Ies HoldingsIESC
13F holders, Q3 2025 (September 30)321holders +48
78new positions
29sold out
5famous investors
$397.64avg. 13F price*
At the end of Q3 2025, 321 institutions reported holding Ies Holdings Inc. (IESC) in their 13F filings, up 48 from Q2 2025. 78 opened new positions and 29 sold out. The largest holders were Gendell Jeffrey L ($4.2B), FMR LLC ($821.7M) and Vanguard Group Inc. ($344.8M). 5 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ray Dalio (0.0% of Bridgewater Associates's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Ies Holdings Inc.
- Filed as
- IES HLDGS INC (Q3 2025)
- CUSIP
- 44951W106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 78 | $143.9M |
| Exits | 29 | $38.3M |
All 13F filers, Q2 2025 → Q3 2025: 1,015,150 shares bought and 970,041 shares sold, net +45,109 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 321 holders
| Gendell Jeffrey L | 77.03% | Reduce -1.4% | 10,530,501 | $4.2B |
| FMR LLC | 0.04% | Reduce -13.4% | 2,066,431 | $821.7M |
| Vanguard Group Inc. | 0.01% | Reduce -0.8% | 867,206 | $344.8M |
| BlackRock, Inc. | 0.01% | Add +0.4% | 709,059 | $282.0M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -10.7% | 502,758 | $199.9M |
| First Trust Advisors LP | 0.10% | Add +982.7% | 323,893 | $128.8M |
| Geode Capital Management, LLC | 0.01% | Add +1.7% | 268,376 | $106.7M |
| State Street Corp. | 0.00% | Reduce -0.8% | 203,388 | $80.9M |
| Pertento Partners LLP | 8.66% | Add +12.9% | 178,768 | $71.1M |
| Royce & Associates LP | 0.70% | Reduce -3.2% | 176,428 | $70.2M |
| AltraVue Capital, LLC | 5.48% | Add +2.1% | 166,267 | $66.1M |
| Morgan Stanley | 0.00% | Add +16.6% | 159,256 | $63.3M |
| Franklin Resources Inc. | 0.02% | Add +3.7% | 155,115 | $61.7M |
| Thrivent Financial for Lutherans | 0.12% | Reduce -29.0% | 148,937 | $59.2M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +19.2% | 131,449 | $52.3M |
| Lord, Abbett & Co. LLC | 0.14% | Reduce -1.9% | 114,003 | $45.3M |
| Renaissance Technologies | 0.06% | Reduce -20.2% | 105,732 | $42.0M |
| SG Capital Management LLC | 3.87% | New | 97,094 | $38.6M |
| Invesco Ltd. | 0.01% | Reduce -0.5% | 91,138 | $36.2M |
| American Century Companies Inc. | 0.02% | Add +14.8% | 87,862 | $34.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +8.9% | 85,537 | $34.0M |
| UBS Group AG | 0.01% | Add +56.2% | 84,556 | $33.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +7.0% | 82,039 | $32.6M |
| Swedbank AB | 0.03% | Add +153.1% | 81,000 | $32.2M |
| Northern Trust Corp. | 0.00% | Reduce -4.6% | 80,922 | $32.2M |
| Driehaus Capital Management LLC | 0.23% | New | 80,072 | $31.8M |
| Parsifal Capital Management, LP | 2.40% | New | 64,800 | $25.8M |
| Ophir Asset Management Pty Ltd | 3.17% | Reduce -21.1% | 64,539 | $25.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.8% | 59,522 | $23.7M |
| LPL Financial LLC | 0.01% | Reduce -9.6% | 49,409 | $19.6M |
| United Capital Management of KS, Inc. | 2.52% | Add +1.4% | 46,504 | $18.5M |
| New York State Common Retirement Fund | 0.02% | Add +15.3% | 40,340 | $16.0M |
| Deutsche Bank AG | 0.01% | Add +29.3% | 38,003 | $15.1M |
| Neuberger Berman Group LLC | 0.01% | Reduce -4.4% | 36,836 | $14.6M |
| Legato Capital Management LLC | 1.53% | No change | 35,213 | $14.0M |
| Kennedy Capital Management LLC | 0.30% | Reduce -44.3% | 34,192 | $13.6M |
| AdvisorShares Investments LLC | 2.18% | Reduce -1.3% | 33,562 | $13.3M |
| Congress Asset Management Co. | 0.09% | Reduce -3.5% | 33,428 | $13.3M |
| Fundsmith Investment Services LTD. | 0.21% | No change | 33,400 | $13.3M |
| Raymond James Financial Inc. | 0.00% | Add +3965.1% | 31,830 | $12.7M |
| Bank of America Corp. | 0.00% | Add +220.1% | 30,305 | $12.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.6% | 27,375 | $10.9M |
| Nuveen, LLC | 0.00% | Add +16.8% | 26,736 | $10.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.3% | 25,497 | $10.1M |
| State of Wyoming | 1.05% | Reduce -13.9% | 23,065 | $9.2M |
| AQR Capital Management | 0.01% | Reduce -19.4% | 21,359 | $8.5M |
| Victory Capital Management Inc. | 0.01% | Add +386.0% | 21,218 | $8.4M |
| Ameriprise Financial Inc. | 0.00% | Add +27.0% | 21,030 | $8.4M |
| Janus Henderson Group PLC | 0.00% | Add +18.3% | 20,687 | $8.2M |
| Steamboat Capital Partners, LLC | 1.88% | Reduce -6.0% | 18,109 | $7.2M |
| Credit Agricole S A | 0.02% | — | 17,954 | $7.1M |
| Bridgewater Associates | 0.03% | New | 17,354 | $6.9M |
| Swiss National Bank | 0.00% | Add +0.6% | 17,300 | $6.9M |
| Informed Momentum Co LLC | 0.77% | Add +11.4% | 17,201 | $6.7M |
| F/m Investments LLC | 0.25% | Reduce -1.4% | 16,006 | $6.4M |
| RBF Capital, LLC | 0.27% | No change | 15,000 | $6.0M |
| Royal Bank of Canada | 0.00% | Add +99.2% | 14,768 | $5.9M |
| Algert Global LLC | 0.10% | Add +16.0% | 14,720 | $5.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -50.5% | 14,622 | $5.8M |
| Man Group plc | 0.01% | Add +16.8% | 14,532 | $5.8M |
| Rhumbline Advisers | 0.00% | Reduce -2.9% | 14,234 | $5.7M |
| Palisades Investment Partners, LLC | 2.08% | New | 13,314 | $5.3M |
| Barclays PLC | 0.00% | Reduce -31.1% | 13,177 | $5.2M |
| Wells Fargo & Company | 0.00% | Add +10.7% | 12,709 | $5.1M |
| Capital Fund Management S.A. | 0.05% | Reduce -21.1% | 12,676 | $5.0M |
| Susquehanna International Group, LLP | 0.01% | Reduce -42.7% | 12,493 | $5.0M |
| Polen Capital Management LLC | 0.02% | Reduce -12.1% | 12,144 | $4.8M |
| Jane Street Group, LLC | 0.01% | Add +547.2% | 11,682 | $4.6M |
| Vident Advisory, LLC | 0.05% | Reduce -37.2% | 11,668 | $4.6M |
| Cetera Investment Advisers | 0.01% | Add +34.7% | 11,560 | $4.6M |
| Balyasny Asset Management L.P. | 0.01% | Add +458.4% | 11,470 | $4.6M |
| Annex Advisory Services, LLC | 0.10% | Reduce -18.3% | 11,417 | $4.5M |
| Principal Financial Group Inc. | 0.00% | Reduce -3.4% | 11,328 | $4.5M |
| Verition Fund Management LLC | 0.03% | Add +97.5% | 10,981 | $4.4M |
| Lazard Asset Management LLC | 0.01% | New | 10,706 | $4.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +44.1% | 10,633 | $4.2M |
| Legal & General Group Plc | 0.00% | Reduce -4.0% | 10,186 | $4.1M |
| Timucuan Asset Management Inc. | 0.12% | No change | 10,000 | $4.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +1309.4% | 9,753 | $3.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -49.1% | 9,282 | $3.7M |
| Great Lakes Advisors, LLC | 0.03% | Reduce -48.8% | 8,682 | $3.5M |
| Fiera Capital Corp | 0.01% | Reduce -2.9% | 8,424 | $3.3M |
| California State Teachers Retirement System | 0.00% | Add +0.0% | 8,313 | $3.3M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -14.2% | 8,230 | $3.3M |
| Knights of Columbus Asset Advisors LLC | 0.19% | Add +4.5% | 8,183 | $3.3M |
| LRT Capital Management, LLC | 2.14% | Add +5.8% | 8,105 | $3.2M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +27.4% | 7,198 | $2.9M |
| Truvestments Capital LLC | 0.52% | Reduce -10.7% | 7,179 | $2.9M |
| De Lisle Partners LLP | 0.34% | Add +16.7% | 7,000 | $2.8M |
| Truist Financial Corp. | 0.00% | Reduce -0.3% | 6,909 | $2.7M |
| Two Sigma Investments, LP | 0.00% | Reduce -43.3% | 6,700 | $2.7M |
| State of New Jersey Common Pension Fund D | 0.01% | New | 6,490 | $2.6M |
| Yorktown Management & Research Co Inc | 2.01% | No change | 6,340 | $2.5M |
| Concentric Capital Strategies, LP | 0.11% | New | 5,866 | $2.3M |
| State of Wisconsin Investment Board | 0.01% | No change | 5,775 | $2.3M |
| Alps Advisors Inc. | 0.01% | Add +60.5% | 5,726 | $2.3M |
| Mackenzie Financial Corp. | 0.00% | New | 5,470 | $2.2M |
| Arete Wealth Advisors, LLC | 0.13% | Add +260.1% | 5,254 | $2.1M |
| MetLife Investment Management, LLC | 0.01% | Reduce -2.5% | 5,253 | $2.1M |
| Gotham Asset Management | 0.01% | Add +144.6% | 5,085 | $2.0M |
| Handelsbanken Fonder AB | 0.01% | No change | 5,000 | $2.0M |
| Navellier & Associates Inc. | 0.20% | Add +70.6% | 4,999 | $2.0M |
| HighTower Advisors, LLC | 0.00% | New | 4,793 | $1.9M |
| Hedeker Wealth, LLC | 0.39% | Add +8.8% | 4,748 | $1.9M |
| Gabelli Funds LLC | 0.01% | Reduce -27.7% | 4,700 | $1.9M |
| Sei Investments Co. | 0.00% | Reduce -17.5% | 4,532 | $1.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -15.2% | 4,200 | $1.7M |
| Dark Forest Capital Management LP | 0.06% | New | 4,073 | $1.6M |
| Twin Tree Management, LP | 0.08% | New | 4,059 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | New | 3,881 | $1.5M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Reduce -22.4% | 3,800 | $1.5M |
| Peterson Wealth Services | 0.37% | Reduce -99.1% | 33 | $1.5M |
| Strategic Wealth Partners, Ltd. | 0.11% | No change | 3,715 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +20.5% | 3,596 | $1.4M |
| PFG Advisors | 0.06% | Add +6.1% | 3,454 | $1.4M |
| Intech Investment Management LLC | 0.01% | Reduce -12.1% | 3,375 | $1.3M |
| Moran Wealth Management, LLC | 0.04% | Add +0.6% | 3,340 | $1.3M |
| Bridgewater Advisors Inc. | 0.09% | No change | 3,343 | $1.3M |
| Corient Private Wealth LP | 0.00% | Add +2.3% | 3,174 | $1.3M |
| STRS Ohio | 0.00% | Reduce -3.1% | 3,100 | $1.2M |
| Florida Financial Advisors, LLC | 0.38% | Reduce -37.0% | 3,091 | $1.2M |
| Creative Planning | 0.00% | Add +30.6% | 3,065 | $1.2M |
| Mariner, LLC | 0.00% | Add +35.4% | 3,064 | $1.2M |
| Cambria Investment Management, L.P. | 0.07% | Add +25.0% | 3,015 | $1.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -37.3% | 2,894 | $1.2M |
| Voleon Capital Management LP | 0.03% | New | 2,858 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +9.2% | 2,832 | $1.1M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -7.2% | 2,872 | $1.1M |
| Tidal Investments LLC | 0.00% | Add +100.4% | 2,819 | $1.1M |
| Argent Capital Management LLC | 0.03% | New | 2,811 | $1.1M |
| Centaurus Financial, Inc. | 0.05% | New | 2,810 | $1.1M |
| Arizona State Retirement System | 0.01% | Reduce -0.1% | 2,621 | $1.0M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -4.2% | 2,617 | $1.0M |
| Bourgeon Capital Management LLC | 0.19% | Reduce -26.8% | 2,613 | $1.0M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +4.0% | 2,606 | $1.0M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +23.1% | 2,499 | $994K |
| RFG Advisory, LLC | 0.02% | New | 2,373 | $944K |
| Oakwell Private Wealth Management, LLC | 0.19% | No change | 2,367 | $941K |
| Cavalier Investments, LLC | 0.37% | Add +4.5% | 5,812 | $916K |
| Citigroup Inc. | 0.00% | Reduce -57.2% | 2,169 | $863K |
| 1ST Source Bank | 0.04% | No change | 2,000 | $795K |
| KLP Kapitalforvaltning As | 0.00% | Add +11.1% | 2,000 | $795K |
| Numerai GP LLC | 0.10% | New | 1,839 | $731K |
| Petra Financial Advisors Inc. | 0.42% | Add +1.1% | 1,812 | $721K |
| Pier 88 Investment Partners LLC | 0.79% | New | 1,800 | $716K |
| Commonwealth Equity Services, LLC | 0.00% | Add +35.3% | 1,797 | $715K |
| Russell Investments Group, Ltd. | 0.00% | Add +105.9% | 1,773 | $705K |
| Optimum Investment Advisors | 0.27% | No change | 1,715 | $682K |
| VestGen Advisors, LLC | 0.02% | New | 1,715 | $682K |
| Ritholtz Wealth Management | 0.01% | Reduce -1.2% | 1,694 | $674K |
| Baader Bank Aktiengesellschaft | 0.05% | New | 1,680 | $656K |
| Brant Point Investment Management LLC | 0.14% | Add +36.5% | 1,638 | $651K |
| Voya Investment Management LLC | 0.00% | Reduce -34.0% | 1,635 | $650K |
| ProShare Advisors LLC | 0.00% | Reduce -16.6% | 1,546 | $615K |
| Cynosure Group, LLC | 0.07% | No change | 1,532 | $609K |
| Cwm, LLC | 0.00% | Add +12.4% | 1,476 | $587K |
| Cannon Global Investment Management, LLC | 1.41% | Reduce -44.0% | 1,400 | $557K |
| Lanark Financial, Inc. | 0.04% | Reduce -3.1% | 1,393 | $554K |
| AXA Investment Managers S.A. | 0.00% | — | 1,392 | $554K |
| Summit Trail Advisors, LLC | 0.01% | Add +6.6% | 1,365 | $543K |
| SG Americas Securities, LLC | 0.00% | Add +9.3% | 1,361 | $541K |
| Prudential Financial Inc. | 0.00% | Add +0.8% | 1,331 | $529K |
| Wexford Capital LP | 0.15% | Reduce -7.9% | 1,290 | $513K |
| Aviva PLC | 0.00% | Reduce -27.3% | 1,287 | $512K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +51.6% | 1,283 | $508K |
| TradeLink Capital LLC | 3.90% | New | 1,263 | $502K |
| Strategic Blueprint, LLC | 0.02% | New | 1,239 | $493K |
| Highland Capital Management, LLC | 0.02% | Reduce -2.2% | 1,230 | $489K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 1,223 | $486K |
| Pictet Asset Management Holding SA | 0.00% | Add +9.3% | 1,201 | $478K |
| Two Sigma Advisers, LP | 0.00% | Reduce -42.9% | 1,200 | $477K |
| Pallas Capital Advisors LLC | 0.02% | Add +0.1% | 1,180 | $469K |
| Teacher Retirement System of Texas | 0.00% | Reduce -23.0% | 1,171 | $466K |
| City State Bank | 0.13% | Reduce -2.2% | 1,120 | $445K |
| Empowered Funds, LLC | 0.00% | New | 1,104 | $439K |
| BlueSky Wealth Advisors, LLC | 0.06% | No change | 1,100 | $437K |
| Lighthouse Investment Partners, LLC | 0.02% | New | 1,100 | $437K |
| D. E. Shaw & Co. | 0.00% | No change | 1,100 | $437K |
| CreativeOne Wealth, LLC | 0.01% | New | 1,083 | $431K |
| MAI Capital Management | 0.00% | No change | 1,070 | $425K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -67.8% | 1,055 | $420K |
| Osaic Holdings, Inc. | 0.00% | Add +4.2% | 1,136 | $419K |
| ORG Partners LLC | 0.08% | Add +45.9% | 1,042 | $414K |
| Ascentis Independent Advisors | 0.07% | No change | 1,025 | $408K |
| Callahan Advisors, LLC | 0.03% | No change | 1,000 | $398K |
| Linscomb Wealth, Inc. | 0.02% | No change | 1,000 | $398K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -0.5% | 997 | $396K |
| Farther Finance Advisors, LLC | 0.01% | Add +80.3% | 990 | $394K |
| Souders Financial Advisors | 0.05% | Reduce -14.8% | 970 | $386K |
| CIBC Bancorp USA Inc. | 0.00% | — | 964 | $383K |
| Citizens Financial Group Inc. | 0.01% | New | 957 | $381K |
| Public Employees Retirement Association of Colorado | 0.00% | New | 949 | $377K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -10.3% | 893 | $355K |
| Atria Investments, Inc | 0.00% | Reduce -9.7% | 887 | $353K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.3% | 879 | $350K |
| JB Capital Partners LP | 0.06% | Reduce -98.0% | 841 | $334K |
| Comprehensive Financial Planning, Inc. | 0.23% | New | 831 | $330K |
| David J Yvars Group | 0.17% | New | 820 | $326K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -2.7% | 797 | $317K |
| Squarepoint Ops LLC | 0.00% | New | 784 | $312K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -18.2% | 755 | $300K |
| Diametric Capital, LP | 0.11% | New | 750 | $298K |
| Insight Wealth Strategies, LLC | 0.03% | Reduce -47.4% | 739 | $294K |
| Cerity Partners LLC | 0.00% | Reduce -13.0% | 738 | $293K |
| Forum Financial Management, LP | 0.00% | No change | 736 | $293K |
| Xponance LLC | 0.00% | Add +1.0% | 722 | $287K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -22.2% | 710 | $282K |
| Simplex Trading, LLC | 0.01% | Add +10.2% | 711 | $282K |
| Lone Peak Global Investors LLC | 0.05% | Reduce -17.4% | 709 | $282K |
| Savant Capital, LLC | 0.00% | New | 693 | $276K |
| Scientech Research LLC | 0.09% | New | 672 | $267K |
| KPP Advisory Services LLC | 0.04% | New | 657 | $261K |
| Vista Finance, LLC | 0.17% | New | 652 | $259K |
| Sanctuary Advisors, LLC | 0.00% | New | 650 | $259K |
| denkapparat Operations GmbH | 0.16% | New | 640 | $254K |
| CIBC Asset Management Inc | 0.00% | New | 638 | $254K |
| JT Stratford LLC | 0.03% | New | 636 | $253K |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | Add +390.6% | 628 | $250K |
| Vestcor Inc | 0.01% | New | 602 | $239K |
| Rexford Capital Inc. | 0.18% | Reduce -14.3% | 600 | $239K |
| Ayrshire Capital Management LLC | 0.11% | New | 595 | $237K |
| Impact Investors, Inc | 0.15% | New | 573 | $228K |
| XML Financial, LLC | 0.02% | New | 550 | $219K |
| Jupiter Asset Management Ltd. | 0.00% | Reduce -26.2% | 546 | $217K |
| Quantinno Capital Management LP | 0.00% | New | 544 | $216K |
| Trek Financial, LLC | 0.01% | New | 526 | $209K |
| Blair William & Co. | 0.00% | New | 525 | $209K |
| Exencial Wealth Advisors, LLC | 0.01% | New | 524 | $208K |
| Captrust Financial Advisors | 0.00% | New | 523 | $208K |
| Sheets Smith Investment Management | 0.13% | New | 521 | $207K |
| PVG Asset Management Corp. | 0.76% | New | 521 | $207K |
| Darden Wealth Group Inc | 0.11% | New | 520 | $207K |
| KFG Wealth Management, LLC | 0.03% | New | 518 | $206K |
| Atom Investors LP | 0.02% | New | 512 | $204K |
| CPC Advisors, LLC | 0.02% | New | 508 | $202K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -56.4% | 483 | $192K |
| Globeflex Capital L P | 0.03% | New | 454 | $181K |
| AlphaQuest LLC | 0.01% | Add +118.2% | 443 | $176K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -28.0% | 386 | $153K |
| Comerica Bank | 0.00% | Reduce -0.3% | 374 | $149K |
| Blue Trust, Inc. | 0.00% | Add +53.1% | 372 | $148K |
| Harbour Investments, Inc. | 0.00% | No change | 355 | $141K |
| KBC Group NV | 0.00% | No change | 303 | $120K |
| Amalgamated Bank | 0.00% | No change | 289 | $115K |
| Rockefeller Capital Management L.P. | 0.00% | New | 276 | $110K |
| Jones Financial Companies LLLP | 0.00% | Reduce -35.6% | 277 | $109K |
| Walleye Capital LLC | 0.00% | New | 242 | $96K |
| Advisory Services Network, LLC | 0.00% | New | 230 | $91K |
| Catalyst Capital Advisors LLC | 0.00% | No change | 220 | $87K |
| US Bancorp \de | 0.00% | Add +255.0% | 213 | $85K |
| GAMMA Investing LLC | 0.00% | Reduce -25.3% | 213 | $85K |
| Group One Trading LLC | 0.00% | New | 212 | $84K |
| IFP Advisors, Inc | 0.00% | Add +155.4% | 212 | $84K |
| Smithfield Trust Co | 0.00% | No change | 170 | $68K |
| Arax Advisory Partners | 0.00% | New | 148 | $59K |
| Federated Hermes, Inc. | 0.00% | Add +91.3% | 132 | $52K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 113 | $45K |
| Covestor Ltd | 0.02% | Add +30.1% | 108 | $43K |
| Versant Capital Management, Inc | 0.01% | No change | 103 | $41K |
| Spire Wealth Management | 0.00% | New | 100 | $40K |
| SBI Securities Co., Ltd. | 0.00% | Add +157.9% | 98 | $39K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | No change | 87 | $35K |
| Global Retirement Partners, LLC | 0.00% | Add +1014.3% | 78 | $31K |
| Matrix Trust Co | 0.00% | Reduce -19.8% | 69 | $27K |
| CI Investments Inc. | 0.00% | Add +9.7% | 68 | $27K |
| True Wealth Design, LLC | 0.01% | No change | 61 | $24K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -3.2% | 60 | $24K |
| Root Financial Partners, LLC | 0.00% | New | 55 | $22K |
| Optiver Holding B.V. | 0.00% | Reduce -1.9% | 51 | $20K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 51 | $20K |
| Quadrant Capital Group LLC | 0.00% | New | 41 | $16K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -9.5% | 38 | $15K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 37 | $15K |
| Signaturefd, LLC | 0.00% | Add +50.0% | 33 | $13K |
| Rothschild Investment LLC | 0.00% | Reduce -13.9% | 31 | $12K |
| Hemington Wealth Management | 0.00% | Add +14.3% | 32 | $12K |
| First Horizon Corp. | 0.00% | — | 29 | $12K |
| Parallel Advisors, LLC | 0.00% | Add +4.0% | 26 | $10K |
| Banque Cantonale Vaudoise | 0.00% | No change | 25 | $10K |
| Clearstead Advisors, LLC | 0.00% | Add +4.5% | 23 | $9K |
| Sterling Capital Management LLC | 0.00% | No change | 22 | $9K |
| Essential Partners LLC | 0.00% | Add +5.0% | 21 | $8K |
| J.Safra Asset Management Corp | 0.00% | Reduce -81.6% | 21 | $8K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 21 | $8K |
| Hollencrest Capital Management | 0.00% | No change | 20 | $8K |
| LRI Investments, LLC | 0.00% | No change | 20 | $8K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 19 | $8K |
| Allworth Financial LP | 0.00% | Add +18.2% | 13 | $5K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 13 | $5K |
| Altshuler Shaham Ltd | 0.00% | New | 12 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 11 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | New | 11 | $4K |
| Bessemer Group Inc. | 0.00% | New | 10 | $4K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 10 | $4K |
| Parkside Financial Bank & Trust | 0.00% | No change | 10 | $4K |
| Assetmark, Inc. | 0.00% | No change | 10 | $4K |
| Clayton Financial Group LLC | 0.00% | New | 7 | $3K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 7 | $3K |
| Larson Financial Group LLC | 0.00% | Add +200.0% | 6 | $2K |
| Smartleaf Asset Management LLC | 0.00% | New | 6 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +25.0% | 5 | $2K |
| Bare Financial Services, Inc | 0.00% | Add +150.0% | 5 | $2K |
| Fortitude Family Office, LLC | 0.00% | No change | 5 | $2K |
| Tortoise Investment Management, LLC | 0.00% | Add +150.0% | 5 | $2K |
| Westfuller Advisors, LLC | 0.00% | New | 5 | $2K |
| Rise Advisors, LLC | 0.00% | Add +100.0% | 4 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -75.0% | 4 | $2K |
| Private Trust Co. NA | 0.00% | No change | 4 | $2K |
| Bogart Wealth, LLC | 0.00% | No change | 4 | $2K |
| Wealthspire Advisors, LLC | 0.00% | New | 4 | $2K |
| Principal Securities, Inc. | 0.00% | New | 3 | $1K |
| Cloud Capital Management, LLC | 0.00% | New | 3 | $1K |
| Avion Wealth | 0.00% | No change | 3 | $1K |
| Harvest Fund Management Co., Ltd | 0.00% | New | 3 | $1K |
| SJS Investment Consulting Inc. | 0.00% | No change | 2 | $796 |
| HFM Investment Advisors, LLC | 0.00% | No change | 2 | $795 |
| Sunbelt Securities, Inc. | 0.00% | Reduce -99.5% | 2 | $795 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $398 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 1 | $398 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 1 | $397 |
"% of holder's portfolio" is IESC's weight in each manager's 13F, not the share of Ies Holdings Inc. the manager owns.