Ies HoldingsIESC
13F holders, Q1 2026 (March 31)351holders +7
48new positions
43sold out
6famous investors
$475.98avg. 13F price*
At the end of Q1 2026, 351 institutions reported holding Ies Holdings Inc. (IESC) in their 13F filings, up 7 from Q4 2025. 48 opened new positions and 43 sold out. The largest holders were Gendell Jeffrey L ($4.9B), FMR LLC ($1.1B) and BlackRock, Inc. ($338.1M). 6 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Ies Holdings Inc.
- CUSIP
- 44951W106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $20.4M |
| Exits | 43 | $72.9M |
All 13F filers, Q4 2025 → Q1 2026: 843,857 shares bought and 531,490 shares sold, net +312,367 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 351 holders
| Gendell Jeffrey L | 67.11% | Reduce -0.1% | 10,340,248 | $4.9B |
| FMR LLC | 0.06% | Add +17.6% | 2,371,745 | $1.1B |
| BlackRock, Inc. | 0.01% | Reduce -1.8% | 709,571 | $338.1M |
| Dimensional Fund Advisors LP | 0.05% | Add +0.2% | 457,949 | $218.1M |
| Vanguard Capital Management LLC | 0.00% | — | 398,929 | $190.1M |
| Vanguard Portfolio Management LLC | 0.01% | — | 392,569 | $187.0M |
| First Trust Advisors LP | 0.12% | Add +40.4% | 349,163 | $166.4M |
| Geode Capital Management, LLC | 0.01% | Add +7.7% | 295,842 | $141.0M |
| Pertento Partners LLP | 11.69% | Add +10.5% | 231,239 | $110.2M |
| State Street Corp. | 0.00% | Add +0.8% | 207,544 | $98.9M |
| UBS Group AG | 0.02% | Add +101.1% | 178,399 | $85.0M |
| Morgan Stanley | 0.01% | Add +3.6% | 177,590 | $84.6M |
| Franklin Resources Inc. | 0.02% | Add +7.3% | 165,174 | $78.7M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Reduce -5.1% | 156,393 | $74.5M |
| Thrivent Financial for Lutherans | 0.14% | Add +0.0% | 152,667 | $72.7M |
| Royce & Associates LP | 0.70% | Reduce -13.0% | 149,029 | $71.0M |
| AltraVue Capital, LLC | 5.33% | Reduce -9.0% | 129,767 | $61.8M |
| Parsifal Capital Management, LP | 5.54% | Reduce -10.1% | 90,067 | $42.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.5% | 83,485 | $39.8M |
| Renaissance Technologies | 0.06% | Reduce -15.4% | 82,352 | $39.2M |
| American Century Companies Inc. | 0.02% | Reduce -14.8% | 80,469 | $38.3M |
| Invesco Ltd. | 0.00% | Reduce -15.3% | 77,702 | $37.0M |
| Northern Trust Corp. | 0.00% | Add +2.6% | 76,871 | $36.6M |
| Lord, Abbett & Co. LLC | 0.12% | Reduce -16.9% | 72,370 | $34.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -23.0% | 68,717 | $32.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.3% | 62,236 | $29.7M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 61,296 | $29.2M |
| Ophir Asset Management Pty Ltd | 3.05% | Reduce -7.6% | 55,033 | $26.2M |
| Swedbank AB | 0.03% | Reduce -16.9% | 54,000 | $25.7M |
| LPL Financial LLC | 0.01% | Reduce -7.1% | 47,968 | $22.9M |
| United Capital Management of KS, Inc. | 3.21% | Reduce -1.7% | 44,486 | $21.2M |
| Congress Asset Management Co. | 0.15% | Add +27.0% | 43,513 | $20.7M |
| Neuberger Berman Group LLC | 0.01% | Reduce -19.8% | 39,974 | $19.0M |
| Segall Bryant & Hamill, LLC | 0.27% | Add +192.4% | 39,592 | $18.9M |
| Deutsche Bank AG | 0.01% | Add +2.3% | 38,971 | $18.6M |
| Bank of America Corp. | 0.00% | Add +33.1% | 33,837 | $16.1M |
| New York State Common Retirement Fund | 0.02% | Reduce -7.3% | 33,244 | $15.8M |
| Kennedy Capital Management LLC | 0.33% | Reduce -3.1% | 33,020 | $15.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.7% | 31,073 | $14.8M |
| Legato Capital Management LLC | 1.19% | Reduce -9.5% | 27,456 | $13.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.5% | 27,667 | $12.7M |
| Man Group plc | 0.03% | Add +117.3% | 26,568 | $12.7M |
| Ameriprise Financial Inc. | 0.00% | Add +14.0% | 26,573 | $12.7M |
| Bridgewater Associates | 0.05% | Reduce -4.2% | 22,161 | $10.6M |
| Renaissance Group LLC | 0.43% | Add +34.7% | 21,648 | $10.3M |
| AQR Capital Management | 0.00% | Add +4.5% | 21,607 | $10.3M |
| Prudential Financial Inc. | 0.01% | Reduce -17.8% | 21,256 | $10.1M |
| JPMorgan Chase & Co. | 0.00% | Add +8.6% | 21,936 | $9.7M |
| Nuveen, LLC | 0.00% | Reduce -16.6% | 19,881 | $9.5M |
| Victory Capital Management Inc. | 0.01% | Add +50.1% | 18,528 | $8.8M |
| Susquehanna International Group, LLP | 0.01% | Add +14.0% | 18,030 | $8.6M |
| Steamboat Capital Partners, LLC | 2.13% | Reduce -0.7% | 17,953 | $8.6M |
| Swiss National Bank | 0.00% | Add +0.5% | 17,740 | $8.5M |
| State of Wyoming | 1.00% | Reduce -23.8% | 17,722 | $8.4M |
| AdvisorShares Investments LLC | 1.43% | Reduce -8.8% | 16,485 | $7.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +3.0% | 16,344 | $7.8M |
| Emerald Investment Advisers, LLC | 0.66% | — | 15,346 | $7.3M |
| RBF Capital, LLC | 0.35% | No change | 15,000 | $7.1M |
| Palisades Investment Partners, LLC | 2.73% | Add +7.2% | 14,621 | $7.0M |
| Tidal Investments LLC | 0.02% | Add +38.5% | 14,124 | $6.7M |
| Principal Financial Group Inc. | 0.00% | Reduce -17.3% | 13,977 | $6.7M |
| Fiera Capital Corp | 0.02% | Add +28.0% | 13,530 | $6.4M |
| Jane Street Group, LLC | 0.01% | Add +63.8% | 13,105 | $6.2M |
| Wells Fargo & Company | 0.00% | Reduce -34.2% | 12,654 | $6.0M |
| Millennium Management | 0.00% | Add +672.1% | 12,261 | $5.8M |
| Rhumbline Advisers | 0.00% | Reduce -1.7% | 11,984 | $5.7M |
| Credit Agricole S A | 0.02% | No change | 11,954 | $5.7M |
| Polen Capital Management LLC | 0.04% | Add +9.3% | 11,953 | $5.7M |
| Portolan Capital Management, LLC | 0.30% | Add +0.7% | 11,869 | $5.7M |
| Illinois Municipal Retirement Fund | 0.07% | Add +94.3% | 11,575 | $5.5M |
| Lazard Asset Management LLC | 0.01% | Add +164.4% | 10,822 | $5.2M |
| Cetera Investment Advisers | 0.01% | Reduce -1.6% | 10,748 | $5.1M |
| California State Teachers Retirement System | 0.01% | Add +28.8% | 10,694 | $5.1M |
| CastleKnight Management LP | 0.23% | Reduce -30.5% | 10,455 | $5.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.7% | 10,309 | $4.9M |
| Vident Advisory, LLC | 0.04% | Reduce -18.8% | 9,798 | $4.7M |
| De Lisle Partners LLP | 0.54% | Add +35.7% | 9,500 | $4.5M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +11.7% | 9,202 | $4.4M |
| Parkway Wealth Management Group, LLC | 0.55% | Reduce -5.8% | 8,100 | $4.3M |
| Moran Wealth Management, LLC | 0.13% | Add +151.4% | 8,719 | $4.2M |
| Legal & General Group Plc | 0.00% | Reduce -11.3% | 8,616 | $4.1M |
| RIHO Partners, LLC | 2.56% | New | 8,540 | $4.1M |
| Mackenzie Financial Corp. | 0.00% | Add +60.4% | 8,478 | $4.0M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 7,876 | $3.8M |
| Annex Advisory Services, LLC | 0.07% | Reduce -3.6% | 7,655 | $3.6M |
| Truvestments Capital LLC | 0.65% | Reduce -0.8% | 7,591 | $3.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -13.0% | 9,291 | $3.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +43.6% | 7,343 | $3.5M |
| Royal Bank of Canada | 0.00% | Add +74.0% | 6,893 | $3.3M |
| Janus Henderson Group PLC | 0.00% | Reduce -73.8% | 6,658 | $3.2M |
| XTX Topco Ltd | 0.05% | Add +682.2% | 6,602 | $3.1M |
| Yorktown Management & Research Co Inc | 2.53% | No change | 6,340 | $3.0M |
| Handelsbanken Fonder AB | 0.01% | Add +9.2% | 6,180 | $2.9M |
| Alps Advisors Inc. | 0.01% | Add +5.9% | 6,038 | $2.9M |
| Truist Financial Corp. | 0.00% | Reduce -9.4% | 6,032 | $2.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +27.4% | 5,836 | $2.8M |
| Informed Momentum Co LLC | 0.31% | Reduce -66.5% | 5,650 | $2.7M |
| State of Wisconsin Investment Board | 0.01% | Add +4.4% | 5,617 | $2.7M |
| Barclays PLC | 0.00% | Reduce -74.0% | 5,577 | $2.7M |
| Cavalier Investments, LLC | 0.68% | Reduce -6.8% | 5,560 | $2.6M |
| Great Lakes Advisors, LLC | 0.02% | Reduce -8.4% | 5,542 | $2.6M |
| Creative Planning | 0.00% | Add +34.8% | 5,303 | $2.5M |
| IPG Investment Advisors LLC | 0.43% | New | 5,228 | $2.5M |
| Timucuan Asset Management Inc. | 0.09% | No change | 5,000 | $2.4M |
| Hedeker Wealth, LLC | 0.50% | Add +2.1% | 4,954 | $2.4M |
| MetLife Investment Management, LLC | 0.01% | Reduce -2.0% | 4,939 | $2.4M |
| Bridgewater Advisors Inc. | 0.13% | No change | 3,343 | $2.3M |
| Numerai GP LLC | 0.23% | Add +73.9% | 4,712 | $2.2M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -10.6% | 4,600 | $2.2M |
| Florida Financial Advisors, LLC | 0.52% | Add +18.6% | 4,548 | $2.2M |
| Vanguard Global Advisers, LLC | 0.00% | — | 4,531 | $2.2M |
| Dakota Wealth Management | 0.05% | Add +72.7% | 4,519 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -26.3% | 4,436 | $2.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +1.0% | 4,240 | $2.0M |
| Sei Investments Co. | 0.00% | Reduce -15.9% | 4,184 | $2.0M |
| Dark Forest Capital Management LP | 0.18% | Reduce -21.3% | 4,144 | $2.0M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Add +6.2% | 4,110 | $2.0M |
| Argent Capital Management LLC | 0.06% | Add +53.8% | 4,049 | $1.9M |
| Peterson Wealth Services | 0.43% | Add +11.1% | 3,657 | $1.7M |
| PFG Advisors | 0.08% | Add +5.0% | 3,624 | $1.7M |
| Richard Bernstein Advisors LLC | 0.05% | New | 3,611 | $1.7M |
| LRT Capital Management, LLC | 1.46% | Reduce -40.2% | 3,280 | $1.6M |
| Pathstone Holdings, LLC | 0.01% | Add +168.4% | 3,226 | $1.5M |
| Mariner, LLC | 0.00% | Add +18.5% | 3,223 | $1.5M |
| Two Sigma Investments, LP | 0.00% | Reduce -51.9% | 3,220 | $1.5M |
| Algert Global LLC | 0.02% | Reduce -87.6% | 3,194 | $1.5M |
| ExodusPoint Capital Management, LP | 0.01% | New | 3,180 | $1.5M |
| Ethic Inc. | 0.02% | New | 21,657 | $1.5M |
| Centaurus Financial, Inc. | 0.07% | Reduce -1.5% | 3,036 | $1.4M |
| Hennion & Walsh Asset Management, Inc. | 0.05% | Add +187.1% | 2,834 | $1.4M |
| STRS Ohio | 0.01% | No change | 2,800 | $1.3M |
| Navellier & Associates Inc. | 0.13% | Reduce -2.9% | 2,674 | $1.3M |
| Stifel Financial Corp. | 0.00% | Reduce -2.0% | 2,670 | $1.3M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -5.8% | 2,636 | $1.3M |
| VestGen Advisors, LLC | 0.04% | Add +1.8% | 1,828 | $1.3M |
| Evolve Private Wealth, LLC | 0.06% | Add +4.9% | 2,512 | $1.2M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 2,496 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +150.7% | 2,474 | $1.2M |
| Arizona State Retirement System | 0.01% | Reduce -1.1% | 2,463 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +12.8% | 2,371 | $1.1M |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 2,314 | $1.1M |
| Intech Investment Management LLC | 0.01% | Reduce -42.5% | 2,263 | $1.1M |
| Strategic Wealth Partners, Ltd. | 0.07% | Reduce -39.7% | 2,240 | $1.1M |
| KLP Kapitalforvaltning As | 0.00% | Add +12.5% | 2,160 | $1.0M |
| Ducere Wealth Management LLC | 0.40% | New | 2,128 | $1.0M |
| Acadian Asset Management LLC | 0.00% | Add +412.6% | 2,122 | $1.0M |
| BNP Paribas Financial Markets | 0.00% | Reduce -59.3% | 2,064 | $983K |
| Strategic Blueprint, LLC | 0.06% | Add +25.2% | 2,063 | $983K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -18.6% | 2,041 | $972K |
| Ascentis Independent Advisors | 0.07% | Add +95.7% | 2,006 | $956K |
| 1ST Source Bank | 0.05% | No change | 2,000 | $953K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -9.9% | 1,940 | $925K |
| Pier 88 Investment Partners LLC | 1.34% | Reduce -9.5% | 1,900 | $905K |
| Highland Capital Management, LLC | 0.05% | Add +57.3% | 1,888 | $900K |
| Petra Financial Advisors Inc. | 0.54% | Add +2.3% | 1,843 | $878K |
| Corient Private Wealth LP | 0.00% | Reduce -0.5% | 1,785 | $851K |
| Ritholtz Wealth Management | 0.01% | Add +5.0% | 1,769 | $843K |
| Marathon Wealth Advisors LLC | 0.34% | Reduce -1.1% | 1,717 | $818K |
| Voya Investment Management LLC | 0.00% | Reduce -3.8% | 1,567 | $747K |
| Bourgeon Capital Management LLC | 0.13% | Reduce -25.7% | 1,564 | $745K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -84.8% | 1,546 | $737K |
| Empowered Funds, LLC | 0.00% | Add +8.1% | 1,515 | $722K |
| Osaic Holdings, Inc. | 0.00% | Add +19.6% | 1,482 | $706K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -23.1% | 1,430 | $681K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -1.0% | 1,409 | $671K |
| Cambria Investment Management, L.P. | 0.04% | Reduce -3.2% | 1,403 | $668K |
| Summit Trail Advisors, LLC | 0.01% | Add +0.1% | 1,384 | $659K |
| SG Americas Securities, LLC | 0.00% | Reduce -87.8% | 1,372 | $654K |
| Montgomery Investment Management Inc. | 0.22% | New | 1,370 | $653K |
| Lone Peak Global Investors LLC | 0.11% | Add +17.4% | 1,366 | $651K |
| Inceptionr LLC | 0.15% | Add +148.0% | 1,349 | $643K |
| Sanctuary Advisors, LLC | 0.00% | Add +48.6% | 1,345 | $641K |
| Cerity Partners LLC | 0.00% | Add +4.1% | 1,339 | $638K |
| Cwm, LLC | 0.00% | Add +1.0% | 1,324 | $631K |
| ProShare Advisors LLC | 0.00% | Reduce -20.6% | 1,311 | $625K |
| Walleye Capital LLC | 0.00% | New | 1,288 | $614K |
| Allstate Corp. | 0.01% | New | 1,248 | $595K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 1,223 | $583K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +29.7% | 1,165 | $555K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -1.7% | 1,160 | $553K |
| Farther Finance Advisors, LLC | 0.01% | Add +4.5% | 1,142 | $553K |
| Vestcor Inc | 0.02% | Reduce -28.4% | 1,147 | $547K |
| BlueSky Wealth Advisors, LLC | 0.07% | No change | 1,100 | $524K |
| D. E. Shaw & Co. | 0.00% | No change | 1,100 | $524K |
| Brooklyn Investment Group | 0.02% | Add +107.8% | 1,095 | $522K |
| City State Bank | 0.13% | Reduce -1.2% | 1,077 | $513K |
| MAI Capital Management | 0.00% | Add +0.1% | 1,072 | $511K |
| Citigroup Inc. | 0.00% | Reduce -0.8% | 1,066 | $508K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -22.6% | 1,043 | $503K |
| Oakwell Private Wealth Management, LLC | 0.09% | Add +74.5% | 1,033 | $492K |
| Souders Financial Advisors | 0.05% | Add +2.2% | 1,006 | $479K |
| Linscomb Wealth, Inc. | 0.02% | No change | 1,000 | $476K |
| Diametric Capital, LP | 0.12% | Add +53.5% | 993 | $473K |
| Swiss Life Asset Management Ltd | 0.00% | Add +10.8% | 968 | $461K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 952 | $456K |
| Aviva PLC | 0.00% | Reduce -22.6% | 955 | $455K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 949 | $452K |
| Citizens Financial Group Inc. | 0.01% | Add +1.1% | 945 | $450K |
| XML Financial, LLC | 0.04% | Add +9.4% | 931 | $444K |
| Lanark Financial, Inc. | 0.03% | Reduce -25.0% | 923 | $440K |
| Layline Advisors, LLC | 0.49% | — | 920 | $438K |
| Amundi | 0.00% | Add +51.9% | 919 | $438K |
| United Capital Financial Advisors, LLC | 0.00% | New | 918 | $437K |
| Quantinno Capital Management LP | 0.00% | Add +24.9% | 918 | $437K |
| Mercer Global Advisors Inc. | 0.00% | Add +1.5% | 903 | $430K |
| Capstone Investment Advisors, LLC | 0.00% | Add +8.2% | 897 | $427K |
| Xponance LLC | 0.00% | Add +18.6% | 849 | $405K |
| Teacher Retirement System of Texas | 0.00% | New | 848 | $404K |
| JB Capital Partners LP | 0.07% | No change | 841 | $401K |
| Atria Investments, Inc | 0.00% | Reduce -3.5% | 826 | $394K |
| Keebeck Wealth Management | 0.04% | Add +16.0% | 806 | $384K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +30.1% | 799 | $381K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | New | 766 | $365K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 755 | $360K |
| Insight Wealth Strategies, LLC | 0.04% | No change | 739 | $352K |
| CIBC Asset Management Inc | 0.00% | No change | 739 | $352K |
| Savant Capital, LLC | 0.00% | Add +3.5% | 718 | $342K |
| Linden Thomas Advisory Services, LLC | 0.03% | New | 713 | $340K |
| Rexford Capital Inc. | 0.24% | No change | 700 | $334K |
| Callahan Advisors, LLC | 0.03% | Reduce -22.2% | 700 | $334K |
| KPP Advisory Services LLC | 0.05% | Add +5.3% | 699 | $333K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 687 | $332K |
| Ayrshire Capital Management LLC | 0.17% | Reduce -2.9% | 682 | $325K |
| IMC-Chicago, LLC | 0.00% | New | 674 | $321K |
| Susquehanna Fundamental Investments, LLC | 0.01% | New | 670 | $319K |
| denkapparat Operations GmbH | 0.13% | No change | 640 | $305K |
| Gotham Asset Management | 0.00% | Reduce -88.8% | 634 | $302K |
| Darden Wealth Group Inc | 0.15% | Add +18.3% | 615 | $293K |
| TCFG Wealth Management, LLC | 0.11% | New | 595 | $284K |
| TCFG Investment Advisors, LLC | 0.11% | — | 595 | $284K |
| Stirlingshire Investments, Inc. | 0.25% | Add +1.0% | 592 | $282K |
| Vista Finance, LLC | 0.22% | Reduce -4.7% | 592 | $282K |
| Impact Investors, Inc | 0.19% | No change | 573 | $273K |
| Abel Hall, LLC | 0.06% | Reduce -30.4% | 573 | $273K |
| Advyzon Investment Management, LLC | 0.02% | Reduce -1.1% | 559 | $267K |
| HighTower Advisors, LLC | 0.00% | New | 548 | $261K |
| Captrust Financial Advisors | 0.00% | Add +0.4% | 543 | $258K |
| Drucker Wealth 3.0, LLC | 0.04% | New | 541 | $258K |
| Algebris (uk) Ltd. | 0.02% | New | 540 | $257K |
| Trek Financial, LLC | 0.01% | No change | 534 | $254K |
| CIBC Bancorp USA Inc. | 0.00% | — | 527 | $251K |
| Prelude Capital Management, LLC | 0.02% | Reduce -22.9% | 519 | $247K |
| KFG Wealth Management, LLC | 0.03% | No change | 518 | $247K |
| Portside Wealth Group, LLC | 0.03% | New | 511 | $243K |
| nVerses Capital, LLC | 0.22% | New | 509 | $243K |
| Ausbil Investment Management Ltd | 0.12% | New | 494 | $239K |
| Wexford Capital LP | 0.04% | Reduce -50.0% | 500 | $238K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 500 | $238K |
| SEB Asset Management AB | 0.00% | — | 500 | $238K |
| Harbour Investments, Inc. | 0.00% | Add +36.6% | 485 | $231K |
| DNB Asset Management AS | 0.00% | New | 467 | $223K |
| Jefferies Financial Group Inc. | 0.00% | New | 465 | $222K |
| Militia Capital Management LLC | 0.05% | — | 458 | $218K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 458 | $218K |
| Jones Financial Companies LLLP | 0.00% | Add +90.9% | 460 | $218K |
| Gsa Capital Partners LLP | 0.01% | New | 453 | $216K |
| J. Team Financial, Inc. | 0.24% | New | 448 | $213K |
| Caitong International Asset Management Co., Ltd | 0.04% | Reduce -9.0% | 443 | $211K |
| Brevan Howard Capital Management LP | 0.00% | New | 432 | $206K |
| Brown Advisory Inc. | 0.00% | New | 420 | $200K |
| Nisa Investment Advisors, LLC | 0.00% | Add +289.4% | 405 | $193K |
| Fifth Third Bancorp | 0.00% | New | 398 | $190K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -18.9% | 369 | $176K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -11.5% | 338 | $161K |
| Blue Trust, Inc. | 0.00% | Reduce -15.8% | 337 | $161K |
| Advisory Services Network, LLC | 0.00% | New | 328 | $156K |
| KBC Group NV | 0.00% | No change | 303 | $144K |
| IFP Advisors, Inc | 0.00% | Reduce -8.2% | 293 | $140K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Reduce -9.9% | 291 | $139K |
| Smartleaf Asset Management LLC | 0.00% | No change | 280 | $124K |
| GAMMA Investing LLC | 0.01% | Add +3.7% | 253 | $121K |
| Catalyst Capital Advisors LLC | 0.00% | No change | 220 | $105K |
| US Bancorp \de | 0.00% | Add +2.4% | 218 | $104K |
| Federated Hermes, Inc. | 0.00% | Add +137.3% | 178 | $85K |
| Larson Financial Group LLC | 0.00% | Add +30.3% | 172 | $82K |
| Smithfield Trust Co | 0.00% | No change | 170 | $81K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +28.8% | 161 | $77K |
| SBI Securities Co., Ltd. | 0.00% | Add +41.4% | 157 | $75K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +50.0% | 147 | $70K |
| Harvest Fund Management Co., Ltd | 0.00% | Add +3733.3% | 115 | $55K |
| Versant Capital Management, Inc | 0.00% | Add +1.9% | 105 | $50K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +11.4% | 78 | $37K |
| Matrix Trust Co | 0.01% | Add +11.4% | 78 | $37K |
| Opal Wealth Advisors, LLC | 0.01% | New | 76 | $36K |
| Root Financial Partners, LLC | 0.00% | Add +24.6% | 71 | $34K |
| Parallel Advisors, LLC | 0.00% | Add +121.4% | 62 | $30K |
| True Wealth Design, LLC | 0.01% | No change | 61 | $29K |
| Sterling Capital Management LLC | 0.00% | No change | 59 | $28K |
| First Horizon Corp. | 0.00% | Add +23.9% | 57 | $27K |
| Spire Wealth Management | 0.00% | New | 57 | $27K |
| Signaturefd, LLC | 0.00% | Add +83.3% | 55 | $26K |
| Optiver Holding B.V. | 0.00% | Add +62.5% | 52 | $25K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 51 | $24K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 47 | $23K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +24.3% | 46 | $22K |
| Eastern Bank | 0.00% | No change | 46 | $22K |
| Kemnay Advisory Services Inc. | 0.00% | Reduce -28.6% | 40 | $19K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 40 | $19K |
| Covestor Ltd | 0.01% | Reduce -31.6% | 39 | $19K |
| National Bank of Canada | 0.00% | Add +18.8% | 38 | $18K |
| J.Safra Asset Management Corp | 0.00% | Add +100.0% | 36 | $17K |
| PNC Financial Services Group, Inc. | 0.00% | Add +125.0% | 36 | $17K |
| Salem Investment Counselors Inc. | 0.00% | New | 35 | $17K |
| Rothschild Investment LLC | 0.00% | Add +9.4% | 35 | $17K |
| Quadrant Capital Group LLC | 0.00% | Reduce -17.1% | 34 | $16K |
| Signature Equity Partners, LLC | 0.01% | Reduce -28.3% | 33 | $16K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -16.1% | 26 | $13K |
| Toth Financial Advisory Corp. | 0.00% | New | 23 | $11K |
| Fortitude Family Office, LLC | 0.00% | Add +214.3% | 22 | $10K |
| CVA Family Office, LLC | 0.00% | New | 22 | $10K |
| Essential Partners LLC | 0.00% | No change | 21 | $10K |
| Private Trust Co. NA | 0.00% | No change | 19 | $9K |
| LRI Investments, LLC | 0.00% | Reduce -5.0% | 19 | $9K |
| Allworth Financial LP | 0.00% | Add +72.7% | 19 | $9K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 18 | $9K |
| JFS Wealth Advisors, LLC | 0.00% | Add +6.3% | 17 | $8K |
| Aventura Private Wealth, LLC | 0.00% | New | 15 | $7K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +16.7% | 14 | $7K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 13 | $6K |
| Assetmark, Inc. | 0.00% | Add +20.0% | 12 | $6K |
| Parkside Financial Bank & Trust | 0.00% | No change | 10 | $5K |
| Altshuler Shaham Ltd | 0.00% | No change | 10 | $5K |
| Public Employees Retirement System of Ohio | 0.00% | New | 10 | $5K |
| McMillan Office, Inc. | 0.00% | New | 8 | $4K |
| Arax Advisory Partners | 0.00% | Reduce -56.3% | 7 | $4K |
| Rossby Financial, LCC | 0.00% | Add +16.7% | 7 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 6 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $3K |
| Rialto Wealth Management, LLC | 0.00% | No change | 5 | $2K |
| Bare Financial Services, Inc | 0.00% | No change | 5 | $2K |
| Bessemer Group Inc. | 0.00% | Reduce -28.6% | 5 | $2K |
| WFA of San Diego, LLC | 0.00% | New | 4 | $2K |
| Bogart Wealth, LLC | 0.00% | No change | 4 | $2K |
| SHP Wealth Management | 0.00% | No change | 4 | $2K |
| Westfuller Advisors, LLC | 0.00% | Reduce -40.0% | 3 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Add +50.0% | 3 | $1K |
| WPG Advisers, LLC | 0.00% | No change | 3 | $1K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 3 | $1K |
| Avion Wealth | 0.00% | No change | 3 | $1K |
| Portus Wealth Advisors, LLC | 0.00% | New | 2 | $953 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 2 | $953 |
| HFM Investment Advisors, LLC | 0.00% | No change | 2 | $953 |
| Sunbelt Securities, Inc. | 0.00% | No change | 2 | $953 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +100.0% | 2 | $952 |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 3 | $495 |
| Marquette Asset Management, LLC | 0.00% | New | 1 | $477 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $477 |
| Rakuten Securities, Inc. | 0.00% | Reduce -87.5% | 1 | $476 |
| Curio Wealth, LLC | 0.00% | New | 1 | $476 |
| Hughes Financial Services, LLC | 0.00% | New | 1 | $476 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1 | $476 |
"% of holder's portfolio" is IESC's weight in each manager's 13F, not the share of Ies Holdings Inc. the manager owns.