Advisors Asset Management, Inc.

Position in SYM — Symbotic Inc.

CIK 1297376 Monument, CO

Position in SYM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$3,839,124

-$279,109 QoQ

Shares Held

72,164

+4.3% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

Advisors Asset Management, Inc. holds $143,256,711 across 29 Specialty Industrial Machinery names. SYM ranks #7 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	30,896	$26,969,118
2	PH	Parker-Hannifin Corp	26,982	$24,155,365
3	CMI	Cummins Inc	44,229	$23,796,086
4	ITW	Illinois Tool Works Inc	58,021	$15,102,286
5	ROK	Rockwell Automation, Inc	32,329	$11,602,231
6	ETN	Eaton Corp plc	22,897	$8,189,569
7	SYM	Symbotic Inc. This page	72,164	$3,839,124
8	CR	Crane Co	21,794	$3,726,774

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,839,124	72,164	+4.3%	Shares	Sole	2026-05-15
2025-12-31	$4,118,233	69,214	+23.1%	Shares	Sole	2026-02-12
2025-09-30	$3,030,473	56,224	+10.4%	Shares	Sole	2025-11-06
2025-06-30	$1,978,902	50,937	+44.5%	Shares	Sole	2025-08-12
2025-03-31	$712,624	35,261	+36.7%	Shares	Sole	2025-05-15
2024-12-31	$611,765	25,802	+137.4%	Shares	Sole	2025-02-10
2024-09-30	$265,094	10,869	+30.6%	Shares	Sole	2024-11-08
2024-06-30	$292,707	8,325	+203.8%	Shares	Sole	2024-08-14
2024-03-31	$123,300	2,740	+11.6%	Shares	Sole	2024-05-14
2023-12-31	$126,066	2,456	+10.0%	Shares	Sole	2024-02-14
2023-09-30	$74,615	2,232	+62.6%	Shares	Sole	2023-11-14
2023-06-30	$58,778	1,373	+78.5%	Shares	Sole	2023-08-14
2023-03-31	$17,563	769	+124.9%	Shares	Sole	2023-05-12
2022-12-31	$4,083	342	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.