jackson Creek Investment Advisors LLC | 0.48% | New | 6,650 | $1.5M |
| Glenmede Trust Co. NA | 0.01% | Add +54.6% | 6,600 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.7% | 6,558 | $1.5M |
| Roof Eidam Maycock Peralta, LLC | 0.37% | New | 6,260 | $1.4M |
| Oliver Luxxe Assets LLC | 0.26% | New | 6,235 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +55.6% | 6,205 | $1.4M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +55.6% | 6,205 | $1.4M |
| DekaBank Deutsche Girozentrale | 0.00% | Add +136.0% | 6,331 | $1.4M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | Add +177.4% | 5,995 | $1.4M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | — | 5,987 | $1.3M |
| Pictet Asset Management Holding SA | 0.00% | Add +11.8% | 5,776 | $1.3M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.22% | Add +16.9% | 5,724 | $1.3M |
| Xponance LLC | 0.01% | Add +1.4% | 5,539 | $1.2M |
| Bank of Montreal | 0.00% | Add +1.0% | 5,519 | $1.2M |
| Bridges Investment Management Inc. | 0.02% | Add +111.4% | 5,400 | $1.2M |
| Henshaw Capital LLC | 0.05% | Add +6.1% | 5,280 | $1.2M |
| Sheets Smith Wealth Management | 0.15% | Add +3.7% | 5,253 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Add +6.6% | 5,248 | $1.2M |
| Wilkinson Global Asset Management LLC | 0.07% | Add +7.2% | 5,190 | $1.2M |
| Linden Thomas Advisory Services, LLC | 0.15% | Add +9.7% | 5,140 | $1.2M |
| HSBC Holdings PLC | 0.00% | Reduce -64.6% | 5,134 | $1.2M |
| SWP Investment Management LLC | 1.43% | — | 5,070 | $1.1M |
| Quadrature Capital Ltd | 0.02% | Add +54.0% | 4,897 | $1.1M |
| Ifrah Financial Services, Inc. | 0.31% | Reduce -6.2% | 4,841 | $1.1M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -54.7% | 4,835 | $1.1M |
| Picton Mahoney Asset Management | 0.04% | New | 4,787 | $1.1M |
| XTX Topco Ltd | 0.05% | Add +177.9% | 4,744 | $1.1M |
| Azzad Asset Management Inc. | 0.12% | Add +1.5% | 4,675 | $1.1M |
| Two Sigma Investments, LP | 0.00% | Reduce -1.7% | 4,595 | $1.0M |
| Kanawha Capital Management LLC | 0.08% | No change | 4,585 | $1.0M |
| State of Alaska, Department of Revenue | 0.01% | Add +2.4% | 4,490 | $1.0M |
| Quadrant Capital Group LLC | 0.04% | Add +147.4% | 4,451 | $1.0M |
| Meritage Portfolio Management | 0.07% | Add +5.6% | 4,440 | $1.0M |
| Williamson Legacy Group, LLC | 0.94% | Add +10.9% | 4,403 | $992K |
| Measured Wealth Private Client Group, LLC | 0.32% | Add +2.5% | 4,403 | $992K |
| Schroder Investment Management Group | 0.00% | Add +8.8% | 4,398 | $992K |
| Illinois Municipal Retirement Fund | 0.01% | No change | 4,378 | $987K |
| HighTower Advisors, LLC | 0.00% | Reduce -5.3% | 4,228 | $953K |
| Atria Investments, Inc | 0.01% | Reduce -19.6% | 4,064 | $916K |
| Mariner, LLC | 0.00% | Add +7.6% | 4,026 | $907K |
| Legato Capital Management LLC | 0.12% | Add +45.6% | 4,005 | $902K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +34.7% | 3,938 | $887K |
| Smith Group Asset Management, LLC | 0.06% | Add +0.4% | 3,787 | $853K |
| Vestcor Inc | 0.03% | No change | 3,716 | $837K |
| Concentric Capital Strategies, LP | 0.08% | New | 3,692 | $832K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +719.8% | 3,689 | $831K |
| Pacer Advisors, Inc. | 0.00% | Reduce -66.7% | 3,613 | $814K |
| Spectrum Wealth Counsel, LLC | 0.10% | New | 3,573 | $805K |
| Cwm, LLC | 0.00% | Add +3.5% | 3,526 | $795K |
| Truist Financial Corp. | 0.00% | Reduce -2.0% | 3,519 | $793K |
| SG Americas Securities, LLC | 0.00% | New | 3,468 | $781K |
| Sequent Planning LLC | 0.28% | Reduce -1.7% | 3,439 | $775K |
| Locust Wood Capital Advisers, LLC | 0.03% | New | 3,400 | $766K |
| Pinebridge Investments, L.P. | 0.01% | Reduce -69.5% | 3,246 | $731K |
| Isthmus Partners, LLC | 0.09% | No change | 3,200 | $721K |
| IHT Wealth Management, LLC | 0.02% | New | 3,175 | $715K |
| Boothbay Fund Management, LLC | 0.03% | Add +32.0% | 3,156 | $711K |
| Two Sigma Securities, LLC | 0.11% | New | 3,141 | $708K |
| Cinctive Capital Management LP | 0.06% | Reduce -58.8% | 3,135 | $706K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +7.3% | 3,103 | $699K |
| Advisor Resource Council | 0.06% | New | 3,209 | $691K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -5.0% | 3,059 | $689K |
| Stonegate Investment Group, LLC | 0.02% | Reduce -23.3% | 3,000 | $676K |
| Two Sigma Advisers, LP | 0.00% | Reduce -30.2% | 3,000 | $676K |
| Securian Asset Management, Inc. | 0.02% | Add +3.5% | 2,979 | $671K |
| Inspire Investing, LLC | 0.08% | Add +5.7% | 2,914 | $657K |
| Private Advisor Group, LLC | 0.00% | Add +17.5% | 2,908 | $655K |
| Penobscot Investment Management Company, Inc. | 0.06% | Reduce -5.0% | 2,880 | $649K |
| Lanark Financial, Inc. | 0.05% | — | 2,846 | $641K |
| Hancock Whitney Corp. | 0.02% | Add +0.4% | 2,838 | $640K |
| Acadian Asset Management LLC | 0.00% | Reduce -92.0% | 2,837 | $639K |
| Mercer Global Advisors Inc. | 0.00% | Add +1.0% | 2,795 | $630K |
| Shell Asset Management Co. | 0.03% | Reduce -3.9% | 2,789 | $628K |
| Osaic Holdings, Inc. | 0.00% | Reduce -18.6% | 2,780 | $627K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -2.4% | 2,755 | $621K |
| MML Investors Services, LLC | 0.00% | Add +40.9% | 2,753 | $620K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +4.4% | 2,659 | $599K |
| Navellier & Associates Inc. | 0.08% | Reduce -25.3% | 2,664 | $597K |
| Csenge Advisory Group | 0.03% | Add +24.2% | 2,653 | $588K |
| Ethic Inc. | 0.01% | Add +25.1% | 2,561 | $588K |
| Aviva PLC | 0.00% | Add +13.5% | 2,600 | $586K |
| Spire Wealth Management | 0.02% | Add +11.3% | 2,583 | $582K |
| Delta Capital Management LLC | 0.34% | Reduce -6.9% | 2,555 | $576K |
| Cerity Partners LLC | 0.00% | Add +13.0% | 2,484 | $560K |
| Base Wealth Management LLC | 0.42% | — | 2,472 | $557K |
| Mackenzie Financial Corp. | 0.00% | Reduce -27.4% | 2,459 | $554K |
| Corient Private Wealth LP | 0.00% | Reduce -24.2% | 2,447 | $551K |
| Pitcairn Co. | 0.03% | Reduce -3.2% | 2,418 | $545K |
| Twin Tree Management, LP | 0.01% | New | 2,407 | $542K |
| United Services Automobile Association | 0.02% | New | 2,400 | $541K |
| Lindenwold Advisors, INC | 0.30% | Reduce -2.0% | 2,382 | $537K |
| Fifth Third Bancorp | 0.00% | Add +7.8% | 2,378 | $536K |
| Freedom Investment Management, Inc. | 0.04% | Reduce -7.5% | 2,280 | $514K |
| Fca Corp. | 0.16% | Reduce -1.9% | 2,232 | $503K |
| Sapience Investments, LLC | 0.36% | Reduce -10.3% | 2,229 | $502K |
| Sovran Advisors, LLC | 0.06% | Reduce -15.4% | 2,216 | $491K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -36.5% | 2,155 | $486K |
| Squarepoint Ops LLC | 0.00% | New | 2,155 | $486K |
| Coldstream Capital Management Inc. | 0.01% | Add +9.4% | 2,129 | $480K |
| Evergreen Capital Management LLC | 0.02% | Reduce -0.3% | 2,082 | $469K |
| Elevation Point Wealth Partners, LLC | 0.04% | Reduce -0.6% | 2,057 | $463K |
| Dundas Partners LLP | 0.03% | No change | 2,039 | $459K |
| OneAscent Investment Solutions LLC | 0.54% | — | 2,020 | $455K |
| Bank of Stockton | 0.14% | No change | 2,000 | $451K |
| Ancora Advisors LLC | 0.01% | Reduce -15.8% | 2,000 | $451K |
| Caprock Group, LLC | 0.01% | Reduce -13.4% | 1,962 | $442K |
| Cim Investment Management Inc. | 0.10% | Reduce -2.4% | 1,941 | $437K |
| Cresset Asset Management, LLC | 0.00% | Add +13.2% | 1,937 | $437K |
| Quantinno Capital Management LP | 0.00% | Reduce -42.4% | 1,900 | $428K |
| Jump Financial, LLC | 0.01% | Add +3.7% | 1,895 | $427K |
| Park Avenue Securities LLC | 0.01% | Add +34.0% | 1,891 | $426K |
| MQS Management LLC | 0.24% | New | 1,874 | $422K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +26.0% | 1,811 | $408K |
| US Asset Management LLC | 0.38% | Reduce -2.4% | 1,775 | $400K |
| KBC Group NV | 0.00% | Add +13.9% | 1,754 | $395K |
| Guggenheim Capital LLC | 0.00% | Reduce -10.5% | 1,739 | $392K |
| Blueshift Asset Management, LLC | 0.15% | New | 1,717 | $387K |
| Baird Financial Group, Inc. | 0.00% | Add +7.6% | 1,709 | $385K |
| Snowden Capital Advisors LLC | 0.01% | Add +36.5% | 1,705 | $384K |
| Sapient Capital LLC | 0.01% | No change | 1,702 | $384K |
| Inceptionr LLC | 0.11% | New | 1,667 | $376K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -14.9% | 1,658 | $374K |
| Profund Advisors LLC | 0.02% | Reduce -9.0% | 1,653 | $372K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 1,629 | $367K |
| James Investment Research, Inc. | 0.05% | Reduce -9.3% | 1,602 | $361K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +17.7% | 1,501 | $338K |
| Cynosure Group, LLC | 0.05% | Add +13.8% | 1,480 | $334K |
| Jones Financial Companies LLLP | 0.00% | Add +10.0% | 1,474 | $332K |
| Occudo Quantitative Strategies LP | 0.04% | New | 1,459 | $329K |
| Townsquare Capital LLC | 0.00% | Add +32.3% | 1,457 | $328K |
| Sendero Wealth Management, LLC | 0.04% | Add +17.2% | 1,424 | $321K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 1,414 | $319K |
| GAMMA Investing LLC | 0.02% | Add +51.3% | 1,412 | $318K |
| Shelton Capital Management | 0.01% | Reduce -2.5% | 1,411 | $318K |
| Empowered Funds, LLC | 0.00% | New | 1,411 | $318K |
| Canada Pension Plan Investment Board | 0.00% | No change | 1,400 | $315K |
| Fox Hill Wealth Management | 0.19% | Reduce -2.6% | 1,397 | $315K |
| Bullseye Asset Management LLC | 0.16% | No change | 1,350 | $304K |
| Wedbush Securities Inc. | 0.01% | Reduce -12.3% | 1,346 | $303K |
| Focus Partners Wealth | 0.00% | Add +4.5% | 1,341 | $302K |
| Prelude Capital Management, LLC | 0.03% | New | 1,324 | $298K |
| CX Institutional | 0.01% | New | 1,320 | $297K |
| Walleye Capital LLC | 0.00% | Reduce -76.0% | 1,314 | $296K |
| Harvest Investment Services, LLC | 0.08% | New | 1,289 | $290K |
| Public Employees Retirement System of Ohio | 0.00% | Add +1.1% | 1,285 | $290K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +0.2% | 1,263 | $285K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +47.0% | 1,258 | $284K |
| Man Group plc | 0.00% | Reduce -38.9% | 1,244 | $280K |
| CIBC Asset Management Inc | 0.00% | Add +2.2% | 1,233 | $278K |
| Anb Bank | 0.12% | Add +1.1% | 1,230 | $277K |
| Harvest Fund Management Co., Ltd | 0.01% | Reduce -77.5% | 1,189 | $268K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -9.4% | 1,187 | $267K |
| Blair William & Co. | 0.00% | Add +9.6% | 1,182 | $266K |
| AE Wealth Management LLC | 0.00% | Reduce -0.5% | 1,165 | $263K |
| D. E. Shaw & Co. | 0.00% | Reduce -49.7% | 1,162 | $262K |
| Wexford Capital LP | 0.07% | New | 1,148 | $259K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 1,143 | $258K |
| Captrust Financial Advisors | 0.00% | Add +17.5% | 1,141 | $257K |
| Diametric Capital, LP | 0.31% | New | 1,140 | $257K |
| CENTRAL TRUST Co | 0.01% | No change | 1,135 | $256K |
| OneDigital Investment Advisors LLC | 0.00% | New | 1,134 | $256K |
| FORA Capital, LLC | 0.03% | Reduce -88.0% | 1,132 | $255K |
| &partners | 0.00% | New | 1,088 | $251K |
| Cambria Investment Management, L.P. | 0.02% | New | 1,109 | $250K |
| TD Private Client Wealth LLC | 0.01% | Add +8.1% | 1,099 | $248K |
| Balboa Wealth Partners | 0.06% | Add +16.3% | 1,085 | $244K |
| Advisory Services Network, LLC | 0.00% | Add +2.8% | 1,074 | $242K |
| Intrust Bank NA | 0.02% | Reduce -13.4% | 1,072 | $242K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 1,068 | $241K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -1.3% | 1,065 | $240K |
| LBP Am SA | 0.00% | New | 1,063 | $240K |
| Vident Advisory, LLC | 0.00% | New | 1,062 | $239K |
| Trust Point Inc. | 0.02% | Reduce -0.3% | 1,061 | $239K |
| IFP Advisors, Inc | 0.01% | Add +137.8% | 1,044 | $235K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +2.2% | 1,027 | $231K |
| Fairvoy Private Wealth, LLC | 0.06% | No change | 1,000 | $225K |
| Foguth Wealth Management, LLC. | 0.05% | New | 1,000 | $225K |
| Signal Advisors Wealth, LLC | 0.02% | New | 1,000 | $225K |
| Forum Financial Management, LP | 0.00% | Add +0.3% | 983 | $222K |
| Defined Financial Planning LLC | 0.22% | No change | 965 | $221K |
| OneAscent Financial Services LLC | 0.01% | Reduce -7.2% | 963 | $219K |
| Olympiad Research LP | 0.26% | New | 969 | $218K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -55.1% | 960 | $216K |
| Perbak Capital Partners LLP | 0.16% | New | 951 | $214K |
| SkyOak Wealth, LLC | 0.05% | New | 947 | $213K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 946 | $213K |
| CI Investments Inc. | 0.00% | Add +2.3% | 947 | $213K |
| Independent Financial Group, LLC | 0.01% | Add +3.7% | 933 | $210K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -1.2% | 933 | $210K |
| Retirement Guys Formula LLC | 0.10% | Reduce -1.4% | 925 | $208K |
| OneAscent Wealth Management LLC | 0.09% | New | 918 | $207K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -3.4% | 912 | $206K |
| Abel Hall, LLC | 0.12% | New | 911 | $205K |
| Stevens Capital Management LP | 0.05% | New | 911 | $205K |
| D'Orazio & Associates, Inc. | 0.03% | Add +0.8% | 906 | $204K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +38.8% | 905 | $204K |
| Beacon Capital Management, LLC | 0.03% | Add +0.2% | 903 | $203K |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0.09% | New | 879 | $198K |
| Simplex Trading, LLC | 0.01% | New | 870 | $196K |
| Blue Bell Private Wealth Management, LLC | 0.04% | New | 834 | $188K |
| Farther Finance Advisors, LLC | 0.00% | Add +18.0% | 630 | $145K |
| Contravisory Investment Management, Inc. | 0.03% | Reduce -71.5% | 587 | $132K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 585 | $132K |
| Caitong International Asset Management Co., Ltd | 0.09% | Reduce -11.3% | 528 | $119K |
| UMB Bank, n.a. | 0.00% | Add +138.4% | 515 | $116K |
| Essex Investment Management Co. LLC | 0.02% | No change | 505 | $114K |
| Versant Capital Management, Inc | 0.02% | Add +19.6% | 457 | $103K |
| Parkside Financial Bank & Trust | 0.01% | Add +121.2% | 449 | $101K |
| Sunbelt Securities, Inc. | 0.01% | New | 403 | $91K |
| Optiver Holding B.V. | 0.00% | New | 380 | $86K |
| Signaturefd, LLC | 0.00% | Add +1483.3% | 380 | $86K |
| Lindbrook Capital, LLC | 0.01% | Add +126.8% | 372 | $84K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -14.1% | 354 | $80K |
| NewEdge Advisors, LLC | 0.00% | Reduce -87.6% | 342 | $77K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -19.4% | 370 | $76K |
| C M Bidwell & Associates Ltd. | 0.05% | Reduce -1.5% | 335 | $75K |
| Kessler Investment Group, LLC | 0.04% | No change | 323 | $73K |
| Huntington National Bank | 0.00% | Add +23.1% | 229 | $52K |
| Vega Investment Solutions | 0.01% | New | 218 | $49K |
| Ostrum Asset Management | 0.00% | Reduce -55.3% | 218 | $49K |
| Clearstead Advisors, LLC | 0.00% | Add +8.0% | 215 | $48K |
| First Horizon Advisors, Inc. | 0.00% | Add +31.1% | 215 | $48K |
| SVB Wealth LLC | 0.00% | New | 213 | $48K |
| Covestor Ltd | 0.03% | No change | 184 | $42K |
| Opal Wealth Advisors, LLC | 0.01% | New | 180 | $41K |
| Toth Financial Advisory Corp. | 0.00% | No change | 175 | $39K |
| Parallel Advisors, LLC | 0.00% | Reduce -15.7% | 172 | $39K |
| Aster Capital Management (DIFC) Ltd | 0.01% | New | 152 | $38K |
| Wayfinding Financial, LLC | 0.02% | New | 169 | $38K |
| Harbor Investment Advisory, LLC | 0.00% | Add +97.5% | 160 | $36K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 150 | $34K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -23.1% | 140 | $32K |
| J.Safra Asset Management Corp | 0.00% | Add +7.0% | 138 | $31K |
| Smithfield Trust Co | 0.00% | No change | 135 | $30K |
| V-Square Quantitative Management LLC | 0.00% | No change | 133 | $30K |
| Rise Advisors, LLC | 0.01% | Add +111.1% | 133 | $30K |
| Meeder Asset Management Inc. | 0.00% | No change | 130 | $29K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +51.2% | 130 | $29K |
| Key Financial Inc | 0.01% | No change | 115 | $26K |
| Principal Securities, Inc. | 0.00% | No change | 107 | $26K |
| TD Capital Management LLC | 0.00% | No change | 103 | $23K |
| Danske Bank A/S | 0.00% | No change | 100 | $23K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -37.2% | 93 | $21K |
| Park Square Financial Group, LLC | 0.02% | No change | 90 | $20K |
| Brooklyn Investment Group | 0.00% | Add +13.5% | 84 | $19K |
| NewSquare Capital LLC | 0.00% | Add +3500.0% | 72 | $16K |
| Rothschild Investment LLC | 0.00% | Add +45.6% | 67 | $15K |
| Bell Investment Advisors, Inc | 0.00% | No change | 61 | $14K |
| Global Financial Private Client, LLC | 0.00% | Add +2500.0% | 52 | $12K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -27.5% | 50 | $11K |
| Synergy Investment Management, LLC | 0.00% | Reduce -2.2% | 45 | $10K |
| Sterling Capital Management LLC | 0.00% | Add +2.6% | 40 | $9K |
| Quarry LP | 0.00% | Reduce -81.5% | 39 | $9K |
| Allworth Financial LP | 0.00% | Add +111.8% | 36 | $9K |
| Private Wealth Management Group, LLC | 0.00% | No change | 37 | $8K |
| Hemington Wealth Management | 0.00% | Add +40.7% | 38 | $8K |
| LRI Investments, LLC | 0.00% | No change | 31 | $7K |
| Hexagon Capital Partners LLC | 0.00% | No change | 29 | $7K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +80.0% | 27 | $6K |
| High Note Wealth, LLC | 0.00% | No change | 25 | $6K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | — | 22 | $5K |
| Wolff Wiese Magana LLC | 0.00% | No change | 20 | $5K |
| Creative Financial Designs Inc. | 0.00% | Add +142.9% | 17 | $4K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | New | 16 | $4K |
| Altshuler Shaham Ltd | 0.00% | New | 16 | $4K |
| Stephens Consulting, LLC | 0.00% | New | 15 | $3K |
| National Bank of Canada | 0.00% | Reduce -93.4% | 15 | $3K |
| Colonial Trust Co / SC | 0.00% | Reduce -44.4% | 15 | $3K |
| CoreCap Advisors, LLC | 0.00% | No change | 14 | $3K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 12 | $3K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +50.0% | 12 | $3K |
| Bogart Wealth, LLC | 0.00% | Reduce -40.0% | 12 | $3K |
| Rialto Wealth Management, LLC | 0.00% | New | 10 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 9 | $2K |
| Continuum Advisory, LLC | 0.00% | Add +50.0% | 9 | $2K |
| N.E.W. Advisory Services LLC | 0.00% | New | 9 | $2K |
| SJS Investment Consulting Inc. | 0.00% | No change | 8 | $2K |
| True Wealth Design, LLC | 0.00% | New | 7 | $2K |
| Center for Financial Planning, Inc. | 0.00% | No change | 7 | $2K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 6 | $1K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -99.7% | 5 | $1K |
| Park Place Capital Corp | 0.00% | No change | 5 | $1K |
| Hantz Financial Services, Inc. | 0.00% | New | 6 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | Add +200.0% | 3 | $696 |
| WealthTrak Capital Management LLC | 0.00% | Add +200.0% | 3 | $677 |
| SouthState Bank Corp | 0.00% | New | 3 | $677 |
| CVA Family Office, LLC | 0.00% | New | 3 | $676 |
| Bokf, NA | 0.00% | No change | 3 | $676 |
| PEAK6 LLC | 0.00% | Reduce -100.0% | 2 | $504 |
| Hughes Financial Services, LLC | 0.00% | New | 2 | $459 |
| Cornerstone Planning Group LLC | 0.00% | No change | 2 | $458 |
| Larson Financial Group LLC | 0.00% | Reduce -98.3% | 2 | $451 |
| HFM Investment Advisors, LLC | 0.00% | — | 1 | $226 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $226 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $225 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $225 |
| Rosenberg Matthew Hamilton | 0.00% | No change | 1 | $225 |
| Avion Wealth | 0.00% | New | 2 | $0 |
"% of holder's portfolio" is AIT's weight in each manager's 13F, not the share of Applied Industrial Tech Inc. the manager owns.