Titelia

Fund shareholders of AAON Inc

ISIN US0003602069 · United States · LEI 549300ZHF0E5VM7PUD37

Fund shareholders
392
Of which ETFs
90 302 other funds
Value held
2.8B $ 242.9M SEK · 886.4K €
Share of capital
39.3 % of 82.5M shares on Aug 6, 2026

392 funds hold this company: 390 declare it in a regulatory filing, and this table serves those page by page; 2 more are read from the reports their funds publish, and are not in it.

FundSharesValueWeight in fundShare of capital
iShares Core S&P Mid-Cap ETF iShares Trust 2,240,427185.4M $0.17 %2.72 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 2,212,934183.1M $0.01 %2.68 %as of Mar 31, 2026 ↗
First Trust RBA American Industrial Renaissance ETF First Trust Exchange-Traded Fund VI 1,986,766164.4M $1.96 %2.41 %as of Mar 31, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 1,722,784160.8M $0.74 %2.09 %as of Apr 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,599,945132.4M $0.08 %1.94 %as of Mar 31, 2026 ↗
SMALLCAP World Fund Inc SMALLCAP World Fund Inc 1,250,865103.5M $0.13 %1.52 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 894,53974M $0.19 %1.08 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 754,87762.5M $0.08 %0.92 %as of Mar 31, 2026 ↗
Wasatch Core Growth Fund WASATCH FUNDS TRUST 630,21652.2M $1.75 %0.76 %as of Mar 31, 2026 ↗
CONESTOGA SMALL CAP FUND Conestoga Funds 621,42251.4M $2.29 %0.75 %as of Mar 31, 2026 ↗
Franklin Small-Mid Cap Growth Fund Franklin Strategic Series 597,07355.7M $1.58 %0.72 %as of Apr 30, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 583,44248.3M $0.52 %0.71 %as of Mar 31, 2026 ↗
Columbia Small Cap Growth Fund COLUMBIA FUNDS SERIES TRUST I 574,95358.2M $1.82 %0.70 %as of Feb 28, 2026 ↗
Spyglass Growth Fund Manager Directed Portfolios 504,69141.8M $4.98 %0.61 %as of Mar 31, 2026 ↗
Franklin Small Cap Growth Fund Franklin Strategic Series 474,30244.3M $1.81 %0.58 %as of Apr 30, 2026 ↗
Virtus KAR Small-Cap Growth Fund Virtus Equity Trust 471,03739M $4.72 %0.57 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Growth ETF iShares Trust 450,38037.3M $0.20 %0.55 %as of Mar 31, 2026 ↗
Nationwide Geneva Small Cap Growth Fund Nationwide Mutual Funds 441,93741.2M $3.75 %0.54 %as of Apr 30, 2026 ↗
Champlain MidCap Fund ADVISORS' INNER CIRCLE FUND II 412,00034.1M $1.60 %0.50 %as of Mar 31, 2026 ↗
iShares S&P Mid-Cap 400 Growth ETF iShares Trust 410,93234M $0.34 %0.50 %as of Mar 31, 2026 ↗
Baron Real Estate Fund BARON SELECT FUNDS 388,95032.2M $1.49 %0.47 %as of Mar 31, 2026 ↗
Wasatch Small Cap Growth Fund WASATCH FUNDS TRUST 365,54730.2M $2.51 %0.44 %as of Mar 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 363,61233.9M $0.18 %0.44 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 355,52036M $0.09 %0.43 %as of Feb 28, 2026 ↗
JNL Multi-Manager Small Cap Growth Fund JNL Series Trust 354,96029.4M $1.47 %0.43 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST 330,89027.4M $0.18 %0.40 %as of Mar 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 328,81933.3M $0.16 %0.40 %as of Feb 28, 2026 ↗
BARON DISCOVERY FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 315,00026.1M $1.59 %0.38 %as of Mar 31, 2026 ↗
Fidelity Mid-Cap Stock Fund Fidelity Concord Street Trust 302,66528.2M $0.32 %0.37 %as of Apr 30, 2026 ↗
iShares Russell 1000 Growth ETF iShares Trust 270,94222.4M $0.02 %0.33 %as of Mar 31, 2026 ↗
JPMorgan Small Cap Equity Fund JPMorgan Trust I 257,55321.3M $0.75 %0.31 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 257,20421.3M $0.04 %0.31 %as of Mar 31, 2026 ↗
GMO Small Cap Quality Fund GMO TRUST 249,61925.3M $3.67 %0.30 %as of Feb 28, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 248,89923.2M $0.05 %0.30 %as of Apr 30, 2026 ↗
Swedbank Robur Small Cap Global Swedbank Robur Fonder AB 216,000170.3M SEK3.15 %0.26 %as of Mar 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 213,41119.9M $0.14 %0.26 %as of Apr 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 213,18521.6M $0.02 %0.26 %as of Feb 28, 2026 ↗
Value Line Small Cap Opportunities Fund, Inc. Value Line Small Cap Opportunities Fund, Inc. 208,50017.3M $2.22 %0.25 %as of Mar 31, 2026 ↗
Champlain Small Company Fund ADVISORS' INNER CIRCLE FUND II 201,00016.6M $1.62 %0.24 %as of Mar 31, 2026 ↗
Brighthouse/Wellington Large Cap Research Portfolio Brighthouse Funds Trust I 187,38815.5M $0.67 %0.23 %as of Mar 31, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 182,62818.5M $0.14 %0.22 %as of Feb 28, 2026 ↗
Voya Small Cap Growth Fund Voya Equity Trust 177,15417.9M $0.97 %0.21 %as of Feb 28, 2026 ↗
Impax Global Environmental Markets Fund IMPAX FUNDS SERIES TRUST I 172,14314.2M $0.92 %0.21 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 154,45114.4M $0.03 %0.19 %as of Apr 30, 2026 ↗
Rockefeller U.S. Small-Mid Cap ETF Tidal Trust III 146,63513.7M $1.81 %0.18 %as of Apr 30, 2026 ↗
Royce Premier Fund ROYCE FUND 134,08311.1M $1.11 %0.16 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 126,74812.8M $0.01 %0.15 %as of Feb 28, 2026 ↗
Fidelity Growth and Income Portfolio Fidelity Securities Fund 125,09211.7M $0.08 %0.15 %as of Apr 30, 2026 ↗
Brown Advisory Small-Cap Growth Fund Brown Advisory Funds 117,5309.7M $1.75 %0.14 %as of Mar 31, 2026 ↗
Nomura Small Cap Growth Fund IVY FUNDS 111,7759.2M $0.94 %0.14 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 110,93111.2M $0.02 %0.13 %as of Feb 28, 2026 ↗
Royce Small-Cap Fund ROYCE FUND 109,3889.1M $0.50 %0.13 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 104,0809.7M $0.02 %0.13 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST 103,0618.5M $0.34 %0.12 %as of Mar 31, 2026 ↗
VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS 103,01610.4M $0.20 %0.12 %as of Feb 28, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 100,20310.1M $0.01 %0.12 %as of Feb 28, 2026 ↗
Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust 95,6018.9M $0.02 %0.12 %as of Apr 30, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 95,0788.9M $0.38 %0.12 %as of Apr 30, 2026 ↗
CONESTOGA SMID CAP FUND Conestoga Funds 95,0007.9M $1.58 %0.12 %as of Mar 31, 2026 ↗
JPMorgan Small Cap Growth Fund JPMorgan Trust II 94,5947.8M $0.36 %0.11 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 87,0288.1M $0.02 %0.11 %as of Apr 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 84,9947M $0.01 %0.10 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust 82,0746.8M $0.20 %0.10 %as of Mar 31, 2026 ↗
VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND 79,4498M $0.10 %0.10 %as of Feb 28, 2026 ↗
THE HARTFORD MIDCAP VALUE FUND HARTFORD MUTUAL FUNDS, INC 79,4037.4M $0.63 %0.10 %as of Apr 30, 2026 ↗
Hartford Global Impact Fund HARTFORD MUTUAL FUNDS, INC 71,6536.7M $1.98 %0.09 %as of Apr 30, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 69,9767.1M $0.58 %0.08 %as of Feb 28, 2026 ↗
JNL Mid Cap Index Fund JNL Series Trust 68,3335.7M $0.17 %0.08 %as of Mar 31, 2026 ↗
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 67,5575.6M $0.41 %0.08 %as of Mar 31, 2026 ↗
Franklin Small-Mid Cap Growth VIP Fund Franklin Templeton Variable Insurance Products Trust 65,9045.5M $1.45 %0.08 %as of Mar 31, 2026 ↗
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 64,7626.6M $0.74 %0.08 %as of Feb 28, 2026 ↗
SEB Nordamerikafond Små och Medelstora Bolag SEB Funds AB 64,61650.9M SEK1.95 %0.08 %as of Mar 31, 2026 ↗
Fidelity Trend Fund Fidelity Trend Fund 62,5005.2M $0.12 %0.08 %as of Mar 31, 2026 ↗
Allspring Common Stock Fund ALLSPRING FUNDS TRUST 61,7865.1M $0.89 %0.07 %as of Mar 31, 2026 ↗
VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 61,7306.2M $0.38 %0.07 %as of Feb 28, 2026 ↗
Small Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 59,9095M $0.68 %0.07 %as of Mar 31, 2026 ↗
iShares Core S&P U.S. Growth ETF iShares Trust 56,7734.7M $0.02 %0.07 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 56,0005.7M $0.06 %0.07 %as of Feb 28, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 55,6005.2M $0.01 %0.07 %as of Apr 30, 2026 ↗
EQ/Mid Cap Index Portfolio EQ Advisors Trust 55,4684.6M $0.17 %0.07 %as of Mar 31, 2026 ↗
Brighthouse/Wellington Balanced Portfolio Brighthouse Funds Trust II 54,5604.5M $0.40 %0.07 %as of Mar 31, 2026 ↗
First Trust Industrials/Producer Durables AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 54,1745.1M $0.72 %0.07 %as of Apr 30, 2026 ↗
Meridian Growth Fund Meridian Fund Inc 53,4844.4M $0.91 %0.06 %as of Mar 31, 2026 ↗
Nuveen ESG Small-Cap ETF NuShares ETF Trust 53,0234.9M $0.38 %0.06 %as of Apr 30, 2026 ↗
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 52,6354.9M $0.26 %0.06 %as of Apr 30, 2026 ↗
Allspring Small Company Growth Fund ALLSPRING FUNDS TRUST 51,9594.8M $0.94 %0.06 %as of Apr 30, 2026 ↗
Mid Cap Index Fund VALIC Co I 51,6795.2M $0.20 %0.06 %as of Feb 28, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 51,2934.8M $0.01 %0.06 %as of Apr 30, 2026 ↗
JNL Multi-Manager Mid Cap Fund JNL Series Trust 50,8004.2M $0.40 %0.06 %as of Mar 31, 2026 ↗
Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST 49,9005M $0.20 %0.06 %as of Feb 28, 2026 ↗
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 49,5074.1M $0.11 %0.06 %as of Mar 31, 2026 ↗
Fidelity Mid-Cap Stock K6 Fund Fidelity Concord Street Trust 49,2354.6M $0.33 %0.06 %as of Apr 30, 2026 ↗
iShares Russell 1000 ETF iShares Trust 48,6344M $0.01 %0.06 %as of Mar 31, 2026 ↗
LKCM Small Cap Equity Fund LKCM Funds 48,4124M $1.23 %0.06 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 48,0044.9M $0.02 %0.06 %as of Feb 28, 2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 47,9034M $0.59 %0.06 %as of Mar 31, 2026 ↗
Eaton Vance Growth Fund Eaton Vance Special Investment Trust 47,7564M $1.00 %0.06 %as of Mar 31, 2026 ↗
American Beacon Stephens Small Cap Growth Fund AMERICAN BEACON FUNDS 47,3293.9M $0.89 %0.06 %as of Mar 31, 2026 ↗
HARTFORD SMALL CAP GROWTH HLS FUND HARTFORD SERIES FUND INC 43,1293.6M $0.68 %0.05 %as of Mar 31, 2026 ↗
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. 43,0003.6M $0.08 %0.05 %as of Mar 31, 2026 ↗

Download this table: CSV, JSON

Report an error

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
Spyglass Growth Fund Manager Directed Portfolios 4.98 %as of Mar 31, 2026 ↗
Virtus KAR Small-Cap Growth Fund Virtus Equity Trust 4.72 %as of Mar 31, 2026 ↗
Virtus KAR Small-Cap Growth Series Virtus Variable Insurance Trust 4.70 %as of Mar 31, 2026 ↗
Virtus KAR Small-Mid Cap Growth Fund Virtus Equity Trust 3.93 %as of Mar 31, 2026 ↗
Geneva SMID Cap Growth Fund Series Portfolios Trust 3.92 %as of Feb 28, 2026 ↗
Nationwide Geneva Small Cap Growth Fund Nationwide Mutual Funds 3.75 %as of Apr 30, 2026 ↗
GMO Small Cap Quality Fund GMO TRUST 3.67 %as of Feb 28, 2026 ↗
Swedbank Robur Small Cap Global Swedbank Robur Fonder AB 3.15 %as of Mar 31, 2026 ↗
Rockefeller Climate Solutions Fund Trust for Professional Managers 2.53 %as of Feb 28, 2026 ↗
Wasatch Small Cap Growth Fund WASATCH FUNDS TRUST 2.51 %as of Mar 31, 2026 ↗

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q2383032,063,797-4.1 %
2026Q1383-833,437,653-5.5 %
2025Q4391-435,376,179+7.1 %
2025Q3395-2333,025,109-0.7 %
2025Q2418+533,258,372+0.8 %
2025Q1413+2533,009,322-4.7 %
2024Q4388+1234,632,268-0.7 %
2024Q3376+4534,879,597-5.5 %
2024Q2331+2236,894,311+3.4 %
2024Q1309035,688,229+2.8 %
2023Q430934,700,702

Institutional managers

391 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
WELLINGTON MANAGEMENT GROUP LLP7,977,164660.1M $as of Mar 31, 2026
BlackRock, Inc.6,560,422542.9M $as of Mar 31, 2026
WASATCH ADVISORS LP2,268,118187.7M $as of Mar 31, 2026
STATE STREET CORP2,062,614170.7M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP2,013,215166.6M $as of Mar 31, 2026
GENEVA CAPITAL MANAGEMENT LLC1,721,631142.5M $as of Mar 31, 2026
BLAIR WILLIAM & CO/IL1,622,203134.2M $as of Mar 31, 2026
Champlain Investment Partners, LLC1,602,006132.6M $as of Mar 31, 2026
Impax Asset Management Group plc1,436,288118.9M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,426,802118.1M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,384,832114.6M $as of Mar 31, 2026
Conestoga Capital Advisors, LLC1,270,237105.1M $as of Mar 31, 2026
Capital World Investors1,264,278104.6M $as of Mar 31, 2026
MORGAN STANLEY1,254,403103.8M $as of Mar 31, 2026
FRANKLIN RESOURCES INC1,219,260100.9M $as of Mar 31, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC1,064,14588.1M $as of Mar 31, 2026
Spyglass Capital Management LLC858,84071.1M $as of Mar 31, 2026
Mawer Investment Management Ltd.848,58370.2M $as of Mar 31, 2026
BAMCO INC /NY/844,37769.9M $as of Mar 31, 2026
JPMORGAN CHASE & CO827,48064.7M $as of Mar 31, 2026
Copeland Capital Management, LLC787,61765.2M $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC787,01065.1M $as of Mar 31, 2026
NORTHERN TRUST CORP743,48561.5M $as of Mar 31, 2026
FMR LLC735,97260.9M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC729,17860.3M $as of Mar 31, 2026

Declared shareholders of AAON Inc

1 beneficial ownership filing. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
Wellington Management Group LLP and 3 others9.80 %7,977,164as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of AAON Inc". https://titelia.com/en/stocks/aaon-inc-US0003602069