The Azek Co.AZEK

13F holders, Q2 2025 (June 30)
330holders −53
63new positions
113sold out
8famous investors
$54.45avg. 13F price*

At the end of Q2 2025, 330 institutions reported holding The Azek Co. Inc. (AZEK) in their 13F filings, down 53 from Q1 2025. 63 opened new positions and 113 sold out. The largest holders were Wellington Management Group LLP ($651.3M), FMR LLC ($475.9M) and JPMorgan Chase & Co. ($387.2M). 8 famous investors held it, including George Soros (0.6% of Soros Fund Management's portfolio), Jeremy Grantham (0.1% of GMO's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).

Company
The Azek Co. Inc.
CUSIP
05478C105
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 368Q1 2024Q2 2024: 380Q2 2024Q3 2024: 342Q3 2024Q4 2024: 342Q4 2024Q1 2025: 383Q1 2025Q2 2025: 330Q2 2025Q3 2025: 3Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions63$610.1M
Exits113$862.7M

All 13F filers, Q1 2025 → Q2 2025: 53,404,569 shares bought and 62,385,795 shares sold, net −8,981,226 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 330 holders

Wellington Management Group LLP 0.12% Add +0.6% 11,984,202 $651.3M
FMR LLC 0.03% Reduce -22.4% 8,755,641 $475.9M
JPMorgan Chase & Co. 0.03% Add +250.8% 7,123,586 $387.2M
HBK Investments L P 7.72% Add +299.7% 7,050,978 $382.5M
UBS Group AG 0.07% Add +276.6% 6,413,445 $348.6M
Davidson Kempner Capital Management LP 7.82% Add +11.9% 6,081,734 $330.5M
BlackRock, Inc. 0.01% Reduce -18.1% 5,978,682 $324.9M
Citigroup Inc. 0.17% Add +185.8% 4,408,300 $239.6M
Capital World Investors 0.03% No change 4,335,703 $235.6M
Morgan Stanley 0.01% Add +17.8% 4,073,804 $221.4M
Barclays PLC 0.07% Add +405.1% 3,283,216 $178.4M
Farallon Capital Management, L.L.C. 0.78% Add +175.6% 3,141,400 $170.7M
HRT Financial LP 0.68% New 2,834,659 $154.1M
Bank of America Corp. 0.01% Add +242.9% 2,722,274 $148.0M
Geode Capital Management, LLC 0.01% Add +0.3% 2,437,705 $133.8M
Dimensional Fund Advisors LP 0.03% Add +0.0% 2,420,489 $131.6M
State Street Corp. 0.00% Reduce -6.2% 2,276,072 $123.7M
Royal Bank of Canada 0.02% Add +3254.2% 2,178,085 $118.4M
Pentwater Capital Management LP 1.43% Add +34.0% 2,066,000 $112.3M
Alliancebernstein L.P. 0.04% Reduce -20.5% 2,058,644 $111.9M
KRYGER CAPITAL Ltd 19.75% Add +384.3% 1,967,510 $106.7M
Capstone Investment Advisors, LLC 1.07% Add +619.7% 1,900,000 $103.3M
Goldman Sachs Group Inc. 0.02% Add +266.1% 1,775,928 $96.5M
Jane Street Group, LLC 0.15% Add +859.1% 1,727,797 $93.9M
Glazer Capital, LLC 3.84% Add +71.8% 1,706,849 $92.6M
Magnetar Financial LLC 0.41% Add +108.0% 1,479,488 $80.4M
Millennium Management 0.07% Reduce -34.9% 1,316,102 $71.5M
Westchester Capital Management, LLC 4.15% Add +55.8% 1,304,619 $70.9M
Arrowstreet Capital, Limited Partnership 0.05% Add +32.6% 1,220,985 $66.4M
Quantessence Capital LLC 18.73% New 1,170,131 $63.6M
Balyasny Asset Management L.P. 0.14% Reduce -49.3% 1,096,090 $59.6M
Whitebox Advisors LLC 4.20% Add +48.0% 1,073,501 $58.3M
First Trust Capital Management L.P. 3.79% New 1,032,102 $56.1M
Polar Asset Management Partners Inc. 1.80% Add +566.5% 988,835 $53.7M
Charles Schwab Investment Management Inc. 0.01% Reduce -19.2% 935,056 $50.8M
Stephens Investment Management Group LLC 0.66% Reduce -0.2% 921,166 $50.1M
TIG Advisors, LLC 2.70% Add +737.8% 909,013 $49.4M
T. Rowe Price Associates Inc. 0.01% Reduce -46.5% 899,426 $48.9M
Alpine Associates Management Inc. 2.48% Add +24.2% 849,220 $46.2M
Man Group plc 0.09% Add +182.1% 776,748 $42.2M
TimesSquare Capital Management, LLC 0.59% Reduce -6.8% 747,116 $40.6M
GMO 0.12% Add +41.0% 745,471 $40.5M
Northern Trust Corp. 0.01% Reduce -28.5% 716,844 $39.0M
Aristotle Capital Boston, LLC 1.97% Reduce -8.5% 711,596 $38.7M
Bank of Nova Scotia 0.08% New 710,300 $38.6M
Summit Securities Group LLC 13.69% New 703,976 $38.3M
LMR Partners LLP 0.82% Add +91.5% 664,610 $36.1M
Bank of Montreal 0.02% Add +4361.7% 644,539 $35.0M
Taconic Capital Advisors LP 4.01% New 638,869 $34.7M
Squarepoint Ops LLC 0.07% Add +240.3% 586,894 $31.9M
Capital Research Global Investors 0.01% Reduce -78.8% 583,963 $31.7M
Picton Mahoney Asset Management 0.45% New 582,100 $31.6M
Gradient Investments LLC 0.49% Reduce -0.8% 496,802 $27.0M
WCM Investment Management, LLC 0.06% Reduce -1.1% 486,715 $26.7M
ING Groep NV 0.16% New 481,600 $26.2M
Corient Private Wealth LP 0.03% Reduce -11.6% 464,026 $25.2M
Bessemer Group Inc. 0.04% Add +4.7% 444,385 $24.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -80.1% 437,490 $23.8M
Verition Fund Management LLC 0.14% Add +55.4% 430,904 $23.4M
ASR Vermogensbeheer N.V. 0.29% Reduce -9.0% 413,917 $22.5M
Massachusetts Financial Services Co. 0.01% Reduce -92.7% 409,146 $22.2M
Bank of New York Mellon Corp 0.00% Reduce -40.8% 387,982 $21.1M
Soros Fund Management 0.56% Add +107.5% 383,866 $20.9M
Alberta Investment Management Corp 0.17% Add +162.7% 374,399 $20.3M
Adage Capital Partners Gp, L.L.C. 0.03% Reduce -65.6% 372,994 $20.3M
Federated Hermes, Inc. 0.03% Reduce 0.0% 340,000 $18.5M
Vanguard Group Inc. 0.00% Reduce -97.6% 320,215 $17.4M
Quantinno Capital Management LP 0.07% Add +1.9% 315,565 $17.2M
Masterton Capital Management, LP 9.90% Add +113.5% 57,800 $16.4M
Nuveen, LLC 0.00% Reduce -51.5% 284,401 $15.5M
Public Sector Pension Investment Board 0.07% New 282,200 $15.3M
Swiss National Bank 0.01% Reduce -1.1% 274,950 $14.9M
Susquehanna Portfolio Strategies, LLC 0.31% New 264,756 $14.4M
Susquehanna International Group, LLP 0.02% Reduce -40.8% 260,856 $14.2M
Sei Investments Co. 0.02% Reduce -19.4% 257,983 $14.0M
Tudor Investment Corporation 0.10% New 250,000 $13.6M
Toronto Dominion Bank 0.03% New 250,000 $13.6M
Segall Bryant & Hamill, LLC 0.19% Reduce -65.1% 249,208 $13.5M
Calamos Advisors LLC 0.08% Add +39.5% 247,910 $13.5M
BNP Paribas Financial Markets 0.01% Reduce -33.8% 227,951 $12.4M
Canada Pension Plan Investment Board 0.01% New 227,600 $12.4M
Deutsche Bank AG 0.00% Reduce -20.2% 222,674 $12.1M
AQR Capital Management 0.01% Add +5.0% 219,450 $11.9M
Ovata Capital Management Ltd 2.37% New 201,908 $11.0M
California Public Employees Retirement System 0.01% Reduce -19.4% 180,608 $9.8M
ExodusPoint Capital Management, LP 0.11% Reduce -43.0% 169,540 $9.2M
Rhumbline Advisers 0.01% Reduce -1.0% 168,539 $9.2M
Walleye Capital LLC 0.09% Reduce -39.9% 155,451 $8.4M
AXA S.A. 0.02% Reduce -60.9% 154,596 $8.4M
Voloridge Investment Management, LLC 0.03% New 152,781 $8.3M
Nexpoint Asset Management, L.P. 0.79% New 150,500 $8.2M
Ieq Capital, LLC 0.05% Add +10.5% 139,718 $7.6M
Lighthouse Investment Partners, LLC 0.33% Add +108.3% 138,486 $7.5M
P Schoenfeld Asset Management LP 2.39% Add +204.4% 137,000 $7.4M
CSS LLC 1.33% New 131,073 $7.1M
Brown Advisory Inc. 0.01% Reduce -1.3% 121,438 $6.6M
MY.Alpha Management HK Advisors Ltd 4.85% New 120,188 $6.5M
Rockefeller Capital Management L.P. 0.01% Reduce -84.6% 116,453 $6.3M
GABELLI & Co INVESTMENT ADVISERS, INC. 0.94% Add +24.5% 112,604 $6.1M
DeepCurrents Investment Group LLC 6.75% New 110,375 $6.0M
Murchinson Ltd. 3.08% New 100,000 $5.4M
Yakira Capital Management, Inc. 1.89% New 94,049 $5.1M
Bluefin Capital Management, LLC 3.88% New 90,000 $4.9M
New York State Common Retirement Fund 0.01% Reduce -22.6% 86,551 $4.7M
Invesco Ltd. 0.00% Reduce -95.0% 86,151 $4.7M
Ameriprise Financial Inc. 0.00% Add +13.9% 84,070 $4.6M
Wolverine Asset Management LLC 0.32% New 80,607 $4.4M
Caxton Associates LLP 0.11% New 76,599 $4.2M
Graham Capital Management, L.P. 0.13% New 76,500 $4.2M
State Board of Administration of Florida Retirement System 0.01% Add +0.1% 76,406 $4.2M
Schonfeld Strategic Advisors LLC 0.03% Add +16.3% 72,436 $3.9M
AQR Arbitrage LLC 0.15% No change 72,300 $3.9M
Skandinaviska Enskilda Banken AB (publ) 0.02% Add +600.0% 70,000 $3.8M
Tower Research Capital LLC (TRC) 0.10% Add +1061.1% 68,561 $3.7M
American Century Companies Inc. 0.00% Reduce -81.1% 68,044 $3.7M
Treasurer of the State of North Carolina 0.01% Add +2.1% 66,043 $3.6M
Pathstone Holdings, LLC 0.01% Reduce -19.0% 65,832 $3.6M
D. E. Shaw & Co. 0.00% Reduce -23.9% 62,152 $3.4M
Confluence Investment Management LLC 0.05% Reduce -60.2% 60,424 $3.3M
Lazard Asset Management LLC 0.01% Reduce -83.8% 60,263 $3.3M
SG Americas Securities, LLC 0.01% Reduce -11.9% 60,000 $3.3M
Vazirani Asset Management LLC 12.16% New 58,490 $3.2M
Police & Firemen's Retirement System of New Jersey 0.03% Add +5.1% 53,711 $2.9M
Prelude Capital Management, LLC 0.27% Add +35.0% 50,983 $2.8M
Rafferty Asset Management, LLC 0.01% Add +21.0% 50,675 $2.8M
Mattson Financial Services, LLC 0.74% Reduce -1.3% 50,333 $2.7M
Vestcor Inc 0.08% No change 50,000 $2.7M
Greenland Capital Management LP 0.35% New 47,985 $2.6M
State of New Jersey Common Pension Fund D 0.01% No change 47,980 $2.6M
Public Employees Retirement System of Ohio 0.01% Reduce -64.7% 47,222 $2.6M
Sit Investment Associates Inc. 0.05% No change 45,800 $2.5M
Voya Investment Management LLC 0.00% Reduce -93.8% 44,885 $2.4M
Arizona State Retirement System 0.01% Add +1.9% 41,981 $2.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -44.6% 40,806 $2.2M
Oak Ridge Investments LLC 0.16% Reduce -4.0% 40,620 $2.2M
Teacher Retirement System of Texas 0.01% Add +0.3% 38,786 $2.1M
Handelsbanken Fonder AB 0.01% Reduce -5.8% 37,600 $2.0M
Carlson Capital, L.P. 1.14% New 37,000 $2.0M
Investment House LLC 0.10% Reduce -6.9% 36,530 $2.0M
Olympiad Research LP 3.19% New 35,998 $2.0M
Bayesian Capital Management, LP 0.30% New 35,200 $1.9M
Janus Henderson Group PLC 0.00% Reduce -45.8% 34,600 $1.9M
Manufacturers Life Insurance Company, The 0.00% Reduce -94.1% 31,210 $1.7M
Envestnet Asset Management Inc. 0.00% Reduce -81.5% 29,926 $1.6M
OP Asset Management Ltd 0.02% Reduce -40.4% 28,393 $1.5M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -14.3% 28,143 $1.5M
Point72 (DIFC) Ltd 0.12% New 27,562 $1.5M
Boothbay Fund Management, LLC 0.05% Reduce -78.8% 27,500 $1.5M
Brown Financial Advisors 0.58% Reduce -7.5% 27,352 $1.5M
Jump Financial, LLC 0.02% Add +473.9% 25,707 $1.4M
Mairs & Power Inc. 0.01% Reduce -90.5% 23,927 $1.3M
Federation des caisses Desjardins du Quebec 0.01% Add +43.1% 23,869 $1.3M
XTX Topco Ltd 0.05% New 22,406 $1.2M
Mariner, LLC 0.00% Add +6.9% 20,860 $1.1M
SIH Partners, LLLP 0.10% New 20,357 $1.1M
HSBC Holdings PLC 0.00% Add +19.3% 20,159 $1.1M
Creative Planning 0.00% Add +10.9% 19,886 $1.1M
Gabelli Funds LLC 0.01% Reduce -76.9% 19,675 $1.1M
Captrust Financial Advisors 0.00% Add +12.0% 19,053 $1.0M
Legal & General Group Plc 0.00% Reduce -88.3% 18,929 $1.0M
Integrated Wealth Concepts LLC 0.01% Add +139.6% 18,724 $1.0M
Mizuho Securities USA LLC 0.02% — 17,358 $943K
Equitable Trust Co. 0.05% Add +59.3% 16,912 $919K
Citadel Advisors 0.00% Reduce -66.8% 16,890 $918K
Blackstone Inc. 0.00% No change 16,498 $897K
CW Advisors, LLC 0.01% Reduce -85.7% 16,473 $895K
GTS Securities LLC 0.04% New 16,395 $891K
Xponance LLC 0.01% Reduce -4.7% 16,276 $885K
Valmark Advisers, Inc. 0.01% Reduce -0.8% 16,147 $878K
Paladin Wealth, LLC 0.67% Add +1.6% 15,827 $860K
Engineers Gate Manager LP 0.01% New 15,675 $852K
MAI Capital Management 0.01% Reduce -16.4% 14,890 $809K
Synovus Financial Corp. 0.01% Add +2.4% 14,399 $783K
Diametric Capital, LP 0.42% Add +10.4% 14,379 $781K
Public Employees Retirement Association of Colorado 0.00% No change 13,697 $744K
Virtu Financial LLC 0.04% New 13,648 $742K
Osaic Holdings, Inc. 0.00% Reduce -7.8% 13,646 $741K
Cwm, LLC 0.00% Add +2.2% 12,183 $662K
Franklin Resources Inc. 0.00% No change 11,310 $615K
Vanguard Personalized Indexing Management, LLC 0.01% Add +9.0% 11,091 $603K
Stifel Financial Corp. 0.00% Reduce -27.8% 10,795 $587K
Cerity Partners LLC 0.00% Add +14.3% 10,703 $582K
Natixis Advisors, LLC 0.00% Reduce -80.9% 10,467 $569K
Centiva Capital, LP 0.04% Reduce -79.8% 10,373 $564K
Guggenheim Capital LLC 0.00% New 10,075 $548K
Norges Bank 0.00% Reduce -99.7% 9,945 $541K
Amalgamated Bank 0.00% Add +3.9% 9,516 $517K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -73.9% 9,198 $500K
Green Alpha Advisors, LLC 0.47% Reduce -7.7% 8,972 $488K
California State Teachers Retirement System 0.00% Reduce -93.3% 8,917 $485K
Summit Trail Advisors, LLC 0.01% Add +6.3% 8,742 $475K
Commonwealth Equity Services, LLC 0.00% Reduce -8.3% 8,698 $473K
Prudential Financial Inc. 0.00% Reduce -77.6% 9,390 $465K
Macquarie Group Ltd. 0.00% Reduce -84.8% 8,156 $443K
Brown, Lisle/Cummings, Inc. 0.12% No change 8,150 $443K
Flagship Harbor Advisors, LLC 0.02% Reduce -4.4% 7,853 $427K
AlphaQuest LLC 0.04% Add +40952.6% 7,800 $424K
Wells Fargo & Company 0.00% Reduce -88.5% 7,644 $415K
Utah Retirement Systems 0.00% No change 7,600 $413K
Russell Investments Group, Ltd. 0.00% Reduce -92.0% 7,497 $407K
Cantor Fitzgerald, L. P. 0.01% Reduce -85.5% 7,246 $394K
Algert Global LLC 0.01% Reduce -86.8% 6,970 $379K
Vident Advisory, LLC 0.00% Add +32.8% 6,952 $378K
O'shaughnessy Asset Management, LLC 0.00% New 6,871 $373K
Thompson Investment Management, Inc. 0.05% Reduce -12.2% 6,815 $370K
Principal Financial Group Inc. 0.00% Reduce -24.3% 6,766 $368K
Maryland State Retirement & Pension System 0.01% No change 6,709 $365K
Point72 Asset Management 0.00% Reduce -98.5% 6,489 $353K
MetLife Investment Management, LLC 0.00% Reduce -5.8% 6,457 $351K
Kera Capital Partners, Inc. 0.07% Add +12.2% 6,364 $346K
Inscription Capital, LLC 0.05% New 6,341 $345K
Hunting Hill Global Capital, LLC 0.19% New 6,313 $343K
Corton Capital Inc. 0.39% New 6,139 $334K
Credit Industriel Et Commercial 0.07% New 6,131 $333K
ProShare Advisors LLC 0.00% No change 6,091 $331K
Quadrant Capital Group LLC 0.01% Add +1.9% 5,964 $324K
Forum Financial Management, LP 0.00% Add +16.2% 5,963 $324K
LPL Financial LLC 0.00% Reduce -85.4% 5,955 $324K
Yarbrough Capital, LLC 0.01% No change 5,875 $319K
First Trust Advisors LP 0.00% Reduce -98.0% 5,707 $310K
Winthrop Advisory Group LLC 0.03% No change 5,500 $299K
Pallas Capital Advisors LLC 0.01% Add +1.6% 5,422 $295K
First Eagle Investment Management, LLC 0.00% Reduce -90.9% 5,328 $290K
Versant Capital Management, Inc 0.04% Add +25.1% 5,240 $285K
M&T Bank Corp 0.00% Reduce -53.8% 5,125 $278K
Breakwater Capital Group 0.04% Reduce -3.2% 4,870 $265K
Bridgefront Capital, LLC 0.07% New 4,844 $263K
Machina Capital S.A.S. 0.05% New 4,624 $251K
CIBC Asset Management Inc 0.00% No change 4,580 $249K
Polymer Capital Management (US) LLC 0.04% New 4,341 $236K
AlTi Global, Inc. 0.01% New 4,310 $234K
Congress Asset Management Co. 0.00% Reduce -99.0% 4,123 $224K
Ethic Inc. 0.00% Reduce -25.3% 4,084 $224K
Peapack Gladstone Financial Corp. 0.00% New 4,092 $222K
Blueshift Asset Management, LLC 0.07% New 3,978 $216K
Focus Partners Wealth 0.00% New 3,930 $214K
United Capital Financial Advisors, LLC 0.00% New 3,927 $213K
Syon Capital LLC 0.01% New 3,836 $208K
KBC Group NV 0.00% Reduce -40.9% 3,751 $204K
Steward Partners Investment Advisory, LLC 0.00% Reduce -1.3% 3,625 $197K
PNC Financial Services Group, Inc. 0.00% Reduce -38.7% 3,567 $194K
Sterling Capital Management LLC 0.00% Add +32.8% 3,546 $193K
US Bancorp \de 0.00% Reduce -72.0% 2,192 $119K
Raymond James Financial Inc. 0.00% Reduce -99.4% 2,145 $117K
Fuller & Thaler Asset Management, Inc. 0.00% Reduce -99.8% 1,994 $108K
1620 Investment Advisors, Inc. 0.08% Reduce -2.5% 1,993 $108K
Signaturefd, LLC 0.00% Reduce -7.6% 1,835 $100K
Nomura Asset Management Co. Ltd. 0.00% Reduce -3.3% 1,717 $93K
UMB Bank, n.a. 0.00% Reduce -45.1% 1,333 $72K
Arax Advisory Partners 0.00% Reduce -11.1% 1,146 $62K
Covestor Ltd 0.04% Reduce -40.6% 1,113 $61K
GAMMA Investing LLC 0.00% Add +10.8% 1,076 $58K
Danske Bank A/S 0.00% Reduce -97.8% 1,000 $54K
Comerica Bank 0.00% Reduce -96.8% 935 $51K
Avalon Trust Co 0.00% No change 800 $43K
Brooklyn Investment Group 0.01% Add +44.7% 706 $38K
Parallel Advisors, LLC 0.00% Add +2.6% 701 $38K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 687 $37K
Simplex Trading, LLC 0.00% New 679 $36K
CIBC Private Wealth Group LLC 0.00% Reduce -77.8% 631 $34K
Lanark Financial, Inc. 0.00% No change 603 $32K
Principal Securities, Inc. 0.00% Reduce -61.5% 573 $31K
V-Square Quantitative Management LLC 0.00% New 527 $29K
Ramirez Asset Management, Inc. 0.00% No change 500 $27K
EverSource Wealth Advisors, LLC 0.00% Add +11.4% 490 $27K
AdvisorShares Investments LLC 0.00% New 483 $26K
Allworth Financial LP 0.00% Add +15.7% 456 $25K
Point72 Asia (Singapore) Pte. Ltd. 0.00% Reduce -99.5% 435 $24K
Hantz Financial Services, Inc. 0.00% Reduce -98.5% 401 $22K
True Wealth Design, LLC 0.01% Add +109.0% 395 $21K
Assetmark, Inc. 0.00% Add +24.8% 362 $20K
Victory Capital Management Inc. 0.00% Reduce -99.9% 342 $19K
Farther Finance Advisors, LLC 0.00% Reduce -82.8% 335 $18K
MassMutual Private Wealth & Trust, FSB 0.00% Add +19.3% 328 $18K
Bartlett & Co. Wealth Management LLC 0.00% No change 320 $17K
Geneos Wealth Management Inc. 0.00% No change 314 $17K
Essential Partners LLC 0.01% — 298 $16K
Northwestern Mutual Wealth Management Co. 0.00% Add +56.6% 271 $15K
CI Investments Inc. 0.00% Reduce -7.1% 235 $13K
Jones Financial Companies LLLP 0.00% Add +14.3% 232 $13K
SBI Securities Co., Ltd. 0.00% Reduce -33.0% 221 $12K
Principia Wealth Advisory, LLC 0.01% No change 214 $12K
Capital Advisors, Ltd. LLC 0.00% No change 192 $10K
CVA Family Office, LLC 0.00% Reduce -5.3% 177 $10K
Pandora Wealth, Inc. 0.01% No change 174 $9K
Larson Financial Group LLC 0.00% New 155 $8K
NewEdge Advisors, LLC 0.00% No change 147 $8K
Capital Analysts, LLC 0.00% No change 88 $5K
Hemington Wealth Management 0.00% No change 86 $4K
Highline Wealth Partners LLC 0.00% No change 71 $4K
ORG Partners LLC 0.00% New 67 $4K
Fifth Third Bancorp 0.00% Reduce -99.1% 66 $4K
JFS Wealth Advisors, LLC 0.00% No change 64 $3K
Huntington National Bank 0.00% Reduce -61.0% 64 $3K
Parkside Financial Bank & Trust 0.00% Reduce -85.0% 46 $3K
Smartleaf Asset Management LLC 0.00% Reduce -98.5% 44 $2K
Elevation Point Wealth Partners, LLC 0.00% New 44 $2K
Global Retirement Partners, LLC 0.00% — 41 $2K
Bogart Wealth, LLC 0.00% No change 40 $2K
SouthState Bank Corp 0.00% No change 35 $2K
Sachetta, LLC 0.00% No change 32 $2K
Kilter Group LLC 0.00% New 29 $2K
CGC Financial Services, LLC 0.00% No change 25 $1K
Private Wealth Management Group, LLC 0.00% No change 24 $1K
Bell Investment Advisors, Inc 0.00% No change 23 $1K
Physician Wealth Advisors, Inc. 0.00% New 21 $1K
Creative Financial Designs Inc. 0.00% Reduce -30.0% 21 $1K
Montag A & Associates Inc. 0.00% No change 21 $1K
Binnacle Investments Inc 0.00% No change 19 $1K
DiNuzzo Private Wealth, Inc. 0.00% No change 19 $1K
Clearstead Advisors, LLC 0.00% Reduce -94.5% 19 $1K
Avion Wealth 0.00% Reduce -18.5% 22 $1K
Cromwell Holdings LLC 0.00% New 16 $870
Whipplewood Advisors, LLC 0.00% Add +75.0% 14 $761
WPG Advisers, LLC 0.00% Reduce -92.7% 12 $652
SJS Investment Consulting Inc. 0.00% Reduce -31.3% 11 $598
Rise Advisors, LLC 0.00% New 10 $544
Clearstead Trust, LLC 0.00% New 7 $381
American Capital Advisory, LLC 0.00% No change 6 $327
Quaker Wealth Management, LLC 0.00% — 6 $327
CoreCap Advisors, LLC 0.00% Reduce -78.6% 6 $326
Rothschild Investment LLC 0.00% No change 5 $272
Parkworth Wealth Management, Inc. 0.00% No change 3 $163
Private Wealth Asset Management, LLC 0.00% No change 3 $163
Blue Trust, Inc. 0.00% Reduce -99.0% 2 $129
AdvisorNet Financial, Inc 0.00% Reduce -99.2% 2 $109
MV Capital Management, Inc. 0.00% New 2 $109
HFM Investment Advisors, LLC 0.00% No change 2 $109
Bay Harbor Wealth Management, LLC 0.00% No change 2 $108
Activest Wealth Management 0.00% Add +0.0% 1 $54

"% of holder's portfolio" is AZEK's weight in each manager's 13F, not the share of The Azek Co. Inc. the manager owns.