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Funds Holding Applied Industrial Technologies Inc

Every registered fund lists what it holds each quarter. These are the ones reporting a position in Applied Industrial Technologies Inc, ordered by how much of each fund the position represents rather than by its size.

Institutional holders of AIT →
Funds holding
133
as of 2026-07-31
Reported value
$1.2B
summed across funds
Fund families
68
named trusts
Largest conviction
5.26%
2 above 5% of a fund

Largest share of a fund

A small position that is a large part of its fund says more than a large one that is a rounding error.

FundOf the fund
BLACK OAK EMERGING TECHNOLOGY FUNDOak Associates Funds10K sh$3.4M5.26%
RIVER OAK DISCOVERY FUNDOak Associates Funds2.8K sh$956.2K5.02%
ROCK OAK CORE GROWTH FUNDOak Associates Funds1.9K sh$668.3K4.93%
Rockefeller U.S. Small-Mid Cap ETFTidal Trust III55.5K sh$19.1M2.51%
CRM SMALL CAP VALUE FUNDCRM Mutual Fund Trust5K sh$1.7M2.36%
CRM MID CAP VALUE FUNDCRM Mutual Fund Trust16.8K sh$5.8M2.13%
THRIVENT SMALL CAP GROWTH FUNDThrivent Mutual Funds4.9K sh$1.7M2.11%
DANA EPIPHANY SMALL CAP EQUITY FUNDValued Advisers Trust2.1K sh$740.1K2.07%
Federated Hermes Kaufmann Small Cap FundFederated Hermes Equity Funds159.3K sh$55M1.93%
THE HARTFORD SMALL COMPANY FUNDHARTFORD MUTUAL FUNDS, INC37.1K sh$12.8M1.90%
AMG GW&K Small Cap Growth FundAMG Funds IV11.1K sh$3.8M1.88%
Allspring Emerging Growth FundALLSPRING FUNDS TRUST16.3K sh$5.6M1.83%
Harbor Small Cap Growth FundHARBOR FUNDS141.2K sh$48.8M1.83%
Virtus Silvant Small/Mid Growth ETFVirtus ETF Trust II160 sh$55.2K1.73%
Nuveen Small/Mid Cap Growth Opportunities FundNuveen Investment Funds, Inc.7.6K sh$2.6M1.61%
AAM Sawgrass U.S. Small Cap Quality Growth ETFETF Series Solutions355 sh$122.5K1.57%
THRIVENT SMALL CAP STOCK FUNDThrivent Mutual Funds128K sh$44.2M1.52%
AMG GW&K Small/Mid Cap Growth FundAMG Funds IV1.8K sh$612.7K1.43%
SRH U.S. Quality GARP ETFElevation Series Trust8.8K sh$3M1.43%
PIN OAK EQUITY FUNDOak Associates Funds5.8K sh$2M1.36%
NYLIM Fiera SMID Growth FundNYLIM FUNDS TRUST7.9K sh$2.7M1.36%
SA Invesco Growth Opportunities PortfolioSUNAMERICA SERIES TRUST9.9K sh$3.4M1.27%
FT Vest SMID Rising Dividend Achievers Target Income ETFFirst Trust Exchange-Traded Fund IV26.4K sh$9.1M1.00%
Leadershares Alphafactor US Core Equity ETFTwo Roads Shared Trust3.4K sh$1.2M0.97%
Federated Hermes Kaufmann FundFederated Hermes Equity Funds131.3K sh$45.3M0.92%
Steward Equity Market Neutral FundSteward Funds Inc3K sh$1M0.88%
Small Cap Growth FundAmerican Century Mutual Funds, Inc.130.8K sh$45.1M0.81%
Fidelity Mid-Cap Stock K6 FundFidelity Concord Street Trust30.5K sh$10.5M0.73%
Fidelity Mid-Cap Stock FundFidelity Concord Street Trust183.6K sh$63.4M0.71%
Invesco Zacks Mid-Cap ETFInvesco Exchange-Traded Fund Trust3.4K sh$1.2M0.62%
VANGUARD EXPLORER FUNDVANGUARD EXPLORER FUND393.2K sh$135.7M0.61%
U.S. Small Cap Growth PortfolioDFA INVESTMENT DIMENSIONS GROUP INC34.9K sh$12.1M0.61%
Harbor AlphaEdge Large Cap Value ETFHarbor ETF Trust76 sh$26.2K0.57%
NYLIM Candriam U.S. Mid Cap Equity ETFNYLIM ETF Trust4.7K sh$1.6M0.49%
Nuveen Quant Small/Mid Cap Equity FundTIAA-CREF Funds37.5K sh$12.9M0.48%
iShares Morningstar Small-Cap Growth ETFiShares Trust11.6K sh$4M0.41%
SmallCap Growth Fund IPrincipal Funds, Inc28.5K sh$9.8M0.40%
Indexperts Quality Earnings Focused ETFSPINNAKER ETF SERIES445 sh$153.6K0.39%
MID-CAP GROWTH PROFUNDProFunds56 sh$19.3K0.38%
Pacer Trendpilot US Mid Cap ETFPacer Funds Trust4.1K sh$1.4M0.36%
SA Mid Cap Index PortfolioSUNAMERICA SERIES TRUST5.4K sh$1.8M0.36%
MidCap S&P 400 Index FundPrincipal Funds, Inc14.1K sh$4.9M0.36%
BNY Mellon Midcap Index Fund, Inc.BNY MELLON MIDCAP INDEX FUND, INC.13.4K sh$4.6M0.35%
Catholic Responsible Investments Small-Mid Cap Equity FundCatholic Responsible Investments Funds6K sh$2.1M0.35%
Federated Hermes Mid-Cap Index FundFederated Hermes Index Trust2.9K sh$985.9K0.35%
PGIM Quant Solutions Mid-Cap Index FundPrudential Investment Portfolios 2133 sh$45.9K0.34%
BNY Mellon US Mid Cap Core Equity ETFBNY Mellon ETF Trust6.2K sh$2.1M0.33%
MID-CAP VALUE PROFUNDProFunds24 sh$8.3K0.30%
Schwab Fundamental U.S. Small Company Index FundSCHWAB CAPITAL TRUST20.9K sh$7.2M0.30%
Fidelity Flex Mid Cap Index FundFidelity Salem Street Trust5.5K sh$1.9M0.30%
U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC169.4K sh$58.5M0.30%
PGIM Quant Solutions Mid-Cap Value FundPrudential Investment Portfolios, Inc. 101.6K sh$566.1K0.29%
JPMorgan BetaBuilders U.S. Mid Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust16.2K sh$5.6M0.28%
Direxion Daily Mid Cap Bull 3X SharesDirexion Shares ETF Trust543 sh$187.4K0.27%
iShares Enhanced Large Cap Core Active ETFBlackRock ETF Trust96 sh$33.1K0.25%
Dimensional U.S. Small Cap ETFDimensional ETF Trust107.2K sh$37M0.24%
Schwab Small-Cap Equity FundSCHWAB CAPITAL TRUST4.6K sh$1.6M0.24%
Fidelity Small-Mid Multifactor ETFFidelity Covington Trust16.6K sh$5.7M0.23%
ULTRA MID CAP PROFUNDProFunds310 sh$107K0.23%
iShares Morningstar Small-Cap ETFiShares Trust1.7K sh$569.6K0.20%
Fidelity MSCI Industrials Index ETFFIDELITY COVINGTON TRUST12.2K sh$4.2M0.18%
Steward Values Enhanced Small-Mid Cap FundSteward Funds Inc1K sh$353.5K0.18%
Victory Extended Market Index FundVictory Portfolios III4.2K sh$1.5M0.18%
Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust13.6K sh$4.7M0.18%
iShares Russell Small/Mid-Cap Index FundBlackRock Funds6.5K sh$2.2M0.17%
iShares U.S. Industrials ETFiShares Trust8.6K sh$3M0.15%
Fidelity Flex Mid Cap Focused Index FundFidelity Salem Street Trust86 sh$29.7K0.15%
iShares U.S. Small-Cap Equity Factor ETFiShares Trust16.4K sh$5.7M0.14%
Columbia Research Enhanced Value ETFColumbia ETF Trust I1.3K sh$458.4K0.14%
Victory Small Cap Stock FundVictory Portfolios III3.8K sh$1.3M0.14%
MID-CAP PROFUNDProFunds33 sh$11.4K0.13%
Column Small Cap FundTrust for Professional Managers2K sh$653.5K0.12%
Franklin U.S. Core Equity (IU) FundFranklin Fund Allocator Series3.8K sh$1.3M0.11%
THRIVENT AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds9.8K sh$3.4M0.09%
Columbia Research Enhanced Core ETFColumbia ETF Trust I15.8K sh$5.5M0.09%
Fidelity Mid Cap Index FundFidelity Salem Street Trust139.3K sh$48.1M0.09%
Schwab U.S. Mid-Cap Index FundSCHWAB CAPITAL TRUST7.4K sh$2.6M0.09%
iShares Russell Mid-Cap Index FundBlackRock Funds6.8K sh$2.3M0.09%
Fidelity Dynamic Buffered Equity ETFFidelity Greenwood Street Trust63 sh$21.7K0.09%
Dimensional U.S. Marketwide Value ETFDimensional ETF Trust31.1K sh$10.7M0.07%
Fidelity Yield Enhanced Equity ETFFidelity Greenwood Street Trust429 sh$148.1K0.07%
Tax-Managed U.S. Mid & Small Cap FundRUSSELL INVESTMENT CO4K sh$1.4M0.07%
Washington Mutual Investors FundWashington Mutual Investors Fund417.2K sh$144M0.07%
Dimensional US Sustainability Core 1 ETFDimensional ETF Trust3.7K sh$1.3M0.06%
VANGUARD DIVIDEND APPRECIATION INDEX FUNDVANGUARD SPECIALIZED FUNDS209.1K sh$72.2M0.06%
Dimensional US Vector Equity ETFDimensional ETF Trust865 sh$298.6K0.05%
U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC13K sh$4.5M0.05%
U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC56K sh$19.3M0.05%
Multifactor U.S. Equity FundRUSSELL INVESTMENT CO401 sh$138.4K0.05%
U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC3.4K sh$1.2M0.05%
Invesco Dividend AchieversTM ETFInvesco Exchange-Traded Fund Trust1.1K sh$362.8K0.05%
Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust60.5K sh$20.9M0.04%
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds7K sh$2.4M0.04%
Manzil Russell Halal USA Broad Market ETFEA Series Trust26 sh$9K0.04%
iShares ESG MSCI KLD 400 ETFiShares Trust5.7K sh$2M0.04%
Dimensional US Core Equity 1 ETFDimensional ETF Trust3.6K sh$1.2M0.04%
U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC42.9K sh$14.8M0.04%
MFS Global Alternative Strategy FundMFS Series Trust XV207 sh$71.5K0.03%
Fidelity Series Large Cap Value Index FundFidelity Salem Street Trust12.4K sh$4.3M0.03%
Fidelity Large Cap Value Index FundFidelity Salem Street Trust14.5K sh$5M0.03%
Schwab U.S. Large-Cap Value Index FundSCHWAB CAPITAL TRUST1.1K sh$390.8K0.03%
Nuveen Large Cap Value Index FundTIAA-CREF Funds13.3K sh$4.6M0.03%
Column Mid Cap FundTrust for Professional Managers1.2K sh$373.2K0.03%
FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust1.9K sh$654.5K0.03%
THRIVENT GLOBAL STOCK FUNDThrivent Mutual Funds1.8K sh$610K0.02%
Fidelity Hedged Equity FundFidelity Greenwood Street Trust532 sh$183.7K0.02%
THRIVENT DYNAMIC ALLOCATION FUNDThrivent Mutual Funds314 sh$108.4K0.02%
Dimensional US Core Equity Market ETFDimensional ETF Trust7.8K sh$2.7M0.02%
THRIVENT MODERATE ALLOCATION FUNDThrivent Mutual Funds2.7K sh$921.4K0.02%
Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III208 sh$71.8K0.02%
Wilmington Large-Cap Strategy FundWilmington Funds350 sh$120.8K0.02%
Dimensional U.S. Equity Market ETFDimensional ETF Trust11.3K sh$3.9M0.02%
iShares Dow Jones U.S. ETFiShares Trust1.6K sh$545.8K0.02%
Schwab 1000 Index FundSCHWAB INVESTMENTS11.7K sh$4M0.02%
E*TRADE No Fee Total Market Index FundE Trade Trust57 sh$19.7K0.02%
Nuveen Equity Index FundTIAA-CREF Funds31.3K sh$10.8M0.02%
iShares Core Dividend Growth ETFiShares Trust21.9K sh$7.6M0.02%
Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST22.6K sh$7.8M0.02%
Fidelity ZERO Total Market Index FundFidelity Concord Street Trust20.2K sh$7M0.02%
iShares Total U.S. Stock Market Index FundBlackRock Funds2.4K sh$821.3K0.02%
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUNDThrivent Mutual Funds593 sh$204.7K0.02%
Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust4.7K sh$1.6M0.02%
U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC2.6K sh$889.3K0.02%
Fidelity Hedged Equity ETFFidelity Greenwood Street Trust388 sh$133.9K0.01%
AMT Diversified Equity FundADVISER MANAGED TRUST164 sh$56.6K0.01%
MidCap Value Fund IPrincipal Funds, Inc823 sh$284.1K0.01%
VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS32.4K sh$11.2M0.01%
Fidelity Series Sustainable U.S. Market FundFidelity Summer Street Trust20 sh$6.9K0.01%
Strategic Allocation: Aggressive FundAmerican Century Strategic Asset Allocations Inc204 sh$70.4K0.01%
Strategic Allocation: Conservative FundAmerican Century Strategic Asset Allocations Inc52 sh$18K0.01%
Strategic Allocation: Moderate FundAmerican Century Strategic Asset Allocations Inc125 sh$43.2K0.01%
Morningstar Alternatives FundMorningstar Funds Trust10 sh$3.5K0.00%
Saba Capital Income & Opportunities Fund IISaba Capital Income & Opportunities Fund II-52 sh-$18K-0.01%

Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.

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