IdexIEX
13F holders, Q1 2024 (March 31)624holders
9famous investors
$243.65avg. 13F price*
At the end of Q1 2024, 624 institutions reported holding Idex Corp. (IEX) in their 13F filings. The largest holders were Vanguard Group Inc. ($2.2B), T. Rowe Price Associates Inc. ($1.9B) and BlackRock Inc. ($1.5B). 9 famous investors held it, including Mario Gabelli (0.5% of GAMCO Investors's portfolio), Terry Smith (0.4% of Fundsmith's portfolio) and Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio).
- Company
- Idex Corp.
- Sector
- Industrials
- CUSIP
- 45167R104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $75.3M |
| Exits | 42 | $82.6M |
Ownership 624 holders
| Vanguard Group Inc. | 0.04% | Add +0.2% | 9,202,074 | $2.2B |
| T. Rowe Price Associates Inc. | 0.24% | Add +7.5% | 7,964,956 | $1.9B |
| BlackRock Inc. | 0.03% | Add +0.3% | 6,084,052 | $1.5B |
| State Street Corp. | 0.03% | Reduce -0.4% | 2,980,948 | $727.4M |
| Morgan Stanley | 0.04% | Reduce -9.0% | 2,290,470 | $558.9M |
| Impax Asset Management Group plc | 1.83% | Reduce -10.4% | 1,962,332 | $478.8M |
| Wellington Management Group LLP | 0.08% | Reduce -11.7% | 1,958,755 | $478.0M |
| Geode Capital Management, LLC | 0.04% | Add +4.3% | 1,822,208 | $443.6M |
| T. Rowe Price Investment Management, Inc. | 0.26% | Add +4.6% | 1,771,716 | $432.3M |
| Pictet Asset Management Holding SA | 0.44% | Reduce -9.9% | 1,665,997 | $406.5M |
| Invesco Ltd. | 0.07% | Add +23.4% | 1,337,229 | $326.3M |
| Amundi | 0.13% | Reduce -23.6% | 1,295,845 | $300.1M |
| Barclays PLC | 0.13% | Add +2.3% | 1,168,008 | $285.0M |
| JPMorgan Chase & Co. | 0.02% | Add +8.8% | 1,114,457 | $271.9M |
| Brown Advisory Inc. | 0.28% | Reduce -4.2% | 873,054 | $213.0M |
| Norges Bank | 0.03% | Reduce -22.4% | 848,902 | $207.1M |
| Fenimore Asset Management Inc | 4.17% | Add +4.4% | 809,324 | $197.5M |
| Alecta Tjanstepension Omsesidigt | 1.12% | Add +2.4% | 800,000 | $195.2M |
| Champlain Investment Partners, LLC | 1.02% | Reduce -33.8% | 731,651 | $178.5M |
| Northern Trust Corp. | 0.03% | Reduce -5.2% | 710,665 | $173.4M |
| King Luther Capital Management Corp. | 0.71% | Add +1.6% | 644,424 | $157.3M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +1.2% | 615,918 | $150.3M |
| Fisher Asset Management | 0.06% | Add +31.4% | 563,885 | $137.6M |
| Bank of New York Mellon Corp | 0.03% | Reduce -3.3% | 553,477 | $135.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +0.5% | 515,975 | $125.9M |
| Bank of America Corp. | 0.01% | Add +9.8% | 515,689 | $125.8M |
| FMR LLC | 0.01% | Reduce -18.7% | 506,984 | $123.7M |
| Legal & General Group Plc | 0.03% | Reduce -6.0% | 492,434 | $120.2M |
| First Trust Advisors LP | 0.12% | Add +15.1% | 472,215 | $115.2M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -12.9% | 429,137 | $104.7M |
| CCLA Investment Management | 1.60% | Add +7.7% | 425,788 | $104.5M |
| Dimensional Fund Advisors LP | 0.03% | Add +6.2% | 392,121 | $95.7M |
| Snyder Capital Management L P | 2.04% | Add +3.0% | 391,161 | $95.5M |
| Baird Financial Group, Inc. | 0.19% | Reduce -0.9% | 377,342 | $92.1M |
| Fundsmith | 0.36% | Reduce -2.6% | 373,902 | $91.2M |
| Westfield Capital Management Co. LP | 0.46% | Reduce -3.0% | 359,880 | $87.8M |
| GW&K Investment Management, LLC | 0.76% | Add +19.6% | 353,350 | $86.2M |
| Nordea Investment Management AB | 0.10% | Add +151.9% | 342,170 | $83.8M |
| State Farm Mutual Automobile Insurance Co. | 0.07% | No change | 335,939 | $82.0M |
| Clearbridge Investments, LLC | 0.07% | Add +0.0% | 335,672 | $81.9M |
| Ameriprise Financial Inc. | 0.02% | Reduce -15.2% | 334,363 | $81.6M |
| Baron Capital (BAMCO) | 0.22% | Reduce -13.8% | 332,322 | $81.1M |
| Ceredex Value Advisors LLC | 1.41% | Reduce -19.6% | 330,941 | $80.8M |
| Allianz Asset Management GmbH | 0.14% | Reduce -13.2% | 330,581 | $80.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.17% | Reduce -14.7% | 354,946 | $79.4M |
| Primecap Management Co. | 0.06% | Reduce -0.5% | 322,910 | $78.8M |
| Public Employees Retirement Association of Colorado | 0.33% | Reduce -0.2% | 313,109 | $76.4M |
| HSBC Holdings PLC | 0.05% | Add +18.2% | 295,702 | $72.1M |
| Mountain Pacific Investment Advisers LLC | 3.88% | Reduce -0.1% | 284,381 | $69.4M |
| Maren Capital LLC | 6.56% | Add +21.3% | 278,215 | $67.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.18% | Reduce -27.4% | 273,285 | $66.7M |
| California Public Employees Retirement System | 0.05% | Add +0.5% | 270,258 | $65.9M |
| Deutsche Bank AG | 0.03% | Add +5.1% | 261,454 | $63.8M |
| Two Sigma Investments, LP | 0.16% | Reduce -28.4% | 261,148 | $63.7M |
| Robeco Schweiz AG | 1.11% | Reduce -5.7% | 260,423 | $63.5M |
| Ensign Peak Advisors, Inc | 0.11% | Add +55.7% | 255,261 | $62.3M |
| Schroder Investment Management Group | 0.07% | Reduce -21.2% | 231,562 | $56.5M |
| Two Sigma Advisers, LP | 0.13% | Reduce -28.0% | 230,500 | $56.2M |
| UBS Group AG | 0.02% | Add +296.0% | 226,740 | $55.3M |
| Swiss National Bank | 0.04% | Reduce -4.2% | 226,500 | $55.3M |
| Qube Research & Technologies Ltd | 0.10% | Reduce -38.1% | 225,897 | $55.1M |
| Gabelli Funds LLC | 0.41% | Reduce -4.1% | 224,750 | $54.8M |
| Premier Fund Managers Ltd | 2.14% | No change | 220,000 | $53.9M |
| Boston Trust Walden Corp | 0.38% | Add +7.7% | 216,670 | $52.9M |
| Credit Suisse AG/ | 0.05% | Reduce -9.3% | 211,765 | $51.7M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -11.5% | 208,463 | $50.9M |
| Capital World Investors | 0.01% | No change | 200,000 | $48.8M |
| Franklin Resources Inc. | 0.02% | Add +0.1% | 197,412 | $48.2M |
| Port Capital LLC | 2.37% | Reduce -16.2% | 193,645 | $47.3M |
| Adage Capital Partners Gp, L.L.C. | 0.09% | Add +95.1% | 192,186 | $46.9M |
| GAMCO Investors | 0.47% | Reduce -1.8% | 188,568 | $46.0M |
| CIBC Private Wealth Group LLC | 0.09% | Add +0.1% | 188,637 | $45.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +1.9% | 183,945 | $44.9M |
| Rhumbline Advisers | 0.04% | Reduce -1.0% | 176,474 | $43.1M |
| Ensemble Capital Management, LLC | 3.45% | Add +122.6% | 168,703 | $41.2M |
| AXA S.A. | 0.12% | Add +52.1% | 166,409 | $40.6M |
| Assenagon Asset Management S.A. | 0.10% | Reduce -19.3% | 152,601 | $37.2M |
| TD Asset Management Inc | 0.03% | Add +3.3% | 149,680 | $36.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +6.0% | 135,141 | $33.0M |
| Northwest & Ethical Investments L.P. | 0.91% | Reduce -0.6% | 128,974 | $31.5M |
| Royal Bank of Canada | 0.01% | Reduce -5.8% | 125,539 | $30.6M |
| Geneva Capital Management LLC | 0.51% | Reduce -2.2% | 118,734 | $29.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.10% | Add +2.2% | 118,680 | $29.0M |
| National Pension Service | 0.03% | Add +1.1% | 118,332 | $28.9M |
| Balyasny Asset Management L.P. | 0.08% | Add +58.1% | 118,331 | $28.9M |
| California State Teachers Retirement System | 0.04% | Add +0.2% | 117,533 | $28.7M |
| AE Wealth Management LLC | 0.31% | Add +19.8% | 112,524 | $27.5M |
| DekaBank Deutsche Girozentrale | 0.05% | Add +1.7% | 103,147 | $25.0M |
| Sei Investments Co. | 0.04% | Reduce -3.5% | 101,341 | $24.7M |
| Duff & Phelps Investment Management Co. | 0.29% | Add +55.1% | 99,916 | $24.4M |
| Principal Financial Group Inc. | 0.01% | Add +4.2% | 97,557 | $23.8M |
| New York State Common Retirement Fund | 0.03% | Reduce -5.5% | 96,696 | $23.6M |
| Alliancebernstein L.P. | 0.01% | Reduce -18.2% | 95,769 | $23.4M |
| Thrivent Financial for Lutherans | 0.05% | Add +4.9% | 93,913 | $22.9M |
| Raymond James & Associates | 0.02% | Add +22.1% | 93,358 | $22.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +20.6% | 91,755 | $22.4M |
| Harvey Investment Co. LLC | 2.43% | Reduce -1.6% | 88,354 | $21.6M |
| State Board of Administration of Florida Retirement System | 0.05% | Add +6.2% | 88,443 | $20.4M |
| Nicholas Company, Inc. | 0.31% | Add +7.8% | 77,450 | $18.9M |
| Van Lanschot Kempen Investment Management N.V. | 0.23% | No change | 76,892 | $18.8M |
| Comerica Bank | 0.08% | Add +0.3% | 74,095 | $18.1M |
| Bank of Montreal | 0.01% | Reduce -8.2% | 71,408 | $17.5M |
| BNP Paribas Financial Markets | 0.02% | Add +90.1% | 69,984 | $17.1M |
| Corient Private Wealth LP | 0.03% | Add +1.8% | 69,382 | $16.9M |
| Aviva PLC | 0.06% | Add +29.5% | 69,260 | $16.9M |
| Fred Alger Management, LLC | 0.08% | New | 67,810 | $16.5M |
| New York State Teachers Retirement System | 0.03% | Reduce -0.1% | 67,237 | $16.4M |
| Weitz Investment Management, Inc. | 0.82% | No change | 66,900 | $16.3M |
| Eventide Asset Management, LLC | 0.26% | Add +22.1% | 66,694 | $16.3M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -0.1% | 63,699 | $15.5M |
| Nuance Investments, LLC | 0.41% | New | 63,572 | $15.5M |
| Danske Bank A/S | 0.05% | — | 62,951 | $15.4M |
| Thematics Asset Management | 0.63% | Reduce -4.6% | 62,154 | $15.2M |
| Tredje AP-fonden | 0.16% | Add +11.3% | 62,042 | $15.1M |
| Kennedy Capital Management LLC | 0.30% | Add +17.2% | 60,434 | $14.7M |
| Truist Financial Corp. | 0.02% | Add +0.6% | 58,998 | $14.4M |
| Candriam S.C.A. | 0.09% | Add +16.7% | 58,640 | $14.3M |
| Aberdeen Group plc | 0.03% | Add +3.8% | 58,571 | $14.3M |
| Wells Fargo & Company | 0.00% | Add +87.9% | 57,599 | $14.1M |
| D. E. Shaw & Co. | 0.02% | Reduce -41.7% | 57,106 | $13.9M |
| Victory Capital Management Inc. | 0.01% | Reduce -6.6% | 56,621 | $13.8M |
| Janney Montgomery Scott LLC | 0.04% | Add +8.3% | 56,325 | $13.7M |
| Citigroup Inc. | 0.01% | Add +56.6% | 55,401 | $13.5M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +2.3% | 54,449 | $13.3M |
| Prudential Financial Inc. | 0.02% | Reduce -3.6% | 54,213 | $13.2M |
| Montanaro Asset Management Ltd | 2.34% | No change | 53,000 | $12.9M |
| Tudor Investment Corporation | 0.16% | Reduce -48.7% | 52,564 | $12.8M |
| Speece Thorson Capital Group Inc. | 2.33% | Reduce -1.3% | 49,460 | $12.1M |
| PGGM Investments | 0.17% | No change | 49,169 | $12.0M |
| Swedbank AB | 0.02% | Add +3.4% | 48,214 | $11.8M |
| Boston Financial Mangement LLC | 0.37% | Add +5.1% | 48,018 | $11.7M |
| State of Wisconsin Investment Board | 0.03% | Add +3.9% | 46,913 | $11.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -5.9% | 45,731 | $11.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -13.5% | 45,039 | $11.0M |
| SG Capital Management LLC | 3.56% | New | 44,504 | $10.9M |
| Holocene Advisors, LP | 0.04% | Add +254.9% | 44,397 | $10.8M |
| Toronto Dominion Bank | 0.02% | Add +2.1% | 44,356 | $10.8M |
| Korea Investment CORP | 0.03% | Reduce -6.9% | 43,471 | $10.6M |
| Aristotle Capital Boston, LLC | 0.32% | Reduce -7.0% | 42,682 | $10.4M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Reduce -0.9% | 41,882 | $10.2M |
| Royal London Asset Management Ltd. | 0.03% | No change | 41,312 | $10.1M |
| US Bancorp \de | 0.01% | Reduce -10.8% | 41,229 | $10.1M |
| OMERS ADMINISTRATION Corp | 0.11% | Reduce -39.4% | 40,700 | $9.9M |
| Prudential PLC | 0.08% | Add +110.1% | 40,010 | $9.8M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Add +293.7% | 39,598 | $9.7M |
| State of New Jersey Common Pension Fund D | 0.03% | No change | 39,444 | $9.6M |
| Marshall Wace, LLP | 0.02% | New | 38,755 | $9.5M |
| Storebrand Asset Management As | 0.03% | Add +5.4% | 38,083 | $9.3M |
| SG Americas Securities, LLC | 0.05% | Add +241.3% | 37,561 | $9.2M |
| Man Group plc | 0.03% | Add +101.6% | 37,116 | $9.1M |
| Dupont Capital Management Corp. | 0.75% | Reduce -14.0% | 37,007 | $9.0M |
| Neuberger Berman Group LLC | 0.01% | Reduce -0.6% | 36,067 | $8.8M |
| Northstar Asset Management Inc. | 1.54% | Add +7.7% | 35,876 | $8.8M |
| Nisa Investment Advisors, LLC | 0.06% | Add +0.3% | 34,925 | $8.5M |
| Treasurer of the State of North Carolina | 0.04% | Reduce -2.4% | 34,709 | $8.5M |
| Railway Pension Investments Ltd | 0.08% | No change | 33,761 | $8.2M |
| Squarepoint Ops LLC | 0.03% | Reduce -38.5% | 32,713 | $8.0M |
| Asset Management One Co., Ltd. | 0.03% | Reduce -0.3% | 30,869 | $7.5M |
| Natixis Advisors, LLC | 0.02% | Add +5.8% | 30,850 | $7.5M |
| Mn Services Vermogensbeheer B.V. | 0.05% | Reduce -11.6% | 30,590 | $7.5M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -47.5% | 29,954 | $7.3M |
| Canada Pension Plan Investment Board | 0.01% | Add +9.5% | 29,796 | $7.3M |
| Mediolanum International Funds Ltd | 0.12% | — | 29,273 | $7.2M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -8.6% | 28,943 | $7.1M |
| Carderock Capital Management Inc. | 1.97% | Add +3.5% | 28,799 | $7.0M |
| Independent Advisor Alliance | 0.25% | Reduce -0.2% | 28,148 | $6.9M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.1% | 26,858 | $6.6M |
| Polar Asset Management Partners Inc. | 0.23% | Reduce -50.0% | 26,600 | $6.5M |
| Resona Asset Management Co.,Ltd. | 0.04% | — | 26,571 | $6.5M |
| State of Tennessee, Department of Treasury | 0.02% | Add +128.0% | 26,288 | $6.4M |
| Voya Investment Management LLC | 0.01% | Reduce -3.1% | 25,921 | $6.3M |
| Spire Wealth Management | 0.11% | Reduce -0.0% | 25,434 | $6.2M |
| Eagle Asset Management Inc. | 0.03% | Add +73.0% | 25,417 | $6.1M |
| AQR Capital Management | 0.01% | Add +30.0% | 24,939 | $6.1M |
| Degroof Petercam Asset Management | 0.07% | Reduce -86.5% | 24,860 | $6.1M |
| Massachusetts Financial Services Co. | 0.00% | Reduce -35.2% | 24,476 | $6.0M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -62.4% | 24,339 | $5.9M |
| Franklin Street Advisors Inc. | 0.44% | No change | 24,125 | $5.9M |
| CIBC Asset Management Inc | 0.02% | Add +0.9% | 24,102 | $5.9M |
| CHURCHILL MANAGEMENT Corp | 0.07% | Reduce -1.0% | 23,668 | $5.8M |
| Vontobel Holding Ltd. | 0.05% | Reduce -6.2% | 23,393 | $5.7M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.06% | Add +8.5% | 23,018 | $5.6M |
| Formuepleje A/S | 0.31% | Reduce -8.2% | 22,511 | $5.5M |
| Arizona State Retirement System | 0.04% | Add +0.1% | 20,801 | $5.1M |
| State of Michigan Retirement System | 0.03% | No change | 20,680 | $5.0M |
| Susquehanna International Group, LLP | 0.01% | Reduce -59.7% | 20,510 | $5.0M |
| M&T Bank Corp | 0.02% | Reduce -0.7% | 20,060 | $4.9M |
| IFM Investors Pty Ltd | 0.05% | No change | 20,051 | $4.9M |
| Nomura Asset Management Co. Ltd. | 0.02% | Reduce -1.1% | 20,020 | $4.9M |
| Captrust Financial Advisors | 0.02% | Reduce -3.3% | 19,880 | $4.9M |
| American International Group, Inc. | 0.02% | Reduce -0.3% | 19,829 | $4.8M |
| Mirova | 0.86% | Reduce -9.9% | 19,800 | $4.8M |
| GHP Investment Advisors, Inc. | 0.23% | Reduce -0.6% | 19,429 | $4.7M |
| DNB Asset Management AS | 0.02% | Add +17.6% | 19,269 | $4.7M |
| Pacer Advisors, Inc. | 0.01% | Add +136.7% | 19,050 | $4.6M |
| Southernsun Asset Management, LLC | 0.51% | Reduce -2.1% | 18,860 | $4.6M |
| MetLife Investment Management, LLC | 0.03% | Reduce -3.5% | 17,958 | $4.4M |
| Panagora Asset Management Inc. | 0.02% | Add +34.1% | 17,892 | $4.4M |
| KBC Group NV | 0.01% | Reduce -6.8% | 17,843 | $4.4M |
| LPL Financial LLC | 0.00% | Add +30.3% | 17,822 | $4.3M |
| Cerity Partners LLC | 0.01% | Add +937.5% | 17,742 | $4.3M |
| Forsta Ap-Fonden | 0.04% | Add +11.4% | 17,600 | $4.3M |
| K.J. Harrison & Partners Inc | 0.66% | Reduce -5.3% | 17,430 | $4.3M |
| Retirement Systems of Alabama | 0.02% | Add +0.1% | 16,692 | $4.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Add +0.3% | 16,602 | $4.1M |
| Trexquant Investment LP | 0.08% | New | 16,512 | $4.0M |
| Atom Investors LP | 0.50% | New | 16,451 | $4.0M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Reduce -2.1% | 16,101 | $3.9M |
| Handelsbanken Fonder AB | 0.02% | No change | 15,800 | $3.9M |
| Amalgamated Bank | 0.03% | Reduce -13.3% | 15,776 | $3.9M |
| Texas Permanent School Fund Corp. | 0.03% | Add +0.1% | 15,637 | $3.8M |
| National Bank of Canada | 0.01% | Reduce -17.3% | 16,697 | $3.8M |
| ProShare Advisors LLC | 0.01% | Reduce -3.6% | 15,406 | $3.8M |
| L. Roy Papp & Associates, LLP | 0.45% | Reduce -2.8% | 15,380 | $3.8M |
| B.O.S.S. Retirement Advisors, LLC | 1.35% | Reduce -1.5% | 16,225 | $3.5M |
| Intech Investment Management LLC | 0.05% | Add +346.6% | 13,799 | $3.4M |
| Bokf, NA | 0.06% | Add +0.1% | 13,561 | $3.3M |
| Czech National Bank | 0.04% | Add +0.5% | 13,306 | $3.2M |
| Utah Retirement Systems | 0.04% | No change | 13,108 | $3.2M |
| Silvercrest Asset Management Group LLC | 0.02% | Add +14.3% | 12,983 | $3.2M |
| Daiwa Securities Group Inc. | 0.02% | Reduce -9.5% | 12,879 | $3.1M |
| HighTower Advisors, LLC | 0.01% | Reduce -7.5% | 12,971 | $3.1M |
| Yousif Capital Management, LLC | 0.03% | Add +22.1% | 12,857 | $3.1M |
| FIL Ltd | 0.00% | Add +29.0% | 12,791 | $3.1M |
| State of Alaska, Department of Revenue | 0.04% | Reduce -9.2% | 12,637 | $3.1M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +31.3% | 12,628 | $3.1M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +31.3% | 12,628 | $3.1M |
| Jane Street Group, LLC | 0.00% | Add +60.6% | 11,998 | $2.9M |
| Covea Finance | 0.13% | Reduce -25.8% | 11,500 | $2.8M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -1.0% | 11,280 | $2.8M |
| Coldstream Capital Management Inc. | 0.07% | Reduce -6.9% | 11,191 | $2.7M |
| Van Eck Associates Corp. | 0.00% | Add +6.9% | 11,177 | $2.7M |
| Xponance LLC | 0.03% | Add +7.0% | 10,877 | $2.7M |
| New York Life Investment Management LLC | 0.03% | Reduce -3.6% | 10,418 | $2.5M |
| Johnson Investment Counsel Inc. | 0.03% | Add +20.7% | 10,392 | $2.5M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -2.4% | 9,919 | $2.4M |
| Intrust Bank NA | 0.26% | Reduce -4.6% | 9,913 | $2.4M |
| Bank of Nova Scotia | 0.00% | Add +1.5% | 9,511 | $2.3M |
| STRS Ohio | 0.01% | New | 9,439 | $2.3M |
| ING Groep NV | 0.02% | Add +14.3% | 9,434 | $2.3M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -1.6% | 9,433 | $2.3M |
| Pathstone Holdings, LLC | 0.01% | Add +5.5% | 9,289 | $2.3M |
| Guyasuta Investment Advisors Inc. | 0.16% | No change | 10,404 | $2.3M |
| Curi Capital, LLC | 0.05% | Reduce -0.1% | 9,064 | $2.2M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +3.8% | 9,029 | $2.2M |
| Lloyd Advisory Services, LLC. | 0.46% | Add +525.4% | 8,800 | $2.1M |
| Tortoise Index Solutions, LLC | 0.43% | Reduce -6.0% | 8,773 | $2.1M |
| Exchange Traded Concepts, LLC | 0.06% | Reduce -6.0% | 8,773 | $2.1M |
| Janus Henderson Group PLC | 0.00% | Add +0.0% | 8,734 | $2.1M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +1.9% | 8,662 | $2.1M |
| Mariner, LLC | 0.00% | Add +9.4% | 8,511 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -20.2% | 8,504 | $2.1M |
| Duality Advisers, LP | 0.20% | Reduce -66.7% | 8,498 | $2.1M |
| Commerce Bank | 0.01% | Add +0.6% | 8,491 | $2.1M |
| Millennium Management | 0.00% | Reduce -33.7% | 8,452 | $2.1M |
| Focus Partners Wealth | 0.02% | Add +19.8% | 8,317 | $2.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.02% | Add +67.0% | 8,215 | $2.0M |
| Robeco Institutional Asset Management B.V. | 0.00% | No change | 8,076 | $2.0M |
| Henshaw Capital LLC | 0.09% | Add +0.3% | 8,068 | $2.0M |
| Regions Financial Corp. | 0.01% | Reduce -32.8% | 7,985 | $1.9M |
| Jump Financial, LLC | 0.05% | Reduce -44.2% | 7,665 | $1.9M |
| Atria Investments, Inc | 0.03% | Add +4.5% | 7,599 | $1.9M |
| Cibc World Markets Corp. | 0.01% | Reduce -22.0% | 7,590 | $1.9M |
| QRG Capital Management, Inc. | 0.02% | Add +17.1% | 7,577 | $1.8M |
| Montag A & Associates Inc. | 0.09% | Reduce -9.6% | 7,340 | $1.8M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Reduce -1.0% | 7,250 | $1.8M |
| First Hawaiian Bank | 0.06% | Reduce -1.4% | 7,248 | $1.8M |
| Crossmark Global Holdings, Inc. | 0.03% | Add +4.8% | 7,140 | $1.7M |
| Capstone Investment Advisors, LLC | 0.06% | Add +1000.9% | 7,024 | $1.7M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +19.5% | 6,915 | $1.7M |
| Cetera Investment Advisers | 0.00% | Add +301.3% | 6,902 | $1.7M |
| Bard Associates Inc. | 0.60% | No change | 6,850 | $1.7M |
| American Century Companies Inc. | 0.00% | Add +3.4% | 6,836 | $1.7M |
| Mackenzie Financial Corp. | 0.00% | Add +4.0% | 6,767 | $1.7M |
| Gulf International Bank (UK) Ltd | 0.04% | No change | 6,525 | $1.6M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -22.1% | 6,415 | $1.6M |
| Metis Global Partners, LLC | 0.06% | Add +2.0% | 6,288 | $1.5M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -0.8% | 6,288 | $1.5M |
| Quantbot Technologies LP | 0.09% | Reduce -45.0% | 6,226 | $1.5M |
| Numerai GP LLC | 0.65% | Add +294.3% | 6,202 | $1.5M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -4.9% | 6,182 | $1.5M |
| Macquarie Group Ltd. | 0.00% | Reduce -9.3% | 6,089 | $1.5M |
| NFJ Investment Group, LLC | 0.04% | New | 5,998 | $1.5M |
| Glenview Trust Co | 0.03% | Add +1.7% | 5,973 | $1.5M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +22.7% | 5,937 | $1.4M |
| Stifel Financial Corp. | 0.00% | Add +107.3% | 5,902 | $1.4M |
| Mission Creek Capital Partners, Inc. | 0.37% | Reduce -17.9% | 5,812 | $1.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -2.0% | 5,778 | $1.4M |
| Pitcairn Co. | 0.09% | Reduce -5.6% | 5,774 | $1.4M |
| Verition Fund Management LLC | 0.02% | Reduce -38.9% | 5,746 | $1.4M |
| Kentucky Retirement Systems | 0.04% | Reduce -5.1% | 5,743 | $1.4M |
| CenterBook Partners LP | 0.09% | Add +15.3% | 5,518 | $1.3M |
| Bartlett & Co. Wealth Management LLC | 0.02% | No change | 5,400 | $1.3M |
| Maryland State Retirement & Pension System | 0.03% | No change | 5,771 | $1.3M |
| Buffington Mohr McNeal | 0.23% | Add +3.7% | 5,274 | $1.3M |
| Apollon Wealth Management, LLC | 0.04% | Add +25.8% | 5,152 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +15.9% | 5,109 | $1.3M |
| MML Investors Services, LLC | 0.01% | Add +2.0% | 5,121 | $1.3M |
| Illinois Municipal Retirement Fund | 0.02% | No change | 5,101 | $1.2M |
| EDENTREE ASSET MANAGEMENT Ltd | 0.39% | Add +7.3% | 5,051 | $1.2M |
| Tower Research Capital LLC (TRC) | 0.03% | Reduce -55.5% | 4,975 | $1.2M |
| Creative Planning | 0.00% | Add +10.5% | 4,940 | $1.2M |
| Hartford Investment Management Co. | 0.04% | Reduce -4.3% | 4,882 | $1.2M |
| Quadrature Capital Ltd | 0.02% | Reduce -61.8% | 4,842 | $1.2M |
| UniSuper Management Pty Ltd | 0.01% | Add +418.9% | 4,795 | $1.2M |
| Schechter Investment Advisors, LLC | 0.09% | Reduce -1.5% | 4,690 | $1.1M |
| North Star Investment Management Corp. | 0.08% | No change | 4,686 | $1.1M |
| Peregrine Capital Management LLC | 0.03% | No change | 4,603 | $1.1M |
| Compass Ion Advisors, LLC | 0.16% | Reduce -37.0% | 4,547 | $1.1M |
| Albert D Mason Inc. | 0.68% | Add +1.0% | 4,509 | $1.1M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | Add +20.8% | 4,420 | $1.1M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -4.3% | 4,400 | $1.1M |
| Tidal Investments LLC | 0.02% | Add +8.8% | 4,383 | $1.1M |
| Securian Asset Management, Inc. | 0.03% | Reduce -8.4% | 4,373 | $1.1M |
| Marshall Financial Group, LLC | 0.31% | Add +9.3% | 4,359 | $1.1M |
| Credit Agricole S A | 0.02% | Add +117.1% | 4,646 | $1.1M |
| Hahn Capital Management LLC | 0.62% | Reduce -36.7% | 4,243 | $1.0M |
| Gsa Capital Partners LLP | 0.08% | Reduce -26.3% | 4,037 | $985K |
| Mairs & Power Inc. | 0.01% | No change | 4,000 | $976K |
| Vestcor Inc | 0.03% | Reduce -29.7% | 3,969 | $969K |
| Duncker Streett & Co. Inc. | 0.19% | No change | 3,961 | $967K |
| Gateway Investment Advisers LLC | 0.01% | Reduce -1.3% | 3,926 | $958K |
| Cresset Asset Management, LLC | 0.00% | Add +5.6% | 3,889 | $949K |
| Lombard Odier Asset Management (Switzerland) SA | 0.07% | New | 3,889 | $949K |
| Daiichi Life Insurance Co., Ltd. | 0.02% | No change | 3,859 | $942K |
| Swiss Life Asset Management Ltd | 0.01% | Reduce -92.3% | 3,857 | $941K |
| New Mexico Educational Retirement Board | 0.03% | Reduce -2.6% | 3,800 | $927K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | No change | 3,791 | $925K |
| First Bank & Trust | 0.19% | Reduce -21.3% | 3,782 | $923K |
| Wealthfront Advisers LLC | 0.00% | Reduce -2.9% | 3,772 | $920K |
| Sepio Capital, LP | 0.08% | Add +6.4% | 3,731 | $910K |
| Stock Yards Bank & Trust Co. | 0.03% | No change | 3,620 | $883K |
| HRT Financial LP | 0.01% | Add +189.6% | 3,597 | $877K |
| Glenmede Trust Co. NA | 0.00% | Reduce -0.0% | 3,581 | $874K |
| Rice Hall James & Associates, LLC | 0.05% | Reduce -2.2% | 3,469 | $847K |
| Vest Financial, LLC | 0.02% | Add +207.0% | 3,445 | $841K |
| Diversified Trust Co. | 0.03% | Reduce -38.0% | 3,439 | $839K |
| Inceptionr LLC | 0.21% | New | 3,400 | $830K |
| Simmons Bank | 0.06% | Reduce -2.2% | 3,397 | $829K |
| Fagan Associates, Inc. | 0.15% | No change | 3,385 | $826K |
| Alps Advisors Inc. | 0.01% | Reduce -30.6% | 3,275 | $799K |
| Segment Wealth Management, LLC | 0.06% | No change | 3,221 | $786K |
| Ostrum Asset Management | 0.06% | Add +11.2% | 3,197 | $780K |
| iSAM Funds (UK) Ltd | 0.44% | New | 3,134 | $765K |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -89.0% | 3,110 | $759K |
| Blair William & Co. | 0.00% | Add +6.3% | 3,104 | $757K |
| Metropolitan Life Insurance Co | 0.03% | Reduce -0.9% | 3,050 | $744K |
| SRB Corp. | 0.04% | New | 3,006 | $734K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +21.7% | 3,006 | $734K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +14.0% | 2,967 | $724K |
| Sandhill Capital Partners LLC | 0.06% | No change | 2,907 | $709K |
| Teacher Retirement System of Texas | 0.00% | Reduce -16.4% | 2,903 | $708K |
| E. Ohman J:or Asset Management AB | 0.02% | No change | 2,900 | $708K |
| Alberta Investment Management Corp | 0.01% | Add +45.0% | 2,900 | $708K |
| Lecap Asset Management Ltd. | 0.15% | New | 2,885 | $704K |
| Sheets Smith Wealth Management | 0.08% | New | 2,870 | $700K |
| First Pacific Financial | 0.19% | Add +1.3% | 2,853 | $696K |
| Altshuler Shaham Ltd | 0.03% | Reduce -25.0% | 2,846 | $694K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | Reduce -1.3% | 2,844 | $694K |
| Praxis Investment Management Inc. | 0.05% | No change | 2,840 | $693K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -24.9% | 2,841 | $693K |
| Point72 Hong Kong Ltd | 0.03% | New | 2,792 | $681K |
| Choreo, LLC | 0.02% | Add +39.8% | 2,754 | $672K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +33.4% | 2,752 | $672K |
| Central Pacific Bank - Trust Division | 0.09% | — | 2,778 | $669K |
| Bahl & Gaynor LLC | 0.00% | Reduce -3.9% | 2,739 | $668K |
| APG Asset Management N.V. | 0.00% | No change | 2,939 | $664K |
| Hikari Power Ltd | 0.06% | No change | 2,710 | $661K |
| Welch Group, LLC | 0.03% | No change | 2,700 | $659K |
| First Manhattan Co. Llc. | 0.00% | No change | 2,653 | $647K |
| Machina Capital S.A.S. | 0.34% | Add +13.2% | 2,614 | $638K |
| Empirical Finance, LLC | 0.04% | Add +3.6% | 2,593 | $633K |
| Waratah Capital Advisors Ltd. | 0.03% | New | 2,563 | $625K |
| Quantinno Capital Management LP | 0.01% | Reduce -3.7% | 2,521 | $615K |
| Norinchukin Bank, The | 0.02% | Reduce -1.2% | 2,502 | $611K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.04% | Reduce -7.3% | 2,496 | $609K |
| Avior Wealth Management, LLC | 0.03% | Add +5.3% | 2,451 | $598K |
| Oak Thistle LLC | 0.54% | Reduce -50.4% | 2,448 | $597K |
| Symmetry Partners, LLC | 0.05% | No change | 2,416 | $590K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.1% | 2,415 | $589K |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +0.3% | 2,400 | $586K |
| Park Avenue Securities LLC | 0.01% | Add +13.8% | 2,293 | $559K |
| Burney Co./ | 0.02% | Reduce -0.4% | 2,290 | $559K |
| Artemis Investment Management LLP | 0.01% | Reduce -57.1% | 2,277 | $555K |
| Pekin Hardy Strauss, Inc. | 0.08% | No change | 2,250 | $549K |
| Beck Mack & Oliver LLC | 0.01% | No change | 2,250 | $549K |
| V-Square Quantitative Management LLC | 0.08% | Add +15.8% | 2,220 | $542K |
| Kestra Advisory Services, LLC | 0.00% | Add +23.7% | 2,217 | $541K |
| Boothbay Fund Management, LLC | 0.02% | Add +63.2% | 2,198 | $536K |
| Ossiam | 0.01% | Reduce -50.2% | 2,196 | $536K |
| Guggenheim Capital LLC | 0.00% | Reduce -80.7% | 2,164 | $528K |
| Congress Asset Management Co. | 0.00% | Reduce -36.8% | 2,162 | $528K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -39.1% | 2,149 | $524K |
| Shell Asset Management Co. | 0.02% | Reduce -62.6% | 2,554 | $514K |
| Guinness Asset Management LTD | 0.01% | No change | 2,102 | $513K |
| StoneX Group Inc. | 0.05% | Add +66.7% | 2,095 | $511K |
| Oarsman Capital, Inc. | 0.11% | Add +1.7% | 1,945 | $475K |
| Cipher Capital LP | 0.22% | Add +48.2% | 1,938 | $473K |
| Vident Advisory, LLC | 0.01% | Reduce -12.7% | 1,927 | $470K |
| Virtu Financial LLC | 0.04% | New | 1,921 | $469K |
| Phoenix Financial Ltd. | 0.01% | Add +2.6% | 1,874 | $456K |
| Smartleaf Asset Management LLC | 0.09% | Add +24.4% | 1,830 | $449K |
| Fifth Third Bancorp | 0.00% | Add +0.5% | 1,807 | $441K |
| Kepos Capital LP | 0.11% | Reduce -14.2% | 1,789 | $437K |
| Cwm, LLC | 0.00% | Reduce -11.8% | 1,756 | $429K |
| Heartland Bank & Trust Co | 0.25% | Reduce -1.1% | 1,756 | $428K |
| Arthur M. Cohen & Associates, LLC | 0.09% | No change | 1,700 | $415K |
| Public Sector Pension Investment Board | 0.00% | Reduce -5.6% | 1,674 | $408K |
| Brevan Howard Capital Management LP | 0.04% | New | 1,644 | $401K |
| Banque Cantonale Vaudoise | 0.02% | Reduce -31.9% | 1,628 | $397K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Add +7.7% | 1,623 | $396K |
| Estabrook Capital Management | 0.06% | No change | 1,600 | $390K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +382.3% | 1,635 | $390K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +13.0% | 1,549 | $378K |
| Pinebridge Investments, L.P. | 0.00% | Reduce -78.5% | 1,540 | $376K |
| Handelsinvest Investeringsforvaltning | 0.18% | Reduce -34.2% | 1,516 | $370K |
| Raymond James Trust N.A. | 0.01% | Add +4.2% | 1,515 | $370K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +25.5% | 1,510 | $368K |
| Lanark Financial, Inc. | 0.03% | Reduce -0.4% | 1,504 | $367K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -0.7% | 1,526 | $365K |
| Empirical Asset Management, LLC | 0.18% | New | 1,497 | $365K |
| Wahed Invest LLC | 0.08% | Add +14.9% | 1,481 | $361K |
| Ieq Capital, LLC | 0.01% | Add +3.3% | 1,473 | $359K |
| Siemens Fonds Invest GmbH | 0.03% | Reduce -2.3% | 1,464 | $357K |
| RMR Wealth Builders | 0.04% | No change | 1,437 | $351K |
| Lincoln National Corp. | 0.01% | Add +14.1% | 1,435 | $350K |
| Advisory Alpha, LLC | 0.01% | No change | 1,410 | $344K |
| Wallington Asset Management, LLC | 0.05% | No change | 1,400 | $342K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -14.1% | 1,400 | $342K |
| HighPoint Advisor Group LLC | 0.02% | Add +0.9% | 1,504 | $339K |
| Checchi Capital Advisers, LLC | 0.03% | Reduce -0.6% | 1,318 | $322K |
| Marble Harbor Investment Counsel, LLC | 0.04% | No change | 1,300 | $317K |
| Bison Wealth, LLC | 0.05% | No change | 1,270 | $310K |
| Bleakley Financial Group, LLC | 0.01% | Add +0.9% | 1,254 | $306K |
| Simplicity Wealth,LLC | 0.01% | New | 1,254 | $306K |
| Outlook Wealth Advisors, LLC | 0.09% | Add +27.0% | 1,250 | $305K |
| Procyon Advisors, LLC | 0.02% | Reduce -0.5% | 1,227 | $299K |
| Investment Management Corp of Ontario | 0.01% | Reduce -33.1% | 1,211 | $296K |
| Profund Advisors LLC | 0.01% | Add +12.0% | 1,205 | $294K |
| PFG Investments, LLC | 0.02% | Add +22.6% | 1,203 | $294K |
| Old National Bancorp | 0.01% | Reduce -13.6% | 1,180 | $288K |
| Bessemer Group Inc. | 0.00% | Add +7.5% | 1,179 | $287K |
| Financial Advocates Investment Management | 0.02% | Add +3.1% | 1,150 | $281K |
| Point72 (DIFC) Ltd | 0.02% | — | 1,127 | $275K |
| Hilltop Holdings Inc. | 0.03% | Reduce -16.4% | 1,126 | $275K |
| Empowered Funds, LLC | 0.00% | New | 1,121 | $274K |
| Greenleaf Trust | 0.00% | Add +6.7% | 1,120 | $273K |
| Mirabella Financial Services LLP | 0.02% | New | 1,115 | $273K |
| Paloma Partners Management Co | 0.06% | New | 1,115 | $272K |
| Dark Forest Capital Management LP | 0.05% | New | 1,110 | $271K |
| Horizon Investments, LLC | 0.01% | Add +0.1% | 1,087 | $265K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -5.5% | 1,075 | $262K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -32.7% | 1,070 | $261K |
| First Trust Direct Indexing L.P. | 0.02% | New | 1,055 | $257K |
| Connecticut Wealth Management, LLC | 0.01% | No change | 1,024 | $250K |
| Cobblestone Capital Advisors LLC | 0.02% | No change | 1,012 | $247K |
| Voya Financial Advisors, Inc. | 0.03% | Reduce -5.7% | 1,005 | $246K |
| Centerpoint Advisors, LLC | 0.09% | Reduce -4.2% | 1,002 | $245K |
| OneAscent Financial Services LLC | 0.03% | New | 1,003 | $245K |
| Dearborn Partners LLC | 0.01% | Reduce -47.4% | 1,001 | $244K |
| Nicholas Wealth, LLC. | 0.19% | New | 996 | $243K |
| Lake Street Advisors Group, LLC | 0.01% | Add +6.9% | 996 | $243K |
| Berry Wealth Group, LP | 0.20% | New | 985 | $240K |
| Grandfield & Dodd, LLC | 0.02% | No change | 982 | $240K |
| Ethic Inc. | 0.01% | Reduce -75.6% | 981 | $239K |
| NEOS Investment Management LLC | 0.01% | Reduce -1.7% | 972 | $237K |
| Wedmont Private Capital | 0.02% | New | 966 | $233K |
| Natixis | 0.00% | Add +734.5% | 943 | $230K |
| SVB Wealth LLC | 0.01% | Reduce -54.5% | 938 | $229K |
| Morningstar Investment Management LLC | 0.02% | No change | 924 | $225K |
| Gotham Asset Management | 0.00% | New | 918 | $224K |
| Walleye Capital LLC | 0.00% | Reduce -90.5% | 917 | $224K |
| Studio Investment Management LLC | 0.05% | Add +8.2% | 906 | $221K |
| State of Wyoming | 0.04% | Reduce -6.5% | 903 | $220K |
| Harvey Capital Management Inc. | 0.06% | New | 900 | $220K |
| Brown Shipley& Co Ltd | 0.07% | Reduce -28.3% | 904 | $218K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +4.2% | 886 | $216K |
| MeadowBrook Investment Advisors LLC | 0.20% | Reduce -8.3% | 878 | $214K |
| Cadent Capital Advisors, LLC | 0.08% | New | 867 | $212K |
| Nebula Research & Development LLC | 0.04% | New | 827 | $202K |
| Ballentine Partners, LLC | 0.00% | New | 824 | $201K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -8.7% | 818 | $200K |
| Paradigm Asset Management Co. LLC | 0.05% | Reduce -20.0% | 800 | $195K |
| Gen-Wealth Partners Inc | 0.09% | — | 779 | $190K |
| Global Retirement Partners, LLC | 0.01% | Reduce -3.7% | 731 | $178K |
| Quadrant Capital Group LLC | 0.01% | Add +7.7% | 725 | $177K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -8.4% | 705 | $172K |
| Parallel Advisors, LLC | 0.00% | Add +16.0% | 703 | $172K |
| Godsey & Gibb, Inc. | 0.02% | No change | 650 | $159K |
| Signaturefd, LLC | 0.00% | Add +5.5% | 634 | $155K |
| Huntington National Bank | 0.00% | Reduce -0.7% | 581 | $142K |
| CI Investments Inc. | 0.00% | Add +19.3% | 562 | $137K |
| Natixis Investment Managers International | 0.01% | No change | 554 | $135K |
| Covestor Ltd | 0.08% | Add +60.6% | 546 | $133K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -0.6% | 526 | $128K |
| Acadian Asset Management LLC | 0.00% | No change | 527 | $128K |
| Alta Advisers Ltd | 0.06% | No change | 500 | $122K |
| CX Institutional | 0.01% | Add +1.9% | 496 | $121K |
| Legacies Wealth LLC | 0.10% | No change | 473 | $115K |
| CENTRAL TRUST Co | 0.00% | Reduce -7.7% | 458 | $112K |
| Mather Group, Llc. | 0.00% | New | 504 | $109K |
| Federated Hermes, Inc. | 0.00% | Reduce -9.4% | 426 | $104K |
| Quent Capital, LLC | 0.01% | No change | 417 | $102K |
| Orion Capital Management LLC | 0.05% | No change | 413 | $101K |
| Leonteq Securities AG | 0.01% | Add +3.1% | 401 | $98K |
| Hollencrest Capital Management | 0.00% | No change | 400 | $98K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 400 | $98K |
| Sentry Investment Management LLC | 0.04% | No change | 394 | $96K |
| Farther Finance Advisors, LLC | 0.01% | Add +214.4% | 393 | $95K |
| Balefire, LLC | 0.03% | Add +59.6% | 367 | $90K |
| Penserra Capital Management LLC | 0.00% | Reduce -48.5% | 353 | $85K |
| Quintet Private Bank (Europe) S.A. | 0.00% | Reduce -12.6% | 305 | $85K |
| Principal Securities, Inc. | 0.00% | Add +20.4% | 337 | $82K |
| West Paces Advisors Inc. | 0.02% | Add +5.8% | 331 | $81K |
| Tobam | 0.01% | Reduce -4.7% | 326 | $80K |
| Clearstead Advisors, LLC | 0.00% | Add +14.1% | 323 | $73K |
| Quarry LP | 0.03% | Add +74.5% | 288 | $70K |
| Smithfield Trust Co | 0.00% | No change | 277 | $68K |
| TD Private Client Wealth LLC | 0.00% | Add +12.4% | 263 | $64K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +38.6% | 287 | $63K |
| Perritt Capital Management Inc | 0.03% | No change | 250 | $61K |
| Lindbrook Capital, LLC | 0.01% | Reduce -3.4% | 227 | $55K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +15.9% | 219 | $53K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.9% | 213 | $52K |
| Operose Advisors LLC | 0.02% | Reduce -26.7% | 198 | $48K |
| UMB Bank, n.a. | 0.00% | Reduce -1.6% | 184 | $45K |
| Walleye Trading LLC | 0.00% | Reduce -93.0% | 182 | $44K |
| Whittier Trust Co. | 0.00% | No change | 151 | $37K |
| Barrett & Company, Inc. | 0.02% | Add +20.0% | 150 | $37K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 150 | $37K |
| Allworth Financial LP | 0.00% | Add +11.5% | 145 | $35K |
| Riverview Trust Co | 0.03% | New | 142 | $35K |
| DT Investment Partners, LLC | 0.00% | No change | 136 | $33K |
| Parkside Financial Bank & Trust | 0.01% | Add +0.8% | 129 | $31K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 125 | $31K |
| Bell Investment Advisors, Inc | 0.01% | No change | 112 | $27K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.00% | No change | 100 | $24K |
| Private Wealth Management Group, LLC | 0.01% | No change | 97 | $24K |
| Webster Bank, N. A. | 0.00% | Add +74.1% | 94 | $23K |
| Harbor Investment Advisory, LLC | 0.00% | Add +12.8% | 88 | $21K |
| Caldwell Trust Co | 0.00% | No change | 85 | $21K |
| Essex Investment Management Co. LLC | 0.00% | No change | 84 | $20K |
| Abound Wealth Management | 0.01% | Add +161.3% | 81 | $20K |
| SYSTM Wealth Solutions LLC | 0.00% | No change | 81 | $20K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 77 | $19K |
| Key Financial Inc | 0.00% | No change | 77 | $19K |
| Millburn Ridgefield LLC | 0.00% | Reduce -11.6% | 76 | $19K |
| Catalyst Capital Advisors LLC | 0.00% | Reduce -11.6% | 76 | $19K |
| Steph & Co. | 0.01% | No change | 74 | $18K |
| Jones Financial Companies LLLP | 0.00% | New | 73 | $18K |
| Eagle Bay Advisors LLC | 0.01% | Reduce -17.4% | 71 | $17K |
| City Holding Co. | 0.00% | No change | 70 | $17K |
| NewEdge Advisors, LLC | 0.00% | Reduce -45.7% | 63 | $15K |
| Strengthening Families & Communities, LLC | 0.01% | Reduce -66.8% | 62 | $15K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 59 | $14K |
| LGT Financial Advisors LLC | 0.02% | No change | 58 | $14K |
| GAMMA Investing LLC | 0.00% | Add +39.0% | 57 | $14K |
| AlphaQuest LLC | 0.00% | Reduce -92.4% | 56 | $14K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 54 | $13K |
| Bruce G. Allen Investments, LLC | 0.01% | No change | 53 | $13K |
| Arax Advisory Partners | 0.00% | No change | 52 | $13K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 51 | $12K |
| Front Row Advisors LLC | 0.00% | New | 50 | $12K |
| Boyd Watterson Asset Management LLC | 0.00% | Reduce -33.3% | 50 | $12K |
| Kiely Wealth Advisory Group, Inc. | 0.01% | No change | 53 | $12K |
| Park Place Capital Corp | 0.00% | Reduce -53.9% | 47 | $11K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +228.6% | 46 | $11K |
| First United Bank & Trust | 0.00% | No change | 45 | $11K |
| Pier Capital, LLC | 0.00% | No change | 45 | $11K |
| Versant Capital Management, Inc | 0.00% | No change | 43 | $10K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +4.9% | 43 | $10K |
| Private Trust Co. NA | 0.00% | No change | 42 | $10K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 40 | $10K |
| Creative Financial Designs Inc. | 0.00% | No change | 40 | $10K |
| Credential Qtrade Securities Inc. | 0.00% | No change | 40 | $10K |
| RFP Financial Group LLC | 0.00% | No change | 39 | $10K |
| Pineridge Advisors LLC | 0.00% | Reduce -40.0% | 39 | $10K |
| Investors Research Corp | 0.00% | No change | 39 | $10K |
| Valley National Advisers Inc. | 0.00% | No change | 39 | $9K |
| LRI Investments, LLC | 0.00% | — | 36 | $9K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 35 | $9K |
| Colonial Trust Advisors | 0.00% | No change | 35 | $9K |
| IFP Advisors, Inc | 0.00% | Add +13.3% | 34 | $8K |
| Manchester Capital Management LLC | 0.00% | Reduce -3.2% | 30 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 26 | $6K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 24 | $6K |
| Blue Trust, Inc. | 0.00% | Reduce -68.1% | 23 | $6K |
| Red Tortoise LLC | 0.00% | No change | 20 | $5K |
| Harbour Investments, Inc. | 0.00% | Reduce -13.0% | 20 | $5K |
| Crewe Advisors LLC | 0.00% | New | 18 | $4K |
| CVA Family Office, LLC | 0.00% | No change | 15 | $4K |
| Delta Asset Management LLC | 0.00% | No change | 15 | $4K |
| Global Financial Private Client, LLC | 0.00% | No change | 15 | $4K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 14 | $3K |
| Raffa Wealth Management, LLC | 0.00% | No change | 14 | $3K |
| Fortitude Family Office, LLC | 0.00% | No change | 13 | $3K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 13 | $3K |
| MV Capital Management, Inc. | 0.00% | Add +50.0% | 12 | $3K |
| Tortoise Investment Management, LLC | 0.00% | New | 12 | $3K |
| Sound Income Strategies, LLC | 0.00% | New | 12 | $3K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 12 | $3K |
| Hexagon Capital Partners LLC | 0.00% | New | 11 | $3K |
| Zions Bancorporation, N.A. | 0.00% | No change | 11 | $3K |
| Salomon & Ludwin, LLC | 0.00% | No change | 11 | $3K |
| SJS Investment Consulting Inc. | 0.00% | Add +12.5% | 9 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -10.0% | 9 | $2K |
| Avion Wealth | 0.00% | No change | 6 | $2K |
| Asset Dedication, LLC | 0.00% | No change | 10 | $2K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 7 | $2K |
| Dunhill Financial, LLC | 0.00% | Add +16.7% | 7 | $2K |
| Longfellow Investment Management Co. LLC | 0.00% | No change | 6 | $1K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 6 | $1K |
| Sachetta, LLC | 0.00% | No change | 6 | $1K |
| Gradient Investments LLC | 0.00% | Reduce -70.6% | 5 | $1K |
| Chilton Capital Management LLC | 0.00% | No change | 4 | $977 |
| Valued Wealth Advisors LLC | 0.00% | No change | 3 | $733 |
| True Wealth Design, LLC | 0.00% | Add +50.0% | 3 | $733 |
| TFC Financial Management, Inc. | 0.00% | Add +50.0% | 3 | $733 |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 3 | $732 |
| Raleigh Capital Management Inc. | 0.00% | New | 2 | $488 |
| Abich Financial Wealth Management LLC | 0.00% | New | 1 | $244 |
| Assetmark, Inc. | 0.00% | New | 1 | $244 |
| AdvisorNet Financial, Inc | 0.00% | Reduce -90.9% | 1 | $244 |
| TFO Wealth Partners, LLC | 0.00% | No change | 1 | $244 |
"% of holder's portfolio" is IEX's weight in each manager's 13F, not the share of Idex Corp. the manager owns.