Ies HoldingsIESC
13F holders, Q2 2025 (June 30)273holders +29
67new positions
39sold out
6famous investors
$296.45avg. 13F price*
At the end of Q2 2025, 273 institutions reported holding Ies Holdings Inc. (IESC) in their 13F filings, up 29 from Q1 2025. 67 opened new positions and 39 sold out. The largest holders were Gendell Jeffrey L ($3.2B), FMR LLC ($707.3M) and Vanguard Group Inc. ($259.0M). 6 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Ies Holdings Inc.
- Filed as
- IES HLDGS INC (Q2 2025)
- CUSIP
- 44951W106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $101.2M |
| Exits | 39 | $36.7M |
All 13F filers, Q1 2025 → Q2 2025: 1,020,625 shares bought and 820,113 shares sold, net +200,512 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 273 holders
| Gendell Jeffrey L | 83.97% | Reduce -0.4% | 10,676,338 | $3.2B |
| FMR LLC | 0.04% | Add +12.5% | 2,387,550 | $707.3M |
| Vanguard Group Inc. | 0.00% | Add +20.9% | 874,309 | $259.0M |
| BlackRock, Inc. | 0.00% | Reduce -6.3% | 706,380 | $209.3M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -12.5% | 562,674 | $166.7M |
| Geode Capital Management, LLC | 0.01% | Add +4.8% | 263,993 | $78.2M |
| Thrivent Financial for Lutherans | 0.14% | Reduce -13.9% | 209,647 | $62.1M |
| State Street Corp. | 0.00% | Add +3.8% | 204,948 | $60.7M |
| Royce & Associates LP | 0.55% | Add +2.3% | 182,252 | $54.0M |
| AltraVue Capital, LLC | 4.24% | Add +3.4% | 162,897 | $48.3M |
| Pertento Partners LLP | 5.30% | New | 158,378 | $46.9M |
| Franklin Resources Inc. | 0.01% | Add +17.0% | 149,573 | $44.3M |
| Morgan Stanley | 0.00% | Reduce -34.2% | 136,618 | $40.5M |
| Renaissance Technologies | 0.05% | Reduce -11.9% | 132,532 | $39.3M |
| Lord, Abbett & Co. LLC | 0.12% | Add +13.8% | 116,162 | $34.4M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +50.1% | 110,313 | $32.7M |
| Ophir Asset Management Pty Ltd | 4.50% | Add +7.1% | 81,814 | $28.3M |
| Invesco Ltd. | 0.00% | Add +43.7% | 91,567 | $27.1M |
| Northern Trust Corp. | 0.00% | Add +3.3% | 84,812 | $25.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -15.2% | 78,554 | $23.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +1.2% | 76,649 | $22.7M |
| American Century Companies Inc. | 0.01% | Add +42.6% | 76,551 | $22.7M |
| Kennedy Capital Management LLC | 0.43% | Reduce -20.1% | 61,372 | $18.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.7% | 58,469 | $17.3M |
| LPL Financial LLC | 0.01% | Add +11.0% | 54,676 | $16.2M |
| UBS Group AG | 0.00% | Add +5.1% | 54,123 | $16.0M |
| United Capital Management of KS, Inc. | 2.13% | New | 45,874 | $13.6M |
| JB Capital Partners LP | 2.30% | No change | 41,845 | $12.4M |
| Neuberger Berman Group LLC | 0.01% | Reduce -0.9% | 38,533 | $11.4M |
| Legato Capital Management LLC | 1.24% | Add +0.6% | 35,213 | $10.4M |
| New York State Common Retirement Fund | 0.01% | Add +1.7% | 34,971 | $10.4M |
| Congress Asset Management Co. | 0.07% | New | 34,652 | $10.3M |
| AdvisorShares Investments LLC | 1.82% | Add +2.4% | 33,996 | $10.1M |
| Fundsmith Investment Services LTD. | 0.13% | No change | 33,400 | $9.9M |
| Swedbank AB | 0.01% | Add +68.4% | 32,000 | $9.5M |
| First Trust Advisors LP | 0.01% | Reduce -7.2% | 29,916 | $8.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +29.6% | 29,540 | $8.8M |
| Deutsche Bank AG | 0.00% | Reduce -2.1% | 29,390 | $8.7M |
| Apis Capital Advisors, LLC | 3.03% | Reduce -24.2% | 28,800 | $8.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.1% | 28,414 | $8.4M |
| Bank of New York Mellon Corp | 0.00% | Add +10.5% | 28,101 | $8.3M |
| State of Wyoming | 0.97% | Reduce -36.1% | 26,797 | $7.9M |
| AQR Capital Management | 0.01% | Reduce -6.8% | 26,482 | $7.8M |
| Tudor Investment Corporation | 0.06% | Reduce -16.7% | 25,000 | $7.4M |
| Nuveen, LLC | 0.00% | Reduce -27.2% | 22,891 | $6.8M |
| Susquehanna International Group, LLP | 0.01% | Reduce -19.9% | 21,792 | $6.5M |
| Steamboat Capital Partners, LLC | 1.63% | Reduce -1.9% | 19,255 | $5.7M |
| Barclays PLC | 0.00% | Add +68.5% | 19,135 | $5.7M |
| Vident Advisory, LLC | 0.06% | Add +2.9% | 18,571 | $5.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -11.8% | 18,242 | $5.4M |
| Janus Henderson Group PLC | 0.00% | Reduce -47.0% | 17,482 | $5.2M |
| Swiss National Bank | 0.00% | Reduce -1.1% | 17,200 | $5.1M |
| Great Lakes Advisors, LLC | 0.04% | New | 16,967 | $5.0M |
| Citadel Advisors | 0.00% | Add +66.6% | 16,621 | $4.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -32.4% | 16,563 | $4.9M |
| F/m Investments LLC | 0.17% | Add +0.3% | 16,235 | $4.8M |
| Capital Fund Management S.A. | 0.05% | Add +13.2% | 16,059 | $4.8M |
| Informed Momentum Co LLC | 0.69% | New | 15,442 | $4.6M |
| RBF Capital, LLC | 0.22% | No change | 15,000 | $4.4M |
| Rhumbline Advisers | 0.00% | Add +15.8% | 14,658 | $4.3M |
| Annex Advisory Services, LLC | 0.10% | Add +4.1% | 13,976 | $4.1M |
| Polen Capital Management LLC | 0.01% | New | 13,821 | $4.1M |
| Algert Global LLC | 0.08% | Add +29.2% | 12,694 | $3.8M |
| Man Group plc | 0.01% | Add +82.2% | 12,439 | $3.7M |
| Meeder Asset Management Inc. | 0.22% | Add +87.1% | 12,357 | $3.7M |
| Two Sigma Investments, LP | 0.01% | Reduce -79.7% | 11,813 | $3.5M |
| Principal Financial Group Inc. | 0.00% | Add +38.8% | 11,726 | $3.5M |
| Wells Fargo & Company | 0.00% | Add +4.1% | 11,484 | $3.4M |
| Bantamac Capital, LLC | 1.14% | Add +0.9% | 10,697 | $3.2M |
| Legal & General Group Plc | 0.00% | Add +8.4% | 10,614 | $3.1M |
| Timucuan Asset Management Inc. | 0.09% | No change | 10,000 | $3.0M |
| AXA S.A. | 0.01% | Add +6.8% | 9,999 | $3.0M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -21.0% | 9,591 | $2.8M |
| Bank of America Corp. | 0.00% | Reduce -63.6% | 9,468 | $2.8M |
| Fiera Capital Corp | 0.01% | Reduce -1.0% | 8,679 | $2.6M |
| Cetera Investment Advisers | 0.00% | Reduce -1.3% | 8,583 | $2.5M |
| California State Teachers Retirement System | 0.00% | Reduce -0.5% | 8,312 | $2.5M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -8.2% | 8,101 | $2.4M |
| Truvestments Capital LLC | 0.48% | Add +6.0% | 8,042 | $2.4M |
| Knights of Columbus Asset Advisors LLC | 0.14% | Reduce -30.7% | 7,830 | $2.3M |
| LRT Capital Management, LLC | 1.35% | Reduce -5.0% | 7,661 | $2.3M |
| Royal Bank of Canada | 0.00% | Add +322.5% | 7,415 | $2.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -9.3% | 7,379 | $2.2M |
| Truist Financial Corp. | 0.00% | Reduce -0.5% | 6,929 | $2.1M |
| Gabelli Funds LLC | 0.01% | Reduce -39.3% | 6,500 | $1.9M |
| Yorktown Management & Research Co Inc | 1.79% | No change | 6,340 | $1.9M |
| De Lisle Partners LLP | 0.25% | New | 6,000 | $1.8M |
| State of Wisconsin Investment Board | 0.00% | Reduce -34.7% | 5,775 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +85.0% | 5,649 | $1.7M |
| Cavalier Investments, LLC | 0.50% | Reduce -1.6% | 5,564 | $1.6M |
| Verition Fund Management LLC | 0.01% | New | 5,559 | $1.6M |
| Sei Investments Co. | 0.00% | Add +85.4% | 5,496 | $1.6M |
| MetLife Investment Management, LLC | 0.01% | Add +11.2% | 5,389 | $1.6M |
| Citigroup Inc. | 0.00% | Reduce -35.1% | 5,072 | $1.5M |
| Handelsbanken Fonder AB | 0.01% | Add +28.2% | 5,000 | $1.5M |
| Florida Financial Advisors, LLC | 0.36% | Add +225.7% | 4,908 | $1.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +1.0% | 4,955 | $1.5M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Reduce -7.5% | 4,900 | $1.5M |
| BNP Paribas Financial Markets | 0.00% | Add +335.1% | 4,612 | $1.4M |
| Hedeker Wealth, LLC | 0.30% | Reduce -0.9% | 4,366 | $1.3M |
| Victory Capital Management Inc. | 0.00% | Reduce -65.2% | 4,366 | $1.3M |
| Bridgewater Advisors Inc. | 0.09% | No change | 3,343 | $1.1M |
| Intech Investment Management LLC | 0.01% | Reduce -32.7% | 3,838 | $1.1M |
| Strategic Wealth Partners, Ltd. | 0.09% | — | 3,715 | $1.1M |
| Peterson Wealth Services | 0.30% | Add +4.0% | 3,698 | $1.1M |
| Bourgeon Capital Management LLC | 0.21% | No change | 3,568 | $1.1M |
| Alps Advisors Inc. | 0.01% | Add +84.7% | 3,567 | $1.1M |
| Moran Wealth Management, LLC | 0.03% | Reduce -1.6% | 3,319 | $983K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -92.8% | 3,276 | $970K |
| PFG Advisors | 0.04% | Reduce -2.0% | 3,255 | $964K |
| STRS Ohio | 0.00% | Reduce -21.9% | 3,200 | $948K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +31.2% | 3,094 | $919K |
| Corient Private Wealth LP | 0.00% | Add +2.9% | 3,102 | $919K |
| Envestnet Asset Management Inc. | 0.00% | Add +20.0% | 2,985 | $884K |
| Navellier & Associates Inc. | 0.11% | Add +1.6% | 2,931 | $868K |
| State Board of Administration of Florida Retirement System | 0.00% | Add +26.4% | 2,731 | $809K |
| Arizona State Retirement System | 0.00% | Add +2.5% | 2,625 | $778K |
| Stifel Financial Corp. | 0.00% | Reduce -1.8% | 2,593 | $768K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -15.8% | 2,507 | $743K |
| Cannon Global Investment Management, LLC | 2.02% | New | 2,500 | $741K |
| Voya Investment Management LLC | 0.00% | Add +11.2% | 2,478 | $734K |
| Cambria Investment Management, L.P. | 0.05% | Reduce -2.7% | 2,412 | $715K |
| Ausbil Investment Management Ltd | 0.41% | New | 2,386 | $707K |
| Oakwell Private Wealth Management, LLC | 0.16% | Reduce -76.4% | 2,367 | $701K |
| Creative Planning | 0.00% | Add +33.5% | 2,346 | $695K |
| Versor Investments LP | 0.12% | New | 2,300 | $681K |
| Mariner, LLC | 0.00% | Add +33.9% | 2,263 | $670K |
| Two Sigma Advisers, LP | 0.00% | Reduce -89.2% | 2,100 | $622K |
| Gotham Asset Management | 0.00% | Reduce -50.5% | 2,079 | $616K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -0.8% | 2,054 | $608K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +13.0% | 2,030 | $601K |
| 1ST Source Bank | 0.03% | No change | 2,000 | $592K |
| Two Sigma Securities, LLC | 0.07% | Add +3.2% | 1,959 | $580K |
| ProShare Advisors LLC | 0.00% | Add +4.1% | 1,854 | $549K |
| WINTON GROUP Ltd | 0.03% | New | 1,840 | $545K |
| Jane Street Group, LLC | 0.00% | New | 1,805 | $535K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -5.3% | 1,800 | $533K |
| Petra Financial Advisors Inc. | 0.34% | New | 1,793 | $531K |
| Aviva PLC | 0.00% | Reduce -49.3% | 1,769 | $524K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.1% | 1,739 | $515K |
| Optimum Investment Advisors | 0.22% | Add +24.3% | 1,715 | $508K |
| Ritholtz Wealth Management | 0.01% | Reduce -19.9% | 1,714 | $508K |
| Cynosure Group, LLC | 0.05% | Reduce -24.2% | 1,532 | $454K |
| Teacher Retirement System of Texas | 0.00% | Reduce -40.9% | 1,520 | $450K |
| FORA Capital, LLC | 0.05% | New | 1,507 | $446K |
| Arete Wealth Advisors, LLC | 0.03% | Add +0.3% | 1,459 | $432K |
| Lanark Financial, Inc. | 0.03% | New | 1,438 | $425K |
| Tidal Investments LLC | 0.00% | Reduce -39.5% | 1,407 | $417K |
| Wexford Capital LP | 0.12% | No change | 1,400 | $415K |
| Insight Wealth Strategies, LLC | 0.05% | Add +4.9% | 1,404 | $406K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.8% | 1,328 | $393K |
| Cwm, LLC | 0.00% | Reduce -3.0% | 1,313 | $389K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -4.3% | 1,280 | $379K |
| Highland Capital Management, LLC | 0.02% | Reduce -2.8% | 1,258 | $373K |
| SG Americas Securities, LLC | 0.00% | New | 1,245 | $369K |
| Prudential Financial Inc. | 0.00% | New | 1,321 | $365K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 1,223 | $362K |
| Brant Point Investment Management LLC | 0.08% | Reduce -86.5% | 1,200 | $355K |
| Pallas Capital Advisors LLC | 0.01% | New | 1,179 | $349K |
| City State Bank | 0.11% | Reduce -4.2% | 1,145 | $339K |
| Souders Financial Advisors | 0.04% | New | 1,139 | $337K |
| QRG Capital Management, Inc. | 0.00% | New | 1,117 | $331K |
| Cibc World Markets Corp. | 0.00% | Reduce -39.0% | 1,114 | $330K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +209.2% | 1,107 | $328K |
| BlueSky Wealth Advisors, LLC | 0.05% | New | 1,100 | $326K |
| D. E. Shaw & Co. | 0.00% | New | 1,100 | $326K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -10.7% | 1,099 | $326K |
| Osaic Holdings, Inc. | 0.00% | Add +54.4% | 1,090 | $323K |
| MAI Capital Management | 0.00% | No change | 1,070 | $317K |
| Keystone Financial Group | 0.03% | New | 1,050 | $311K |
| Ascentis Independent Advisors | 0.06% | New | 1,025 | $304K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | New | 1,002 | $297K |
| Callahan Advisors, LLC | 0.03% | New | 1,000 | $296K |
| Linscomb Wealth, Inc. | 0.01% | New | 1,000 | $296K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 996 | $295K |
| Atria Investments, Inc | 0.00% | New | 982 | $291K |
| Mercer Global Advisors Inc. | 0.00% | New | 928 | $275K |
| HSBC Holdings PLC | 0.00% | New | 929 | $275K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +7.2% | 923 | $273K |
| Oppenheimer Asset Management Inc. | 0.00% | New | 913 | $270K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 846 | $259K |
| Los Angeles Capital Management LLC | 0.00% | New | 872 | $258K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -92.4% | 861 | $255K |
| Lone Peak Global Investors LLC | 0.05% | New | 858 | $254K |
| DRW Securities, LLC | 0.02% | New | 849 | $251K |
| Cerity Partners LLC | 0.00% | New | 848 | $251K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 819 | $243K |
| Avantax Advisory Services, Inc. | 0.00% | New | 798 | $236K |
| Raymond James Financial Inc. | 0.00% | Reduce -93.1% | 783 | $232K |
| Jupiter Asset Management Ltd. | 0.00% | New | 740 | $219K |
| Forum Financial Management, LP | 0.00% | New | 736 | $218K |
| Xponance LLC | 0.00% | New | 715 | $212K |
| Rexford Capital Inc. | 0.17% | — | 700 | $207K |
| ORG Partners LLC | 0.05% | New | 714 | $207K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 692 | $205K |
| Simplex Trading, LLC | 0.01% | New | 645 | $191K |
| Farther Finance Advisors, LLC | 0.00% | Add +54800.0% | 549 | $163K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +1.1% | 536 | $159K |
| Chesapeake Asset Management LLC | 0.12% | New | 451 | $134K |
| Jones Financial Companies LLLP | 0.00% | Add +24.6% | 430 | $125K |
| Comerica Bank | 0.00% | Add +5.9% | 375 | $111K |
| Harbour Investments, Inc. | 0.00% | No change | 355 | $105K |
| KBC Group NV | 0.00% | Reduce -28.2% | 303 | $90K |
| Quantbot Technologies LP | 0.00% | New | 301 | $89K |
| Amalgamated Bank | 0.00% | No change | 289 | $86K |
| GAMMA Investing LLC | 0.01% | Add +11.3% | 285 | $84K |
| Sunbelt Securities, Inc. | 0.01% | New | 395 | $79K |
| Blue Trust, Inc. | 0.00% | Add +82.7% | 243 | $72K |
| Catalyst Capital Advisors LLC | 0.00% | No change | 220 | $65K |
| AlphaQuest LLC | 0.01% | Reduce -41.2% | 203 | $60K |
| Smithfield Trust Co | 0.00% | No change | 170 | $50K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 157 | $47K |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | No change | 128 | $38K |
| J.Safra Asset Management Corp | 0.00% | Reduce -22.4% | 114 | $34K |
| Nisa Investment Advisors, LLC | 0.00% | Add +841.7% | 113 | $33K |
| Versant Capital Management, Inc | 0.00% | Add +27.2% | 103 | $31K |
| IFP Advisors, Inc | 0.00% | Reduce -96.9% | 83 | $28K |
| Brooklyn Investment Group | 0.00% | Add +1037.5% | 91 | $27K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 87 | $26K |
| Matrix Trust Co | 0.00% | Reduce -4.4% | 86 | $25K |
| Opal Wealth Advisors, LLC | 0.01% | New | 84 | $25K |
| Covestor Ltd | 0.01% | Reduce -8.8% | 83 | $24K |
| Federated Hermes, Inc. | 0.00% | Reduce -37.8% | 69 | $20K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +37.8% | 62 | $18K |
| True Wealth Design, LLC | 0.01% | Add +165.2% | 61 | $18K |
| CI Investments Inc. | 0.00% | Add +24.0% | 62 | $18K |
| US Bancorp \de | 0.00% | Add +22.4% | 60 | $18K |
| Optiver Holding B.V. | 0.00% | Add +2500.0% | 52 | $15K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 51 | $15K |
| First Horizon Advisors, Inc. | 0.00% | No change | 43 | $13K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -22.2% | 42 | $12K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -30.9% | 38 | $11K |
| Rothschild Investment LLC | 0.00% | No change | 36 | $11K |
| Hemington Wealth Management | 0.00% | Add +75.0% | 28 | $8K |
| Parallel Advisors, LLC | 0.00% | Add +4.2% | 25 | $7K |
| Banque Cantonale Vaudoise | 0.00% | Reduce -50.0% | 25 | $7K |
| Clearstead Advisors, LLC | 0.00% | New | 22 | $7K |
| Sterling Capital Management LLC | 0.00% | Add +144.4% | 22 | $7K |
| Signaturefd, LLC | 0.00% | Reduce -47.6% | 22 | $7K |
| Essential Partners LLC | 0.00% | — | 20 | $6K |
| Hollencrest Capital Management | 0.00% | No change | 20 | $6K |
| LRI Investments, LLC | 0.00% | No change | 20 | $6K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -44.8% | 16 | $5K |
| Brown Brothers Harriman & Co. | 0.00% | New | 13 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Add +83.3% | 11 | $3K |
| Allworth Financial LP | 0.00% | Add +57.1% | 11 | $3K |
| Parkside Financial Bank & Trust | 0.00% | New | 10 | $3K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 10 | $3K |
| Assetmark, Inc. | 0.00% | New | 10 | $3K |
| Kestra Investment Management, LLC | 0.00% | Add +800.0% | 9 | $3K |
| Global Retirement Partners, LLC | 0.00% | — | 7 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | New | 7 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +100.0% | 6 | $2K |
| Fortitude Family Office, LLC | 0.00% | New | 5 | $1K |
| Quarry LP | 0.00% | Reduce -68.8% | 5 | $1K |
| Capital A Wealth Management, LLC | 0.02% | New | 17 | $1K |
| Stephens Consulting, LLC | 0.00% | Reduce -20.0% | 4 | $1K |
| Rialto Wealth Management, LLC | 0.00% | Add +33.3% | 4 | $1K |
| Private Trust Co. NA | 0.00% | New | 4 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 4 | $1K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 2 | $707 |
| WealthTrak Capital Management LLC | 0.00% | No change | 2 | $593 |
| SJS Investment Consulting Inc. | 0.00% | No change | 2 | $593 |
| HFM Investment Advisors, LLC | 0.00% | New | 2 | $592 |
| Rise Advisors, LLC | 0.00% | Reduce -66.7% | 2 | $592 |
| Bare Financial Services, Inc | 0.00% | New | 2 | $592 |
| Tortoise Investment Management, LLC | 0.00% | New | 2 | $592 |
| Larson Financial Group LLC | 0.00% | New | 2 | $592 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $297 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -66.7% | 1 | $296 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $296 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $296 |
| Avion Wealth | 0.00% | New | 3 | $0 |
"% of holder's portfolio" is IESC's weight in each manager's 13F, not the share of Ies Holdings Inc. the manager owns.