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AIT · Applied Industrial Technologies Inc · Held by Funds

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$317.00 -2.40 (-0.75%) At close · Oct 23
S&P 400 member Russell 1000 member Rebalance outlook locked
Market Cap
$11.63B
Shares
36.70M
Volume · Oct 23 325.91K Avg daily vol (3M) 268.67K

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Fund Ownership of AIT by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 22.96% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 3.00% 1,101,587
Index ETFs 19.96% 7,325,247
Active ETFs 1.65% 607,339
Active funds 23.46% 8,610,415
Unclassified 0.94% 344,629
All registered funds 49.02% 17,989,217
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding AIT

595 fund positions
Fund Balance Value % of Fund Open
iShares Core S&P Mid-Cap ETF 1,264,842 $427,706,322 0.34%
VANGUARD TOTAL STOCK MARKET INDEX FUND 1,172,436 $396,459,233 0.02%
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY 853,450 $288,594,118 2.28%
VANGUARD SMALL-CAP INDEX FUND 847,365 $286,536,475 0.15%
SMALLCAP World Fund Inc 750,641 $253,829,254 0.27%
First Trust RBA American Industrial Renaissance ETF 611,621 $206,819,641 1.80%
Washington Mutual Investors Fund 417,222 $144,029,207 0.07%
VANGUARD EXTENDED MARKET INDEX FUND 423,831 $143,318,453 0.15%
VANGUARD EXPLORER FUND 393,180 $135,729,668 0.61%
First Trust SMID Cap Rising Dividend Achievers ETF 334,512 $113,115,233 1.00%
State Street SPDR S&P MidCap 400SM ETF Trust 284,376 $96,161,744 0.34%
MFS Mid Cap Growth Fund 307,208 $93,332,862 0.68%
VANGUARD SMALL-CAP VALUE INDEX FUND 268,481 $90,786,850 0.13%
VANGUARD SMALL-CAP GROWTH INDEX FUND 244,453 $82,661,782 0.18%
VANGUARD STRATEGIC EQUITY FUND 219,660 $74,278,029 0.61%
VANGUARD DIVIDEND APPRECIATION INDEX FUND 209,124 $72,191,696 0.06%
Fidelity Mid-Cap Stock Fund 183,599 $63,380,211 0.71%
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF 187,067 $63,256,706 0.34%
U.S. SMALL CAP PORTFOLIO 169,367 $58,467,182 0.30%
Fidelity Extended Market Index Fund 191,835 $58,281,391 0.14%
Federated Hermes Kaufmann Small Cap Fund 159,300 $54,991,953 1.93%
Putnam Small Cap Growth Fund 161,549 $54,627,794 1.61%
Schwab U.S. Small-Cap ETF 179,099 $54,412,067 0.24%
iShares Russell Mid-Cap ETF 150,939 $51,040,023 0.09%
Harbor Small Cap Growth Fund 141,237 $48,756,425 1.83%
Fidelity Mid Cap Index Fund 139,267 $48,076,361 0.09%
Value Line Small Cap Opportunities Fund, Inc. 134,740 $45,562,331 5.51%
Federated Hermes Kaufmann Fund 131,300 $45,326,073 0.92%
Small Cap Growth Fund 130,764 $45,141,040 0.81%
Strategic Advisers U.S. Total Stock Fund 146,249 $44,431,909 0.04%
THRIVENT SMALL CAP STOCK FUND 128,026 $44,195,855 1.52%
iShares S&P Mid-Cap 400 Growth ETF 121,784 $41,181,260 0.36%
AQR Long-Short Equity Fund 119,010 $40,243,232 0.51%
Strategic Advisers Fidelity U.S. Total Stock Fund 129,980 $39,489,224 0.02%
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund 115,136 $38,933,238 0.40%
Dimensional U.S. Small Cap ETF 107,205 $37,008,238 0.24%
AB DISCOVERY GROWTH FUND, INC. 106,412 $35,983,218 1.24%
Eventide Dividend Opportunities Fund 105,853 $35,794,192 2.51%
Schwab U.S. Mid-Cap ETF 100,791 $30,621,314 0.21%
Nomura Small Cap Core Fund 99,737 $30,301,098 0.55%
Columbia Acorn Fund 84,867 $28,697,776 1.04%
iShares S&P Mid-Cap 400 Value ETF 83,560 $28,255,814 0.32%
iShares Russell 1000 Value ETF 82,282 $27,823,658 0.03%
ProShares S&P MidCap 400 Dividend Aristocrats ETF 89,750 $27,266,948 1.62%
Boston Trust Walden Small Cap Fund 77,147 $26,087,258 2.47%
Bridge Builder Small/Mid Cap Growth Fund 73,153 $24,736,687 0.22%
Artisan Small Cap Fund 70,912 $23,978,893 2.50%
JPMorgan Small Cap Growth Fund 69,303 $23,434,809 0.90%
Invesco Small Cap Equity Fund 68,998 $23,331,674 1.86%
JPMorgan Small Cap Equity Fund 68,185 $23,056,758 0.80%
Showing 1–50 of 595 positions
Key facts CIK 109563 CUSIP 03820C105 13F (30d) 140 filings 129 filers Visit website Investor relations