Applied Industrial TechAIT

13F holders, Q2 2026 (June 30)
622holders +37
91new positions
52sold out
9famous investors
$337.46avg. 13F price*

At the end of Q2 2026, 622 institutions reported holding Applied Industrial Tech Inc. (AIT) in their 13F filings, up 37 from Q1 2026. 91 opened new positions and 52 sold out. The largest holders were BlackRock, Inc. ($1.3B), Vanguard Portfolio Management LLC ($714.0M) and Vanguard Capital Management LLC ($563.7M). 9 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
Applied Industrial Tech Inc.
CUSIP
03820C105
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 421Q1 2024Q2 2024: 428Q2 2024Q3 2024: 451Q3 2024Q4 2024: 498Q4 2024Q1 2025: 511Q1 2025Q2 2025: 540Q2 2025Q3 2025: 555Q3 2025Q4 2025: 568Q4 2025Q1 2026: 585Q1 2026Q2 2026: 622Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions91$165.1M
Exits52$112.8M

All 13F filers, Q1 2026 → Q2 2026: 2,724,727 shares bought and 2,966,345 shares sold, net −241,618 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 622 holders

BlackRock, Inc. 0.02% Add +3.0% 3,953,290 $1.3B
Vanguard Portfolio Management LLC 0.03% Reduce -0.5% 2,111,426 $714.0M
Vanguard Capital Management LLC 0.01% Reduce -0.2% 1,666,903 $563.7M
AQR Capital Management 0.16% Add +46.1% 1,343,397 $451.6M
State Street Corp. 0.01% Add +1.6% 1,225,877 $414.5M
First Trust Advisors LP 0.20% Add +2.9% 1,007,223 $340.6M
Geode Capital Management, LLC 0.02% Add +4.3% 939,318 $317.7M
Fuller & Thaler Asset Management, Inc. 0.82% Add +58.8% 893,709 $302.2M
Dimensional Fund Advisors LP 0.04% Reduce -0.0% 720,985 $243.8M
Wellington Management Group LLP 0.04% Reduce -16.3% 631,562 $213.6M
Norges Bank 0.02% — 579,746 $196.0M
FMR LLC 0.01% Add +13.4% 574,402 $194.2M
Two Sigma Investments, LP 0.14% Add +5.9% 519,066 $175.5M
Alyeska Investment Group, L.P. 0.44% Reduce -16.5% 503,070 $170.1M
Massachusetts Financial Services Co. 0.05% Add +64.0% 491,374 $168.3M
Capital Research Global Investors 0.02% Reduce -6.2% 462,155 $156.3M
Charles Schwab Investment Management Inc. 0.02% Reduce -2.4% 458,994 $155.2M
T. Rowe Price Associates Inc. 0.02% Add +20.1% 456,236 $154.3M
Invesco Ltd. 0.01% Add +18.1% 442,909 $149.8M
Boston Trust Walden Corp 1.10% Reduce -2.8% 427,345 $144.5M
JPMorgan Chase & Co. 0.01% Reduce -16.9% 430,495 $144.4M
Capital World Investors 0.02% Add +8.7% 406,126 $137.3M
Goldman Sachs Group Inc. 0.01% Add +27.3% 363,562 $122.9M
Morgan Stanley 0.01% Add +1.0% 360,287 $121.8M
Capital International Investors 0.02% Add +0.9% 319,903 $108.2M
Northern Trust Corp. 0.01% Add +2.6% 309,022 $104.5M
Westfield Capital Management Co. LP 0.32% Reduce -1.2% 285,691 $96.6M
Federated Hermes, Inc. 0.14% Reduce -6.7% 281,663 $95.2M
UBS Group AG 0.01% Reduce -45.7% 278,290 $94.1M
Bank of New York Mellon Corp 0.02% Reduce -4.6% 277,013 $93.7M
Franklin Resources Inc. 0.02% Reduce -0.1% 272,817 $92.3M
GW&K Investment Management, LLC 0.68% Reduce -5.0% 257,886 $87.2M
Thrivent Financial for Lutherans 0.14% Reduce -0.1% 234,862 $79.4M
Vanguard Fiduciary Trust Co. 0.02% Add +1.2% 233,889 $79.1M
Zurich Insurance Group Ltd 0.55% New 233,609 $79.0M
Artisan Partners Limited Partnership 0.12% Add +26.6% 223,025 $75.4M
Bank of America Corp. 0.00% Reduce -16.2% 209,813 $70.9M
Brown Advisory Inc. 0.11% Reduce -10.9% 209,412 $70.8M
Allspring Global Investments Holdings, LLC 0.11% Reduce -18.5% 211,835 $70.3M
American Century Companies Inc. 0.03% Add +0.8% 203,665 $68.9M
New York State Common Retirement Fund 0.08% Add +9.5% 197,123 $66.7M
Amundi 0.02% Add +11.6% 195,245 $66.0M
Millennium Management 0.05% Reduce -12.0% 194,872 $65.9M
Alliancebernstein L.P. 0.02% Reduce -7.7% 245,433 $65.1M
Qube Research & Technologies Ltd 0.07% Reduce -32.1% 187,858 $63.5M
Ameriprise Financial Inc. 0.01% Add +1.1% 165,832 $56.1M
Durable Capital Partners LP 0.53% Reduce -45.4% 162,070 $54.8M
Nuveen, LLC 0.01% Add +1.7% 157,853 $53.4M
Nomura Asset Management International Inc. 0.08% Reduce -26.5% 155,895 $52.7M
BNP Paribas Financial Markets 0.03% Add +9.2% 152,887 $51.7M
Robeco Schweiz AG 0.82% Reduce -2.9% 150,522 $50.9M
Nordea Investment Management AB 0.04% Reduce -5.1% 148,046 $50.1M
Caisse de depot et placement du Quebec 0.07% Reduce -2.5% 146,501 $49.5M
Eventide Asset Management, LLC 0.65% Add +18.7% 143,966 $48.6M
Fiera Capital Corp 0.17% Reduce -42.8% 141,542 $47.9M
Voya Investment Management LLC 0.05% Reduce -5.8% 139,564 $47.2M
Grace & White Inc. 7.54% Reduce -1.4% 139,153 $47.1M
EULAV Asset Management 1.45% Add +1.5% 134,740 $45.6M
Principal Financial Group Inc. 0.02% Reduce -1.0% 130,450 $44.1M
Segall Bryant & Hamill, LLC 0.52% Add +16.4% 128,763 $43.5M
Handelsbanken Fonder AB 0.12% Reduce -18.4% 127,233 $43.0M
Acadian Asset Management LLC 0.05% Reduce -2.6% 124,461 $42.1M
Loomis Sayles & Co. L P 0.05% Reduce -6.8% 113,058 $38.2M
Raymond James Financial Inc. 0.01% Reduce -14.3% 111,546 $37.7M
Public Employees Retirement Association of Colorado 0.13% No change 111,181 $37.6M
Driehaus Capital Management LLC 0.21% Add +74.1% 106,981 $36.2M
Tidal Investments LLC 0.09% Add +9.1% 105,068 $35.5M
Rhumbline Advisers 0.03% Add +1.8% 104,826 $35.4M
Voloridge Investment Management, LLC 0.14% Add +9.3% 99,525 $33.7M
Adage Capital Partners Gp, L.L.C. 0.05% Reduce -44.1% 98,854 $33.4M
WCM Investment Management, LLC 0.06% Reduce -22.7% 99,840 $33.4M
TimesSquare Capital Management, LLC 0.49% Reduce -17.4% 98,550 $33.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -23.1% 93,846 $31.7M
Value Holdings Management Co. LLC 5.24% No change 92,698 $31.3M
ProShare Advisors LLC 0.04% Reduce -0.2% 91,391 $30.9M
Palisade Capital Management, LP 1.49% Reduce -50.6% 91,367 $30.9M
DF Dent & Co. Inc. 0.58% Add +0.8% 90,968 $30.8M
Mutual of America Capital Management LLC 0.30% Reduce -6.4% 89,714 $30.3M
Curi Capital, LLC 0.46% Add +5.8% 87,796 $29.7M
OP Asset Management Ltd 0.32% Add +39.3% 87,703 $29.7M
Bessemer Group Inc. 0.04% Reduce -27.6% 85,684 $29.0M
Envestnet Asset Management Inc. 0.01% Add +1.4% 84,606 $28.6M
William Blair Investment Management, LLC 0.08% Reduce -4.1% 82,717 $28.0M
Sei Investments Co. 0.02% Reduce -26.8% 81,731 $27.6M
California Public Employees Retirement System 0.02% Add +6.0% 79,980 $27.0M
Algert Global LLC 0.32% Reduce -0.2% 78,852 $26.7M
STRS Ohio 0.10% Add +133.8% 78,775 $26.6M
Retirement Systems of Alabama 0.08% Reduce -8.8% 77,645 $26.3M
Swiss National Bank 0.01% Add +0.3% 74,840 $25.3M
Bank of Nova Scotia 0.04% Add +80.2% 74,801 $25.3M
Renaissance Technologies 0.03% New 72,110 $24.4M
SG Capital Management LLC 2.17% Reduce -36.3% 70,718 $23.9M
Assenagon Asset Management S.A. 0.03% Add +8.8% 70,075 $23.7M
Royal London Asset Management Ltd. 0.04% Reduce -52.3% 68,844 $23.3M
Royce & Associates LP 0.17% Reduce -3.4% 62,440 $21.1M
Trexquant Investment LP 0.13% Add +2.0% 61,398 $20.8M
Neuberger Berman Group LLC 0.01% Add +34.9% 59,527 $20.1M
Rockefeller Capital Management L.P. 0.03% Reduce -0.2% 57,793 $19.5M
Barclays PLC 0.01% Add +2.6% 56,933 $19.3M
Tema ETFs LLC 0.58% Add +20.2% 53,040 $17.9M
Gotham Asset Management 0.04% Add +70.9% 49,526 $16.7M
Legal & General Group Plc 0.00% Reduce -0.9% 49,478 $16.7M
State of Wisconsin Investment Board 0.03% Reduce -2.9% 49,117 $16.6M
New York State Teachers Retirement System 0.03% Reduce -10.4% 48,324 $16.3M
Canada Pension Plan Investment Board 0.01% Reduce -11.9% 47,980 $16.2M
US Bancorp \de 0.02% Reduce -0.2% 46,995 $15.9M
Cramer Rosenthal McGlynn LLC 0.81% Reduce -3.1% 46,990 $15.9M
Creative Planning 0.01% Add +40.2% 45,904 $15.5M
Allianz Asset Management GmbH 0.01% Add +8.0% 45,521 $15.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +2.0% 45,155 $15.3M
Balyasny Asset Management L.P. 0.03% Reduce -54.8% 44,880 $15.2M
Mariner, LLC 0.02% Add +65.4% 44,288 $15.0M
Arrowstreet Capital, Limited Partnership 0.01% Add +84.0% 43,516 $14.7M
California State Teachers Retirement System 0.01% Reduce -2.8% 43,156 $14.6M
ArrowMark Colorado Holdings LLC 0.60% Reduce -71.2% 42,535 $14.4M
Pier Capital, LLC 1.78% Add +0.5% 39,709 $13.4M
Fi3 FINANCIAL ADVISORS, LLC 3.21% New 46,397 $13.4M
Cerity Partners LLC 0.02% Add +48.8% 39,281 $13.3M
ING Groep NV 0.06% Add +683.1% 38,977 $13.2M
Frontier Capital Management Co. LLC 0.12% Reduce -20.9% 38,784 $13.1M
HRT Financial LP 0.02% Reduce -49.4% 37,778 $12.8M
Royal Bank of Canada 0.00% Add +17.1% 36,295 $12.3M
VANGUARD ASSET MANAGEMENT, Ltd 0.01% Add +1.6% 35,697 $12.1M
Wells Fargo & Company 0.00% Add +10.2% 35,189 $11.9M
Mirova 0.44% Reduce -23.2% 34,996 $11.8M
Liberty Capital Management, Inc. 2.02% — 34,668 $11.7M
Silvercrest Asset Management Group LLC 0.08% Add +13.1% 34,425 $11.6M
Emerald Investment Advisers, LLC 0.77% Reduce -7.8% 34,221 $11.6M
Van Eck Associates Corp. 0.01% Add +0.6% 33,719 $11.4M
SG Americas Securities, LLC 0.01% Add +1080.2% 33,518 $11.3M
Natixis 0.05% Reduce -54.2% 33,349 $11.3M
Engineers Gate Manager LP 0.14% Reduce -23.1% 32,083 $10.8M
LPL Financial LLC 0.00% Reduce -1.6% 30,888 $10.4M
Capital Fund Management S.A. 0.07% Add +24.2% 30,695 $10.4M
Alps Advisors Inc. 0.05% Add +3.0% 30,622 $10.4M
Stifel Financial Corp. 0.01% Reduce -2.3% 29,400 $9.9M
O'shaughnessy Asset Management, LLC 0.05% Add +3.3% 28,911 $9.8M
Teacher Retirement System of Texas 0.03% Reduce -21.9% 27,931 $9.4M
HSBC Holdings PLC 0.00% Add +34.1% 27,891 $9.4M
Point72 Asset Management 0.01% Reduce -51.3% 27,013 $9.1M
Homestead Advisers Corp 0.22% No change 26,726 $9.0M
Ieq Capital, LLC 0.04% Add +84.0% 26,547 $9.0M
Manufacturers Life Insurance Company, The 0.01% Reduce -0.7% 26,367 $8.9M
Vest Financial, LLC 0.09% Reduce -2.0% 26,321 $8.9M
Moran Wealth Management, LLC 0.23% Reduce -5.5% 24,887 $8.4M
Prudential Financial Inc. 0.01% Add +50.3% 24,762 $8.4M
Romano Brothers and Company 0.82% Reduce -0.2% 24,056 $8.1M
Oak Associates Ltd. 0.45% No change 23,979 $8.1M
Victory Capital Management Inc. 0.00% Reduce -50.9% 23,957 $8.1M
Bahl & Gaynor LLC 0.04% Reduce -7.2% 23,863 $8.1M
Horizon Investments, LLC 0.09% Add +19.9% 22,977 $7.8M
Jupiter Topco LLC 0.00% — 22,884 $7.7M
CANADA LIFE ASSURANCE Co 0.01% Reduce -1.1% 22,216 $7.5M
Citigroup Inc. 0.00% Reduce -21.0% 22,154 $7.5M
Jump Financial, LLC 0.07% Add +229.3% 21,840 $7.4M
PNC Financial Services Group, Inc. 0.00% Reduce -0.3% 21,541 $7.3M
Illinois Municipal Retirement Fund 0.08% Add +28.6% 21,402 $7.2M
Mercer Global Advisors Inc. 0.01% Add +66.3% 20,472 $6.9M
Voleon Capital Management LP 0.12% Reduce -4.7% 20,183 $6.8M
Lazard Asset Management LLC 0.01% Add +0.8% 19,935 $6.7M
Wedge Capital Management L L P 0.11% Reduce -11.7% 19,918 $6.7M
Fruth Investment Management 1.59% Reduce -0.4% 19,809 $6.7M
Worldquant Millennium Advisors LLC 0.02% Reduce -1.6% 19,659 $6.6M
Hillsdale Investment Management Inc. 0.14% Add +3.1% 18,360 $6.2M
MAI Capital Management 0.02% Add +9.1% 18,290 $6.2M
Kennedy Capital Management LLC 0.11% Reduce -71.0% 18,280 $6.2M
Candelo Capital Management LP 4.46% New 17,952 $6.1M
Fifth Third Bancorp 0.01% Reduce -8.9% 17,879 $6.0M
MetLife Investment Management, LLC 0.03% Reduce -3.0% 17,793 $6.0M
Occudo Quantitative Strategies LP 0.31% Add +150.9% 17,350 $5.9M
Natixis Advisors, LLC 0.01% Add +21.4% 17,122 $5.8M
Amalgamated Bank 0.04% Reduce -1.4% 16,728 $5.7M
Police & Firemen's Retirement System of New Jersey 0.04% Add +6.0% 16,570 $5.6M
D. E. Shaw & Co. 0.00% Reduce -74.7% 16,529 $5.6M
Seizert Capital Partners, LLC 0.23% Reduce -2.4% 16,317 $5.5M
B. Metzler seel. Sohn & Co. AG 0.05% Reduce -21.7% 15,804 $5.3M
Treasurer of the State of North Carolina 0.01% Reduce -1.3% 15,654 $5.3M
WINTON GROUP Ltd 0.17% New 15,632 $5.3M
Ritholtz Wealth Management 0.08% Add +1.2% 15,597 $5.3M
Quantinno Capital Management LP 0.01% Add +49.5% 15,218 $5.1M
SMA Capital LLC 2.13% Reduce -55.9% 15,000 $5.1M
Oak Ridge Investments LLC 0.28% Add +1.8% 14,803 $5.0M
Steward Partners Investment Advisory, LLC 0.02% Add +42.8% 14,360 $4.9M
Vanguard Global Advisers, LLC 0.00% Reduce -6.1% 14,334 $4.8M
Blue Trust, Inc. 0.05% Add +2.4% 14,257 $4.8M
Mitsubishi UFJ Trust & Banking Corp 0.01% Reduce -5.2% 14,169 $4.8M
Nisa Investment Advisors, LLC 0.01% Add +4.1% 13,651 $4.6M
Russell Investments Group, Ltd. 0.00% Reduce -5.0% 13,583 $4.6M
State of Tennessee, Department of Treasury 0.01% Reduce -1.8% 13,493 $4.6M
KLP Kapitalforvaltning As 0.01% Add +1.6% 12,980 $4.4M
Martingale Asset Management L P 0.10% Reduce -61.4% 12,569 $4.3M
Bokf, NA 0.06% Reduce -1.7% 12,508 $4.2M
Ausbil Investment Management Ltd 1.90% Add +3.3% 12,662 $4.2M
State Board of Administration of Florida Retirement System 0.01% Add +10.8% 12,291 $4.2M
GMO 0.01% Reduce -27.3% 12,244 $4.1M
Man Group plc 0.01% Reduce -8.2% 12,160 $4.1M
Wealth Enhancement Advisory Services, LLC 0.01% Add +83.3% 13,753 $4.1M
Mountain Pacific Investment Advisers LLC 0.64% Reduce -6.7% 12,007 $4.1M
Wesbanco Bank Inc. 0.10% No change 12,005 $4.1M
Zhang Financial LLC 0.12% Reduce -7.4% 11,844 $4.0M
Teachers Retirement System of the State of Kentucky 0.03% No change 11,416 $3.9M
Public Employees Retirement System of Ohio 0.01% Reduce -2.5% 11,392 $3.9M
Graham Capital Management, L.P. 0.15% Add +12.0% 11,267 $3.8M
Equitable Trust Co. 0.16% No change 11,244 $3.8M
Pathstone Holdings, LLC 0.01% Add +0.1% 11,207 $3.8M
State of New Jersey Common Pension Fund D 0.01% No change 10,904 $3.7M
Louisiana State Employees Retirement System 0.05% No change 10,800 $3.7M
VELA Investment Management, LLC 0.90% Reduce -17.4% 10,777 $3.6M
Captrust Financial Advisors 0.01% Add +47.4% 10,615 $3.6M
Yousif Capital Management, LLC 0.04% Reduce -6.7% 10,586 $3.6M
Concentric Capital Strategies, LP 0.22% New 10,546 $3.6M
Longaeva Partners L.P. 0.10% New 10,508 $3.6M
Credit Agricole S A 0.01% No change 10,493 $3.5M
Bullseye Asset Management LLC 1.80% Add +0.9% 10,444 $3.5M
Arizona State Retirement System 0.02% Reduce -0.7% 10,293 $3.5M
Pinnacle Associates Ltd. 0.04% Add +0.2% 10,287 $3.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -35.1% 10,197 $3.4M
Guyasuta Investment Advisors Inc. 0.18% No change 10,155 $3.4M
Edgestream Partners, L.P. 0.10% Add +3.4% 10,130 $3.4M
Kingsview Wealth Management, LLC 0.04% Add +0.2% 10,068 $3.4M
Prescott Group Capital Management, L.L.C. 0.29% No change 10,000 $3.4M
Orion Porfolio Solutions, LLC 0.03% No change 9,992 $3.4M
Harfst & Associates, Inc. 0.52% Reduce -1.6% 9,950 $3.4M
Linden Thomas Advisory Services, LLC 0.27% Add +10.8% 9,893 $3.3M
Johnson Investment Counsel Inc. 0.02% Reduce -14.1% 9,772 $3.3M
Vanguard Investments Australia, Ltd. 0.01% No change 9,702 $3.3M
Oliver Luxxe Assets LLC 0.48% Reduce -0.7% 9,655 $3.3M
Jones Financial Companies LLLP 0.00% Add +34.9% 9,560 $3.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -5.3% 8,848 $3.0M
Schroder Investment Management Group 0.00% Reduce -30.8% 8,877 $3.0M
Paralel Advisors LLC 0.11% Reduce -26.6% 8,707 $2.9M
State of Michigan Retirement System 0.01% Reduce -4.4% 8,600 $2.9M
Focus Partners Wealth 0.00% Add +65.0% 8,376 $2.8M
Capital International, Inc. 0.02% No change 8,360 $2.8M
Aquatic Capital Management LLC 0.10% Reduce -31.3% 8,348 $2.8M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -0.5% 8,313 $2.8M
New Mexico Educational Retirement Board 0.07% No change 8,100 $2.7M
Bridges Investment Management Inc. 0.03% Add +0.4% 8,087 $2.7M
Entropy Technologies, LP 0.11% Reduce -8.0% 8,004 $2.7M
Catalyst Funds Management Pty Ltd 0.15% Reduce -2.4% 8,000 $2.7M
Vestmark Advisory Solutions, Inc. 0.03% Add +23.8% 7,997 $2.7M
Dana Investment Advisors, Inc. 0.07% Reduce -3.9% 7,925 $2.7M
ExodusPoint Capital Management, LP 0.02% Reduce -50.6% 7,812 $2.6M
Quantbot Technologies LP 0.10% Reduce -59.4% 7,672 $2.6M
Oregon Public Employees Retirement Fund 0.03% Add +1.5% 7,638 $2.6M
XTX Topco Ltd 0.03% Add +239.1% 7,605 $2.6M
Oppenheimer Asset Management Inc. 0.03% Reduce -1.5% 7,598 $2.6M
Atom Investors LP 0.22% Reduce -59.4% 7,213 $2.4M
Polaris Capital Management, LLC 0.23% Reduce -5.3% 7,200 $2.4M
QRG Capital Management, Inc. 0.02% Add +10.5% 7,159 $2.4M
Truist Financial Corp. 0.00% Add +4.2% 6,952 $2.4M
Pinnacle Financial Partners, Inc. 0.02% Add +4.3% 6,943 $2.3M
Cetera Investment Advisers 0.00% Add +2.8% 6,927 $2.3M
Van Hulzen Asset Management, LLC 0.17% Reduce -10.7% 6,923 $2.3M
Ameritas Investment Partners, Inc. 0.06% Reduce -1.0% 6,802 $2.3M
Oak Thistle LLC 0.22% New 6,659 $2.3M
Ethic Inc. 0.03% Add +35.4% 6,318 $2.1M
Dark Forest Capital Management LP 0.14% Add +15.4% 6,192 $2.1M
Diversified Trust Co. 0.03% Add +22.1% 6,142 $2.1M
Pictet Asset Management Holding SA 0.00% Reduce -7.7% 5,699 $1.9M
Commonwealth Equity Services, LLC 0.00% Reduce -2.7% 5,680 $1.9M
Crossmark Global Holdings, Inc. 0.02% Add +72.4% 5,669 $1.9M
Brevan Howard Capital Management LP 0.03% Reduce -77.9% 5,667 $1.9M
Hancock Whitney Corp. 0.03% Reduce -1.1% 5,636 $1.9M
Kestra Investment Management, LLC 0.04% Reduce -17.6% 5,560 $1.9M
Sheets Smith Wealth Management 0.18% Reduce -0.5% 5,458 $1.8M
Susquehanna International Group, LLP 0.00% Add +270.1% 5,430 $1.8M
Assetmark, Inc. 0.00% Reduce -6.8% 5,302 $1.8M
Deutsche Bank AG 0.00% Add +15.4% 5,271 $1.8M
Sandler Capital Management 1.04% New 5,232 $1.8M
Corient Private Wealth LP 0.00% Add +99.5% 5,202 $1.8M
L2 Asset Management, LLC 0.18% Reduce -26.6% 5,131 $1.7M
Baird Financial Group, Inc. 0.00% Add +6.4% 4,896 $1.7M
Tudor Investment Corporation 0.01% Reduce -92.4% 4,881 $1.7M
Bridgeway Capital Management, LLC 0.03% New 4,840 $1.6M
Quadrature Capital Ltd 0.01% Reduce -27.6% 4,836 $1.6M
NewEdge Advisors, LLC 0.00% Add +28.5% 4,834 $1.6M
Bank of Montreal 0.00% Reduce -2.4% 4,834 $1.6M
Oppenheimer & Co. Inc. 0.02% Add +236.3% 4,708 $1.6M
New York Life Investment Management LLC 0.01% Add +2.8% 4,707 $1.6M
Quadrant Capital Group LLC 0.04% Add +0.1% 4,684 $1.6M
Xponance LLC 0.01% Add +2.7% 4,632 $1.6M
Gateway Investment Advisers LLC 0.02% Add +197.3% 4,564 $1.5M
Ifrah Financial Services, Inc. 0.37% Reduce -0.7% 4,458 $1.5M
Jane Street Group, LLC 0.00% Reduce -93.8% 4,451 $1.5M
HighTower Advisors, LLC 0.00% Reduce -14.3% 4,291 $1.5M
Measured Wealth Private Client Group, LLC 0.35% Reduce -1.7% 4,289 $1.5M
Mackenzie Financial Corp. 0.00% Add +42.6% 4,226 $1.4M
Fox Run Management, L.L.C. 0.24% Add +365.4% 4,207 $1.4M
MML Investors Services, LLC 0.00% Add +11.1% 4,162 $1.4M
Pacer Advisors, Inc. 0.00% Reduce -4.5% 4,152 $1.4M
Machina Capital S.A.S. 0.22% Add +84.1% 4,111 $1.4M
Lisanti Capital Growth, LLC 0.30% No change 4,075 $1.4M
Janney Montgomery Scott LLC 0.00% New 4,013 $1.4M
Integrated Wealth Concepts LLC 0.01% Add +8.9% 3,989 $1.3M
Schonfeld Strategic Advisors LLC 0.01% Reduce -92.4% 3,939 $1.3M
Vanguard Personalized Indexing Management, LLC 0.01% Add +7.9% 3,912 $1.3M
Allstate Corp. 0.01% Add +3.0% 3,880 $1.3M
Smith Group Asset Management, LLC 0.05% Reduce -11.2% 3,866 $1.3M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -6.8% 3,864 $1.3M
Sivia Capital Partners, LLC 0.15% Add +28.4% 3,755 $1.3M
James Investment Research, Inc. 0.13% Add +30.3% 3,690 $1.2M
State of Alaska, Department of Revenue 0.01% Reduce -3.5% 3,622 $1.2M
Evolve Private Wealth, LLC 0.07% Add +11.0% 3,616 $1.2M
Brighton Jones LLC 0.02% Add +51.0% 3,538 $1.2M
Merit Financial Group, LLC 0.01% Add +56.9% 3,534 $1.2M
Rothschild Investment LLC 0.04% Add +493.9% 3,528 $1.2M
Aviva PLC 0.00% Reduce -9.3% 3,522 $1.2M
Sequoia Financial Advisors, LLC 0.01% Add +3.5% 3,508 $1.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -13.0% 3,495 $1.2M
Swiss Life Asset Management Ltd 0.01% Add +52.1% 3,491 $1.2M
Redwood Investment Management, LLC 0.12% New 3,458 $1.2M
Osaic Holdings, Inc. 0.00% Add +5.5% 3,446 $1.2M
Robeco Institutional Asset Management B.V. 0.00% No change 3,365 $1.1M
Advisors Asset Management, Inc. 0.02% Reduce -51.7% 3,358 $1.1M
Concurrent Investment Advisors, LLC 0.01% Reduce -5.4% 3,282 $1.1M
Base Wealth Management LLC 0.52% Add +25.3% 3,280 $1.1M
Bull Harbor Capital LLC 0.22% Add +39.5% 3,278 $1.1M
AIA Group Ltd 0.01% No change 3,207 $1.1M
Peregrine Asset Advisers, Inc. 0.23% New 3,181 $1.1M
Inspire Investing, LLC 0.04% Add +5.1% 3,181 $1.1M
Chicago Partners Investment Group LLC 0.02% Add +72.8% 3,099 $1.1M
F/m Investments LLC 0.05% Add +59.9% 3,146 $1.1M
Federation des caisses Desjardins du Quebec 0.00% Add +14.5% 3,089 $1.0M
Park Avenue Securities LLC 0.01% New 3,062 $1.0M
Burney Co./ 0.03% Add +88.9% 3,060 $1.0M
Alamea Verwaltungs GmbH 0.83% Add +12.8% 3,056 $1.0M
EverSource Wealth Advisors, LLC 0.03% Add +7.1% 2,946 $996K
M&T Bank Corp 0.00% Add +8.9% 2,900 $980K
Navellier & Associates Inc. 0.08% Add +20.4% 2,814 $952K
Summit Trail Advisors, LLC 0.01% Add +78.7% 2,780 $940K
HB Wealth Management, LLC 0.01% Add +37.0% 2,771 $937K
Advisory Services Network, LLC 0.01% Add +8.6% 2,754 $931K
Securian Asset Management, Inc. 0.03% Reduce -1.9% 2,726 $917K
Ensign Peak Advisors, Inc 0.00% Reduce -22.1% 2,705 $915K
Focus Partners Advisor Solutions, LLC 0.01% Add +26.3% 2,703 $914K
Coldstream Capital Management Inc. 0.01% Add +7.0% 2,636 $891K
Zions Bancorporation, National Association 0.05% Reduce -47.8% 2,630 $889K
Glenmede Trust Co. NA 0.00% Reduce -33.2% 2,615 $884K
Procyon Advisors, LLC 0.04% Add +177.4% 2,610 $883K
Caldwell Investment Management Ltd. 0.58% New 2,600 $879K
Tower Research Capital LLC (TRC) 0.02% Add +52.6% 2,575 $871K
Private Advisor Group, LLC 0.00% Add +19.6% 2,547 $861K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% New 2,520 $852K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.28% New 2,470 $835K
Delta Capital Management LLC 0.39% No change 2,455 $830K
Evergreen Capital Management LLC 0.01% Add +0.3% 2,432 $822K
GDS Wealth Management 0.04% No change 2,416 $817K
Fca Corp. 0.20% Add +4.2% 2,394 $809K
Jackson Creek Investment Advisors LLC 0.26% New 2,289 $790K
Caprock Group, LLC 0.01% Add +155.8% 2,266 $766K
Bridgewater Associates 0.00% Reduce -53.0% 2,242 $758K
Gsa Capital Partners LLP 0.05% Reduce -17.9% 2,240 $757K
Dakota Wealth Management 0.01% Add +0.0% 2,238 $757K
Jefferies Financial Group Inc. 0.01% New 2,232 $755K
Vise Technologies, Inc. 0.01% Add +119.0% 2,175 $735K
Empowered Funds, LLC 0.00% Reduce -1.4% 2,170 $734K
Clearstead Advisors, LLC 0.01% Add +14.5% 2,120 $717K
Sovran Advisors, LLC 0.05% No change 2,057 $716K
Legacy Wealth Asset Management, LLC 0.16% Reduce -0.9% 2,105 $712K
Vestcor Inc 0.02% No change 2,093 $708K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.26% Add +21.0% 2,089 $706K
Penobscot Investment Management Company, Inc. 0.05% No change 2,080 $703K
DekaBank Deutsche Girozentrale 0.00% No change 2,683 $690K
Bank of Stockton 0.19% No change 2,000 $676K
Ancora Advisors LLC 0.01% No change 2,000 $676K
111 Capital 0.12% New 1,998 $676K
Arax Advisory Partners 0.00% Add +927.3% 1,993 $674K
Fieldview Capital Management, LLC 0.19% Add +5.8% 1,976 $668K
Childress Capital Advisors, LLC 0.11% Add +13.0% 1,942 $657K
Utah Retirement Systems 0.01% Reduce -2.5% 1,918 $649K
Waddell & Associates, LLC 0.03% Add +32.3% 1,904 $644K
Aster Capital Management (DIFC) Ltd 0.14% New 1,891 $639K
Ashton Thomas Private Wealth, LLC 0.01% Add +29.2% 1,882 $636K
Krilogy Financial LLC 0.02% Add +88.8% 1,873 $633K
Cresset Asset Management, LLC 0.00% Add +7.3% 1,853 $626K
Maryland State Retirement & Pension System 0.01% No change 1,852 $626K
Farther Finance Advisors, LLC 0.00% Add +10.2% 1,841 $622K
Waverly Advisors, LLC 0.00% Add +55.3% 1,822 $616K
Wedbush Securities Inc. 0.02% Reduce -8.5% 1,817 $614K
DNB Asset Management AS 0.00% No change 1,802 $609K
GAMMA Investing LLC 0.02% Add +6.9% 1,793 $606K
Lecap Asset Management Ltd. 0.26% Reduce -64.1% 1,765 $597K
Kanawha Capital Management LLC 0.04% Reduce -48.6% 1,730 $585K
Citizens Financial Group Inc. 0.01% Add +55.7% 1,706 $577K
Qtron Investments LLC 0.08% New 1,687 $570K
Sanctuary Advisors, LLC 0.00% Add +43.4% 1,663 $562K
Granite Investment Partners, LLC 0.03% Reduce -6.5% 1,654 $559K
Vident Advisory, LLC 0.00% Reduce -7.5% 1,628 $551K
Snowden Capital Advisors LLC 0.01% Reduce -4.8% 1,601 $541K
United Capital Financial Advisors, LLC 0.00% Add +7.1% 1,596 $540K
Hantz Financial Services, Inc. 0.01% Add +62.8% 1,586 $536K
AlphaCore Capital LLC 0.01% Add +87.5% 1,581 $535K
Apollon Wealth Management, LLC 0.01% Add +46.5% 1,566 $530K
Allworth Financial LP 0.00% Add +80.9% 1,554 $525K
TD Private Client Wealth LLC 0.01% Add +56.7% 1,525 $516K
Fiduciary Trust Co 0.01% No change 1,523 $515K
OneDigital Investment Advisors LLC 0.00% Add +1.1% 1,519 $514K
West Family Investments, Inc. 0.14% New 1,432 $484K
R Squared Ltd 0.24% Reduce -1.3% 1,372 $464K
Y.D. More Investments Ltd 0.01% Add +4.7% 1,347 $455K
Lido Advisors, LLC 0.00% New 1,316 $445K
Blair William & Co. 0.00% New 1,315 $445K
NorthCrest Asset Manangement, LLC 0.01% New 1,373 $443K
Marex Group Ltd 0.00% New 1,305 $441K
Fox Hill Wealth Management 0.18% Add +0.2% 1,295 $438K
Compound Planning, Inc. 0.01% Add +14.5% 1,271 $430K
Transcend Capital Advisors, LLC 0.03% Add +34.8% 1,251 $423K
Intrust Bank NA 0.03% Add +17.4% 1,247 $422K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +90.5% 1,242 $420K
Walleye Capital LLC 0.00% Reduce -48.3% 1,228 $415K
Verus Capital Partners, LLC 0.02% Add +12.9% 1,221 $413K
Balboa Wealth Partners 0.06% Reduce -12.9% 1,219 $412K
Shelton Capital Management 0.01% Reduce -4.1% 1,218 $412K
Nykredit A/S 0.00% — 1,212 $410K
IFP Advisors, Inc 0.01% Add +63.7% 1,200 $406K
Exchange Traded Concepts, LLC 0.00% Add +16.8% 1,187 $401K
GHP Investment Advisors, Inc. 0.01% Add +1.3% 1,159 $392K
Boothbay Fund Management, LLC 0.01% New 1,158 $392K
Kestra Advisory Services, LLC 0.00% Add +4.6% 1,153 $390K
CIBC Asset Management Inc 0.00% Reduce -6.5% 1,153 $390K
Praxis Investment Management Inc. 0.02% No change 1,140 $385K
Moody Aldrich Partners LLC 0.07% Reduce -0.3% 1,133 $383K
Kingswood Wealth Advisors, LLC 0.02% Add +0.2% 1,131 $382K
KBC Group NV 0.00% No change 1,123 $380K
Elevation Point Wealth Partners, LLC 0.01% Add +8.5% 1,120 $379K
Rothschild Wealth LLC 0.03% Add +25.0% 1,119 $378K
Mirabella Financial Services LLP 0.04% New 1,112 $376K
Sterling Capital Management LLC 0.01% Reduce -10.9% 1,106 $374K
North Dakota State Investment Board 0.02% Add +0.6% 1,102 $373K
CENTRAL TRUST Co 0.01% Reduce -0.2% 1,100 $372K
OneAscent Investment Solutions LLC 0.35% Reduce -19.6% 1,099 $372K
LBP Am SA 0.00% Reduce -9.2% 1,097 $371K
Axxcess Wealth Management, LLC 0.01% New 1,068 $361K
Moneta Group Investment Advisors LLC 0.00% No change 1,066 $360K
Virtu Financial LLC 0.01% New 1,038 $351K
Baker Avenue Asset Management, LP 0.01% Add +16.1% 1,025 $347K
Aigen Investment Management, LP 0.09% New 1,022 $346K
Strategic Wealth Partners, Ltd. 0.02% Reduce -32.7% 1,021 $345K
Fifth Third Wealth Advisors LLC 0.01% Reduce -6.8% 1,020 $345K
Fairvoy Private Wealth, LLC 0.07% No change 1,000 $338K
Summit Financial, LLC 0.00% Reduce -4.8% 973 $329K
Argent Trust Co 0.01% No change 966 $327K
Pallas Capital Advisors LLC 0.01% New 966 $327K
CX Institutional 0.01% Reduce -5.9% 959 $324K
Brand Asset Management Group, Inc. 0.07% New 958 $324K
Abel Hall, LLC 0.06% Add +0.2% 958 $324K
Mission Wealth Management, LP 0.00% New 953 $322K
Trust Point Inc. 0.03% Reduce -8.3% 931 $315K
Retirement Planning Group, LLC 0.01% Reduce -0.1% 931 $315K
Jackson Thornton Wealth Management, LLC 0.02% New 914 $309K
Beacon Capital Management, LLC 0.05% Add +0.1% 911 $308K
Retirement Guys Formula LLC 0.12% No change 911 $308K
Daymark Wealth Partners, LLC 0.01% Add +8.9% 905 $306K
Storgate, LLC 0.06% New 879 $297K
HBK Sorce Advisory LLC 0.01% Add +0.6% 818 $293K
D'Orazio & Associates, Inc. 0.03% No change 865 $293K
Stirlingshire Investments, Inc. 0.21% New 853 $289K
Meiji Yasuda Asset Management Co Ltd. 0.01% No change 850 $287K
Riversedge Advisors, LLC 0.04% New 831 $281K
Regions Financial Corp. 0.00% Reduce -22.3% 831 $281K
Advyzon Investment Management, LLC 0.02% New 830 $281K
Frec Markets, Inc. 0.02% New 822 $278K
Kovack Advisors, Inc. 0.01% New 822 $277K
Capstone Wealth Management, LLC 0.13% New 816 $276K
Soltis Investment Advisors LLC 0.02% New 814 $275K
Jain Global LLC 0.00% New 813 $275K
AlphaGrep UK Ltd 0.08% Reduce -4.8% 811 $274K
Wellington Shields Capital Management, LLC 0.03% New 800 $271K
Kohmann Bosshard Financial Services, LLC 0.02% No change 795 $269K
Simplex Trading, LLC 0.01% New 784 $265K
Profund Advisors LLC 0.01% Reduce -5.7% 772 $261K
Atria Investments, Inc 0.00% Reduce -59.3% 752 $254K
Hennion & Walsh Asset Management, Inc. 0.01% New 750 $254K
Syntegra Private Wealth Group, LLC 0.02% New 750 $254K
&partners 0.00% Reduce -2.1% 739 $250K
Spire Wealth Management 0.01% Reduce -8.5% 733 $248K
Wealthquest Corp 0.02% New 730 $247K
Ibex Wealth Advisors 0.02% New 725 $245K
Finivi Inc. 0.12% Reduce -10.5% 715 $242K
Laird Norton Wetherby Trust Company, LLC 0.00% New 715 $242K
Baron Wealth Management LLC 0.06% New 711 $240K
Fred Alger Management, LLC 0.00% Reduce -40.6% 711 $240K
RFG - Bristol Wealth Advisors, LLC 0.06% New 710 $240K
QTR Family Wealth, LLC 0.08% New 708 $239K
Ellevest, Inc. 0.03% New 706 $239K
MBL Wealth, LLC 0.02% New 694 $235K
Caerus Investment Advisors, LLC 0.08% New 686 $232K
OneAscent Wealth Management LLC 0.07% New 676 $229K
Claret Asset Management Corp 0.02% Reduce -28.8% 675 $228K
Pinnacle Wealth Management Advisory Group, LLC 0.01% New 651 $220K
Monument Capital Management 0.04% New 649 $219K
Independent Financial Group, LLC 0.00% Reduce -15.3% 639 $216K
Whalen Wealth Management Inc. 0.10% New 633 $214K
OneAscent Family Office, LLC 0.11% New 631 $213K
Hudock, Inc. 0.03% New 625 $212K
Indivisible Partners 0.01% Reduce -23.0% 610 $206K
Eurizon Capital SGR S.p.A. 0.00% Add +4.8% 617 $206K
Prosperity Consulting Group, LLC 0.01% New 600 $203K
Mainsail Asset Management, LLC 0.08% New 596 $201K
UMB Bank, n.a. 0.00% Reduce -0.7% 591 $200K
Versant Capital Management, Inc 0.02% Add +5.4% 582 $197K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -22.1% 567 $192K
Keating Financial Advisory Services, Inc. 0.02% Reduce -13.9% 531 $180K
iA Global Asset Management Inc. 0.00% New 514 $174K
Essex Investment Management Co. LLC 0.02% No change 505 $171K
Parkside Financial Bank & Trust 0.01% Add +16.5% 501 $169K
Essential Partners LLC 0.08% Add +26.1% 488 $165K
Pinnacle Wealth Planning Services, Inc. 0.02% No change 478 $162K
Parallel Advisors, LLC 0.00% Add +9.7% 476 $161K
Skandinaviska Enskilda Banken AB (publ) 0.01% Reduce -53.0% 451 $153K
Huntington National Bank 0.00% Add +10.7% 444 $150K
Edmond DE Rothschild Holding S.A. 0.00% No change 438 $148K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -40.2% 370 $125K
First Horizon Corp. 0.00% Add +20.2% 309 $104K
Hills Bank & Trust Co 0.00% New 300 $101K
Harbor Investment Advisory, LLC 0.01% New 284 $96K
Ares Financial Consulting, LLC 0.07% No change 283 $96K
Quarry LP 0.01% New 243 $82K
Toth Financial Advisory Corp. 0.01% No change 204 $69K
Signaturefd, LLC 0.00% Add +137.0% 192 $65K
Los Angeles Capital Management LLC 0.00% No change 180 $61K
Smartleaf Asset Management LLC 0.00% No change 169 $56K
Silvant Capital Management LLC 0.00% New 160 $54K
Cullen/Frost Bankers, Inc. 0.00% New 150 $51K
Smithfield Trust Co 0.00% No change 135 $45K
V-Square Quantitative Management LLC 0.00% No change 133 $45K
True Wealth Design, LLC 0.01% Add +62.5% 130 $44K
MassMutual Private Wealth & Trust, FSB 0.00% No change 127 $43K
Anchor Investment Management, LLC 0.00% No change 125 $42K
Kilter Group LLC 0.01% Add +74.6% 117 $40K
Key Financial Inc 0.01% No change 115 $39K
Global Retirement Partners, LLC 0.00% — 110 $37K
TD Capital Management LLC 0.00% No change 103 $35K
Quantum Portfolio Management LLC 0.01% New 99 $33K
Lanark Financial, Inc. 0.00% Reduce -19.2% 97 $33K
NFSG Corp 0.00% No change 90 $30K
Covestor Ltd 0.02% Reduce -18.5% 88 $30K
Nomura Asset Management Co. Ltd. 0.00% Reduce -43.3% 85 $29K
Index Technologies Group LLC 0.02% New 84 $28K
Miller Capital Partners, Inc. 0.01% No change 83 $28K
SJS Investment Consulting Inc. 0.00% Add +31.6% 75 $25K
Wellington-Altus USA Inc. 0.02% No change 95 $25K
Harbor Capital Advisors, Inc. 0.00% New 74 $25K
Wealth Enhancement Trust Services, Inc. 0.00% New 71 $24K
Basecamp Wealth Advisors LLC 0.00% Add +6.3% 68 $23K
Bell Investment Advisors, Inc 0.00% No change 63 $21K
Contravisory Investment Management, Inc. 0.00% Reduce -81.5% 58 $20K
Quent Capital, LLC 0.00% Add +1.8% 58 $20K
CVA Family Office, LLC 0.00% Add +69.0% 49 $17K
IFG Advisory, LLC 0.00% New 47 $16K
Transamerica Financial Advisors, LLC 0.00% Add +9.5% 46 $16K
Synergy Investment Management, LLC 0.00% No change 45 $15K
Activest Wealth Management 0.00% No change 41 $14K
JFS Wealth Advisors, LLC 0.00% No change 40 $14K
Danske Bank A/S 0.00% No change 40 $14K
Private Wealth Management Group, LLC 0.00% No change 36 $12K
Farmers & Merchants Investments Inc. 0.00% Reduce -3.0% 32 $11K
IMA Advisory Services, Inc. 0.00% Add +55.0% 31 $10K
JPL Wealth Management, LLC 0.00% Add +7.4% 29 $10K
Dogwood Wealth Management LLC 0.00% Add +20.8% 29 $10K
Retirement Wealth Solutions LLC 0.01% No change 27 $9K
Bare Financial Services, Inc 0.00% Add +440.0% 27 $9K
Owl Creek Wealth Partners LLC 0.00% No change 26 $9K
Whittier Trust Co. of Nevada Inc. 0.00% No change 27 $9K
Fiduciary Financial Advisors 0.00% New 26 $8K
High Note Wealth, LLC 0.00% No change 24 $8K
Capital Analysts, LLC 0.00% No change 24 $8K
Manning & Napier Advisors LLC 0.00% New 23 $8K
Fortitude Family Office, LLC 0.00% Reduce -4.3% 22 $7K
LRI Investments, LLC 0.00% Reduce -4.3% 22 $7K
Optiver Holding B.V. 0.00% New 22 $7K
Bogart Wealth, LLC 0.00% Add +23.5% 21 $7K
Signature Equity Partners, LLC 0.00% Add +33.3% 20 $7K
Silver Grove Financial Group, Inc. 0.00% New 17 $6K
Highline Wealth Partners LLC 0.00% Reduce -10.5% 17 $6K
Rialto Wealth Management, LLC 0.00% Add +45.5% 16 $5K
Continuum Advisory, LLC 0.00% New 16 $5K
Rossby Financial, LCC 0.00% Add +25.0% 15 $5K
Brown Brothers Harriman & Co. 0.00% No change 15 $5K
Altshuler Shaham Ltd 0.00% Reduce -6.7% 14 $5K
Sachetta, LLC 0.00% No change 13 $4K
Cape Investment Advisory, Inc. 0.00% New 13 $4K
MidFirst Bank 0.00% No change 12 $4K
Physician Wealth Advisors, Inc. 0.00% Reduce -8.3% 11 $4K
Creative Capital Management Investments LLC 0.00% New 10 $3K
Montag A & Associates Inc. 0.00% Add +12.5% 9 $3K
DiNuzzo Private Wealth, Inc. 0.00% No change 9 $3K
N.E.W. Advisory Services LLC 0.00% No change 9 $3K
CoreCap Advisors, LLC 0.00% Reduce -55.0% 9 $3K
Westfuller Advisors, LLC 0.00% No change 8 $3K
HFM Investment Advisors, LLC 0.00% Add +166.7% 8 $3K
Cromwell Holdings LLC 0.00% No change 8 $3K
Aventura Private Wealth, LLC 0.00% No change 8 $3K
Bay Harbor Wealth Management, LLC 0.00% Add +33.3% 8 $3K
Harbour Investments, Inc. 0.00% No change 8 $3K
Wolff Wiese Magana LLC 0.00% No change 7 $2K
Salomon & Ludwin, LLC 0.00% No change 7 $2K
Creative Financial Designs Inc. 0.00% No change 6 $2K
SBI Securities Co., Ltd. 0.00% Add +500.0% 6 $2K
Avion Wealth 0.00% Add +300.0% 8 $2K
Larson Financial Group LLC 0.00% Add +0.0% 5 $2K
Park Place Capital Corp 0.00% No change 5 $2K
Stone House Investment Management, LLC 0.00% New 5 $2K
Hughes Financial Services, LLC 0.00% Add +400.0% 5 $2K
Cornerstone Planning Group LLC 0.00% No change 4 $1K
Manchester Capital Management LLC 0.00% Add +33.3% 4 $1K
Atlas Capital Advisors Inc. 0.00% No change 4 $1K
Cornerstone Financial Management LLC 0.00% No change 3 $1K
Navigoe, LLC 0.00% New 3 $1K
JNBA Financial Advisors 0.00% New 2 $677
SouthState Bank Corp 0.00% No change 2 $677
Financial Management Professionals, Inc. 0.00% No change 2 $676
PEAK6 LLC 0.00% Reduce -99.8% 2 $579
Abound Wealth Management 0.00% Reduce -93.3% 1 $379
TFC Financial Management, Inc. 0.00% No change 1 $339
Planning Strategies Inc. 0.00% — 1 $338
Rosenberg Matthew Hamilton 0.00% No change 1 $338
Motco 0.00% New 1 $338
Raffa Wealth Management, LLC 0.00% New 1 $338
DecisionPoint Financial, LLC 0.00% New 1 $333
Evolution Advisers, Inc. 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.