Filing Research | AAON - AAON INC Institutional Holdings

Snapshot holdings

50 / 81 loaded

#		Instrument	quantity
1	WASATCH ADVISORS LP	Shares	2.3MSH	$296.7M
2	Conestoga Capital Advisors, LLC	Shares	1.0MSH	$128.9M
3	RIVERBRIDGE PARTNERS LLC	Shares	208.6KSH	$26.5M
4	JACOBSON & SCHMITT ADVISORS, LLC	Shares	155.3KSH	$19.7M
5	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	Shares	150.1KSH	$19.0M
6	Allied Investment Advisors, LLC	Shares	149.8KSH	$19.0M
7	Swedbank AB	Shares	123.0KSH	$15.6M
8	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	121.5KSH	$15.4M
9	CHATHAM CAPITAL GROUP, INC.	Shares	56.4KSH	$7.2M
10	CAPITAL ADVISORS INC/OK	Shares	36.4KSH	$4.6M
11	Police & Firemen's Retirement System of New Jersey	Shares	31.4KSH	$4.0M
12	CAMPBELL NEWMAN ASSET MANAGEMENT INC	Shares	22.2KSH	$2.8M
13	Louisiana State Employees Retirement System	Shares	19.9KSH	$2.5M
14	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	19.0KSH	$2.4M
15	Olistico Wealth, LLC	Shares	17.9KSH	$2.3M
16	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	16.3KSH	$2.1M
17	Diversified Trust Co	Shares	11.6KSH	$1.5M
18	Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna	Shares	10.5KSH	$1.3M
19	Tributary Capital Management, LLC	Shares	9.4KSH	$1.2M
20	CHICAGO TRUST Co NA	Shares	9.0KSH	$1.1M
21	Y-Intercept (Hong Kong) Ltd	Shares	8.2KSH	$1.0M
22	Oak Thistle LLC	Shares	7.7KSH	$973.9K
23	Cadent Capital Advisors, LLC	Shares	7.6KSH	$963.2K
24	SUMMITRY LLC	Shares	6.8KSH	$860.5K
25	Crossmark Global Holdings, Inc.	Shares	5.7KSH	$719.3K
26	First National Advisers, LLC	Shares	4.5KSH	$572.3K
27	SECURIAN ASSET MANAGEMENT, INC	Shares	5.0KSH	$561.2K
28	SBI Okasan Asset Management Co.Ltd.	Shares	4.0KSH	$502.8K
29	INDEPENDENT FINANCIAL GROUP, LLC	Shares	3.9KSH	$492.9K
30	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	3.8KSH	$486.6K
31	OAK RIDGE INVESTMENTS LLC	Shares	3.7KSH	$467.7K
32	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	4.0KSH	$456.0K
33	Legacy Wealth Asset Management, LLC	Shares	3.4KSH	$431.3K
34	SeaCrest Wealth Management, LLC	Shares	3.1KSH	$387.6K
35	Vawter Financial, Ltd.	Shares	2.7KSH	$343.8K
36	Sequoia Financial Advisors, LLC	Shares	2.4KSH	$302.5K
37	TRUST CO OF OKLAHOMA	Shares	2.2KSH	$280.2K
38	GAMMA Investing LLC	Shares	2.1KSH	$262.6K
39	PFW Advisors LLC	Shares	1.9KSH	$244.1K
40	Gibraltar Capital Management, Inc.	Shares	1.9KSH	$239.5K
41	BRIGHTON SECURITIES CORP.	Shares	1.9KSH	$239.5K
42	Abel Hall, LLC	Shares	1.9KSH	$236.5K
43	Merit Financial Group, LLC	Shares	1.7KSH	$209.4K
44	RiverPark Advisors, LLC	Shares	1.4KSH	$178.6K
45	Hilltop National Bank	Shares	1.3KSH	$169.0K
46	TRUST CO OF TOLEDO NA /OH/	Shares	1.2KSH	$156.0K
47	Acropolis Investment Management, LLC	Shares	1.1KSH	$139.5K
48	Curated Wealth Partners LLC	Shares	30.2KSH	$127.4K
49	Farther Finance Advisors, LLC	Shares	843SH	$107.0K
50	Pekao Towarzystwo Funduszy Inwestycyjnych S.A.	Shares	822SH	$104.3K

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Manager changes2026-06-30 vs 2026-03-31

50 / 86 loaded

#		Instrument
1	WASATCH ADVISORS LP added	Shares	+70.4K	+$109.0M	$296.7M
2	Conestoga Capital Advisors, LLC trimmed	Shares	-254.4K	+$23.8M	$128.9M
3	JACOBSON & SCHMITT ADVISORS, LLC trimmed	Shares	-682	+$6.8M	$19.7M
4	Allied Investment Advisors, LLC trimmed	Shares	-10.3K	+$5.8M	$19.0M
5	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC trimmed	Shares	-15.9K	+$5.3M	$19.0M
6	PEREGRINE CAPITAL MANAGEMENT LLC trimmed	Shares	-2.3K	+$5.2M	$15.4M
7	CHATHAM CAPITAL GROUP, INC. trimmed	Shares	-7.5K	+$1.9M	$7.2M
8	CAPITAL ADVISORS INC/OK added	Shares	+400	+$1.6M	$4.6M
9	Police & Firemen's Retirement System of New Jersey added	Shares	+2.1K	+$1.6M	$4.0M
10	RIVERBRIDGE PARTNERS LLC trimmed	Shares	-93.8K	+$1.4M	$26.5M
11	CAMPBELL NEWMAN ASSET MANAGEMENT INC added	Shares	+979	+$1.1M	$2.8M
12	Y-Intercept (Hong Kong) Ltd new	Shares	+8.2K	+$1.0M	$1.0M
13	Oak Thistle LLC new	Shares	+7.7K	+$973.9K	$973.9K
14	Louisiana State Employees Retirement System added	Shares	+300	+$902.6K	$2.5M
15	Olistico Wealth, LLC unchanged	Shares	0	+$789.7K	$2.3M
16	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-1.0K	+$751.4K	$2.4M
17	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-679	+$661.7K	$2.1M
18	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+3.9K	+$492.9K	$492.9K
19	Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna unchanged	Shares	0	+$463.2K	$1.3M
20	CHICAGO TRUST Co NA unchanged	Shares	0	+$396.8K	$1.1M
21	SeaCrest Wealth Management, LLC new	Shares	+3.1K	+$387.6K	$387.6K
22	Tributary Capital Management, LLC trimmed	Shares	-379	+$383.4K	$1.2M
23	Crossmark Global Holdings, Inc. added	Shares	+1.5K	+$375.9K	$719.3K
24	SBI Okasan Asset Management Co.Ltd. added	Shares	+2.0K	+$346.4K	$502.8K
25	Cadent Capital Advisors, LLC unchanged	Shares	0	+$334.9K	$963.2K
26	TRUST CO OF OKLAHOMA new	Shares	+2.2K	+$280.2K	$280.2K
27	PFW Advisors LLC new	Shares	+1.9K	+$244.1K	$244.1K
28	Gibraltar Capital Management, Inc. new	Shares	+1.9K	+$239.5K	$239.5K
29	BRIGHTON SECURITIES CORP. new	Shares	+1.9K	+$239.5K	$239.5K
30	Abel Hall, LLC new	Shares	+1.9K	+$236.5K	$236.5K
31	SUMMITRY LLC trimmed	Shares	-1.0K	+$212.6K	$860.5K
32	Merit Financial Group, LLC new	Shares	+1.7K	+$209.4K	$209.4K
33	GAMMA Investing LLC added	Shares	+796	+$157.2K	$262.6K
34	SECURIAN ASSET MANAGEMENT, INC added	Shares	+112	+$153.7K	$561.2K
35	First National Advisers, LLC trimmed	Shares	-748	+$137.1K	$572.3K
36	Legacy Wealth Asset Management, LLC trimmed	Shares	-156	+$137.1K	$431.3K
37	OAK RIDGE INVESTMENTS LLC trimmed	Shares	-338	+$134.7K	$467.7K
38	Curated Wealth Partners LLC new	Shares	+30.2K	+$127.4K	$127.4K
39	Vawter Financial, Ltd. unchanged	Shares	0	+$119.5K	$343.8K
40	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-239	+$111.6K	$456.0K
41	Sequoia Financial Advisors, LLC trimmed	Shares	-100	+$96.9K	$302.5K
42	Farther Finance Advisors, LLC added	Shares	+527	+$80.5K	$107.0K
43	RiverPark Advisors, LLC added	Shares	+57	+$66.8K	$178.6K
44	Hilltop National Bank unchanged	Shares	0	+$58.8K	$169.0K
45	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	+$54.3K	$156.0K
46	SIGNATUREFD, LLC added	Shares	+24	+$19.5K	$50.4K
47	Acropolis Investment Management, LLC trimmed	Shares	-418	+$13.9K	$139.5K
48	MassMutual Private Wealth & Trust, FSB added	Shares	+16	+$9.8K	$24.4K
49	FIRST HORIZON CORP unchanged	Shares	0	+$7.5K	$21.6K
50	HM PAYSON & CO unchanged	Shares	0	+$4.4K	$12.7K

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