Filing Research | AIT - APPLIED INDUSTRIAL TECH INC Institutional Holdings

Snapshot holdings

50 / 119 loaded

#		Instrument	quantity
1	Boston Trust Walden Corp	Shares	427.3KSH	$144.5M
2	GRACE & WHITE INC /NY	Shares	139.2KSH	$47.1M
3	Assenagon Asset Management S.A.	Shares	70.1KSH	$23.7M
4	Tema ETFs LLC	Shares	53.0KSH	$17.9M
5	Liberty Capital Management, Inc.	Shares	34.7KSH	$11.7M
6	Vest Financial, LLC	Shares	26.3KSH	$8.9M
7	ROMANO BROTHERS AND COMPANY	Shares	24.1KSH	$8.1M
8	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	19.9KSH	$6.7M
9	Police & Firemen's Retirement System of New Jersey	Shares	16.6KSH	$5.6M
10	OAK RIDGE INVESTMENTS LLC	Shares	14.8KSH	$5.0M
11	Blue Trust, Inc.	Shares	14.3KSH	$4.8M
12	Ausbil Investment Management Ltd	Shares	12.7KSH	$4.2M
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	13.8KSH	$4.1M
14	EQUITABLE TRUST CO	Shares	11.2KSH	$3.8M
15	Louisiana State Employees Retirement System	Shares	10.8KSH	$3.7M
16	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	10.6KSH	$3.6M
17	GUYASUTA INVESTMENT ADVISORS INC	Shares	10.2KSH	$3.4M
18	Linden Thomas Advisory Services, LLC	Shares	9.9KSH	$3.3M
19	JOHNSON INVESTMENT COUNSEL INC	Shares	9.8KSH	$3.3M
20	Oliver Luxxe Assets LLC	Shares	9.7KSH	$3.3M
21	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	8.8KSH	$3.0M
22	QRG CAPITAL MANAGEMENT, INC.	Shares	7.2KSH	$2.4M
23	Oak Thistle LLC	Shares	6.7KSH	$2.3M
24	Diversified Trust Co	Shares	6.1KSH	$2.1M
25	Crossmark Global Holdings, Inc.	Shares	5.7KSH	$1.9M
26	SHEETS SMITH WEALTH MANAGEMENT	Shares	5.5KSH	$1.8M
27	GATEWAY INVESTMENT ADVISERS LLC	Shares	4.6KSH	$1.5M
28	Ifrah Financial Services, Inc.	Shares	4.5KSH	$1.5M
29	Sivia Capital Partners, LLC	Shares	3.8KSH	$1.3M
30	JAMES INVESTMENT RESEARCH, INC.	Shares	3.7KSH	$1.2M
31	Merit Financial Group, LLC	Shares	3.5KSH	$1.2M
32	Sequoia Financial Advisors, LLC	Shares	3.5KSH	$1.2M
33	Robeco Institutional Asset Management B.V.	Shares	3.4KSH	$1.1M
34	Base Wealth Management LLC	Shares	3.3KSH	$1.1M
35	BURNEY CO/	Shares	3.1KSH	$1.0M
36	EverSource Wealth Advisors, LLC	Shares	2.9KSH	$996.3K
37	SECURIAN ASSET MANAGEMENT, INC	Shares	2.7KSH	$917.1K
38	Procyon Advisors, LLC	Shares	2.6KSH	$882.6K
39	Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna	Shares	2.5KSH	$835.2K
40	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	2.4KSH	$822.4K
41	Legacy Wealth Asset Management, LLC	Shares	2.1KSH	$711.8K
42	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	2.1KSH	$706.4K
43	Penobscot Investment Management Company, Inc.	Shares	2.1KSH	$703.4K
44	WADDELL & ASSOCIATES, LLC	Shares	1.9KSH	$643.8K
45	Farther Finance Advisors, LLC	Shares	1.8KSH	$622.1K
46	GAMMA Investing LLC	Shares	1.8KSH	$606.3K
47	Apollon Wealth Management, LLC	Shares	1.6KSH	$529.6K
48	NorthCrest Asset Manangement, LLC	Shares	1.4KSH	$442.8K
49	IFP Advisors, Inc	Shares	1.2KSH	$405.8K
50	EXCHANGE TRADED CONCEPTS, LLC	Shares	1.2KSH	$401.4K

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

50 / 126 loaded

#		Instrument
1	Boston Trust Walden Corp trimmed	Shares	-12.1K	+$27.9M	$144.5M
2	GRACE & WHITE INC /NY trimmed	Shares	-2.0K	+$9.6M	$47.1M
3	Assenagon Asset Management S.A. added	Shares	+5.7K	+$6.6M	$23.7M
4	Tema ETFs LLC added	Shares	+8.9K	+$6.2M	$17.9M
5	Oak Thistle LLC new	Shares	+6.7K	+$2.3M	$2.3M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+6.2K	+$2.1M	$4.1M
7	Vest Financial, LLC trimmed	Shares	-527	+$1.8M	$8.9M
8	ROMANO BROTHERS AND COMPANY trimmed	Shares	-59	+$1.7M	$8.1M
9	Police & Firemen's Retirement System of New Jersey added	Shares	+942	+$1.5M	$5.6M
10	OAK RIDGE INVESTMENTS LLC added	Shares	+263	+$1.1M	$5.0M
11	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+3.0K	+$1.1M	$1.5M
12	Blue Trust, Inc. added	Shares	+332	+$1.1M	$4.8M
13	Crossmark Global Holdings, Inc. added	Shares	+2.4K	+$1.0M	$1.9M
14	Linden Thomas Advisory Services, LLC added	Shares	+965	+$976.5K	$3.3M
15	Ausbil Investment Management Ltd added	Shares	+400	+$901.9K	$4.2M
16	Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna new	Shares	+2.5K	+$835.2K	$835.2K
17	EQUITABLE TRUST CO unchanged	Shares	0	+$818.9K	$3.8M
18	Louisiana State Employees Retirement System unchanged	Shares	0	+$786.6K	$3.7M
19	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-2.6K	+$748.1K	$6.7M
20	Diversified Trust Co added	Shares	+1.1K	+$742.4K	$2.1M
21	GUYASUTA INVESTMENT ADVISORS INC unchanged	Shares	0	+$739.6K	$3.4M
22	QRG CAPITAL MANAGEMENT, INC. added	Shares	+680	+$701.6K	$2.4M
23	Oliver Luxxe Assets LLC trimmed	Shares	-71	+$684.3K	$3.3M
24	Procyon Advisors, LLC added	Shares	+1.7K	+$632.9K	$882.6K
25	BURNEY CO/ added	Shares	+1.4K	+$604.9K	$1.0M
26	Merit Financial Group, LLC added	Shares	+1.3K	+$597.3K	$1.2M
27	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-755	+$570.7K	$3.6M
28	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-498	+$512.3K	$3.0M
29	JAMES INVESTMENT RESEARCH, INC. added	Shares	+859	+$496.7K	$1.2M
30	Sivia Capital Partners, LLC added	Shares	+830	+$493.7K	$1.3M
31	NorthCrest Asset Manangement, LLC new	Shares	+1.4K	+$442.8K	$442.8K
32	Base Wealth Management LLC added	Shares	+663	+$414.9K	$1.1M
33	SHEETS SMITH WEALTH MANAGEMENT trimmed	Shares	-29	+$389.9K	$1.8M
34	MISSION WEALTH MANAGEMENT, LP new	Shares	+953	+$322.3K	$322.3K
35	Ifrah Financial Services, Inc. trimmed	Shares	-31	+$316.4K	$1.5M
36	JOHNSON INVESTMENT COUNSEL INC trimmed	Shares	-1.6K	+$287.2K	$3.3M
37	Sequoia Financial Advisors, LLC added	Shares	+117	+$286.5K	$1.2M
38	RIVERSEDGE ADVISORS, LLC new	Shares	+831	+$281.0K	$281.0K
39	Capstone Wealth Management, LLC new	Shares	+816	+$275.9K	$275.9K
40	EverSource Wealth Advisors, LLC added	Shares	+195	+$266.5K	$996.3K
41	WADDELL & ASSOCIATES, LLC added	Shares	+465	+$262.0K	$643.8K
42	Hennion & Walsh Asset Management, Inc. new	Shares	+750	+$253.6K	$253.6K
43	Syntegra Private Wealth Group, LLC new	Shares	+750	+$253.6K	$253.6K
44	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. added	Shares	+362	+$248.2K	$706.4K
45	Wealthquest Corp new	Shares	+730	+$246.8K	$246.8K
46	Apollon Wealth Management, LLC added	Shares	+497	+$245.9K	$529.6K
47	Robeco Institutional Asset Management B.V. unchanged	Shares	0	+$245.1K	$1.1M
48	Baron Wealth Management LLC new	Shares	+711	+$240.5K	$240.5K
49	MBL Wealth, LLC new	Shares	+694	+$234.7K	$234.7K
50	Monument Capital Management new	Shares	+649	+$219.5K	$219.5K

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