Applied Industrial TechAIT
13F holders, Q2 2025 (June 30)540holders +29
91new positions
61sold out
6famous investors
$232.20avg. 13F price*
At the end of Q2 2025, 540 institutions reported holding Applied Industrial Tech Inc. (AIT) in their 13F filings, up 29 from Q1 2025. 91 opened new positions and 61 sold out. The largest holders were Vanguard Group Inc. ($973.8M), BlackRock, Inc. ($783.6M) and State Street Corp. ($279.9M). 6 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- Applied Industrial Tech Inc.
- CUSIP
- 03820C105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 91 | $369.5M |
| Exits | 61 | $175.2M |
All 13F filers, Q1 2025 → Q2 2025: 5,308,794 shares bought and 6,006,339 shares sold, net −697,545 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 540 holders
| Vanguard Group Inc. | 0.02% | Reduce -7.5% | 4,189,167 | $973.8M |
| BlackRock, Inc. | 0.01% | Reduce -29.7% | 3,370,933 | $783.6M |
| State Street Corp. | 0.01% | Reduce -18.2% | 1,204,127 | $279.9M |
| Invesco Ltd. | 0.04% | Reduce -13.2% | 1,074,322 | $249.7M |
| FMR LLC | 0.01% | Reduce -44.6% | 774,858 | $180.1M |
| First Trust Advisors LP | 0.14% | Reduce -0.2% | 760,210 | $176.7M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -1.6% | 709,944 | $165.0M |
| JPMorgan Chase & Co. | 0.01% | Reduce -27.5% | 707,819 | $164.5M |
| Geode Capital Management, LLC | 0.01% | Reduce -27.8% | 672,336 | $156.3M |
| Wellington Management Group LLP | 0.03% | Add +62.7% | 617,244 | $143.5M |
| Millennium Management | 0.12% | Add +73.2% | 555,774 | $129.2M |
| Fuller & Thaler Asset Management, Inc. | 0.47% | Reduce -8.5% | 552,991 | $128.5M |
| Boston Trust Walden Corp | 0.84% | Add +2.0% | 508,120 | $118.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -16.9% | 470,370 | $109.3M |
| Norges Bank | 0.01% | Add +0.9% | 461,296 | $107.2M |
| Goldman Sachs Group Inc. | 0.02% | Add +19.8% | 456,641 | $106.1M |
| Alyeska Investment Group, L.P. | 0.36% | Reduce -27.4% | 437,428 | $101.7M |
| Jane Street Group, LLC | 0.16% | Add +872.5% | 413,636 | $96.1M |
| Citadel Advisors | 0.08% | Add +169.2% | 402,932 | $93.7M |
| Royal London Asset Management Ltd. | 0.21% | Add +69.2% | 393,743 | $91.5M |
| T. Rowe Price Associates Inc. | 0.01% | Add +20.2% | 384,929 | $89.5M |
| Bank of America Corp. | 0.01% | Add +47.8% | 374,627 | $87.1M |
| Alliancebernstein L.P. | 0.03% | Reduce -16.4% | 364,800 | $84.8M |
| Brown Advisory Inc. | 0.11% | Reduce -3.9% | 356,109 | $82.8M |
| Qube Research & Technologies Ltd | 0.11% | New | 351,570 | $81.7M |
| Capital Research Global Investors | 0.02% | Add +0.5% | 335,622 | $78.0M |
| Morgan Stanley | 0.01% | Add +1.3% | 333,955 | $77.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -6.5% | 326,075 | $75.8M |
| Allspring Global Investments Holdings, LLC | 0.13% | Reduce -13.5% | 311,567 | $75.4M |
| Artisan Partners Limited Partnership | 0.11% | Add +15.8% | 322,822 | $75.0M |
| Capital World Investors | 0.01% | Add +2.5% | 322,448 | $75.0M |
| Northern Trust Corp. | 0.01% | Reduce -38.9% | 311,797 | $72.5M |
| Franklin Resources Inc. | 0.02% | Add +0.1% | 289,880 | $67.4M |
| Squarepoint Ops LLC | 0.13% | Add +11885.4% | 258,286 | $60.0M |
| Federated Hermes, Inc. | 0.11% | Add +2.1% | 256,070 | $59.5M |
| Macquarie Group Ltd. | 0.07% | Reduce -63.1% | 251,948 | $58.6M |
| Nuveen, LLC | 0.02% | Reduce -16.9% | 248,494 | $57.8M |
| Ameriprise Financial Inc. | 0.01% | Add +52.4% | 248,358 | $57.7M |
| Fiduciary Management Inc. | 0.52% | Reduce -0.7% | 234,796 | $54.6M |
| Palisade Capital Management, LP | 1.72% | Reduce -3.4% | 229,554 | $53.4M |
| Loomis Sayles & Co. L P | 0.07% | Reduce -2.4% | 226,453 | $52.6M |
| Westfield Capital Management Co. LP | 0.22% | Add +6.0% | 220,640 | $51.3M |
| Dundas Partners LLP | 3.39% | Add +12956.0% | 266,212 | $48.7M |
| American Century Companies Inc. | 0.03% | Add +44.4% | 207,968 | $48.3M |
| GW&K Investment Management, LLC | 0.43% | Add +157.8% | 205,300 | $47.7M |
| New York State Common Retirement Fund | 0.06% | Add +9.3% | 204,939 | $47.6M |
| ArrowMark Colorado Holdings LLC | 0.83% | Reduce -20.5% | 198,141 | $46.1M |
| Nordea Investment Management AB | 0.04% | Reduce -0.2% | 197,227 | $45.6M |
| Robeco Schweiz AG | 1.00% | Add +8.7% | 186,950 | $43.5M |
| Raymond James Financial Inc. | 0.01% | Add +18.5% | 186,154 | $43.3M |
| Fiera Capital Corp | 0.15% | Reduce -0.2% | 184,674 | $42.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +82.5% | 179,438 | $41.7M |
| UBS Group AG | 0.01% | Reduce -17.4% | 174,348 | $40.5M |
| Bessemer Group Inc. | 0.06% | Add +4.3% | 161,369 | $37.5M |
| Handelsbanken Fonder AB | 0.13% | Reduce -29.9% | 159,623 | $37.1M |
| Victory Capital Management Inc. | 0.02% | Add +7.2% | 157,638 | $36.6M |
| AQR Capital Management | 0.03% | Add +11.3% | 155,511 | $36.1M |
| Royal Bank of Canada | 0.01% | Add +8.2% | 149,571 | $34.8M |
| Grace & White Inc. | 6.35% | Reduce -0.1% | 147,241 | $34.2M |
| HRT Financial LP | 0.15% | New | 145,025 | $33.7M |
| ProShare Advisors LLC | 0.07% | Reduce -8.0% | 144,766 | $33.7M |
| WCM Investment Management, LLC | 0.08% | Add +54.8% | 142,660 | $33.1M |
| Voya Investment Management LLC | 0.04% | Reduce -1.2% | 141,965 | $33.0M |
| Principal Financial Group Inc. | 0.02% | Reduce -3.6% | 139,243 | $32.4M |
| Two Sigma Investments, LP | 0.06% | Add +2782.3% | 132,442 | $30.8M |
| Eventide Asset Management, LLC | 0.47% | Add +1.6% | 116,629 | $27.1M |
| William Blair Investment Management, LLC | 0.07% | New | 115,042 | $26.7M |
| Caisse de depot et placement du Quebec | 0.06% | Add +51.3% | 112,237 | $26.1M |
| Rhumbline Advisers | 0.02% | Reduce -17.1% | 104,469 | $24.3M |
| Susquehanna International Group, LLP | 0.04% | Add +118.1% | 103,284 | $24.0M |
| Trexquant Investment LP | 0.26% | Add +231.5% | 99,310 | $23.1M |
| DF Dent & Co. Inc. | 0.29% | Add +115.0% | 99,154 | $23.0M |
| Interval Partners, LP | 0.51% | New | 95,126 | $22.1M |
| Value Holdings Management Co. LLC | 3.81% | No change | 92,698 | $21.5M |
| Retirement Systems of Alabama | 0.08% | Reduce -0.2% | 92,292 | $21.5M |
| Tudor Investment Corporation | 0.16% | New | 88,811 | $20.6M |
| Curi Capital, LLC | 0.38% | Add +2.6% | 87,143 | $20.3M |
| TimesSquare Capital Management, LLC | 0.29% | Add +10.5% | 86,434 | $20.1M |
| EULAV Asset Management | 0.46% | Add +20.3% | 84,000 | $19.5M |
| Weiss Asset Management LP | 0.37% | New | 83,688 | $19.5M |
| Sei Investments Co. | 0.02% | Add +5.5% | 82,038 | $19.1M |
| Legal & General Group Plc | 0.00% | Reduce -4.6% | 79,362 | $18.4M |
| Thornburg Investment Management Inc. | 0.23% | Reduce -10.9% | 78,401 | $18.2M |
| Public Employees Retirement Association of Colorado | 0.07% | Reduce -0.0% | 75,251 | $17.5M |
| Assenagon Asset Management S.A. | 0.03% | Add +1456.0% | 75,230 | $17.5M |
| LPL Financial LLC | 0.01% | Add +8.4% | 73,994 | $17.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +38.6% | 73,784 | $17.2M |
| Cubist Systematic Strategies, LLC | 0.18% | New | 73,413 | $17.1M |
| Swiss National Bank | 0.01% | Reduce -1.6% | 73,300 | $17.0M |
| California Public Employees Retirement System | 0.01% | Add +2.9% | 72,549 | $16.9M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -2.7% | 72,015 | $16.7M |
| Brevan Howard Capital Management LP | 0.18% | New | 68,575 | $15.9M |
| Royce & Associates LP | 0.16% | No change | 68,517 | $15.9M |
| Mutual of America Capital Management LLC | 0.17% | Add +1.9% | 68,479 | $15.9M |
| Woodline Partners LP | 0.08% | New | 66,711 | $15.5M |
| Tidal Investments LLC | 0.10% | Add +0.9% | 66,070 | $15.4M |
| Schonfeld Strategic Advisors LLC | 0.12% | Add +18.9% | 65,878 | $15.3M |
| D. E. Shaw & Co. | 0.02% | Add +5522.7% | 65,336 | $15.2M |
| Engineers Gate Manager LP | 0.18% | Add +304.1% | 62,890 | $14.6M |
| Kennedy Capital Management LLC | 0.34% | Reduce -2.3% | 62,180 | $14.5M |
| Mountain Pacific Investment Advisers LLC | 1.03% | Add +0.7% | 61,137 | $14.2M |
| Algert Global LLC | 0.29% | Add +8.3% | 60,350 | $14.0M |
| New York State Teachers Retirement System | 0.03% | Reduce -4.2% | 56,657 | $13.2M |
| Verition Fund Management LLC | 0.08% | Reduce -14.3% | 55,764 | $13.0M |
| Frontier Capital Management Co. LLC | 0.12% | Reduce -34.8% | 55,064 | $12.8M |
| Allianz Asset Management GmbH | 0.02% | Reduce -3.5% | 53,710 | $12.5M |
| Cramer Rosenthal McGlynn LLC | 0.85% | Add +5.7% | 53,034 | $12.3M |
| Barclays PLC | 0.00% | Reduce -21.4% | 52,376 | $12.2M |
| F/m Investments LLC | 0.44% | Add +74.1% | 51,823 | $12.0M |
| Thematics Asset Management | 0.54% | Add +27.3% | 51,335 | $11.9M |
| State of Wisconsin Investment Board | 0.03% | Reduce -3.1% | 50,814 | $11.8M |
| Amundi | 0.00% | Reduce -2.6% | 47,062 | $11.5M |
| Regents Gate Capital LLP | 4.02% | New | 48,988 | $11.4M |
| Twinbeech Capital LP | 0.26% | New | 48,539 | $11.3M |
| US Bancorp \de | 0.01% | Reduce -0.5% | 46,811 | $10.9M |
| Wells Fargo & Company | 0.00% | Reduce -14.9% | 46,034 | $10.7M |
| Two Sigma Advisers, LP | 0.02% | Add +1420.0% | 45,600 | $10.6M |
| Neuberger Berman Group LLC | 0.01% | Reduce -37.5% | 44,974 | $10.5M |
| Strategic Wealth Partners, Ltd. | 0.81% | — | 43,992 | $10.2M |
| Edgestream Partners, L.P. | 0.26% | Add +409.3% | 40,583 | $9.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Reduce -20.6% | 39,586 | $9.2M |
| ExodusPoint Capital Management, LP | 0.11% | Add +40.1% | 38,873 | $9.0M |
| STRS Ohio | 0.03% | Reduce -1.7% | 38,738 | $9.0M |
| BNP Paribas Financial Markets | 0.01% | Add +171.5% | 37,990 | $8.8M |
| Lazard Asset Management LLC | 0.01% | Add +75.5% | 36,692 | $8.5M |
| California State Teachers Retirement System | 0.01% | No change | 36,657 | $8.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -36.5% | 36,228 | $8.4M |
| Jump Financial, LLC | 0.11% | Add +1804.4% | 36,088 | $8.4M |
| Liberty Capital Management, Inc. | 1.63% | New | 34,668 | $8.1M |
| Y-Intercept (Hong Kong) Ltd | 0.19% | New | 33,344 | $7.8M |
| Homestead Advisers Corp | 0.18% | Reduce -10.0% | 32,526 | $7.6M |
| Stifel Financial Corp. | 0.01% | Add +4.1% | 31,775 | $7.4M |
| O'shaughnessy Asset Management, LLC | 0.05% | Add +4.4% | 31,634 | $7.4M |
| Van Eck Associates Corp. | 0.01% | Reduce -16.3% | 31,577 | $7.3M |
| Seizert Capital Partners, LLC | 0.32% | Reduce -41.4% | 31,482 | $7.3M |
| Tema ETFs LLC | 1.94% | Reduce -35.1% | 31,355 | $7.3M |
| NEOS Investment Management LLC | 0.09% | Reduce -35.1% | 31,355 | $7.3M |
| Teacher Retirement System of Texas | 0.03% | Reduce -1.4% | 31,022 | $7.2M |
| Pier Capital, LLC | 1.06% | Reduce -28.4% | 29,965 | $7.0M |
| Comerica Bank | 0.03% | Reduce -2.5% | 29,768 | $6.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -33.3% | 29,226 | $6.8M |
| Deutsche Bank AG | 0.00% | Reduce -49.9% | 27,457 | $6.4M |
| Silvercrest Asset Management Group LLC | 0.04% | Reduce -29.9% | 27,147 | $6.3M |
| Prudential Financial Inc. | 0.01% | Reduce -10.2% | 23,635 | $6.2M |
| Tower Research Capital LLC (TRC) | 0.16% | Add +1119.7% | 26,284 | $6.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -5.3% | 25,949 | $6.0M |
| Romano Brothers and Company | 0.75% | Reduce -1.2% | 25,939 | $6.0M |
| AXA S.A. | 0.02% | Reduce -34.7% | 25,935 | $6.0M |
| Oak Associates Ltd. | 0.38% | Reduce -13.5% | 24,697 | $5.7M |
| Alps Advisors Inc. | 0.03% | Reduce -0.6% | 24,671 | $5.7M |
| VELA Investment Management, LLC | 1.70% | Add +12.8% | 24,584 | $5.7M |
| Dark Forest Capital Management LP | 0.22% | New | 23,426 | $5.4M |
| Campbell & CO Investment Adviser LLC | 0.34% | New | 22,955 | $5.3M |
| Ensign Peak Advisors, Inc | 0.01% | Add +21.6% | 22,057 | $5.1M |
| Jain Global LLC | 0.08% | New | 21,578 | $5.0M |
| XTX Topco Ltd | 0.21% | Add +353.8% | 21,528 | $5.0M |
| HSBC Holdings PLC | 0.00% | Add +316.3% | 21,372 | $5.0M |
| Citigroup Inc. | 0.00% | Reduce -58.2% | 20,998 | $4.9M |
| Fruth Investment Management | 1.31% | Reduce -1.8% | 20,803 | $4.8M |
| Prevail Innovative Wealth Advisors, LLC | 1.08% | Add +75.5% | 20,746 | $4.8M |
| MetLife Investment Management, LLC | 0.03% | Reduce -52.2% | 20,509 | $4.8M |
| Quantessence Capital LLC | 1.40% | New | 20,501 | $4.8M |
| Lighthouse Investment Partners, LLC | 0.21% | Add +47.5% | 20,448 | $4.8M |
| Kingsview Wealth Management, LLC | 0.08% | Add +102.1% | 20,289 | $4.7M |
| B. Metzler seel. Sohn & Co. AG | 0.04% | Add +54.7% | 20,180 | $4.7M |
| Wedge Capital Management L L P | 0.08% | Add +21.4% | 19,865 | $4.6M |
| OP Asset Management Ltd | 0.07% | Add +152.7% | 19,447 | $4.5M |
| Balyasny Asset Management L.P. | 0.01% | Add +1034.1% | 18,804 | $4.4M |
| Numerai GP LLC | 0.62% | New | 18,490 | $4.3M |
| Vest Financial, LLC | 0.06% | Add +24.5% | 17,983 | $4.2M |
| Bahl & Gaynor LLC | 0.02% | Add +78.7% | 17,865 | $4.2M |
| Treasurer of the State of North Carolina | 0.01% | New | 17,800 | $4.1M |
| Amalgamated Bank | 0.03% | Add +4.6% | 17,675 | $4.1M |
| Lisanti Capital Growth, LLC | 1.13% | Reduce -26.3% | 17,565 | $4.1M |
| Castleark Management LLC | 0.12% | Reduce -50.4% | 17,240 | $4.0M |
| Nisa Investment Advisors, LLC | 0.02% | Reduce -2.9% | 16,634 | $3.9M |
| Granite Investment Partners, LLC | 0.18% | Reduce -14.2% | 16,287 | $3.8M |
| Janus Henderson Group PLC | 0.00% | Reduce -53.8% | 16,252 | $3.8M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 15,764 | $3.7M |
| MAI Capital Management | 0.03% | Add +1.0% | 15,665 | $3.6M |
| Quantbot Technologies LP | 0.09% | New | 15,625 | $3.6M |
| Ritholtz Wealth Management | 0.08% | Add +0.3% | 15,526 | $3.6M |
| Harbor Capital Advisors, Inc. | 0.15% | Add +3.8% | 15,290 | $3.6M |
| Moran Wealth Management, LLC | 0.11% | New | 14,937 | $3.5M |
| Oak Ridge Investments LLC | 0.25% | Reduce -3.8% | 14,934 | $3.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -7.3% | 14,881 | $3.5M |
| Natixis Advisors, LLC | 0.01% | Add +27.8% | 14,867 | $3.5M |
| Creative Planning | 0.00% | Reduce -7.9% | 14,549 | $3.4M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +72.6% | 14,425 | $3.4M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -20.3% | 14,039 | $3.3M |
| Zhang Financial LLC | 0.15% | No change | 13,793 | $3.2M |
| Blue Trust, Inc. | 0.04% | Reduce -0.1% | 13,384 | $3.1M |
| Capital Fund Management S.A. | 0.03% | New | 13,210 | $3.1M |
| Public Employees Retirement System of Ohio | 0.01% | Add +919.7% | 13,103 | $3.0M |
| Yousif Capital Management, LLC | 0.03% | Reduce -2.3% | 12,986 | $3.0M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -10.3% | 12,847 | $3.0M |
| Johnson Investment Counsel Inc. | 0.03% | Add +1.0% | 12,582 | $2.9M |
| Advisors Asset Management, Inc. | 0.05% | Add +1.7% | 12,424 | $2.9M |
| Guyasuta Investment Advisors Inc. | 0.18% | Reduce -0.6% | 12,400 | $2.9M |
| Ausbil Investment Management Ltd | 1.64% | Add +0.8% | 12,067 | $2.8M |
| Wesbanco Bank Inc. | 0.08% | Reduce -18.4% | 12,005 | $2.8M |
| Paralel Advisors LLC | 0.11% | Reduce -6.7% | 11,857 | $2.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +70.0% | 11,827 | $2.7M |
| Cetera Investment Advisers | 0.00% | Add +11.7% | 11,660 | $2.7M |
| Martingale Asset Management L P | 0.07% | Reduce -20.9% | 11,507 | $2.7M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 11,416 | $2.7M |
| Pathstone Holdings, LLC | 0.01% | Add +8.5% | 11,397 | $2.6M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +11.9% | 11,393 | $2.6M |
| Illinois Municipal Retirement Fund | 0.04% | Add +158.6% | 11,323 | $2.6M |
| Equitable Trust Co. | 0.13% | Reduce -14.6% | 11,244 | $2.6M |
| Arizona State Retirement System | 0.01% | Add +1.6% | 11,200 | $2.6M |
| Truist Financial Corp. | 0.00% | Add +216.8% | 11,148 | $2.6M |
| Pinnacle Associates Ltd. | 0.04% | Reduce -0.9% | 10,891 | $2.5M |
| Louisiana State Employees Retirement System | 0.05% | Reduce -0.9% | 10,700 | $2.5M |
| Centiva Capital, LP | 0.16% | New | 10,610 | $2.5M |
| KLP Kapitalforvaltning As | 0.01% | Add +3.9% | 10,600 | $2.5M |
| Catalyst Funds Management Pty Ltd | 0.67% | New | 10,400 | $2.4M |
| Harfst & Associates, Inc. | 0.48% | Reduce -22.1% | 10,111 | $2.4M |
| Zions Bancorporation, National Association | 0.13% | Reduce -0.7% | 10,017 | $2.3M |
| Prescott Group Capital Management, L.L.C. | 0.27% | No change | 10,000 | $2.3M |
| Virtu Financial LLC | 0.12% | New | 9,877 | $2.3M |
| Dynamic Technology Lab Private Ltd | 0.31% | New | 9,843 | $2.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +6.7% | 9,785 | $2.3M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +0.1% | 9,749 | $2.3M |
| State of Michigan Retirement System | 0.01% | No change | 9,200 | $2.1M |
| Van Hulzen Asset Management, LLC | 0.17% | Reduce -10.5% | 8,958 | $2.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +39.0% | 8,628 | $2.0M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Reduce -0.4% | 8,503 | $2.0M |
| Horizon Investments, LLC | 0.03% | New | 8,313 | $1.9M |
| QRG Capital Management, Inc. | 0.02% | Add +11.7% | 8,311 | $1.9M |
| Hancock Whitney Corp. | 0.04% | Add +190.3% | 8,240 | $1.9M |
| Bokf, NA | 0.03% | Add +272133.3% | 8,167 | $1.9M |
| New Mexico Educational Retirement Board | 0.06% | No change | 8,100 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -26.3% | 7,937 | $1.8M |
| Oregon Public Employees Retirement Fund | 0.03% | No change | 7,824 | $1.8M |
| Dana Investment Advisors, Inc. | 0.06% | Reduce -3.9% | 7,822 | $1.8M |
| Boothbay Fund Management, LLC | 0.06% | Add +146.4% | 7,778 | $1.8M |
| SWP Investment Management LLC | 2.13% | Add +52.8% | 7,747 | $1.8M |
| Scientech Research LLC | 0.44% | New | 7,718 | $1.8M |
| Almanack Investment Partners, LLC. | 0.28% | New | 7,619 | $1.8M |
| SummitTX Capital, L.P. | 0.08% | New | 7,523 | $1.7M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -35.3% | 7,395 | $1.7M |
| Cerity Partners LLC | 0.00% | Add +185.1% | 7,082 | $1.6M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.21% | Add +22.9% | 7,035 | $1.6M |
| Polaris Capital Management, LLC | 0.11% | No change | 7,000 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +5.0% | 6,884 | $1.6M |
| Pacer Advisors, Inc. | 0.00% | Add +89.0% | 6,829 | $1.6M |
| Assetmark, Inc. | 0.00% | Reduce -4.4% | 6,699 | $1.6M |
| Oliver Luxxe Assets LLC | 0.27% | Add +4.9% | 6,540 | $1.5M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +64.3% | 6,471 | $1.5M |
| Hudson Bay Capital Management LP | 0.01% | New | 6,470 | $1.5M |
| Bullseye Asset Management LLC | 0.74% | Add +370.4% | 6,350 | $1.5M |
| Bridges Investment Management Inc. | 0.02% | Add +15.2% | 6,220 | $1.4M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 6,114 | $1.4M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | No change | 5,995 | $1.4M |
| Pictet Asset Management Holding SA | 0.00% | No change | 5,776 | $1.3M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +47.3% | 5,434 | $1.3M |
| Arista Wealth Management, LLC | 0.17% | New | 5,362 | $1.2M |
| Sheets Smith Wealth Management | 0.15% | Add +1.7% | 5,344 | $1.2M |
| Nebula Research & Development LLC | 0.11% | New | 5,317 | $1.2M |
| Two Sigma Securities, LLC | 0.15% | Add +69.2% | 5,315 | $1.2M |
| Henshaw Capital LLC | 0.05% | No change | 5,280 | $1.2M |
| Bank of Montreal | 0.00% | Reduce -5.5% | 5,214 | $1.2M |
| Occudo Quantitative Strategies LP | 0.13% | Add +247.7% | 5,073 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +83.2% | 5,044 | $1.2M |
| Glenmede Investment Management, LP | 0.01% | — | 4,811 | $1.1M |
| Linden Thomas Advisory Services, LLC | 0.12% | Reduce -7.5% | 4,757 | $1.1M |
| Ifrah Financial Services, Inc. | 0.30% | Reduce -1.8% | 4,756 | $1.1M |
| Azzad Asset Management Inc. | 0.12% | Add +0.5% | 4,698 | $1.1M |
| Measured Wealth Private Client Group, LLC | 0.32% | Add +5.7% | 4,654 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -11.9% | 4,621 | $1.1M |
| Laurion Capital Management LP | 0.13% | New | 4,592 | $1.1M |
| Quadrant Capital Group LLC | 0.04% | Add +2.9% | 4,580 | $1.1M |
| Schroder Investment Management Group | 0.00% | Add +3.8% | 4,563 | $1.1M |
| Vestcor Inc | 0.03% | Add +19.7% | 4,448 | $1.0M |
| Xponance LLC | 0.01% | Reduce -22.6% | 4,288 | $997K |
| Aster Capital Management (DIFC) Ltd | 0.23% | Add +2717.8% | 4,283 | $996K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -4.7% | 4,280 | $994K |
| 111 Capital | 0.17% | New | 4,215 | $980K |
| Meritage Portfolio Management | 0.06% | Reduce -5.1% | 4,213 | $979K |
| AlphaQuest LLC | 0.09% | New | 4,121 | $958K |
| Kanawha Capital Management LLC | 0.07% | Reduce -10.3% | 4,115 | $957K |
| Jefferies Financial Group Inc. | 0.02% | New | 4,012 | $933K |
| Gotham Asset Management | 0.01% | New | 3,982 | $926K |
| New York Life Investment Management LLC | 0.01% | New | 3,979 | $925K |
| Cim Investment Management Inc. | 0.18% | Add +100.8% | 3,897 | $920K |
| Acadian Asset Management LLC | 0.00% | Add +39.0% | 3,944 | $916K |
| Osaic Holdings, Inc. | 0.00% | Add +37.7% | 3,828 | $888K |
| Brian Low Financial Group, LLC | 0.83% | — | 3,792 | $881K |
| Smith Group Asset Management, LLC | 0.06% | Reduce -0.8% | 3,757 | $873K |
| Man Group plc | 0.00% | Add +191.8% | 3,630 | $844K |
| Mariner, LLC | 0.00% | Reduce -10.4% | 3,607 | $839K |
| FORA Capital, LLC | 0.09% | Add +214.8% | 3,564 | $828K |
| Perbak Capital Partners LLP | 0.19% | Add +272.7% | 3,544 | $824K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +13.7% | 3,478 | $809K |
| Diametric Capital, LP | 0.42% | Add +199.6% | 3,415 | $794K |
| Cwm, LLC | 0.00% | Reduce -3.7% | 3,395 | $789K |
| Sequent Planning LLC | 0.25% | Reduce -1.5% | 3,387 | $787K |
| Mercer Global Advisors Inc. | 0.00% | Add +20.8% | 3,375 | $785K |
| HighTower Advisors, LLC | 0.00% | Reduce -21.1% | 3,334 | $775K |
| Corient Private Wealth LP | 0.00% | Add +35.1% | 3,307 | $769K |
| Isthmus Partners, LLC | 0.09% | No change | 3,200 | $744K |
| Ethic Inc. | 0.01% | Add +24.7% | 3,193 | $740K |
| IHT Wealth Management, LLC | 0.02% | Reduce -0.2% | 3,168 | $737K |
| Private Advisor Group, LLC | 0.00% | Add +7.5% | 3,126 | $727K |
| Entropy Technologies, LP | 0.06% | New | 3,114 | $724K |
| Neo Ivy Capital Management | 0.23% | New | 3,092 | $719K |
| Point72 (DIFC) Ltd | 0.06% | New | 3,024 | $703K |
| Stonegate Investment Group, LLC | 0.02% | No change | 3,000 | $697K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.9% | 2,920 | $679K |
| Inspire Investing, LLC | 0.07% | Reduce -0.8% | 2,891 | $672K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +8.7% | 2,891 | $672K |
| Penobscot Investment Management Company, Inc. | 0.06% | No change | 2,880 | $669K |
| Securian Asset Management, Inc. | 0.02% | Reduce -3.4% | 2,879 | $669K |
| Legato Capital Management LLC | 0.08% | Reduce -28.3% | 2,870 | $667K |
| Spire Wealth Management | 0.02% | Add +10.3% | 2,850 | $662K |
| Park Avenue Securities LLC | 0.01% | Add +46.2% | 2,765 | $643K |
| R Squared Ltd | 0.35% | New | 2,730 | $635K |
| Atria Investments, Inc | 0.01% | Reduce -34.0% | 2,683 | $624K |
| DekaBank Deutsche Girozentrale | 0.00% | Reduce -57.6% | 2,683 | $617K |
| Navellier & Associates Inc. | 0.08% | Reduce -0.8% | 2,643 | $614K |
| Sender Co & Partners, Inc. | 0.17% | New | 2,599 | $604K |
| Delta Capital Management LLC | 0.34% | No change | 2,555 | $594K |
| Sterling Capital Management LLC | 0.01% | Add +6242.5% | 2,537 | $588K |
| Base Wealth Management LLC | 0.37% | Add +0.2% | 2,477 | $576K |
| Mackenzie Financial Corp. | 0.00% | No change | 2,459 | $572K |
| iSAM Funds (UK) Ltd | 0.12% | New | 2,422 | $563K |
| Shell Asset Management Co. | 0.02% | Reduce -14.4% | 2,387 | $555K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -13.5% | 2,384 | $554K |
| Wedbush Securities Inc. | 0.02% | Add +77.1% | 2,384 | $554K |
| Lindenwold Advisors, INC | 0.29% | Reduce -0.0% | 2,381 | $553K |
| Sovran Advisors, LLC | 0.06% | No change | 2,216 | $549K |
| Baird Financial Group, Inc. | 0.00% | Add +38.1% | 2,360 | $549K |
| Fca Corp. | 0.16% | Add +4.2% | 2,325 | $540K |
| Freedom Investment Management, Inc. | 0.04% | Add +1.3% | 2,310 | $537K |
| Coldstream Capital Management Inc. | 0.01% | Add +8.1% | 2,301 | $535K |
| Fifth Third Bancorp | 0.00% | Reduce -5.2% | 2,255 | $524K |
| MQS Management LLC | 0.29% | Add +19.3% | 2,235 | $520K |
| Sapience Investments, LLC | 0.35% | No change | 2,229 | $518K |
| Prelude Capital Management, LLC | 0.05% | Add +66.8% | 2,208 | $513K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Reduce -63.5% | 2,187 | $508K |
| Quantinno Capital Management LP | 0.00% | Add +14.7% | 2,180 | $507K |
| Evergreen Capital Management LLC | 0.01% | Add +0.4% | 2,090 | $486K |
| Aviva PLC | 0.00% | Reduce -21.1% | 2,050 | $477K |
| WINTON GROUP Ltd | 0.02% | New | 2,049 | $476K |
| Pitcairn Co. | 0.03% | Reduce -15.7% | 2,039 | $474K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +11.3% | 2,015 | $468K |
| Utah Retirement Systems | 0.00% | New | 2,014 | $468K |
| Bank of Stockton | 0.14% | No change | 2,000 | $465K |
| Ancora Advisors LLC | 0.01% | No change | 2,000 | $465K |
| Oppenheimer & Co. Inc. | 0.01% | New | 1,995 | $464K |
| Captrust Financial Advisors | 0.00% | Add +72.8% | 1,972 | $458K |
| SG Americas Securities, LLC | 0.00% | Reduce -44.9% | 1,910 | $444K |
| Elevation Point Wealth Partners, LLC | 0.03% | Reduce -7.5% | 1,903 | $442K |
| Maryland State Retirement & Pension System | 0.01% | New | 1,852 | $430K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +94.6% | 1,841 | $428K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +15.1% | 1,728 | $425K |
| Lombard Odier Asset Management (USA) Corp | 0.13% | New | 1,804 | $419K |
| Canada Pension Plan Investment Board | 0.00% | Add +28.6% | 1,800 | $418K |
| US Asset Management LLC | 0.36% | No change | 1,775 | $413K |
| Csenge Advisory Group | 0.02% | Reduce -31.7% | 1,812 | $410K |
| Cynosure Group, LLC | 0.05% | Add +16.7% | 1,727 | $401K |
| Snowden Capital Advisors LLC | 0.01% | Add +1.1% | 1,723 | $401K |
| Sapient Capital LLC | 0.01% | No change | 1,702 | $396K |
| OneAscent Investment Solutions LLC | 0.42% | Reduce -16.0% | 1,697 | $394K |
| James Investment Research, Inc. | 0.04% | No change | 1,602 | $372K |
| Harvest Investment Services, LLC | 0.08% | Add +23.6% | 1,593 | $370K |
| Polen Capital Management LLC | 0.00% | Reduce -92.6% | 1,565 | $364K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +72.0% | 1,557 | $362K |
| Cresset Asset Management, LLC | 0.00% | Reduce -20.5% | 1,540 | $358K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +6.2% | 1,502 | $349K |
| GAMMA Investing LLC | 0.02% | Add +2.9% | 1,453 | $338K |
| Advisory Services Network, LLC | 0.01% | Add +14.3% | 1,227 | $333K |
| Empowered Funds, LLC | 0.00% | Add +1.3% | 1,429 | $332K |
| Sendero Wealth Management, LLC | 0.04% | No change | 1,424 | $331K |
| OneDigital Investment Advisors LLC | 0.00% | Add +23.9% | 1,405 | $327K |
| Shelton Capital Management | 0.01% | Reduce -2.6% | 1,374 | $319K |
| Fox Hill Wealth Management | 0.16% | Reduce -2.1% | 1,367 | $318K |
| Gallacher Capital Management LLC | 0.15% | New | 1,364 | $317K |
| Jones Financial Companies LLLP | 0.00% | Reduce -7.4% | 1,365 | $316K |
| Focus Partners Wealth | 0.00% | Reduce -0.1% | 1,339 | $311K |
| DRW Securities, LLC | 0.02% | New | 1,329 | $309K |
| Fiduciary Trust Co | 0.00% | New | 1,293 | $301K |
| Vident Advisory, LLC | 0.00% | Add +21.7% | 1,292 | $300K |
| Gsa Capital Partners LLP | 0.02% | New | 1,290 | $300K |
| Guggenheim Capital LLC | 0.00% | Reduce -26.1% | 1,285 | $299K |
| &partners | 0.00% | Add +19.5% | 1,300 | $296K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +0.3% | 1,267 | $295K |
| Kestra Advisory Services, LLC | 0.00% | Add +4.5% | 1,240 | $288K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -1.6% | 1,238 | $288K |
| CIBC Asset Management Inc | 0.00% | No change | 1,233 | $287K |
| State of Wyoming | 0.04% | New | 1,232 | $286K |
| CX Institutional | 0.01% | Reduce -8.0% | 1,215 | $282K |
| Legacy Wealth Asset Management, LLC | 0.07% | New | 1,154 | $268K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 1,143 | $266K |
| CENTRAL TRUST Co | 0.01% | No change | 1,135 | $264K |
| KBC Group NV | 0.00% | Reduce -36.0% | 1,123 | $261K |
| IFP Advisors, Inc | 0.01% | Reduce -7.4% | 967 | $261K |
| AE Wealth Management LLC | 0.00% | Reduce -4.5% | 1,112 | $259K |
| Cambria Investment Management, L.P. | 0.02% | No change | 1,109 | $258K |
| SkyOak Wealth, LLC | 0.05% | Add +16.9% | 1,107 | $257K |
| TD Private Client Wealth LLC | 0.01% | Reduce -0.6% | 1,093 | $254K |
| Blair William & Co. | 0.00% | Reduce -9.1% | 1,075 | $250K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 1,068 | $248K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 1,065 | $248K |
| Petrus Trust Company, LTA | 0.03% | New | 1,042 | $242K |
| Polymer Capital Management (US) LLC | 0.04% | New | 1,039 | $242K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -1.9% | 1,008 | $234K |
| Fairvoy Private Wealth, LLC | 0.06% | No change | 1,000 | $232K |
| Swiss Life Asset Management Ltd | 0.00% | New | 992 | $231K |
| Forum Financial Management, LP | 0.00% | Add +0.1% | 984 | $229K |
| Wbi Investments, LLC | 0.06% | New | 963 | $224K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +0.3% | 963 | $224K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.04% | New | 952 | $221K |
| OneAscent Wealth Management LLC | 0.08% | Add +1.5% | 932 | $217K |
| M&T Bank Corp | 0.00% | New | 932 | $217K |
| CI Investments Inc. | 0.00% | Reduce -2.0% | 928 | $216K |
| Retirement Guys Formula LLC | 0.08% | Add +0.3% | 928 | $216K |
| Trust Point Inc. | 0.02% | Reduce -12.8% | 925 | $215K |
| D'Orazio & Associates, Inc. | 0.03% | Add +0.8% | 913 | $212K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | No change | 912 | $212K |
| Blueshift Asset Management, LLC | 0.06% | Reduce -47.2% | 906 | $211K |
| Beacon Capital Management, LLC | 0.03% | Add +0.2% | 905 | $210K |
| Regions Financial Corp. | 0.00% | New | 893 | $208K |
| Profund Advisors LLC | 0.01% | Reduce -46.6% | 883 | $205K |
| Finivi Inc. | 0.14% | New | 882 | $205K |
| Summit Trail Advisors, LLC | 0.00% | New | 878 | $204K |
| Monument Capital Management | 0.05% | New | 873 | $203K |
| Moody Aldrich Partners LLC | 0.04% | Reduce -95.5% | 863 | $201K |
| Blue Bell Private Wealth Management, LLC | 0.03% | Reduce -0.2% | 832 | $193K |
| Summit Securities Group LLC | 0.06% | New | 723 | $168K |
| Simplex Trading, LLC | 0.00% | Reduce -16.7% | 725 | $168K |
| Wexford Capital LP | 0.04% | Reduce -39.5% | 694 | $161K |
| Contravisory Investment Management, Inc. | 0.03% | Add +9.9% | 645 | $150K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.9% | 608 | $141K |
| Lanark Financial, Inc. | 0.01% | Reduce -80.3% | 562 | $130K |
| UMB Bank, n.a. | 0.00% | Add +1.8% | 524 | $122K |
| Transce3nd, LLC | 0.05% | New | 520 | $121K |
| Essex Investment Management Co. LLC | 0.02% | No change | 505 | $117K |
| Point72 Hong Kong Ltd | 0.01% | New | 497 | $115K |
| Parkside Financial Bank & Trust | 0.01% | Add +8.0% | 485 | $113K |
| Versant Capital Management, Inc | 0.02% | Add +3.5% | 473 | $110K |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | New | 461 | $107K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Add +18.1% | 418 | $97K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 403 | $94K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -35.9% | 404 | $94K |
| FNY Investment Advisers, LLC | 0.04% | New | 401 | $93K |
| Huntington National Bank | 0.00% | Add +59.0% | 364 | $85K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -3.8% | 356 | $83K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 350 | $81K |
| Clearstead Advisors, LLC | 0.00% | Add +50.7% | 324 | $75K |
| Kessler Investment Group, LLC | 0.03% | No change | 323 | $75K |
| Harbor Investment Advisory, LLC | 0.01% | Add +100.6% | 321 | $75K |
| C M Bidwell & Associates Ltd. | 0.04% | Reduce -6.6% | 313 | $73K |
| Headlands Technologies LLC | 0.01% | New | 309 | $72K |
| Danske Bank A/S | 0.00% | Add +200.0% | 300 | $70K |
| Principal Securities, Inc. | 0.00% | Add +162.6% | 281 | $65K |
| Brooklyn Investment Group | 0.01% | Add +220.2% | 269 | $63K |
| New Age Alpha Advisors, LLC | 0.00% | Reduce -96.8% | 259 | $60K |
| Quarry LP | 0.01% | Add +564.1% | 259 | $60K |
| First Horizon Advisors, Inc. | 0.00% | Add +0.9% | 217 | $50K |
| Opal Wealth Advisors, LLC | 0.01% | Add +3.9% | 187 | $43K |
| Parallel Advisors, LLC | 0.00% | Add +5.2% | 181 | $42K |
| Toth Financial Advisory Corp. | 0.00% | No change | 175 | $41K |
| Covestor Ltd | 0.02% | Reduce -9.2% | 167 | $39K |
| Maseco LLP | 0.00% | — | 152 | $35K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 150 | $35K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +3.1% | 134 | $31K |
| Smithfield Trust Co | 0.00% | No change | 135 | $31K |
| V-Square Quantitative Management LLC | 0.00% | No change | 133 | $31K |
| Rise Advisors, LLC | 0.01% | No change | 133 | $31K |
| Hantz Financial Services, Inc. | 0.00% | Add +2033.3% | 128 | $30K |
| Key Financial Inc | 0.01% | No change | 115 | $27K |
| Vega Investment Solutions | 0.01% | Reduce -48.6% | 112 | $26K |
| Optiver Holding B.V. | 0.00% | Reduce -70.8% | 111 | $26K |
| TD Capital Management LLC | 0.00% | No change | 103 | $24K |
| Caitong International Asset Management Co., Ltd | 0.01% | Reduce -83.9% | 85 | $20K |
| NewEdge Advisors, LLC | 0.00% | Reduce -79.0% | 72 | $17K |
| Bell Investment Advisors, Inc | 0.00% | Add +3.3% | 63 | $15K |
| Private Wealth Asset Management, LLC | 0.00% | New | 60 | $14K |
| J.Safra Asset Management Corp | 0.00% | Reduce -56.5% | 60 | $14K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 50 | $12K |
| Signaturefd, LLC | 0.00% | Reduce -89.0% | 42 | $10K |
| Global Retirement Partners, LLC | 0.00% | — | 39 | $9K |
| Hemington Wealth Management | 0.00% | Add +2.6% | 39 | $9K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 32 | $9K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -2.7% | 36 | $8K |
| Park Square Financial Group, LLC | 0.01% | Reduce -63.3% | 33 | $8K |
| LRI Investments, LLC | 0.00% | No change | 31 | $7K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +14.8% | 31 | $7K |
| Allworth Financial LP | 0.00% | Reduce -22.2% | 28 | $7K |
| High Note Wealth, LLC | 0.00% | No change | 25 | $6K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | No change | 22 | $5K |
| NewSquare Capital LLC | 0.00% | Reduce -77.8% | 16 | $4K |
| Colonial Trust Co / SC | 0.00% | No change | 15 | $3K |
| CoreCap Advisors, LLC | 0.00% | No change | 14 | $3K |
| Creative Financial Designs Inc. | 0.00% | Reduce -23.5% | 13 | $3K |
| Cape Investment Advisory, Inc. | 0.00% | New | 13 | $3K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 12 | $3K |
| Meeder Asset Management Inc. | 0.00% | Reduce -91.5% | 11 | $3K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -8.3% | 11 | $3K |
| Bogart Wealth, LLC | 0.00% | Reduce -16.7% | 10 | $2K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -89.3% | 10 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 9 | $2K |
| Fortitude Family Office, LLC | 0.00% | New | 9 | $2K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 9 | $2K |
| Cromwell Holdings LLC | 0.00% | New | 8 | $2K |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 8 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Reduce -20.0% | 8 | $2K |
| Capital A Wealth Management, LLC | 0.02% | New | 10 | $2K |
| Wolff Wiese Magana LLC | 0.00% | Reduce -65.0% | 7 | $2K |
| Center for Financial Planning, Inc. | 0.00% | No change | 7 | $2K |
| Webster Bank, N. A. | 0.00% | New | 7 | $2K |
| True Wealth Design, LLC | 0.00% | Reduce -14.3% | 6 | $1K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 6 | $1K |
| Park Place Capital Corp | 0.00% | No change | 5 | $1K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 5 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -37.5% | 5 | $1K |
| Kilter Group LLC | 0.00% | New | 4 | $930 |
| Geneos Wealth Management Inc. | 0.00% | New | 4 | $930 |
| Raleigh Capital Management Inc. | 0.00% | New | 3 | $700 |
| Stephens Consulting, LLC | 0.00% | Reduce -80.0% | 3 | $698 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 3 | $698 |
| SouthState Bank Corp | 0.00% | No change | 3 | $698 |
| HFM Investment Advisors, LLC | 0.00% | Add +200.0% | 3 | $697 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +200.0% | 3 | $697 |
| Tortoise Investment Management, LLC | 0.00% | New | 3 | $697 |
| Larson Financial Group LLC | 0.00% | Add +50.0% | 3 | $697 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -97.9% | 3 | $697 |
| Cornerstone Planning Group LLC | 0.00% | No change | 2 | $539 |
| Hughes Financial Services, LLC | 0.00% | No change | 2 | $530 |
| Financial Management Professionals, Inc. | 0.00% | New | 2 | $465 |
| National Bank of Canada | 0.00% | Reduce -86.7% | 2 | $464 |
| WealthTrak Capital Management LLC | 0.00% | Reduce -66.7% | 1 | $233 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $233 |
| LGT Financial Advisors LLC | 0.00% | New | 1 | $232 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $232 |
| Rosenberg Matthew Hamilton | 0.00% | No change | 1 | $232 |
| Essential Partners LLC | 0.00% | — | 1 | $232 |
| Avion Wealth | 0.00% | No change | 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.