As of the latest SEC filings, APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) is held by 543 institutional funds. The largest fund shareholder is iShares Core S&P Mid-Cap ETF (IJH), holding an estimated $327,657,729.96 in market value, representing 0.31% of its portfolio.
Funds holding APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- AIT
- CIK:
- 0000109563
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJH
iShares Core S&P Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.31% | $327,657,729.96 | 1,234,953 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.02% | $313,437,108.60 | 1,181,355 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.14% | $228,213,936.72 | 860,146 | Mar 31, 2026 | May 28, 2026 |
|
SMCWX
SMALLCAP World Fund Inc
|
MF | Independent / Boutique | 0.25% | $199,160,070.12 | 750,641 | Mar 31, 2026 | May 28, 2026 |
|
VEXPX
VANGUARD EXPLORER FUND
|
MF | Vanguard | 0.76% | $165,201,311.25 | 540,315 | Apr 30, 2026 | Jun 26, 2026 |
|
AIRR
First Trust RBA American Industrial Renaissance ETF
|
ETF | First Trust | 1.83% | $153,473,292.72 | 578,446 | Mar 31, 2026 | May 21, 2026 |
|
FTHNX
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY
|
MF | Independent / Boutique | 1.27% | $142,378,936.92 | 536,631 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.14% | $110,530,454.76 | 416,593 | Mar 31, 2026 | May 28, 2026 |
|
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
|
ETF | First Trust | 0.88% | $89,177,766.48 | 336,114 | Mar 31, 2026 | May 21, 2026 |
|
CWMAX
Washington Mutual Investors Fund
|
MF | Capital Group / American Funds | 0.04% | $88,945,732.50 | 290,910 | Apr 30, 2026 | Jun 26, 2026 |
|
MDY
SPDR S&P MidCap 400 ETF Trust
|
ETF | State Street (SPDR) | 0.31% | $74,594,983.32 | 281,151 | Mar 31, 2026 | Jun 1, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.12% | $72,654,432.84 | 273,837 | Mar 31, 2026 | May 28, 2026 |
|
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX FUND
|
ETF | Vanguard | 0.05% | $64,029,247.75 | 209,417 | Apr 30, 2026 | Jun 26, 2026 |
|
VISGX
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.16% | $63,782,132.04 | 240,397 | Mar 31, 2026 | May 28, 2026 |
|
OTCIX
MFS Mid Cap Growth Fund
|
MF | Independent / Boutique | 0.45% | $61,818,613.70 | 218,765 | Feb 28, 2026 | Apr 22, 2026 |
|
AGTHX
Growth Fund of America
|
MF | Capital Group / American Funds | 0.02% | $61,092,665.68 | 216,196 | Feb 28, 2026 | Apr 27, 2026 |
|
VSEQX
VANGUARD STRATEGIC EQUITY FUND
|
MF | Vanguard | 0.58% | $58,280,191.20 | 219,660 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.14% | $55,605,809.82 | 196,779 | Feb 28, 2026 | Apr 24, 2026 |
|
FMCHX
Fidelity Mid-Cap Stock Fund
|
MF | Fidelity | 0.60% | $52,619,269.25 | 172,099 | Apr 30, 2026 | Jun 26, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.27% | $51,783,960.25 | 169,367 | Apr 30, 2026 | Jun 24, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.25% | $51,718,074.18 | 183,021 | Feb 28, 2026 | Apr 24, 2026 |
|
FKASX
Federated Hermes Kaufmann Small Cap Fund
|
MF | Federated Hermes | 1.74% | $50,143,000.00 | 164,000 | Apr 30, 2026 | Jun 23, 2026 |
|
SPMD
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF
|
ETF | State Street (SPDR) | 0.31% | $48,340,773.36 | 182,198 | Mar 31, 2026 | May 28, 2026 |
|
PNSAX
Putnam Small Cap Growth Fund
|
MF | Independent / Boutique | 1.67% | $45,241,039.80 | 170,515 | Mar 31, 2026 | May 27, 2026 |
|
FSMDX
Fidelity Mid Cap Index Fund
|
MF | Fidelity | 0.08% | $41,942,173.50 | 137,178 | Apr 30, 2026 | Jun 26, 2026 |
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