Ies HoldingsIESC
13F holders, Q4 2025 (December 31)344holders +23
52new positions
37sold out
7famous investors
$389.05avg. 13F price*
At the end of Q4 2025, 344 institutions reported holding Ies Holdings Inc. (IESC) in their 13F filings, up 23 from Q3 2025. 52 opened new positions and 37 sold out. The largest holders were Gendell Jeffrey L ($4.0B), FMR LLC ($784.5M) and Vanguard Group Inc. ($331.9M). 7 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 (Q4 2025)
- CUSIP
- 44951W106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $46.0M |
| Exits | 37 | $37.1M |
All 13F filers, Q3 2025 → Q4 2025: 428,708 shares bought and 768,790 shares sold, net −340,082 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 344 holders
| Gendell Jeffrey L | 70.24% | Reduce -1.7% | 10,348,407 | $4.0B |
| FMR LLC | 0.04% | Reduce -2.4% | 2,016,668 | $784.5M |
| Vanguard Group Inc. | 0.00% | Reduce -1.6% | 853,214 | $331.9M |
| BlackRock, Inc. | 0.00% | Add +1.9% | 722,734 | $281.2M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -9.1% | 457,067 | $177.8M |
| Geode Capital Management, LLC | 0.01% | Add +2.4% | 274,725 | $106.9M |
| First Trust Advisors LP | 0.07% | Reduce -23.2% | 248,738 | $96.8M |
| Pertento Partners LLP | 8.95% | Add +17.1% | 209,351 | $81.4M |
| State Street Corp. | 0.00% | Add +1.2% | 205,905 | $80.1M |
| Morgan Stanley | 0.00% | Add +7.7% | 171,488 | $66.7M |
| Royce & Associates LP | 0.68% | Reduce -2.9% | 171,343 | $66.7M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Add +25.3% | 164,722 | $64.1M |
| Franklin Resources Inc. | 0.01% | Reduce -0.8% | 153,947 | $59.9M |
| Thrivent Financial for Lutherans | 0.11% | Add +2.5% | 152,656 | $59.4M |
| AltraVue Capital, LLC | 4.57% | Reduce -14.2% | 142,637 | $55.5M |
| Norges Bank | 0.00% | — | 104,307 | $40.6M |
| Parsifal Capital Management, LP | 3.93% | Add +54.6% | 100,180 | $39.0M |
| Renaissance Technologies | 0.06% | Reduce -7.9% | 97,392 | $37.9M |
| American Century Companies Inc. | 0.02% | Add +7.5% | 94,411 | $36.7M |
| Invesco Ltd. | 0.00% | Add +0.7% | 91,743 | $35.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +4.3% | 89,217 | $34.7M |
| UBS Group AG | 0.01% | Add +4.9% | 88,715 | $34.5M |
| Lord, Abbett & Co. LLC | 0.11% | Reduce -23.7% | 87,032 | $33.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.7% | 81,476 | $31.7M |
| Driehaus Capital Management LLC | 0.20% | Reduce -3.7% | 77,082 | $30.0M |
| Northern Trust Corp. | 0.00% | Reduce -7.5% | 74,884 | $29.1M |
| Swedbank AB | 0.02% | Reduce -19.8% | 65,000 | $25.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.2% | 60,821 | $23.7M |
| Ophir Asset Management Pty Ltd | 2.60% | Reduce -7.7% | 59,575 | $23.2M |
| LPL Financial LLC | 0.01% | Add +4.5% | 51,611 | $20.1M |
| Neuberger Berman Group LLC | 0.01% | Add +35.3% | 49,830 | $19.4M |
| United Capital Management of KS, Inc. | 2.47% | Reduce -2.6% | 45,273 | $17.6M |
| Deutsche Bank AG | 0.00% | Add +0.3% | 38,102 | $14.8M |
| New York State Common Retirement Fund | 0.02% | Reduce -11.1% | 35,860 | $14.0M |
| Congress Asset Management Co. | 0.09% | Add +2.5% | 34,253 | $13.3M |
| Kennedy Capital Management LLC | 0.28% | Reduce -0.4% | 34,070 | $13.3M |
| Bank of New York Mellon Corp | 0.00% | Add +19.1% | 32,615 | $12.7M |
| Legato Capital Management LLC | 1.02% | Reduce -13.9% | 30,333 | $11.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -9.9% | 28,677 | $11.2M |
| Prudential Financial Inc. | 0.01% | Add +1843.2% | 25,864 | $10.1M |
| Algert Global LLC | 0.16% | Add +74.7% | 25,714 | $10.0M |
| Janus Henderson Group PLC | 0.00% | Add +23.0% | 25,449 | $9.9M |
| Bank of America Corp. | 0.00% | Reduce -16.1% | 25,418 | $9.9M |
| Nuveen, LLC | 0.00% | Reduce -10.8% | 23,842 | $9.3M |
| Ameriprise Financial Inc. | 0.00% | Add +10.8% | 23,306 | $9.1M |
| State of Wyoming | 0.99% | Add +0.8% | 23,262 | $9.0M |
| Bridgewater Associates | 0.03% | Add +33.3% | 23,136 | $9.0M |
| Barclays PLC | 0.00% | Add +62.8% | 21,446 | $8.3M |
| AQR Capital Management | 0.00% | Reduce -3.2% | 20,673 | $8.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -20.8% | 20,203 | $7.9M |
| Wells Fargo & Company | 0.00% | Add +51.4% | 19,243 | $7.5M |
| Steamboat Capital Partners, LLC | 1.93% | Reduce -0.2% | 18,070 | $7.0M |
| AdvisorShares Investments LLC | 1.17% | Reduce -46.2% | 18,068 | $7.0M |
| Swiss National Bank | 0.00% | Add +2.1% | 17,660 | $6.9M |
| Principal Financial Group Inc. | 0.00% | Add +49.3% | 16,907 | $6.6M |
| Informed Momentum Co LLC | 0.73% | Reduce -2.0% | 16,863 | $6.6M |
| Renaissance Group LLC | 0.25% | New | 16,071 | $6.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +8.5% | 15,865 | $6.2M |
| Susquehanna International Group, LLP | 0.01% | Add +26.6% | 15,813 | $6.2M |
| F/m Investments LLC | 0.23% | Reduce -2.8% | 15,562 | $6.1M |
| CastleKnight Management LP | 0.33% | New | 15,046 | $5.9M |
| RBF Capital, LLC | 0.27% | No change | 15,000 | $5.8M |
| Palisades Investment Partners, LLC | 2.00% | Add +2.5% | 13,642 | $5.3M |
| Segall Bryant & Hamill, LLC | 0.07% | New | 13,538 | $5.3M |
| Victory Capital Management Inc. | 0.00% | Reduce -41.8% | 12,345 | $4.8M |
| Man Group plc | 0.01% | Reduce -15.9% | 12,226 | $4.8M |
| Rhumbline Advisers | 0.00% | Reduce -14.3% | 12,193 | $4.7M |
| Vident Advisory, LLC | 0.04% | Add +3.4% | 12,059 | $4.7M |
| Credit Agricole S A | 0.01% | Reduce -33.4% | 11,954 | $4.7M |
| Portolan Capital Management, LLC | 0.25% | New | 11,792 | $4.6M |
| Twinbeech Capital LP | 0.31% | New | 11,300 | $4.4M |
| SG Americas Securities, LLC | 0.01% | Add +729.2% | 11,285 | $4.4M |
| Polen Capital Management LLC | 0.02% | Reduce -9.9% | 10,941 | $4.3M |
| Cetera Investment Advisers | 0.00% | Reduce -5.6% | 10,917 | $4.2M |
| Alliancebernstein L.P. | 0.00% | Add +15.1% | 10,682 | $4.2M |
| Fiera Capital Corp | 0.01% | Add +25.5% | 10,569 | $4.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.4% | 10,486 | $4.1M |
| Tidal Investments LLC | 0.02% | Add +261.7% | 10,197 | $4.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +4.1% | 10,156 | $4.0M |
| Verition Fund Management LLC | 0.02% | Reduce -9.9% | 9,894 | $3.8M |
| Legal & General Group Plc | 0.00% | Reduce -4.7% | 9,711 | $3.8M |
| Parkway Wealth Management Group, LLC | 0.45% | — | 8,600 | $3.3M |
| Squarepoint Ops LLC | 0.01% | Add +965.2% | 8,351 | $3.2M |
| California State Teachers Retirement System | 0.00% | Reduce -0.1% | 8,305 | $3.2M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +14.4% | 8,238 | $3.2M |
| Jane Street Group, LLC | 0.00% | Reduce -31.5% | 8,001 | $3.1M |
| Knights of Columbus Asset Advisors LLC | 0.18% | Reduce -2.6% | 7,969 | $3.1M |
| Annex Advisory Services, LLC | 0.06% | Reduce -30.4% | 7,944 | $3.1M |
| Truvestments Capital LLC | 0.54% | Add +6.6% | 7,656 | $3.0M |
| HSBC Holdings PLC | 0.00% | New | 7,209 | $2.8M |
| De Lisle Partners LLP | 0.35% | No change | 7,000 | $2.7M |
| Two Sigma Investments, LP | 0.00% | No change | 6,700 | $2.6M |
| Truist Financial Corp. | 0.00% | Reduce -3.6% | 6,657 | $2.6M |
| Voleon Capital Management LP | 0.05% | Add +128.6% | 6,534 | $2.5M |
| Yorktown Management & Research Co Inc | 1.97% | No change | 6,340 | $2.5M |
| Great Lakes Advisors, LLC | 0.02% | Reduce -30.3% | 6,053 | $2.4M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -7.2% | 6,020 | $2.3M |
| Cavalier Investments, LLC | 0.72% | Add +2.6% | 5,964 | $2.3M |
| Illinois Municipal Retirement Fund | 0.03% | New | 5,957 | $2.3M |
| Alps Advisors Inc. | 0.01% | Reduce -0.5% | 5,700 | $2.2M |
| Gotham Asset Management | 0.01% | Add +11.6% | 5,674 | $2.2M |
| Handelsbanken Fonder AB | 0.01% | Add +13.2% | 5,660 | $2.2M |
| LRT Capital Management, LLC | 1.83% | Reduce -32.4% | 5,481 | $2.1M |
| State of Wisconsin Investment Board | 0.00% | Reduce -6.8% | 5,382 | $2.1M |
| Mackenzie Financial Corp. | 0.00% | Reduce -3.4% | 5,286 | $2.1M |
| Dark Forest Capital Management LP | 0.09% | Add +29.3% | 5,268 | $2.0M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -37.5% | 5,146 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +42.2% | 5,113 | $2.0M |
| BNP Paribas Financial Markets | 0.00% | Add +75.3% | 5,072 | $2.0M |
| MetLife Investment Management, LLC | 0.01% | Reduce -4.0% | 5,040 | $2.0M |
| Timucuan Asset Management Inc. | 0.06% | Reduce -50.0% | 5,000 | $1.9M |
| Sei Investments Co. | 0.00% | Add +9.8% | 4,975 | $1.9M |
| Hedeker Wealth, LLC | 0.40% | Add +2.2% | 4,852 | $1.9M |
| SG Capital Management LLC | 0.20% | Reduce -95.1% | 4,793 | $1.9M |
| Gabelli Funds LLC | 0.01% | No change | 4,700 | $1.8M |
| Janney Montgomery Scott LLC | 0.00% | Add +18.0% | 4,580 | $1.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.0% | 4,199 | $1.6M |
| Lazard Asset Management LLC | 0.00% | Reduce -61.8% | 4,093 | $1.6M |
| Bridgewater Advisors Inc. | 0.10% | No change | 3,343 | $1.6M |
| Royal Bank of Canada | 0.00% | Reduce -73.2% | 3,962 | $1.5M |
| Intech Investment Management LLC | 0.01% | Add +16.7% | 3,939 | $1.5M |
| Creative Planning | 0.00% | Add +28.4% | 3,934 | $1.5M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Add +1.8% | 3,870 | $1.5M |
| Florida Financial Advisors, LLC | 0.40% | Add +24.0% | 3,833 | $1.5M |
| RFG Advisory, LLC | 0.03% | Add +57.6% | 3,741 | $1.5M |
| Strategic Wealth Partners, Ltd. | 0.10% | No change | 3,715 | $1.4M |
| Convergence Investment Partners, LLC | 0.28% | New | 3,681 | $1.4M |
| Moran Wealth Management, LLC | 0.04% | Add +3.8% | 3,468 | $1.3M |
| PFG Advisors | 0.07% | Reduce -0.1% | 3,451 | $1.3M |
| Citadel Advisors | 0.00% | New | 3,295 | $1.3M |
| Peterson Wealth Services | 0.33% | Add +9878.8% | 3,293 | $1.3M |
| Centaurus Financial, Inc. | 0.05% | Add +9.7% | 3,082 | $1.2M |
| Virtu Financial LLC | 0.05% | New | 2,987 | $1.2M |
| STRS Ohio | 0.00% | Reduce -9.7% | 2,800 | $1.1M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +6.9% | 2,797 | $1.1M |
| Navellier & Associates Inc. | 0.12% | Reduce -44.9% | 2,755 | $1.1M |
| Stifel Financial Corp. | 0.00% | Reduce -3.8% | 2,725 | $1.1M |
| Mariner, LLC | 0.00% | Reduce -11.2% | 2,720 | $1.1M |
| Numerai GP LLC | 0.13% | Add +47.4% | 2,710 | $1.1M |
| Argent Capital Management LLC | 0.03% | Reduce -6.3% | 2,633 | $1.0M |
| Dakota Wealth Management | 0.02% | New | 2,617 | $1.0M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -3.8% | 2,507 | $975K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Reduce -0.1% | 2,496 | $971K |
| Arizona State Retirement System | 0.01% | Reduce -5.0% | 2,490 | $969K |
| Atom Investors LP | 0.08% | Add +382.8% | 2,472 | $962K |
| Evolve Private Wealth, LLC | 0.06% | — | 2,394 | $931K |
| Russell Investments Group, Ltd. | 0.00% | Add +21.4% | 2,153 | $838K |
| Bourgeon Capital Management LLC | 0.14% | Reduce -19.5% | 2,104 | $818K |
| Commonwealth Equity Services, LLC | 0.00% | Add +16.9% | 2,101 | $817K |
| Pier 88 Investment Partners LLC | 0.93% | Add +16.7% | 2,100 | $817K |
| 1ST Source Bank | 0.04% | No change | 2,000 | $778K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -4.0% | 1,920 | $747K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +381.9% | 1,860 | $724K |
| Petra Financial Advisors Inc. | 0.41% | Reduce -0.6% | 1,802 | $701K |
| VestGen Advisors, LLC | 0.03% | Add +4.7% | 1,796 | $699K |
| Corient Private Wealth LP | 0.00% | Reduce -43.5% | 1,794 | $698K |
| Marathon Wealth Advisors LLC | 0.27% | — | 1,737 | $676K |
| Keystone Investors Pte Ltd. | 0.06% | New | 1,734 | $675K |
| Ritholtz Wealth Management | 0.01% | Reduce -0.6% | 1,684 | $655K |
| ProShare Advisors LLC | 0.00% | Add +6.9% | 1,652 | $643K |
| Strategic Blueprint, LLC | 0.04% | Add +33.0% | 1,648 | $641K |
| Voya Investment Management LLC | 0.00% | Reduce -0.4% | 1,629 | $634K |
| Vestcor Inc | 0.02% | Add +166.1% | 1,602 | $623K |
| Millennium Management | 0.00% | New | 1,588 | $618K |
| HRT Financial LP | 0.00% | New | 1,509 | $587K |
| Cambria Investment Management, L.P. | 0.03% | Reduce -51.9% | 1,449 | $564K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.0% | 1,347 | $555K |
| Pictet Asset Management Holding SA | 0.00% | Add +18.5% | 1,423 | $554K |
| Empowered Funds, LLC | 0.01% | Add +27.0% | 1,402 | $545K |
| Summit Trail Advisors, LLC | 0.01% | Add +1.3% | 1,382 | $538K |
| Cwm, LLC | 0.00% | Reduce -11.2% | 1,311 | $510K |
| Cerity Partners LLC | 0.00% | Add +74.3% | 1,286 | $500K |
| Osaic Holdings, Inc. | 0.00% | Add +9.1% | 1,239 | $482K |
| Aviva PLC | 0.00% | Reduce -4.2% | 1,233 | $480K |
| Lanark Financial, Inc. | 0.04% | Reduce -11.6% | 1,231 | $479K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 1,223 | $476K |
| Itau Unibanco Holding S.A. | 0.01% | New | 1,200 | $473K |
| Pathstone Holdings, LLC | 0.00% | New | 1,202 | $467K |
| Highland Capital Management, LLC | 0.02% | Reduce -2.4% | 1,200 | $467K |
| Two Sigma Advisers, LP | 0.00% | No change | 1,200 | $467K |
| Pallas Capital Advisors LLC | 0.02% | No change | 1,180 | $459K |
| Engineers Gate Manager LP | 0.01% | New | 1,173 | $456K |
| Lone Peak Global Investors LLC | 0.08% | Add +64.2% | 1,164 | $453K |
| Cynosure Group, LLC | 0.04% | Reduce -27.0% | 1,119 | $435K |
| BlueSky Wealth Advisors, LLC | 0.06% | No change | 1,100 | $428K |
| D. E. Shaw & Co. | 0.00% | No change | 1,100 | $428K |
| Farther Finance Advisors, LLC | 0.00% | Add +10.4% | 1,093 | $425K |
| City State Bank | 0.12% | Reduce -2.7% | 1,090 | $424K |
| Citigroup Inc. | 0.00% | Reduce -50.4% | 1,075 | $418K |
| MAI Capital Management | 0.00% | Add +0.1% | 1,071 | $417K |
| Entropy Technologies, LP | 0.02% | New | 1,040 | $405K |
| Ascentis Independent Advisors | 0.06% | No change | 1,025 | $399K |
| Wexford Capital LP | 0.10% | Reduce -22.5% | 1,000 | $389K |
| Linscomb Wealth, Inc. | 0.02% | No change | 1,000 | $389K |
| ORG Partners LLC | 0.07% | Reduce -4.1% | 999 | $389K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +10.5% | 987 | $384K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -1.0% | 987 | $384K |
| Souders Financial Advisors | 0.04% | Add +1.4% | 984 | $383K |
| DUTCH ASSET Corp | 0.29% | — | 974 | $379K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -66.8% | 952 | $371K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 949 | $369K |
| Citizens Financial Group Inc. | 0.00% | Reduce -2.3% | 935 | $364K |
| Comprehensive Financial Planning, Inc. | 0.24% | Add +11.8% | 929 | $361K |
| Jump Financial, LLC | 0.00% | New | 926 | $360K |
| Canada Pension Plan Investment Board | 0.00% | New | 920 | $358K |
| Sanctuary Advisors, LLC | 0.00% | Add +39.2% | 905 | $352K |
| Callahan Advisors, LLC | 0.03% | Reduce -10.0% | 900 | $350K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +12.7% | 898 | $349K |
| Mercer Global Advisors Inc. | 0.00% | Add +1.3% | 890 | $346K |
| Swiss Life Asset Management Ltd | 0.00% | New | 874 | $340K |
| Atria Investments, Inc | 0.00% | Reduce -3.5% | 856 | $333K |
| XML Financial, LLC | 0.03% | Add +54.7% | 851 | $331K |
| XTX Topco Ltd | 0.01% | New | 844 | $328K |
| JB Capital Partners LP | 0.06% | No change | 841 | $327K |
| Capstone Investment Advisors, LLC | 0.00% | New | 829 | $322K |
| Abel Hall, LLC | 0.07% | New | 823 | $320K |
| Cresset Asset Management, LLC | 0.00% | New | 814 | $317K |
| MML Investors Services, LLC | 0.00% | New | 784 | $305K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 755 | $294K |
| Insight Wealth Strategies, LLC | 0.03% | No change | 739 | $287K |
| CIBC Asset Management Inc | 0.00% | Add +15.8% | 739 | $287K |
| Forum Financial Management, LP | 0.00% | No change | 736 | $286K |
| Quantinno Capital Management LP | 0.00% | Add +35.1% | 735 | $286K |
| Xponance LLC | 0.00% | Reduce -0.8% | 716 | $279K |
| Ayrshire Capital Management LLC | 0.13% | Add +18.0% | 702 | $273K |
| Rexford Capital Inc. | 0.21% | Add +16.7% | 700 | $272K |
| Keebeck Wealth Management | 0.03% | New | 695 | $270K |
| Sheets Smith Wealth Management | 0.03% | New | 695 | $270K |
| Savant Capital, LLC | 0.00% | Add +0.1% | 694 | $270K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -2.4% | 693 | $270K |
| Prelude Capital Management, LLC | 0.02% | New | 673 | $262K |
| KPP Advisory Services LLC | 0.04% | Add +1.1% | 664 | $258K |
| SkyOak Wealth, LLC | 0.05% | New | 658 | $256K |
| Dynamic Technology Lab Private Ltd | 0.06% | New | 654 | $254K |
| Diametric Capital, LP | 0.07% | Reduce -13.7% | 647 | $252K |
| denkapparat Operations GmbH | 0.14% | No change | 640 | $249K |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | No change | 628 | $245K |
| Vista Finance, LLC | 0.16% | Reduce -4.8% | 621 | $242K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +27.1% | 614 | $239K |
| Amundi | 0.00% | New | 605 | $235K |
| Cibc World Markets Corp. | 0.00% | — | 598 | $233K |
| Oakwell Private Wealth Management, LLC | 0.04% | Reduce -75.0% | 592 | $230K |
| Stirlingshire Investments, Inc. | 0.20% | — | 586 | $228K |
| Impact Investors, Inc | 0.15% | No change | 573 | $223K |
| Advyzon Investment Management, LLC | 0.03% | New | 565 | $220K |
| Inceptionr LLC | 0.06% | New | 544 | $212K |
| Captrust Financial Advisors | 0.00% | Add +3.4% | 541 | $210K |
| Brooklyn Investment Group | 0.01% | New | 527 | $210K |
| Trek Financial, LLC | 0.01% | Add +1.5% | 534 | $208K |
| Darden Wealth Group Inc | 0.10% | No change | 520 | $202K |
| Glenmede Trust Co. NA | 0.00% | — | 519 | $202K |
| KFG Wealth Management, LLC | 0.03% | No change | 518 | $202K |
| AlphaQuest LLC | 0.01% | Add +15.6% | 512 | $199K |
| Atlantic Union Bankshares Corp | 0.00% | New | 500 | $195K |
| Caitong International Asset Management Co., Ltd | 0.05% | New | 487 | $189K |
| Los Angeles Capital Management LLC | 0.00% | New | 455 | $177K |
| Globeflex Capital L P | 0.03% | No change | 454 | $177K |
| Comerica Bank | 0.00% | Add +11.8% | 418 | $162K |
| Acadian Asset Management LLC | 0.00% | New | 414 | $161K |
| Blue Trust, Inc. | 0.00% | Add +7.5% | 400 | $156K |
| Kestra Advisory Services, LLC | 0.00% | New | 383 | $149K |
| Rockefeller Capital Management L.P. | 0.00% | Add +38.4% | 382 | $149K |
| Harbour Investments, Inc. | 0.00% | No change | 355 | $138K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 323 | $126K |
| IFP Advisors, Inc | 0.00% | Add +50.5% | 319 | $124K |
| KBC Group NV | 0.00% | No change | 303 | $118K |
| Smartleaf Asset Management LLC | 0.00% | Add +4566.7% | 280 | $110K |
| Amalgamated Bank | 0.00% | Reduce -1.7% | 284 | $110K |
| Group One Trading LLC | 0.00% | Add +23.6% | 262 | $102K |
| GAMMA Investing LLC | 0.00% | Add +14.6% | 244 | $95K |
| Jones Financial Companies LLLP | 0.00% | Reduce -13.0% | 241 | $94K |
| Catalyst Capital Advisors LLC | 0.00% | No change | 220 | $86K |
| US Bancorp \de | 0.00% | No change | 213 | $83K |
| Smithfield Trust Co | 0.00% | No change | 170 | $66K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1318.2% | 156 | $61K |
| Greenline Wealth Management LLC | 0.06% | — | 144 | $56K |
| Larson Financial Group LLC | 0.00% | Add +2100.0% | 132 | $51K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +43.7% | 125 | $49K |
| Global Retirement Partners, LLC | 0.00% | Add +59.0% | 124 | $48K |
| SBI Securities Co., Ltd. | 0.00% | Add +13.3% | 111 | $43K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -8.0% | 104 | $40K |
| Versant Capital Management, Inc | 0.01% | No change | 103 | $40K |
| International Assets Investment Management, LLC | 0.00% | New | 98 | $38K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +366.7% | 98 | $38K |
| Federated Hermes, Inc. | 0.00% | Reduce -43.2% | 75 | $29K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +16.7% | 70 | $27K |
| Matrix Trust Co | 0.00% | Add +1.4% | 70 | $27K |
| True Wealth Design, LLC | 0.01% | No change | 61 | $24K |
| Covestor Ltd | 0.01% | Reduce -47.2% | 57 | $23K |
| Sterling Capital Management LLC | 0.00% | Add +168.2% | 59 | $23K |
| Root Financial Partners, LLC | 0.00% | Add +3.6% | 57 | $22K |
| Kemnay Advisory Services Inc. | 0.00% | New | 56 | $22K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 51 | $20K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 47 | $19K |
| Signature Equity Partners, LLC | 0.01% | — | 46 | $18K |
| First Horizon Corp. | 0.00% | Add +58.6% | 46 | $18K |
| Eastern Bank | 0.00% | New | 46 | $18K |
| Quadrant Capital Group LLC | 0.00% | No change | 41 | $16K |
| Simplex Trading, LLC | 0.00% | Reduce -94.2% | 41 | $16K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.1% | 40 | $16K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -2.6% | 37 | $14K |
| Rothschild Investment LLC | 0.00% | Add +3.2% | 32 | $12K |
| Optiver Holding B.V. | 0.00% | Reduce -37.3% | 32 | $12K |
| National Bank of Canada | 0.00% | New | 32 | $12K |
| TD Waterhouse Canada Inc. | 0.00% | New | 31 | $12K |
| Signaturefd, LLC | 0.00% | Reduce -9.1% | 30 | $12K |
| Parallel Advisors, LLC | 0.00% | Add +7.7% | 28 | $11K |
| Banque Cantonale Vaudoise | 0.00% | No change | 25 | $10K |
| Essential Partners LLC | 0.00% | No change | 21 | $8K |
| LRI Investments, LLC | 0.00% | No change | 20 | $8K |
| Private Trust Co. NA | 0.00% | Add +375.0% | 19 | $7K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 18 | $7K |
| J.Safra Asset Management Corp | 0.00% | Reduce -14.3% | 18 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | Add +45.5% | 16 | $6K |
| Arax Advisory Partners | 0.00% | Reduce -89.2% | 16 | $6K |
| PNC Financial Services Group, Inc. | 0.00% | Add +128.6% | 16 | $6K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 13 | $5K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 12 | $5K |
| Allworth Financial LP | 0.00% | Reduce -15.4% | 11 | $4K |
| Parkside Financial Bank & Trust | 0.00% | No change | 10 | $4K |
| Altshuler Shaham Ltd | 0.00% | Reduce -16.7% | 10 | $4K |
| Assetmark, Inc. | 0.00% | No change | 10 | $4K |
| Rakuten Securities, Inc. | 0.00% | New | 8 | $3K |
| Bessemer Group Inc. | 0.00% | Reduce -30.0% | 7 | $3K |
| SageView Advisory Group, LLC | 0.00% | New | 7 | $3K |
| Fortitude Family Office, LLC | 0.00% | Add +40.0% | 7 | $3K |
| Bell Investment Advisors, Inc | 0.00% | Add +50.0% | 6 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $2K |
| Rossby Financial, LCC | 0.00% | New | 6 | $2K |
| Rialto Wealth Management, LLC | 0.00% | No change | 5 | $2K |
| Bare Financial Services, Inc | 0.00% | No change | 5 | $2K |
| Westfuller Advisors, LLC | 0.00% | No change | 5 | $2K |
| Bogart Wealth, LLC | 0.00% | No change | 4 | $2K |
| SHP Wealth Management | 0.00% | — | 4 | $2K |
| WPG Advisers, LLC | 0.00% | New | 3 | $1K |
| Avion Wealth | 0.00% | No change | 3 | $1K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 3 | $1K |
| HFM Investment Advisors, LLC | 0.00% | No change | 2 | $779 |
| SJS Investment Consulting Inc. | 0.00% | No change | 2 | $779 |
| Sunbelt Securities, Inc. | 0.00% | No change | 2 | $778 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $390 |
| Atlantic Private Wealth, LLC | 0.00% | New | 1 | $389 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 1 | $389 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1 | $389 |
"% of holder's portfolio" is IESC's weight in each manager's 13F, not the share of Ies Holdings Inc. the manager owns.