Signals

← Signals

☆AAON

483 in-universe funds with a nonzero position in AAON within the trailing 4 quarters, as of 2025Q4

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

DateTypeWhat happened
2026-09-15 Insider Stewart David Raymond acquired via purchase ($74,660)
2026-09-01 Insider ASBJORNSON NORMAN H disposed via G
2026-09-01 Insider Jermain Patrick John acquired via award
2026-09-01 Insider Buttermore Robert L. acquired via award
2026-08-28 Insider Shaub Matthew (Executive Vice President) acquired via purchase ($34,924)
2026-08-28 8-K Item(s) 7.01, 8.01
2026-08-13 8-K Item(s) 8.01, 9.01
2026-08-10 8-K Item(s) 2.02, 7.01, 9.01
2026-07-30 8-K Item(s) 5.02, 5.03, 9.01
2026-06-08 8-K Item(s) 7.01, 9.01
2026-06-02 Insider Thompson Rebecca (Chief Accounting Officer) disposed via sale ($606,667)
2026-05-29 Insider Fields Gary D disposed via sale ($2,663,800)
2026-05-29 Insider ASBJORNSON NORMAN H disposed via G
2026-05-29 Insider ASBJORNSON NORMAN H disposed via G
2026-05-26 Insider Wichman Gordon Douglas (Executive Vice President) acquired via option exercise ($82,740)
2026-05-18 8-K Item(s) 5.07, 8.01, 9.01
2026-05-07 8-K Item(s) 2.02, 7.01, 8.01, 9.01
2026-04-02 8-K Item(s) 5.02, 9.01
2026-03-05 8-K Item(s) 8.01, 9.01
2026-03-02 8-K Item(s) 2.02, 7.01, 8.01, 9.01
2024-04-02 Ownership Dilution filing by AAON, INC. (D)
2023-03-10 Ownership Dilution filing by AAON, INC. (D)
2022-03-15 Ownership Dilution filing by AAON, INC. (D)

Flow ranking

Rank#1301
Score / z0.000 / 0.03
Consensus125.75 over 218 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest+9% / 8.6d

Forensics

Clean as of 2026Q2
Accrual ratio0.019
F-score—
M-score—
Net issuance-358.2%
See the full series →

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-15 Stewart David Raymond P $74,660
2026-09-01 ASBJORNSON NORMAN H G —
2026-09-01 Jermain Patrick John A —
2026-09-01 Buttermore Robert L. A —
2026-08-28 Shaub Matthew P $34,924
2026-06-02 Thompson Rebecca S $606,667
2026-05-29 Fields Gary D S $2,663,800
2026-05-29 ASBJORNSON NORMAN H G —
2026-05-29 ASBJORNSON NORMAN H G —
2026-05-26 Wichman Gordon Douglas M $82,740
Showing the 10 most recent.

8-K events

Negative / total0 / 4
FiledFormItems
2026-08-28 8-K 7.01, 8.01
2026-08-13 8-K 8.01, 9.01
2026-08-10 8-K 2.02, 7.01, 9.01
2026-07-30 8-K 5.02, 5.03, 9.01
2026-06-08 8-K 7.01, 9.01
2026-05-18 8-K 5.07, 8.01, 9.01
2026-05-07 8-K 2.02, 7.01, 8.01, 9.01
2026-04-02 8-K 5.02, 9.01
2026-03-05 8-K 8.01, 9.01
2026-03-02 8-K 2.02, 7.01, 8.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2024-04-02 D AAON, INC.
2023-03-10 D AAON, INC.
2022-03-15 D AAON, INC.

LLM reads

Ticker Evalpending
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 521.5 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 487.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 487.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 155.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GENEVA CAPITAL MANAGEMENT LLC CIK 0001009232 0.655 119 141.0 2.6% 3 -0.6 pp +0.1 pp +2.6 pp +2.6 pp
☆WASATCH ADVISORS LP CIK 0000814133 0.571 219 139.6 0.8% 3 -0.2 pp +0.2 pp +0.8 pp +0.8 pp
☆Conestoga Capital Advisors, LLC CIK 0001163744 0.678 109 135.4 2.3% 3 -0.3 pp +0.3 pp +2.3 pp +2.3 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 128.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 128.0 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Champlain Investment Partners, LLC CIK 0001315478 0.213 129 126.9 1.3% 3 -0.3 pp +0.7 pp +1.3 pp +1.3 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 125.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 107.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Impax Asset Management Group plc CIK 0001749768 0.757 284 107.0 0.7% 3 +0.2 pp +0.4 pp +0.7 pp +0.7 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 105.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital International Investors CIK 0001562230 0.968 446 101.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 99.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 96.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 94.0 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 93.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spyglass Capital Management LLC CIK 0001654344 0.404 25 91.4 4.6% 3 -0.8 pp +1.5 pp +4.6 pp +4.6 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 67.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 65.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Copeland Capital Management, LLC CIK 0001541743 0.466 265 61.0 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 59.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Mawer Investment Management Ltd. CIK 0001538449 0.794 142 58.4 0.3% 3 -0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 57.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAMCO INC /NY/ CIK 0001017918 0.724 345 56.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 53.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 52.0 0.8% 3 -0.2 pp -0.0 pp +0.8 pp +0.8 pp
☆Stephens Investment Management Group LLC CIK 0001314440 0.460 176 48.5 0.6% 3 -0.1 pp +0.0 pp +0.6 pp +0.6 pp
☆Capital World Investors CIK 0001422849 0.974 637 44.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 41.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 41.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Pembroke Management, LTD CIK 0001063497 0.301 100 41.7 4.3% 3 -0.8 pp +0.5 pp +4.3 pp +4.3 pp
☆NORGES BANK CIK 0001374170 0.994 1617 41.6 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ceredex Value Advisors LLC CIK 0001738726 0.067 168 40.4 1.2% 2 +0.4 pp +1.2 pp +1.2 pp +1.2 pp
☆ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 35.6 0.4% 3 -0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 35.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 34.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 34.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Amundi CIK 0001330387 0.000 1 33.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 32.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ranger Investment Management, L.P. CIK 0001319691 0.273 83 32.1 2.2% 3 -0.5 pp -0.0 pp +2.2 pp +2.2 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 30.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 29.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RIVERBRIDGE PARTNERS LLC CIK 0001112325 0.623 198 27.0 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 25.7 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 24.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Swedbank AB CIK 0000946431 0.941 696 23.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 21.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 20.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 20.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN CAPITAL MANAGEMENT INC CIK 0001320168 0.498 80 20.7 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 20.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aperture Investors, LLC CIK 0001787596 0.152 82 19.8 2.8% 3 -1.6 pp -0.5 pp +2.8 pp +2.8 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 18.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 17.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Retirement Systems of Alabama CIK 0001593051 0.859 950 16.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆EULAV Asset Management CIK 0001540826 0.373 152 15.9 0.4% 3 -0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆ArrowMark Colorado Holdings LLC CIK 0001483859 0.094 296 15.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 15.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Senvest Management, LLC CIK 0001328785 0.676 55 14.5 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 14.3 0.1% 3 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 14.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 14.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 14.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 13.4 0.3% 3 -0.2 pp +0.1 pp +0.3 pp +0.3 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 13.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 13.1 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 12.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allied Investment Advisors, LLC CIK 0001729869 0.376 110 11.8 1.8% 3 -1.1 pp -1.3 pp +1.8 pp +1.8 pp
☆BLI - Banque de Luxembourg Investments CIK 0002052594 0.319 195 11.6 0.3% 3 -0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Granite Investment Partners, LLC CIK 0001542266 0.322 277 11.4 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 11.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NEXT CENTURY GROWTH INVESTORS LLC CIK 0001134007 0.159 113 10.6 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 10.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 10.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PEREGRINE CAPITAL MANAGEMENT LLC CIK 0000764529 0.431 282 9.8 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 9.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 9.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 9.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 9.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 9.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Nepsis Inc. CIK 0001587643 0.253 28 9.0 2.8% 2 +0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 8.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 8.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 8.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 7.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 7.5 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 7.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 6.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 6.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 5.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 5.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 5.4 0.8% 3 -0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 5.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 5.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 4.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trexquant Investment LP CIK 0001633445 0.115 1625 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CenterBook Partners LP CIK 0001872738 0.028 693 4.6 0.2% 3 +0.0 pp -0.3 pp +0.2 pp +0.2 pp
☆Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 4.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 4.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 4.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCALAR GAUGE MANAGEMENT, LLC CIK 0001965542 0.041 26 3.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆11 Capital Partners LP CIK 0001801172 0.274 20 3.8 1.1% 3 -2.3 pp -2.0 pp +1.1 pp +1.1 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 3.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 3.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 3.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 3.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Clean Energy Transition LLP CIK 0001911523 0.831 14 3.4 0.3% 2 -3.9 pp +0.3 pp +0.3 pp +0.3 pp
☆Value Aligned Research Advisors, LLC CIK 0001963565 0.606 59 3.2 0.1% 3 -1.5 pp -1.0 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 2.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bahl & Gaynor LLC CIK 0000872259 0.777 341 2.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 2.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 2.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 2.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 2.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Concentric Capital Strategies, LP CIK 0001851869 0.147 304 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Kinetic Partners Management, LP CIK 0001911448 0.140 47 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AlphaQuest LLC CIK 0001883897 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacer Advisors, Inc. CIK 0001616667 0.000 2582 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆New Age Alpha Advisors, LLC CIK 0001764807 0.177 915 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp -0.4 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Roubaix Capital, LLC CIK 0001769700 0.005 50 0.0 0.0% 0 +0.0 pp -1.4 pp +0.0 pp +0.0 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Requisite Capital Management, LLC CIK 0001730573 0.840 125 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Covey Capital Advisors, LLC CIK 0001568891 0.335 42 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆Atom Investors LP CIK 0001738902 0.004 818 0.0 0.0% 0 -0.5 pp -0.3 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advantage Alpha Capital Partners LP CIK 0001762344 0.000 0 0.0 0.0% 0 -1.0 pp -1.5 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SHELTON CAPITAL MANAGEMENT CIK 0001002784 0.614 744 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holocene Advisors, LP CIK 0001700574 0.334 782 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MARCO INVESTMENT MANAGEMENT LLC CIK 0001080493 0.537 245 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J. Goldman & Co LP CIK 0001412741 0.000 383 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just AAON). Qtrs Held counts distinct quarters this fund has actually held AAON (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AAON position size. Δ columns are the percentage-point change in AAON's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status