Public record / Tickers / AIT

AIT — APPLIED INDUSTRIAL TECHNOLOGIES INC†

Both disclosure regimes on one name: who in Congress filed about AIT, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
8
all PTR rows naming AIT
Members · 12m
1
0 buys · 3 sells · by trade date
Latest PTR
03-02
filed 2026-03-02
13F holders
471
top-471 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Markwayne Mullin · $15.0K–$50.0K

SELL · traded 2025-12-18 → filed 2026-01-13. Ranked over every AIT row by the provable lower bound, never a point estimate.

1 member · 0 buys / 3 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

2 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

6 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 6 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING AIT · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning AIT
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-03-02Markwayne Mullin R–OKSELL JT (jointly owned)Traded 02-04 +26d$1K–$15K
2026-01-13Markwayne Mullin R–OKSELLTraded 2025-12-18 +26d$15K–$50K
2026-01-13Markwayne Mullin R–OKSELL SP (spouse-owned)Traded 2025-12-18 +26d$15K–$50K
2025-02-27Markwayne Mullin R–OKBUY JT (jointly owned)Traded 02-03 +24d$1K–$15K
2025-01-31Markwayne Mullin R–OKBUYTraded 01-02 +29d$15K–$50K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 8 ↗

Members active in AIT

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing AIT in the trailing 12 months
MemberRowsNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.
Markwayne Mullin R–OK3−$115K to −$31.0K

Committees: none of these members sat on a committee as of their latest trade in the window.

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · AIT

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $7.7M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · APPLIED INDL TECHNOLOGIES IN

Merged timeline of congressional filings and notable-manager moves on AIT
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+2,585 sh
2026-05-15Tudor Investment Corp 13FTRIM−30,009 sh
2026-05-15Bridgewater Associates 13FTRIM−22,554 sh

3 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of AIT for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$1.0B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$563M1
3VANGUARD CAPITAL MANAGEMENT LLC$443M1
4STATE STREET CORP$320M1
5FIRST TRUST ADVISORS LP$260M1
6AQR CAPITAL MANAGEMENT LLC$241M1
7WELLINGTON MANAGEMENT GROUP LLP$200M1
8DIMENSIONAL FUND ADVISORS LP$191M1
9Alyeska Investment Group, L.P.$160M1
10FULLER & THALER ASSET MANAGEMENT, INC.$149M1
11UBS Group AG$136M1
12FMR LLC$134M1
13Capital Research Global Investors$131M1
14TWO SIGMA INVESTMENTS, LP$130M1
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC$125M1
16Invesco Ltd.$99.5M1
17Capital World Investors$99.2M1
18MORGAN STANLEY$94.7M1
19Capital International Investors$84.1M1
20FEDERATED HERMES, INC.$80.1M1
21NORTHERN TRUST CORP$79.9M1
22MASSACHUSETTS FINANCIAL SERVICES CO /MA/$79.5M1
23Durable Capital Partners LP$78.7M1
24WESTFIELD CAPITAL MANAGEMENT CO LP$76.7M1
25Qube Research & Technologies Ltd$73.4M1
26FRANKLIN RESOURCES INC$72.5M1
27Allspring Global Investments Holdings, LLC$70.0M1
28ALLIANCEBERNSTEIN L.P.$68.3M1
29BANK OF AMERICA CORP /DE/$66.4M1
30Fiera Capital Corp$65.7M1
31BROWN ADVISORY INC$62.3M1
32VANGUARD FIDUCIARY TRUST CO$61.3M1
33MILLENNIUM MANAGEMENT LLC$58.8M1
34NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$56.3M1
35AMERICAN CENTURY COMPANIES INC$53.6M1
36PALISADE CAPITAL MANAGEMENT, LP$49.1M1
37ADAGE CAPITAL PARTNERS GP, L.L.C.$47.0M1
38Artisan Partners Limited Partnership$46.7M1
39Amundi$46.4M1
40Nuveen, LLC$41.2M1
41Robeco Schweiz AG$41.1M1
42NORDEA INVESTMENT MANAGEMENT AB$40.7M1
43CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$39.9M1
44VOYA INVESTMENT MANAGEMENT LLC$39.3M1
45ArrowMark Colorado Holdings LLC$39.2M1
46ROYAL LONDON ASSET MANAGEMENT LTD$38.3M1
47EULAV Asset Management$35.2M1
48PRINCIPAL FINANCIAL GROUP INC$35.0M1
49RAYMOND JAMES FINANCIAL INC$34.0M1
50WCM INVESTMENT MANAGEMENT, LLC$33.3M1
51UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$32.4M1
52EVENTIDE ASSET MANAGEMENT, LLC$32.1M1
53SEI INVESTMENTS CO$29.6M1
54SG Capital Management LLC$29.5M1
55BALYASNY ASSET MANAGEMENT L.P.$26.3M1
56Tidal Investments LLC$25.5M1
57MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$25.4M1
58ProShare Advisors LLC$24.3M1
59VOLORIDGE INVESTMENT MANAGEMENT, LLC$24.2M1
60WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$22.9M1
61Retirement Systems of Alabama$22.6M1
62ENVESTNET ASSET MANAGEMENT INC$22.1M1
63Curi Capital, LLC$22.0M1
64CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$20.0M1
65Swiss National Bank$19.8M1
66NATIXIS$19.3M1
67JANE STREET GROUP, LLC$18.9M1
68D. E. Shaw & Co., Inc.$17.3M1
69ROYCE & ASSOCIATES LP$17.1M1
70Assenagon Asset Management S.A.$17.1M1
71TUDOR INVESTMENT CORP ET AL$17.0M1
72OP Asset Management Ltd$16.7M1
73Trexquant Investment LP$16.0M1
74Rockefeller Capital Management L.P.$15.4M1
75THORNBURG INVESTMENT MANAGEMENT INC$15.0M1
76BARCLAYS PLC$14.7M1
77Point72 Asset Management, L.P.$14.7M1
78CANADA PENSION PLAN INVESTMENT BOARD$14.4M1
79Schonfeld Strategic Advisors LLC$13.7M1
80STATE OF WISCONSIN INVESTMENT BOARD$13.4M1
81Legal & General Group Plc$13.2M1
82FRONTIER CAPITAL MANAGEMENT CO LLC$13.0M1
83VICTORY CAPITAL MANAGEMENT INC$12.9M1
84CRAMER ROSENTHAL MCGLYNN LLC$12.9M1
85US BANCORP \DE\$12.5M1
86Universal- Beteiligungs- und Servicegesellschaft mbH$11.7M1
87TEMA ETFS LLC$11.7M1
88Allianz Asset Management GmbH$11.2M1
89Engineers Gate Manager LP$11.1M1
90BANK OF NOVA SCOTIA$11.0M1
91CITADEL ADVISORS LLC$10.8M1
92Emerald Investment Advisers, LLC$9.8M1
93TEACHER RETIREMENT SYSTEM OF TEXAS$9.5M1
94VANGUARD ASSET MANAGEMENT, Ltd$9.3M1
95SMA Capital LLC$9.0M1
96Creative Planning$8.7M1
97WELLS FARGO & COMPANY/MN$8.5M1
98LPL Financial LLC$8.3M1
99ROYAL BANK OF CANADA$8.2M1
100STIFEL FINANCIAL CORP$8.0M1
101ALPS ADVISORS INC$7.9M1
102Gotham Asset Management, LLC$7.7M1
103CITIGROUP INC$7.4M1
104O'SHAUGHNESSY ASSET MANAGEMENT, LLC$7.4M1
105Vest Financial, LLC$7.1M1
106Mariner, LLC$7.1M1
107HOMESTEAD ADVISERS CORP$7.1M1
108MANUFACTURERS LIFE INSURANCE COMPANY, THE$7.0M1
109Cerity Partners LLC$7.0M1
110Moran Wealth Management, LLC$7.0M1
111Brevan Howard Capital Management LP$6.8M1
112ROMANO BROTHERS AND COMPANY$6.4M1
113ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$6.3M1
114Voleon Capital Management LP$5.6M1
115HSBC HOLDINGS PLC$5.5M1
116WORLDQUANT MILLENNIUM ADVISORS LLC$5.3M1
117LAZARD ASSET MANAGEMENT LLC$5.2M1
118FIFTH THIRD BANCORP$5.2M1
119Atom Investors LP$4.7M1
120Janus Henderson Group Ltd.$4.6M1
121Squarepoint Ops LLC$4.6M1
122Grantham, Mayo, Van Otterloo & Co. LLC$4.5M1
123CWM, LLC$4.5M1
124MAI Capital Management$4.4M1
125Illinois Municipal Retirement Fund$4.4M1
126ExodusPoint Capital Management, LP$4.2M1
127Zurcher Kantonalbank (Zurich Cantonalbank)$4.2M1
128RITHOLTZ WEALTH MANAGEMENT$4.1M1
129Vanguard Global Advisers, LLC$4.0M1
130Mitsubishi UFJ Trust & Banking Corp$4.0M1
131OAK RIDGE INVESTMENTS LLC$3.9M1
132IEQ CAPITAL, LLC$3.8M1
133Blue Trust, Inc.$3.7M1
134Man Group plc$3.5M1
135MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$3.4M1
136SCHRODER INVESTMENT MANAGEMENT GROUP$3.3M1
137MERCER GLOBAL ADVISORS INC /ADV$3.3M1
138Aquatic Capital Management LLC$3.2M1
139Paralel Advisors LLC$3.1M1
140HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$3.1M1
141Magnetar Financial LLC$3.1M1
142JOHNSON INVESTMENT COUNSEL INC$3.0M1
143Pathstone Holdings, LLC$3.0M1
144STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$2.9M1
145State of New Jersey Common Pension Fund D$2.9M1
146CREDIT AGRICOLE S A$2.8M1
147Arizona State Retirement System$2.8M1
148PINNACLE ASSOCIATES LTD$2.7M1
149Quantinno Capital Management LP$2.7M1
150GUYASUTA INVESTMENT ADVISORS INC$2.7M1
151Harfst & Associates, Inc.$2.7M1
152Graham Capital Management, L.P.$2.7M1
153Steward Partners Investment Advisory, LLC$2.7M1
154Kingsview Wealth Management, LLC$2.7M1
155PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$2.7M1
156Orion Porfolio Solutions, LLC$2.7M1
157Edgestream Partners, L.P.$2.6M1
158Oliver Luxxe Assets LLC$2.6M1
159Vanguard Investments Australia, Ltd.$2.6M1
160COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.5M1
161STATE OF MICHIGAN RETIREMENT SYSTEM$2.4M1
162Linden Thomas Advisory Services, LLC$2.4M1
163Capital International, Inc./CA/$2.2M1
164NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.2M1
165Dana Investment Advisors, Inc.$2.2M1
166OCCUDO QUANTITATIVE STRATEGIES LP$2.1M1
167Verition Fund Management LLC$2.1M1
168Van Hulzen Asset Management, LLC$2.1M1
169OPPENHEIMER ASSET MANAGEMENT INC.$2.0M1
170WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.0M1
171OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.0M1
172L2 Asset Management, LLC$1.9M1
173Advisors Asset Management, Inc.$1.8M1
174Ameritas Investment Partners, Inc.$1.8M1
175Kestra Investment Management, LLC$1.8M1
176Cetera Investment Advisers$1.8M1
177Quadrature Capital Ltd$1.8M1
178TRUIST FINANCIAL CORP$1.8M1
179Pinnacle Financial Partners, Inc.$1.8M1
180HANCOCK WHITNEY CORP$1.7M1
181Richard Bernstein Advisors LLC$1.7M1
182QRG CAPITAL MANAGEMENT, INC.$1.7M1
183Vestmark Advisory Solutions, Inc.$1.7M1
184Pictet Asset Management Holding SA$1.6M1
185COMMONWEALTH EQUITY SERVICES, LLC$1.5M1
186ASSETMARK, INC$1.5M1
187Y-Intercept (Hong Kong) Ltd$1.5M1
188SHEETS SMITH WEALTH MANAGEMENT$1.5M1
189Focus Partners Wealth$1.3M1
190Diversified Trust Co$1.3M1
191HighTower Advisors, LLC$1.3M1
192ING GROEP NV$1.3M1
193BANK OF MONTREAL /CAN/$1.3M1
194LECAP ASSET MANAGEMENT LTD$1.3M1
195Bridgewater Associates, LP$1.3M1
196QUADRANT CAPITAL GROUP LLC$1.2M1
197Baird Financial Group, Inc.$1.2M1
198NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.2M1
199DEUTSCHE BANK AG\$1.2M1
200XPONANCE LLC$1.2M1
201Ifrah Financial Services, Inc.$1.2M1
202Measured Wealth Private Client Group, LLC$1.2M1
203Smith Group Asset Management, LLC$1.2M1
204Lisanti Capital Growth, LLC$1.1M1
205Mitsubishi UFJ Asset Management Co., Ltd.$1.1M1
206Polar Asset Management Partners Inc.$1.1M1
207Freestone Grove Partners LP$1.0M1
208NewEdge Advisors, LLC$998K1
209MML INVESTORS SERVICES, LLC$994K1
210Vanguard Personalized Indexing Management, LLC$962K1
211Ensign Peak Advisors, Inc$922K1
212Concurrent Investment Advisors, LLC$921K1
213Perbak Capital Partners LLP$911K1
214Sequoia Financial Advisors, LLC$900K1
215KANAWHA CAPITAL MANAGEMENT LLC$893K1
216Robeco Institutional Asset Management B.V.$893K1
217Crossmark Global Holdings, Inc.$872K1
218OSAIC HOLDINGS, INC.$867K1
219EVOLVE PRIVATE WEALTH, LLC$864K1
220WBI INVESTMENTS, LLC$862K1
221AIA Group Ltd$851K1
222iSAM Funds (UK) Ltd$837K1
223Inspire Investing, LLC$803K1
224MACKENZIE FINANCIAL CORP$786K1
225Sivia Capital Partners, LLC$776K1
226DIVERSIFIED MANAGEMENT INC$752K1
227JAMES INVESTMENT RESEARCH, INC.$751K1
228SECURIAN ASSET MANAGEMENT, INC$737K1
229Alamea Verwaltungs GmbH$719K1
230Federation des caisses Desjardins du Quebec$716K1
231M&T BANK CORP$707K1
232Base Wealth Management LLC$694K1
233Corient Private Wealth LLC$692K1
234COLDSTREAM CAPITAL MANAGEMENT INC$654K1
235EVERGREEN CAPITAL MANAGEMENT LLC$644K1
236GDS Wealth Management$641K1
237Walleye Capital LLC$630K1
238Sovran Advisors, LLC$629K1
239Bull Harbor Capital LLC$624K1
240Swiss Life Asset Management Ltd$609K1
241Merit Financial Group, LLC$598K1
242XTX Topco Ltd$595K1
243Dakota Wealth Management$594K1
244Machina Capital S.A.S.$592K1
245Empowered Funds, LLC$584K1
246Focus Partners Advisor Solutions, LLC$568K1
247Private Advisor Group, LLC$565K1
248Legacy Wealth Asset Management, LLC$564K1
249Penobscot Investment Management Company, Inc.$552K1
250Octavia Wealth Advisors, LLC$547K1
251HB Wealth Management, LLC$537K1
252nVerses Capital, LLC$533K1
253F/m Investments LLC$522K1
254Utah Retirement Systems$522K1
255Chicago Partners Investment Group LLC$520K1
256MQS Management LLC$516K1
257Fieldview Capital Management, LLC$495K1
258Maryland State Retirement & Pension System$491K1
259Clearstead Advisors, LLC$491K1
260Atria Investments, Inc$490K1
261Dundas Partners LLP$473K1
262Granite Investment Partners, LLC$469K1
263Vident Advisory, LLC$467K1
264Brooklyn Investment Group$466K1
265Cresset Asset Management, LLC$458K1
266CHILDRESS CAPITAL ADVISORS, LLC$456K1
267Tower Research Capital LLC (TRC)$448K1
268Snowden Capital Advisors LLC$446K1
269AXQ CAPITAL, LP$434K1
270BURNEY CO/$430K1
271Farringdon Capital, Ltd.$416K1
272Summit Trail Advisors, LLC$413K1
273GATEWAY INVESTMENT ADVISERS LLC$407K1
274FIDUCIARY TRUST CO$404K1
275OneDigital Investment Advisors LLC$398K1
276UNITED CAPITAL FINANCIAL ADVISORS, LLC$395K1
277SUSQUEHANNA INTERNATIONAL GROUP, LLP$389K1
278Ashton Thomas Private Wealth, LLC$387K1
279Qsemble Capital Management, LP$385K1
280WADDELL & ASSOCIATES, LLC$382K1
281Sendero Wealth Management, LLC$378K1
282OPPENHEIMER & CO INC$371K1
283Balboa Wealth Partners$371K1
284R Squared Ltd$369K1
285CAPSTONE INVESTMENT ADVISORS, LLC$363K1
286OneAscent Investment Solutions LLC$363K1
287Fox Hill Wealth Management$343K1
288Y.D. More Investments Ltd$341K1
289OXFORD ASSET MANAGEMENT LLP$341K1
290SHELTON CAPITAL MANAGEMENT$337K1
291EntryPoint Capital, LLC$336K1
292State of Wyoming$336K1
293CIBC Asset Management Inc$327K1
294LBP AM SA$321K1
295Waverly Advisors, LLC$311K1
296Sanctuary Advisors, LLC$308K1
297Stratos Wealth Partners, LTD.$308K1
298Maridea Wealth Management LLC$305K1
299GHP Investment Advisors, Inc.$304K1
300MOODY ALDRICH PARTNERS LLC$301K1
301Lombard Odier Asset Management (USA) Corp$299K1
302Compound Planning, Inc.$295K1
303CENTRAL TRUST Co$292K1
304Kestra Advisory Services, LLC$292K1
305CITIZENS FINANCIAL GROUP INC/RI$291K1
306North Dakota State Investment Board$291K1
307VERUS CAPITAL PARTNERS, LLC$287K1
308REGIONS FINANCIAL CORP$284K1
309Apollon Wealth Management, LLC$284K1
310MONETA GROUP INVESTMENT ADVISORS LLC$283K1
311Krilogy Financial LLC$282K1
312INTRUST BANK NA$282K1
313Connor, Clark & Lunn Investment Management Ltd.$282K1
314PEAK6 LLC$276K1
315ELEVATION POINT WEALTH PARTNERS, LLC$274K1
316Summit Financial, LLC$271K1
317EXCHANGE TRADED CONCEPTS, LLC$270K1
318Centurion Wealth Management LLC$265K1
319Fairvoy Private Wealth, LLC$265K1
320Vise Technologies, Inc.$255K1
321Skandinaviska Enskilda Banken AB (publ)$255K1
322Abel Hall, LLC$254K1
323HBK Sorce Advisory LLC$251K1
324Procyon Advisors, LLC$250K1
325Retirement Planning Group, LLC$247K1
326RETIREMENT GUYS FORMULA LLC$242K1
327Beacon Capital Management, LLC$241K1
328Rothschild Wealth LLC$237K1
329Polymer Capital Management (US) LLC$236K1
330Caprock Group, LLC$235K1
331Baker Avenue Asset Management, LP$234K1
332FOX RUN MANAGEMENT, L.L.C.$233K1
333D'Orazio & Associates, Inc.$230K1
334Allworth Financial LP$228K1
335Meiji Yasuda Asset Management Co Ltd.$226K1
336AlphaCore Capital LLC$224K1
337DAYMARK WEALTH PARTNERS, LLC$220K1
338Daiwa Securities Group Inc.$218K1
339PROFUND ADVISORS LLC$217K1
340Spire Wealth Management$213K1
341Finivi Inc.$212K1
342Indivisible Partners$210K1
343&PARTNERS$200K1
344INDEPENDENT FINANCIAL GROUP, LLC$200K1
345BNP Paribas Asset Management Holding S.A.$193K1
346DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$173K1
347NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$164K1
348UMB Bank, n.a.$158K1
349Eurizon Capital SGR S.p.A.$153K1
350Pinnacle Wealth Planning Services, Inc.$127K1
351EDMOND DE ROTHSCHILD HOLDING S.A.$116K1
352Parkside Financial Bank & Trust$114K1
353Walleye Trading LLC$94.7K1
354CONTRAVISORY INVESTMENT MANAGEMENT, INC.$83.3K1
355TOTH FINANCIAL ADVISORY CORP$54.1K1
356Arax Advisory Partners$51.5K1
357Smartleaf Asset Management LLC$43.6K1
358NOMURA ASSET MANAGEMENT CO LTD$39.8K1
359Key FInancial Inc$30.5K1
360VEGA INVESTMENT SOLUTIONS$29.7K1
361TD Capital Management LLC$27.2K1
362Opal Wealth Advisors, LLC$25.5K1
363NFSG Corp$23.9K1
364Miller Capital Partners, Inc.$22.0K1
365SIGNATUREFD, LLC$21.5K1
366True Wealth Design, LLC$21.2K1
367ALGERT GLOBAL LLC$21.0K1
368HRT FINANCIAL LP$19.8K1
369Kilter Group LLC$17.8K1
370Bell Investment Advisors, Inc$16.7K1
371SJS Investment Consulting Inc.$15.1K1
372Transamerica Financial Advisors, LLC$11.2K1
373Activest Wealth Management$10.9K1
374JFS WEALTH ADVISORS, LLC$10.6K1
375Private Wealth Management Group, LLC$9.6K1
376CVA Family Office, LLC$7.7K1
377JPL Wealth Management, LLC$7.2K1
378Retirement Wealth Solutions LLC$7.2K1
379Owl Creek Wealth Partners LLC$6.9K1
380Dogwood Wealth Management LLC$6.4K1
381CANADA LIFE ASSURANCE Co$6.0K1
382Caitong International Asset Management Co., Ltd$5.0K1
383Treasurer of the State of North Carolina$4.2K1
384Abound Wealth Management$4.0K1
385Altshuler Shaham Ltd$4.0K1
386Signature Equity Partners, LLC$3.9K1
387Sapience Investments, LLC$3.7K1
388Sachetta, LLC$3.5K1
389Physician Wealth Advisors, Inc.$3.2K1
390MidFirst Bank$3.2K1
391Rialto Wealth Management, LLC$2.9K1
392N.E.W. Advisory Services LLC$2.4K1
393DiNuzzo Private Wealth, Inc.$2.4K1
394MONTAG A & ASSOCIATES INC$2.2K1
395Westfuller Advisors, LLC$2.2K1
396Cromwell Holdings LLC$2.1K1
397WOLFF WIESE MAGANA LLC$1.9K1
398WEBSTER BANK, N. A.$1.9K1
399Annis Gardner Whiting Capital Advisors, LLC$1.3K1
400State of Alaska, Department of Revenue$9961
401Manchester Capital Management LLC$7961
402Vermillion Wealth Management, Inc.$7961
403HFM Investment Advisors, LLC$7961
404GSA CAPITAL PARTNERS LLP$7241
405DekaBank Deutsche Girozentrale$7041
406Vestcor Inc$5551
407SouthState Bank Corp$5311
408Intentional Wealth Strategies, LLC$5311
409KBC Group NV$2981
410TFC Financial Management, Inc.$2661
411NATIONAL BANK OF CANADA /FI/$2571
412Claret Asset Management Corp$2521
413Smithfield Trust Co$361
414Capital Analysts, LLC$61
415Larson Financial Group LLC$51
416Avion Wealth$01
417VANGUARD GROUP INC— value not disclosed1
418GLENMEDE TRUST CO NA— value not disclosed1
419THRIVENT FINANCIAL FOR LUTHERANS— value not disclosed1
420HARBOUR INVESTMENTS, INC.— value not disclosed1
421COMERICA BANK— value not disclosed1
422TORONTO DOMINION BANK— value not disclosed1
423VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
424RENAISSANCE TECHNOLOGIES LLC— value not disclosed1
425CIBC WORLD MARKETS CORP— value not disclosed1
426PRUDENTIAL FINANCIAL INC— value not disclosed1
427CIBC Private Wealth Group LLC— value not disclosed1
428TimesSquare Capital Management, LLC— value not disclosed1
429Liberty Capital Management, Inc.— value not disclosed1
430NORGES BANK— value not disclosed1
431PRELUDE CAPITAL MANAGEMENT, LLC— value not disclosed1
432TWO SIGMA SECURITIES, LLC— value not disclosed1
433B. Riley Wealth Advisors, Inc.— value not disclosed1
434TWO SIGMA ADVISERS, LP— value not disclosed1
435Cambria Investment Management, L.P.— value not disclosed1
436Dynamic Technology Lab Private Ltd— value not disclosed1
437Waratah Capital Advisors Ltd.— value not disclosed1
438Interval Partners, LP— value not disclosed1
439MUFG Securities EMEA plc— value not disclosed1
440Lighthouse Investment Partners, LLC— value not disclosed1
441NorthCoast Asset Management LLC— value not disclosed1
442Csenge Advisory Group— value not disclosed1
443Distillate Capital Partners LLC— value not disclosed1
444FORA Capital, LLC— value not disclosed1
445Global Retirement Partners, LLC— value not disclosed1
446Cynosure Group, LLC— value not disclosed1
447OneAscent Wealth Management LLC— value not disclosed1
448Concentric Capital Strategies, LP— value not disclosed1
449AlphaQuest LLC— value not disclosed1
450AXXCESS WEALTH MANAGEMENT, LLC— value not disclosed1
451Forum Financial Management, LP— value not disclosed1
452SageView Advisory Group, LLC— value not disclosed1
453Global Assets Advisory, LLC— value not disclosed1
454Cape Investment Advisory, Inc.— value not disclosed1
455Dunhill Financial, LLC— value not disclosed1
456Gallacher Capital Management LLC— value not disclosed1
457Arista Wealth Management, LLC— value not disclosed1
458Quarry LP— value not disclosed1
459SAPIENT CAPITAL LLC— value not disclosed1
460NEOS Investment Management LLC— value not disclosed1
461Rakuten Securities, Inc.— value not disclosed1
462Regents Gate Capital LLP— value not disclosed1
463Jain Global LLC— value not disclosed1
464Motiv8 Investments LLC— value not disclosed1
465Aster Capital Management (DIFC) Ltd— value not disclosed1
466MASECO LLP— value not disclosed1
467Taproot Management LP— value not disclosed1
468BRIAN LOW FINANCIAL GROUP, LLC— value not disclosed1
469Gaddis Premier Wealth Advisors LLC— value not disclosed1
470Greenline Wealth Management LLC— value not disclosed1
471BDFS Capital LLC— value not disclosed1
Truncated by Public Filings. Every one of the 416 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)0 buy / 3 sell
Congress net ($ bound)−$115K to −$31.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on AIT

RETAINED WINDOW · ACTIVE HITS

Zero hits on AIT in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for AIT · financials and macro

Financials — as filed PLANNED

AIT's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: AIT on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing