AIT — Applied Indl Technologies In Institutional Holders · Q3 2026
Who owns Applied Indl Technologies In (AIT)? 22 institutions reported holding $7.61M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Ausbil Investment Management Ltd ($3.3M), Legacy Wealth Asset Management, LLC ($968,293), GAMMA Investing LLC ($662,254).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Ausbil Investment Management Ltd | $3.3M | 9,803 | Trimmed |
| 2 | Legacy Wealth Asset Management, LLC | $968,293 | 2,914 | Added |
| 3 | GAMMA Investing LLC | $662,254 | 1,993 | Added |
| 4 | Polaris Financial Partners | $337,000 | 1,007 | New |
| 5 | CX Institutional | $311,000 | 936 | Trimmed |
| 6 | ANB BANK | $306,371 | 922 | New |
| 7 | RIVERSEDGE ADVISORS, LLC | $283,111 | 852 | Added |
| 8 | Farther Finance Advisors, LLC | $257,201 | 774 | Trimmed |
| 9 | Whalen Wealth Management Inc. | $247,224 | 744 | Added |
| 10 | RFG - Bristol Wealth Advisors, LLC | $236,272 | 711 | Added |
| 11 | Wedmont Private Capital | $223,050 | 672 | New |
| 12 | Monument Capital Management | $215,656 | 649 | Hold |
| 13 | Versant Capital Management, Inc | $188,408 | 567 | Trimmed |
| 14 | TOTH FINANCIAL ADVISORY CORP | $67,788 | 204 | Hold |
| 15 | MassMutual Private Wealth & Trust, FSB | $27,248 | 82 | Trimmed |
| 16 | Retirement Wealth Solutions LLC | $8,972 | 27 | Hold |
| 17 | GK Wealth Management LLC | $4,661 | 14 | New |
| 18 | Grove Bank & Trust | $3,987 | 12 | New |
| 19 | CoreCap Advisors, LLC | $2,991 | 9 | Hold |
| 20 | Rosenberg Matthew Hamilton | $332 | 1 | Hold |
| 21 | Planning Strategies Inc. | $332 | 1 | Hold |
| 22 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30