Stock ownership · SEC 13F · Q4 2025

APPLIED INDL TECHNOLOGIES IN

A breakdown of APPLIED INDL TECHNOLOGIES IN's institutional base (CUSIP 03820C105): the holders, the concentration among them, and what changed last quarter.

$1.6M
Reported value
6
Institutions
100%
Top-5 share

The verdict

According to SEC Form 13F-HR filings in this corpus, APPLIED INDL TECHNOLOGIES IN ranks #711 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 6 institutions report $1.6M as of Q4 2025, with ownership held overwhelmingly by a small core of institutions.

6
institutions hold it
$1.6M
reported 13F value
100%
held by top 5
#711
of 775 by value

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

According to SEC Form 13F-HR filings in this corpus, APPLIED INDL TECHNOLOGIES IN ranks #711 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 03820C105 · Q4 2025 $2M reported

VALUE-LIGHT · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-FULL

  • VALUE-LIGHT #711/775
  • HOLDERS-FOCUS 6 filers
  • CONC-DOM 100% top-5
  • PHOTO-FINISH NUSCALE PWR
  • ACTIVITY-MID 3 new
  • BOOK-FULL 8Q history

Photo-finish peer on reported value: NUSCALE PWR CORP

Read with: Ownership concentration guide - APPLIED INDL TECHNOLOGIES IN's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Reported-value neighbourhood · APPLIED INDL TECHNOLOGIES IN

Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.

ATLANTIC UN BANKSHARES · near$2MSTARWOOD PPTY TR · near$2MNUSCALE PWR · near$2MAPPLIED INDL TECHNOL… · this…$2MSOLVENTUM · near$2M
Aggregate reported institutional value ($)
Largest institutional holders of APPLIED INDL TECHNOLOGIES IN
  1. 1
    Pacer Advisors, Inc. $1.2M
  2. 2
    BDFS Capital LLC $392K
  3. 3
    Anchor Investment Management, LLC $32K
  4. 4
    TD Capital Management LLC $26K
  5. 5
    Bell Investment Advisors, Inc $16K
  6. 6
    MidFirst Bank N/A

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a APPLIED INDL TECHNOLOGIES IN position has risen from 3 to 6 over the last 8 quarters of 13F filings.

02468 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 6
Distinct 13F filers holding APPLIED INDL TECHNOLOGIES IN, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Pacer Advisors, Inc. 4,516 $1.2M 71.3%
2 BDFS Capital LLC 1,528 $392K 24.1%
3 Anchor Investment Management, LLC 125 $32K 2.0%
4 TD Capital Management LLC 103 $26K 1.6%
5 Bell Investment Advisors, Inc 63 $16K 1.0%
6 MidFirst Bank 1,125 N/A 0.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among APPLIED INDL TECHNOLOGIES IN's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (3)

Pacer Advisors, Inc. $1.2M
BDFS Capital LLC $392K
Anchor Investment Management, LLC $32K

Complete exits (2)

CIBC Private Wealth Group LLC exited
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited

Frequently Asked Questions

How many institutions hold APPLIED INDL TECHNOLOGIES IN?▼
APPLIED INDL TECHNOLOGIES IN is held by 6 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
Where does APPLIED INDL TECHNOLOGIES IN sit among tracked securities?▼
According to SEC Form 13F-HR filings in this corpus, APPLIED INDL TECHNOLOGIES IN ranks #711 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. The ordinal is recomputed live among securities with ≥5 reporting holders. See /methodology/#corpus-placement.
What is the total institutional value of APPLIED INDL TECHNOLOGIES IN?▼
Institutions report $1.6M of APPLIED INDL TECHNOLOGIES IN as of Q4 2025.
How concentrated is ownership of APPLIED INDL TECHNOLOGIES IN?▼
The top five institutional holders account for 100% of the reported institutional value in APPLIED INDL TECHNOLOGIES IN, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of APPLIED INDL TECHNOLOGIES IN?▼
Pacer Advisors, Inc. is the largest reported holder of APPLIED INDL TECHNOLOGIES IN with $1.2M across 4,516 shares as of Q4 2025.

Nationwide stocks with similar institutional value or holder count

Two 13F-derived peer sets for APPLIED INDL TECHNOLOGIES IN: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.

Similar reported value

Nearest stocks by aggregate 13F reported value ($1.6M here).

NUSCALE PWR CORP $1.6M SOLVENTUM CORP $1.6M STARWOOD PPTY TR INC $1.7M ATLANTIC UN BANKSHARES CORP $1.7M

Similar holder count

Nearest stocks by number of disclosing 13F holders (6 here).

AKAMAI TECHNOLOGIES INC 6 ALEXANDRIA REAL ESTATE EQ IN 6 ALLETE INC 6 ALLIANCEBERNSTEIN HLDG L P 6

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.