Ies HoldingsIESC
13F holders, Q2 2026 (June 30)414holders +63
99new positions
35sold out
8famous investors
$734.50avg. 13F price*
At the end of Q2 2026, 414 institutions reported holding Ies Holdings Inc. (IESC) in their 13F filings, up 63 from Q1 2026. 99 opened new positions and 35 sold out. The largest holders were Gendell Jeffrey L ($7.6B), FMR LLC ($1.6B) and BlackRock, Inc. ($649.1M). 8 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).
- Company
- Ies Holdings Inc.
- CUSIP
- 44951W106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 99 | $302.4M |
| Exits | 35 | $69.1M |
All 13F filers, Q1 2026 → Q2 2026: 1,012,504 shares bought and 998,156 shares sold, net +14,348 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 414 holders
| Gendell Jeffrey L | 68.36% | Reduce -0.5% | 10,293,528 | $7.6B |
| FMR LLC | 0.07% | Reduce -5.3% | 2,245,587 | $1.6B |
| BlackRock, Inc. | 0.01% | Add +24.5% | 883,520 | $649.1M |
| Dimensional Fund Advisors LP | 0.06% | Reduce -8.2% | 420,423 | $308.9M |
| Vanguard Capital Management LLC | 0.01% | Add +0.8% | 401,936 | $295.3M |
| Vanguard Portfolio Management LLC | 0.01% | Reduce -3.1% | 380,318 | $279.4M |
| First Trust Advisors LP | 0.15% | Reduce -0.7% | 346,730 | $254.7M |
| State Street Corp. | 0.01% | Add +32.0% | 274,069 | $201.3M |
| Geode Capital Management, LLC | 0.01% | Reduce -9.8% | 266,996 | $196.2M |
| Capital International Investors | 0.03% | New | 205,596 | $151.0M |
| UBS Group AG | 0.02% | Add +11.3% | 198,559 | $145.9M |
| Pertento Partners LLP | 8.89% | Reduce -27.1% | 168,457 | $123.8M |
| Morgan Stanley | 0.01% | Reduce -13.2% | 154,221 | $113.3M |
| Royce & Associates LP | 0.88% | No change | 149,029 | $109.5M |
| Thrivent Financial for Lutherans | 0.18% | Reduce -5.2% | 144,735 | $106.3M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Reduce -19.0% | 126,625 | $93.0M |
| Franklin Resources Inc. | 0.02% | Reduce -23.4% | 126,514 | $92.9M |
| Invesco Ltd. | 0.01% | Add +56.7% | 121,781 | $89.5M |
| Norges Bank | 0.01% | — | 107,286 | $78.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +55.9% | 107,112 | $78.7M |
| Renaissance Technologies | 0.11% | Add +29.6% | 106,752 | $78.4M |
| AltraVue Capital, LLC | 5.10% | Reduce -25.8% | 96,317 | $70.8M |
| Lord, Abbett & Co. LLC | 0.16% | Add +1.2% | 73,239 | $53.8M |
| Northern Trust Corp. | 0.01% | Reduce -13.5% | 66,527 | $48.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -21.2% | 65,771 | $48.3M |
| Ophir Asset Management Pty Ltd | 3.79% | Add +14.1% | 62,763 | $46.1M |
| Vanguard Fiduciary Trust Co. | 0.01% | Reduce -7.4% | 56,762 | $41.7M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -17.9% | 51,110 | $37.5M |
| Bank of New York Mellon Corp | 0.01% | Add +63.8% | 50,887 | $37.4M |
| Parsifal Capital Management, LP | 4.41% | Reduce -45.6% | 48,971 | $36.0M |
| American Century Companies Inc. | 0.02% | Reduce -39.4% | 48,730 | $35.8M |
| Swedbank AB | 0.03% | Reduce -11.1% | 48,000 | $35.3M |
| BNP Paribas Financial Markets | 0.02% | Add +2114.5% | 45,707 | $33.6M |
| HRT Financial LP | 0.06% | New | 44,581 | $32.8M |
| LPL Financial LLC | 0.01% | Reduce -17.1% | 39,788 | $29.2M |
| Bank of America Corp. | 0.00% | Add +9.6% | 37,071 | $27.2M |
| Susquehanna International Group, LLP | 0.02% | Add +101.9% | 36,405 | $26.7M |
| United Capital Management of KS, Inc. | 3.37% | Reduce -21.3% | 35,002 | $25.7M |
| Principal Financial Group Inc. | 0.01% | Add +147.9% | 34,644 | $25.5M |
| Deutsche Bank AG | 0.01% | Reduce -19.0% | 31,552 | $23.2M |
| Ameriprise Financial Inc. | 0.00% | Add +14.3% | 30,359 | $22.3M |
| New York State Common Retirement Fund | 0.03% | Reduce -12.6% | 29,054 | $21.3M |
| JPMorgan Chase & Co. | 0.00% | Add +15.9% | 25,421 | $18.7M |
| AQR Capital Management | 0.01% | Add +10.8% | 23,930 | $17.6M |
| Legato Capital Management LLC | 1.30% | Reduce -22.4% | 21,306 | $15.7M |
| Neuberger Berman Group LLC | 0.01% | Reduce -47.3% | 21,050 | $15.5M |
| Man Group plc | 0.03% | Reduce -22.8% | 20,501 | $15.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +15.4% | 18,863 | $13.9M |
| Swiss National Bank | 0.01% | Add +1.4% | 17,980 | $13.2M |
| Nuveen, LLC | 0.00% | Reduce -14.1% | 17,077 | $12.5M |
| Rhumbline Advisers | 0.01% | Add +42.5% | 17,074 | $12.5M |
| Royal Bank of Canada | 0.00% | Add +140.3% | 16,561 | $12.2M |
| Palisades Investment Partners, LLC | 3.13% | Add +2.6% | 15,003 | $11.0M |
| RBF Capital, LLC | 0.46% | No change | 15,000 | $11.0M |
| Renaissance Group LLC | 0.44% | Reduce -31.4% | 14,849 | $10.9M |
| Millennium Management | 0.01% | Add +19.8% | 14,685 | $10.8M |
| Lazard Asset Management LLC | 0.02% | Add +34.4% | 14,546 | $10.7M |
| Victory Capital Management Inc. | 0.01% | Reduce -21.9% | 14,463 | $10.6M |
| Cetera Investment Advisers | 0.01% | Add +28.3% | 13,788 | $10.1M |
| Curi Capital, LLC | 0.16% | New | 13,667 | $10.0M |
| AdvisorShares Investments LLC | 1.20% | Reduce -18.3% | 13,474 | $9.9M |
| Segall Bryant & Hamill, LLC | 0.11% | Reduce -67.1% | 13,035 | $9.6M |
| Legal & General Group Plc | 0.00% | Add +49.6% | 12,893 | $9.5M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +23.3% | 12,713 | $9.3M |
| Illinois Municipal Retirement Fund | 0.10% | Add +9.2% | 12,641 | $9.3M |
| Tidal Investments LLC | 0.02% | Reduce -11.3% | 12,526 | $9.2M |
| Steamboat Capital Partners, LLC | 1.96% | Reduce -30.5% | 12,481 | $9.2M |
| Emerald Investment Advisers, LLC | 0.56% | Reduce -24.9% | 11,518 | $8.5M |
| Canada Pension Plan Investment Board | 0.00% | New | 10,760 | $7.9M |
| California State Teachers Retirement System | 0.01% | Reduce -3.1% | 10,360 | $7.6M |
| Tudor Investment Corporation | 0.03% | New | 10,250 | $7.5M |
| Bridgewater Associates | 0.03% | Reduce -54.4% | 10,114 | $7.4M |
| Vident Advisory, LLC | 0.05% | Reduce -0.9% | 9,712 | $7.1M |
| Asset Management One Co., Ltd. | 0.02% | Add +111.0% | 9,707 | $7.1M |
| Wells Fargo & Company | 0.00% | Reduce -25.5% | 9,424 | $6.9M |
| Van Eck Associates Corp. | 0.00% | New | 9,292 | $6.8M |
| Retirement Systems of Alabama | 0.02% | New | 9,074 | $6.7M |
| Credit Agricole S A | 0.02% | Reduce -28.4% | 8,554 | $6.3M |
| RIHO Partners, LLC | 3.52% | Reduce -0.3% | 8,510 | $6.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +7.5% | 8,471 | $6.2M |
| Moran Wealth Management, LLC | 0.17% | Reduce -4.4% | 8,332 | $6.1M |
| Russell Investments Group, Ltd. | 0.01% | Add +323.7% | 8,219 | $6.0M |
| De Lisle Partners LLP | 0.65% | Reduce -14.9% | 8,086 | $5.9M |
| Fiera Capital Corp | 0.02% | Reduce -41.1% | 7,974 | $5.9M |
| Jupiter Topco LLC | 0.00% | — | 7,926 | $5.8M |
| Truvestments Capital LLC | 0.85% | Add +2.2% | 7,759 | $5.7M |
| Susquehanna Fundamental Investments, LLC | 0.10% | Add +1029.1% | 7,565 | $5.6M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +184.5% | 7,500 | $5.5M |
| Polen Capital Management LLC | 0.05% | Reduce -39.1% | 7,275 | $5.3M |
| Creative Planning | 0.00% | Add +34.6% | 7,139 | $5.2M |
| Parkway Wealth Management Group, LLC | 0.59% | Reduce -13.6% | 7,000 | $5.1M |
| Alliancebernstein L.P. | 0.00% | Add +10.3% | 10,247 | $4.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -76.3% | 6,548 | $4.8M |
| Catalyst Funds Management Pty Ltd | 0.27% | New | 6,459 | $4.7M |
| Dark Forest Capital Management LP | 0.30% | Add +54.6% | 6,408 | $4.7M |
| Handelsbanken Fonder AB | 0.01% | Add +2.6% | 6,340 | $4.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -16.0% | 6,166 | $4.5M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.03% | Add +46.7% | 6,030 | $4.4M |
| Truist Financial Corp. | 0.01% | Reduce -4.8% | 5,745 | $4.2M |
| D. E. Shaw & Co. | 0.00% | Add +411.3% | 5,624 | $4.1M |
| Informed Momentum Co LLC | 0.36% | Reduce -1.6% | 5,562 | $4.1M |
| Yorktown Management & Research Co Inc | 2.48% | Reduce -13.1% | 5,510 | $4.0M |
| Annex Advisory Services, LLC | 0.07% | Reduce -28.3% | 5,492 | $4.0M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -7.1% | 5,424 | $4.0M |
| Mackenzie Financial Corp. | 0.00% | Reduce -36.3% | 5,398 | $4.0M |
| State of Wisconsin Investment Board | 0.01% | Reduce -6.9% | 5,228 | $3.8M |
| Citadel Advisors | 0.00% | New | 5,096 | $3.7M |
| SG Americas Securities, LLC | 0.00% | Add +265.4% | 5,013 | $3.7M |
| Dakota Wealth Management | 0.07% | Add +10.6% | 5,000 | $3.7M |
| Hedeker Wealth, LLC | 0.69% | Reduce -0.2% | 4,944 | $3.6M |
| Navellier & Associates Inc. | 0.28% | Add +82.6% | 4,882 | $3.6M |
| Algert Global LLC | 0.04% | Add +52.3% | 4,864 | $3.6M |
| IPG Investment Advisors LLC | 0.50% | Reduce -8.8% | 4,766 | $3.5M |
| HSBC Holdings PLC | 0.00% | New | 4,594 | $3.4M |
| Alps Advisors Inc. | 0.02% | Reduce -23.7% | 4,609 | $3.4M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -3.2% | 4,388 | $3.2M |
| Alpine Global Management, LLC | 0.53% | New | 4,378 | $3.2M |
| Point Break Capital Management, LLC | 3.36% | New | 4,200 | $3.1M |
| Amalgamated Bank | 0.02% | New | 4,139 | $3.0M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -56.4% | 4,014 | $2.9M |
| Gateway Investment Advisers LLC | 0.03% | New | 3,975 | $2.9M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +57.2% | 3,924 | $2.9M |
| Virtu Financial LLC | 0.09% | New | 3,711 | $2.7M |
| Treasurer of the State of North Carolina | 0.01% | New | 3,710 | $2.7M |
| Peterson Wealth Services | 0.59% | Add +1.4% | 3,710 | $2.7M |
| Acadian Asset Management LLC | 0.00% | Add +70.7% | 3,623 | $2.7M |
| Hennion & Walsh Asset Management, Inc. | 0.08% | Add +27.5% | 3,614 | $2.7M |
| Great Lakes Advisors, LLC | 0.02% | Reduce -35.1% | 3,599 | $2.6M |
| PFG Advisors | 0.13% | Reduce -1.9% | 3,555 | $2.6M |
| Occudo Quantitative Strategies LP | 0.13% | New | 3,395 | $2.5M |
| Trexquant Investment LP | 0.02% | New | 3,329 | $2.4M |
| Mutual of America Capital Management LLC | 0.02% | New | 3,253 | $2.4M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -27.9% | 3,200 | $2.4M |
| Barclays PLC | 0.00% | Reduce -44.1% | 3,115 | $2.3M |
| Holocene Advisors, LP | 0.01% | New | 3,075 | $2.3M |
| Pathstone Holdings, LLC | 0.01% | Reduce -5.4% | 3,052 | $2.2M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 2,953 | $2.2M |
| Strategic Blueprint, LLC | 0.11% | Add +42.1% | 2,932 | $2.2M |
| Keystone Investors Pte Ltd. | 0.11% | — | 2,856 | $2.1M |
| Centaurus Financial, Inc. | 0.08% | Reduce -6.3% | 2,844 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +11.7% | 2,763 | $2.0M |
| Citigroup Inc. | 0.00% | Add +155.9% | 2,728 | $2.0M |
| Jane Street Group, LLC | 0.00% | Reduce -79.5% | 2,684 | $2.0M |
| Sei Investments Co. | 0.00% | Reduce -36.5% | 2,657 | $2.0M |
| Louisiana State Employees Retirement System | 0.03% | New | 2,600 | $1.9M |
| Cim, LLC | 0.24% | New | 2,558 | $1.9M |
| Two Sigma Investments, LP | 0.00% | Reduce -20.7% | 2,554 | $1.9M |
| Vestcor Inc | 0.05% | Add +118.2% | 2,503 | $1.8M |
| Public Employees Retirement System of Ohio | 0.01% | Add +24920.0% | 2,502 | $1.8M |
| Arizona State Retirement System | 0.01% | Add +0.5% | 2,474 | $1.8M |
| Ducere Wealth Management LLC | 0.54% | Add +15.9% | 2,466 | $1.8M |
| Yousif Capital Management, LLC | 0.02% | New | 2,458 | $1.8M |
| Argent Capital Management LLC | 0.06% | Reduce -40.4% | 2,413 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.1% | 2,397 | $1.8M |
| Numerai GP LLC | 0.14% | Reduce -49.1% | 2,396 | $1.8M |
| Brevan Howard Capital Management LP | 0.03% | Add +437.5% | 2,322 | $1.7M |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 2,314 | $1.7M |
| Strategic Wealth Partners, Ltd. | 0.10% | Reduce -0.7% | 2,225 | $1.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +41.1% | 2,181 | $1.6M |
| KLP Kapitalforvaltning As | 0.01% | No change | 2,160 | $1.6M |
| Quantinno Capital Management LP | 0.00% | Add +130.7% | 2,118 | $1.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | New | 2,099 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +0.1% | 2,043 | $1.5M |
| 1ST Source Bank | 0.07% | No change | 2,000 | $1.5M |
| State of Michigan Retirement System | 0.01% | New | 2,000 | $1.5M |
| Fifth Third Bancorp | 0.00% | Add +402.3% | 1,999 | $1.5M |
| Mariner, LLC | 0.00% | Reduce -38.1% | 1,994 | $1.5M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | New | 1,970 | $1.4M |
| Portolan Capital Management, LLC | 0.05% | Reduce -83.7% | 1,940 | $1.4M |
| Evolve Private Wealth, LLC | 0.09% | Reduce -24.0% | 1,909 | $1.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +54.9% | 1,894 | $1.4M |
| VestGen Advisors, LLC | 0.04% | Add +2.2% | 1,868 | $1.4M |
| Xponance LLC | 0.01% | Add +119.8% | 1,866 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +21.5% | 1,801 | $1.3M |
| Oregon Public Employees Retirement Fund | 0.01% | New | 1,800 | $1.3M |
| FORA Capital, LLC | 0.09% | New | 1,775 | $1.3M |
| Petra Financial Advisors Inc. | 0.60% | Reduce -4.0% | 1,769 | $1.3M |
| Stifel Financial Corp. | 0.00% | Reduce -34.2% | 1,758 | $1.3M |
| Highland Capital Management, LLC | 0.06% | Reduce -9.4% | 1,711 | $1.3M |
| Marathon Wealth Advisors LLC | 0.43% | Reduce -1.2% | 1,697 | $1.2M |
| MetLife Investment Management, LLC | 0.01% | Reduce -66.0% | 1,677 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +87.3% | 1,954 | $1.2M |
| Ritholtz Wealth Management | 0.02% | Reduce -6.8% | 1,649 | $1.2M |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +14.3% | 1,634 | $1.2M |
| NewEdge Advisors, LLC | 0.00% | New | 1,621 | $1.2M |
| Ameritas Investment Partners, Inc. | 0.03% | Add +113.9% | 1,615 | $1.2M |
| Quantbot Technologies LP | 0.05% | New | 1,573 | $1.2M |
| Two Sigma Securities, LLC | 0.10% | New | 1,570 | $1.2M |
| Bourgeon Capital Management LLC | 0.17% | No change | 1,564 | $1.1M |
| Savant Capital, LLC | 0.00% | Add +106.1% | 1,480 | $1.1M |
| Empowered Funds, LLC | 0.01% | Reduce -2.0% | 1,485 | $1.1M |
| Corient Private Wealth LP | 0.00% | Reduce -18.1% | 1,462 | $1.1M |
| Pictet Asset Management Holding SA | 0.00% | Add +1.7% | 1,433 | $1.1M |
| Jefferies Financial Group Inc. | 0.01% | Add +199.6% | 1,393 | $1.0M |
| Montgomery Investment Management Inc. | 0.31% | No change | 1,370 | $1.0M |
| Bridgewater Advisors Inc. | 0.05% | Reduce -58.9% | 1,374 | $996K |
| Teacher Retirement System of Texas | 0.00% | Add +55.7% | 1,320 | $970K |
| HighTower Advisors, LLC | 0.00% | Add +137.4% | 1,301 | $956K |
| Cerity Partners LLC | 0.00% | Reduce -4.2% | 1,283 | $943K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -4.6% | 1,283 | $942K |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 1,279 | $940K |
| Allstate Corp. | 0.01% | Add +1.4% | 1,266 | $930K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +8.3% | 1,262 | $927K |
| Axq Capital, LP | 0.10% | New | 1,242 | $912K |
| Algebris (uk) Ltd. | 0.06% | Add +129.3% | 1,238 | $907K |
| LMR Partners LLP | 0.01% | New | 1,214 | $892K |
| Waratah Capital Advisors Ltd. | 0.07% | New | 1,177 | $865K |
| Caxton Associates LLP | 0.02% | New | 1,174 | $862K |
| Pallas Capital Advisors LLC | 0.03% | Add +0.3% | 1,163 | $854K |
| Hudson Bay Capital Management LP | 0.00% | New | 1,120 | $823K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -19.6% | 1,112 | $817K |
| BlueSky Wealth Advisors, LLC | 0.09% | No change | 1,100 | $808K |
| MAI Capital Management | 0.00% | Add +0.6% | 1,078 | $792K |
| City State Bank | 0.18% | Reduce -1.9% | 1,057 | $777K |
| United Capital Financial Advisors, LLC | 0.00% | Add +13.7% | 1,044 | $767K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -9.4% | 1,035 | $760K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +600.7% | 1,030 | $757K |
| Linscomb Wealth, Inc. | 0.03% | No change | 1,000 | $735K |
| Florida Financial Advisors, LLC | 0.12% | Reduce -78.0% | 999 | $734K |
| XML Financial, LLC | 0.05% | Add +5.4% | 981 | $721K |
| Okabena Investment Services Inc. | 0.13% | New | 974 | $716K |
| Keebeck Wealth Management | 0.07% | Add +20.5% | 971 | $713K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -1.3% | 955 | $702K |
| Citizens Financial Group Inc. | 0.01% | Add +0.6% | 951 | $699K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 949 | $697K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 952 | $696K |
| Inspire Investing, LLC | 0.03% | New | 940 | $691K |
| Guggenheim Capital LLC | 0.00% | New | 935 | $687K |
| VARCOV Co. | 0.26% | New | 923 | $678K |
| Pier 88 Investment Partners LLC | 1.10% | Reduce -52.6% | 900 | $661K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -1.2% | 892 | $655K |
| Souders Financial Advisors | 0.07% | Reduce -11.5% | 890 | $654K |
| Panagora Asset Management Inc. | 0.00% | New | 878 | $645K |
| State of Alaska, Department of Revenue | 0.01% | New | 855 | $628K |
| Federated Hermes, Inc. | 0.00% | Add +377.5% | 850 | $624K |
| Jones Financial Companies LLLP | 0.00% | Add +89.8% | 873 | $624K |
| Voya Investment Management LLC | 0.00% | Reduce -45.9% | 848 | $623K |
| JB Capital Partners LP | 0.10% | No change | 841 | $618K |
| Simplex Trading, LLC | 0.02% | New | 819 | $602K |
| Lone Peak Global Investors LLC | 0.08% | Reduce -40.6% | 811 | $596K |
| USS Investment Management Ltd | 0.00% | New | 800 | $587K |
| Prudential Financial Inc. | 0.00% | Reduce -96.3% | 796 | $585K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -1.9% | 784 | $576K |
| Amundi | 0.00% | Reduce -15.6% | 776 | $570K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | No change | 766 | $563K |
| Stirlingshire Investments, Inc. | 0.41% | Add +25.8% | 745 | $548K |
| Advyzon Investment Management, LLC | 0.04% | Add +31.3% | 734 | $539K |
| Cornerstone Investment Partners, LLC | 0.02% | New | 730 | $536K |
| KPP Advisory Services LLC | 0.07% | Add +2.9% | 719 | $528K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 717 | $527K |
| Bank of Montreal | 0.00% | New | 714 | $525K |
| Walleye Capital LLC | 0.00% | Reduce -44.8% | 711 | $522K |
| Linden Thomas Advisory Services, LLC | 0.04% | Reduce -0.4% | 710 | $522K |
| Ayrshire Capital Management LLC | 0.24% | Add +3.7% | 707 | $519K |
| Insight Wealth Strategies, LLC | 0.05% | No change | 739 | $517K |
| Rexford Capital Inc. | 0.32% | No change | 700 | $514K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +3.8% | 713 | $499K |
| Mirabella Financial Services LLP | 0.05% | New | 667 | $490K |
| Lanark Financial, Inc. | 0.03% | Reduce -28.8% | 657 | $483K |
| denkapparat Operations GmbH | 0.15% | No change | 640 | $470K |
| Gsa Capital Partners LLP | 0.03% | Add +40.0% | 634 | $466K |
| Gotham Asset Management | 0.00% | Reduce -0.5% | 631 | $464K |
| Atria Investments, Inc | 0.00% | Reduce -24.2% | 626 | $460K |
| Wealthfront Advisers LLC | 0.00% | New | 626 | $460K |
| Drucker Wealth 3.0, LLC | 0.07% | Add +14.1% | 617 | $453K |
| CIBC Asset Management Inc | 0.00% | Reduce -16.5% | 617 | $453K |
| Jacobs Levy Equity Management, Inc. | 0.00% | New | 609 | $447K |
| Aviva PLC | 0.00% | Reduce -36.3% | 608 | $447K |
| TCFG Investment Advisors, LLC | 0.15% | Add +1.3% | 603 | $443K |
| Callahan Advisors, LLC | 0.03% | Reduce -14.3% | 600 | $441K |
| Abel Hall, LLC | 0.07% | Add +1.6% | 582 | $428K |
| Impact Investors, Inc | 0.31% | No change | 573 | $421K |
| Vista Finance, LLC | 0.23% | Reduce -4.7% | 564 | $414K |
| Boothbay Fund Management, LLC | 0.01% | New | 561 | $412K |
| Layline Advisors, LLC | 0.37% | Reduce -39.5% | 557 | $409K |
| Securian Asset Management, Inc. | 0.01% | New | 647 | $397K |
| Trek Financial, LLC | 0.02% | Reduce -0.6% | 531 | $390K |
| Portside Wealth Group, LLC | 0.05% | Add +3.5% | 529 | $389K |
| &partners | 0.00% | New | 518 | $381K |
| Darden Wealth Group Inc | 0.15% | Reduce -16.3% | 515 | $378K |
| Advisory Services Network, LLC | 0.00% | Add +56.1% | 512 | $376K |
| Los Angeles Capital Management LLC | 0.00% | Add +38.2% | 510 | $375K |
| Vise Technologies, Inc. | 0.00% | New | 502 | $369K |
| Atlantic Union Bankshares Corp | 0.01% | No change | 500 | $367K |
| Maryland State Retirement & Pension System | 0.01% | New | 478 | $351K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 478 | $351K |
| Capstone Investment Advisors, LLC | 0.00% | Reduce -47.3% | 473 | $347K |
| DNB Asset Management AS | 0.00% | No change | 467 | $343K |
| Utah Retirement Systems | 0.00% | New | 454 | $334K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -1.1% | 453 | $333K |
| J. Team Financial, Inc. | 0.32% | No change | 448 | $329K |
| Oakwell Private Wealth Management, LLC | 0.05% | Reduce -57.1% | 443 | $325K |
| Harbour Investments, Inc. | 0.00% | Reduce -9.3% | 440 | $324K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 434 | $319K |
| Captrust Financial Advisors | 0.00% | Reduce -20.1% | 434 | $319K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | New | 428 | $314K |
| Brown Advisory Inc. | 0.00% | No change | 420 | $309K |
| Patron Partners, LLC | 0.12% | New | 414 | $304K |
| Wexford Capital LP | 0.04% | Reduce -20.0% | 400 | $294K |
| KFG Wealth Management, LLC | 0.03% | Reduce -23.2% | 398 | $292K |
| SEB Asset Management AB | 0.00% | Reduce -22.8% | 386 | $284K |
| Fox Run Management, L.L.C. | 0.05% | New | 386 | $284K |
| Rockefeller Capital Management L.P. | 0.00% | Add +14.2% | 386 | $284K |
| Kestra Advisory Services, LLC | 0.00% | New | 385 | $283K |
| MML Investors Services, LLC | 0.00% | New | 383 | $281K |
| Chicago Partners Investment Group LLC | 0.01% | New | 409 | $271K |
| Ethic Inc. | 0.00% | Reduce -98.3% | 367 | $270K |
| Scientech Research LLC | 0.22% | New | 366 | $269K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 361 | $265K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -13.1% | 352 | $259K |
| DRW Securities, LLC | 0.01% | New | 341 | $251K |
| Blue Trust, Inc. | 0.00% | Reduce -0.3% | 336 | $247K |
| PUREfi Wealth, LLC | 0.13% | New | 332 | $244K |
| Nykredit A/S | 0.00% | — | 331 | $243K |
| Concentric Capital Strategies, LP | 0.01% | New | 327 | $240K |
| Ausbil Investment Management Ltd | 0.11% | Reduce -30.6% | 343 | $240K |
| Prosperity Financial Group, Inc. | 0.07% | New | 325 | $239K |
| Claret Asset Management Corp | 0.02% | New | 311 | $229K |
| M&T Bank Corp | 0.00% | New | 306 | $224K |
| KBC Group NV | 0.00% | No change | 303 | $223K |
| Brookstone Capital Management | 0.00% | New | 300 | $220K |
| Camarda Financial Advisors, LLC | 0.07% | New | 295 | $217K |
| Oppenheimer Asset Management Inc. | 0.00% | New | 294 | $216K |
| Sun Group Wealth Partners | 0.15% | New | 290 | $213K |
| Wedbush Securities Inc. | 0.01% | New | 290 | $213K |
| DUTCH ASSET Corp | 0.10% | New | 281 | $207K |
| BTG Pactual Asset Management US LLC | 0.02% | New | 280 | $206K |
| Smartleaf Asset Management LLC | 0.01% | No change | 280 | $202K |
| Rakuten Securities, Inc. | 0.05% | Add +26800.0% | 269 | $198K |
| New York State Teachers Retirement System | 0.00% | New | 261 | $192K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Reduce -12.0% | 256 | $188K |
| GAMMA Investing LLC | 0.01% | Reduce -0.4% | 252 | $185K |
| Catalyst Capital Advisors LLC | 0.00% | No change | 220 | $162K |
| STRS Ohio | 0.00% | Reduce -93.4% | 184 | $135K |
| SBI Securities Co., Ltd. | 0.00% | Add +10.8% | 174 | $128K |
| Smithfield Trust Co | 0.01% | No change | 170 | $125K |
| Arax Advisory Partners | 0.00% | Add +2100.0% | 154 | $113K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -13.7% | 139 | $102K |
| Larson Financial Group LLC | 0.00% | Reduce -22.1% | 134 | $98K |
| Silvant Capital Management LLC | 0.00% | New | 125 | $92K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 115 | $84K |
| PNC Financial Services Group, Inc. | 0.00% | Add +208.3% | 111 | $82K |
| National Bank of Canada | 0.00% | Add +181.6% | 107 | $78K |
| Versant Capital Management, Inc | 0.01% | Add +0.9% | 106 | $78K |
| Caitong International Asset Management Co., Ltd | 0.01% | Reduce -81.7% | 81 | $60K |
| Harbor Investment Advisory, LLC | 0.00% | New | 75 | $55K |
| US Bancorp \de | 0.00% | Reduce -68.8% | 68 | $50K |
| Parallel Advisors, LLC | 0.00% | Add +8.1% | 67 | $49K |
| Signaturefd, LLC | 0.00% | Add +21.8% | 67 | $49K |
| Global Retirement Partners, LLC | 0.00% | — | 66 | $48K |
| True Wealth Design, LLC | 0.01% | Reduce -3.3% | 59 | $43K |
| IFP Advisors, Inc | 0.00% | Reduce -79.9% | 59 | $43K |
| Sterling Capital Management LLC | 0.00% | Reduce -1.7% | 58 | $43K |
| Macquarie Group Ltd. | 0.00% | New | 57 | $42K |
| Spire Wealth Management | 0.00% | Reduce -1.8% | 56 | $41K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +35.0% | 54 | $40K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 51 | $37K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -4.3% | 44 | $32K |
| Toth Financial Advisory Corp. | 0.00% | Add +73.9% | 40 | $29K |
| Salem Investment Counselors Inc. | 0.00% | No change | 35 | $26K |
| First Horizon Corp. | 0.00% | Reduce -38.6% | 35 | $26K |
| Allworth Financial LP | 0.00% | Add +79.0% | 34 | $25K |
| J.Safra Asset Management Corp | 0.00% | Reduce -5.6% | 34 | $25K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -19.1% | 38 | $23K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -60.3% | 31 | $23K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 31 | $23K |
| Rothschild Investment LLC | 0.00% | Reduce -14.3% | 30 | $22K |
| Contravisory Investment Management, Inc. | 0.00% | New | 26 | $19K |
| Fortitude Family Office, LLC | 0.00% | Add +4.5% | 23 | $17K |
| CVA Family Office, LLC | 0.00% | Add +4.5% | 23 | $17K |
| Essential Partners LLC | 0.01% | Add +4.8% | 22 | $16K |
| Signature Equity Partners, LLC | 0.01% | Reduce -33.3% | 22 | $16K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -11.5% | 23 | $16K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +35.7% | 19 | $14K |
| LRI Investments, LLC | 0.00% | No change | 19 | $14K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 18 | $13K |
| Private Trust Co. NA | 0.00% | Reduce -5.3% | 18 | $13K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 17 | $12K |
| GW&K Investment Management, LLC | 0.00% | New | 16 | $12K |
| Assetmark, Inc. | 0.00% | Add +16.7% | 14 | $10K |
| Covestor Ltd | 0.01% | Reduce -66.7% | 13 | $10K |
| Bessemer Group Inc. | 0.00% | Add +160.0% | 13 | $10K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 13 | $10K |
| Parkside Financial Bank & Trust | 0.00% | No change | 10 | $7K |
| Fiduciary Financial Advisors | 0.00% | New | 9 | $7K |
| Aventura Private Wealth, LLC | 0.00% | Reduce -46.7% | 8 | $6K |
| McMillan Office, Inc. | 0.00% | No change | 8 | $6K |
| Rialto Wealth Management, LLC | 0.00% | Add +40.0% | 7 | $5K |
| Rossby Financial, LCC | 0.00% | No change | 7 | $5K |
| Bell Investment Advisors, Inc | 0.00% | No change | 6 | $4K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $4K |
| WPG Advisers, LLC | 0.00% | Add +66.7% | 5 | $4K |
| Bare Financial Services, Inc | 0.00% | No change | 5 | $4K |
| Bogart Wealth, LLC | 0.00% | Add +25.0% | 5 | $4K |
| Creative Capital Management Investments LLC | 0.00% | New | 4 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 4 | $3K |
| Hughes Financial Services, LLC | 0.00% | Add +300.0% | 4 | $3K |
| SHP Wealth Management | 0.00% | No change | 4 | $3K |
| Westfuller Advisors, LLC | 0.00% | No change | 3 | $3K |
| HFM Investment Advisors, LLC | 0.00% | Add +50.0% | 3 | $2K |
| SJS Investment Consulting Inc. | 0.00% | No change | 3 | $2K |
| Avion Wealth | 0.00% | Add +33.3% | 4 | $2K |
| Clearstead Advisors, LLC | 0.00% | New | 2 | $1K |
| Stone House Investment Management, LLC | 0.00% | New | 2 | $1K |
| Ameriflex Group, Inc. | 0.00% | New | 1 | $735 |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -50.0% | 1 | $735 |
| Strengthening Families & Communities, LLC | 0.00% | New | 1 | $735 |
| Marquette Asset Management, LLC | 0.00% | No change | 1 | $735 |
| Raffa Wealth Management, LLC | 0.00% | New | 1 | $735 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $735 |
| Huntington National Bank | 0.00% | New | 1 | $735 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1 | $735 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 1 | $734 |
| Navigoe, LLC | 0.00% | New | 1 | $0 |
"% of holder's portfolio" is IESC's weight in each manager's 13F, not the share of Ies Holdings Inc. the manager owns.