IdexIEX

13F holders, Q2 2024 (June 30)
631holders +7
65new positions
57sold out
12famous investors
$201.08avg. 13F price*

At the end of Q2 2024, 631 institutions reported holding Idex Corp. (IEX) in their 13F filings, up 7 from Q1 2024. 65 opened new positions and 57 sold out. The largest holders were Vanguard Group Inc. ($1.9B), BlackRock Inc. ($1.2B) and T. Rowe Price Associates Inc. ($1.1B). 12 famous investors held it, including Mario Gabelli (0.4% of GAMCO Investors's portfolio), Terry Smith (0.3% 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

0200400600800 Q1 2024: 624Q1 2024Q2 2024: 631Q2 2024Q3 2024: 613Q3 2024Q4 2024: 630Q4 2024Q1 2025: 640Q1 2025Q2 2025: 639Q2 2025Q3 2025: 634Q3 2025Q4 2025: 630Q4 2025Q1 2026: 677Q1 2026Q2 2026: 691Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions65$121.1M
Exits57$91.6M

All 13F filers, Q1 2024 → Q2 2024: 6,310,947 shares bought and 6,015,138 shares sold, net +295,809 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 631 holders

Vanguard Group Inc. 0.04% Add +0.0% 9,204,526 $1.9B
BlackRock Inc. 0.03% Add +1.9% 6,199,248 $1.2B
T. Rowe Price Associates Inc. 0.14% Reduce -29.1% 5,651,411 $1.1B
State Street Corp. 0.03% Add +0.7% 3,002,899 $604.2M
Morgan Stanley 0.04% Add +18.7% 2,718,883 $547.0M
Impax Asset Management Group plc 1.61% Reduce -0.1% 1,960,982 $394.5M
Geode Capital Management, LLC 0.03% Add +2.5% 1,867,787 $374.8M
T. Rowe Price Investment Management, Inc. 0.23% Add +2.9% 1,822,963 $366.8M
Pictet Asset Management Holding SA 0.37% Reduce -4.2% 1,595,782 $321.1M
Invesco Ltd. 0.06% Add +13.7% 1,520,993 $306.0M
Amundi 0.11% Add +13.9% 1,475,387 $292.3M
Wellington Management Group LLP 0.05% Reduce -30.6% 1,358,473 $273.3M
Barclays PLC 0.11% Reduce -0.4% 1,163,285 $234.1M
Champlain Investment Partners, LLC 1.17% Add +29.9% 950,216 $191.2M
Norges Bank 0.03% Add +9.6% 930,609 $187.2M
Fenimore Asset Management Inc 3.64% Add +2.1% 825,984 $166.2M
Alecta Tjanstepension Omsesidigt 0.90% No change 800,000 $160.9M
JPMorgan Chase & Co. 0.01% Reduce -28.4% 798,454 $160.6M
Nordea Investment Management AB 0.19% Add +132.3% 794,749 $159.8M
First Trust Advisors LP 0.16% Add +61.9% 764,670 $153.9M
Northern Trust Corp. 0.02% Reduce -1.6% 699,017 $140.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +25.7% 648,387 $130.5M
King Luther Capital Management Corp. 0.58% Reduce -0.8% 639,292 $128.6M
Charles Schwab Investment Management Inc. 0.02% Add +1.6% 625,814 $125.9M
Fisher Asset Management 0.05% Add +8.6% 612,236 $123.2M
Bank of New York Mellon Corp 0.02% Reduce -3.1% 536,381 $107.9M
Brown Advisory Inc. 0.14% Reduce -40.6% 518,562 $104.3M
HSBC Holdings PLC 0.07% Add +75.6% 519,124 $104.2M
Bank of America Corp. 0.01% Reduce -2.2% 504,166 $101.4M
Qube Research & Technologies Ltd 0.18% Add +118.3% 493,117 $99.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.24% — 489,815 $98.6M
Legal & General Group Plc 0.03% Reduce -1.3% 485,892 $97.8M
Dimensional Fund Advisors LP 0.02% Add +20.0% 470,672 $94.7M
Goldman Sachs Group Inc. 0.02% Add +3.2% 442,837 $89.1M
Two Sigma Advisers, LP 0.20% Add +90.1% 438,200 $88.2M
CCLA Investment Management 1.34% Add +1.8% 433,403 $86.7M
Ceredex Value Advisors LLC 1.58% Add +25.8% 416,375 $83.8M
Westfield Capital Management Co. LP 0.39% Add +8.7% 391,140 $78.7M
Snyder Capital Management L P 1.70% Reduce -3.8% 376,233 $75.7M
Two Sigma Investments, LP 0.18% Add +41.0% 368,294 $74.1M
Fundsmith 0.30% Reduce -3.0% 362,501 $72.9M
GW&K Investment Management, LLC 0.66% Add +2.2% 361,182 $72.7M
Baird Financial Group, Inc. 0.15% Reduce -6.3% 353,757 $71.2M
Robeco Schweiz AG 1.30% Add +29.5% 337,290 $67.9M
State Farm Mutual Automobile Insurance Co. 0.06% No change 335,939 $67.6M
Clearbridge Investments, LLC 0.05% Add +0.0% 335,761 $67.6M
Baron Capital (BAMCO) 0.18% Reduce -5.3% 314,612 $63.3M
Public Employees Retirement Association of Colorado 0.26% Reduce -0.1% 312,900 $63.0M
Deutsche Bank AG 0.03% Add +17.0% 305,964 $61.6M
Primecap Management Co. 0.04% Reduce -5.9% 303,775 $61.1M
Maren Capital LLC 5.69% Add +5.3% 293,000 $59.0M
Man Group plc 0.15% Add +630.3% 271,065 $54.5M
FMR LLC 0.00% Reduce -49.4% 256,532 $51.6M
Ensemble Capital Management, LLC 3.99% Add +51.1% 254,847 $51.3M
Ensign Peak Advisors, Inc 0.09% Reduce -1.2% 252,280 $50.8M
Schroder Investment Management Group 0.05% Add +4.5% 242,100 $48.7M
AXA S.A. 0.15% Add +45.3% 241,702 $48.6M
Voloridge Investment Management, LLC 0.18% Add +891.2% 241,247 $48.5M
Mountain Pacific Investment Advisers LLC 3.61% Reduce -15.3% 240,845 $48.5M
Weitz Investment Management, Inc. 2.51% Add +254.9% 237,400 $47.8M
Ameriprise Financial Inc. 0.01% Reduce -29.2% 236,640 $47.6M
California Public Employees Retirement System 0.03% Reduce -12.8% 235,751 $47.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.12% Reduce -14.4% 233,939 $47.1M
Nuveen Asset Management, LLC 0.01% Add +8.2% 225,586 $45.4M
Swiss National Bank 0.03% Reduce -1.1% 224,000 $45.1M
Boston Trust Walden Corp 0.33% Add +3.3% 223,892 $45.0M
Premier Fund Managers Ltd 1.77% No change 220,000 $44.0M
Gabelli Funds LLC 0.34% Reduce -2.6% 218,800 $44.0M
UBS Group AG 0.01% Reduce -9.6% 204,910 $41.2M
Franklin Resources Inc. 0.01% Add +2.1% 201,482 $40.5M
Capital World Investors 0.01% No change 200,000 $40.2M
D. E. Shaw & Co. 0.06% Add +247.0% 198,170 $39.9M
Allianz Asset Management GmbH 0.06% Reduce -42.3% 190,831 $38.4M
Port Capital LLC 1.92% Reduce -1.8% 190,181 $38.3M
GAMCO Investors 0.40% Reduce -3.7% 181,618 $36.5M
CIBC Private Wealth Group LLC 0.07% Reduce -1.0% 186,682 $36.5M
Rhumbline Advisers 0.03% Reduce -3.0% 171,131 $34.4M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -11.1% 163,558 $32.9M
Citadel Advisors 0.03% New 161,426 $32.5M
TD Asset Management Inc 0.03% Add +6.4% 159,241 $32.0M
Nuance Investments, LLC 0.88% Add +125.5% 143,343 $28.8M
Millennium Management 0.02% Add +1541.5% 138,744 $27.9M
AE Wealth Management LLC 0.26% Add +13.7% 127,961 $25.7M
Geneva Capital Management LLC 0.46% Add +6.7% 126,724 $25.5M
National Pension Service 0.03% Add +5.8% 125,254 $25.2M
California State Teachers Retirement System 0.03% Add +5.6% 124,126 $25.0M
Northwest & Ethical Investments L.P. 0.71% Reduce -4.1% 123,643 $24.9M
Envestnet Asset Management Inc. 0.01% Reduce -11.8% 119,261 $24.0M
Sei Investments Co. 0.03% Add +15.4% 116,957 $23.5M
DekaBank Deutsche Girozentrale 0.04% Add +10.4% 113,854 $22.8M
BNP Paribas Financial Markets 0.02% Add +61.1% 112,729 $22.7M
Raymond James & Associates 0.01% Add +17.9% 110,078 $22.1M
Marshall Wace, LLP 0.03% Add +162.1% 101,558 $20.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +7.8% 98,930 $19.9M
New York State Common Retirement Fund 0.03% Add +1.3% 97,973 $19.7M
Comerica Bank 0.08% Add +27.9% 94,745 $19.1M
Royal Bank of Canada 0.00% Reduce -24.5% 94,731 $19.1M
Principal Financial Group Inc. 0.01% Reduce -4.7% 93,016 $18.7M
Alliancebernstein L.P. 0.01% Reduce -3.3% 92,588 $18.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Add +133.3% 92,381 $18.6M
Bank of Montreal 0.01% Add +23.6% 88,276 $18.1M
Thrivent Financial for Lutherans 0.04% Reduce -5.2% 88,998 $17.9M
Duff & Phelps Investment Management Co. 0.22% Reduce -13.3% 86,620 $17.4M
National Bank of Canada 0.03% Add +414.4% 85,898 $16.8M
Harvey Investment Co. LLC 1.99% Reduce -6.6% 82,541 $16.6M
Aviva PLC 0.05% Add +17.2% 81,193 $16.3M
Thematics Asset Management 0.65% Add +26.6% 78,654 $15.8M
Korea Investment CORP 0.04% Add +75.8% 76,401 $15.4M
Nicholas Company, Inc. 0.25% Reduce -1.7% 76,150 $15.3M
Russell Investments Group, Ltd. 0.02% Add +149.6% 74,751 $15.0M
State Board of Administration of Florida Retirement System 0.03% Reduce -15.8% 74,442 $15.0M
Citigroup Inc. 0.01% Add +32.2% 73,261 $14.7M
Van Lanschot Kempen Investment Management N.V. 0.16% Reduce -6.6% 71,840 $14.5M
Candriam S.C.A. 0.08% Add +16.9% 68,526 $13.8M
Distillate Capital Partners LLC 0.72% — 67,790 $13.6M
Eventide Asset Management, LLC 0.23% Add +0.5% 67,007 $13.5M
CANADA LIFE ASSURANCE Co 0.02% Add +19.6% 65,144 $13.1M
Kennedy Capital Management LLC 0.28% Add +6.3% 64,271 $12.9M
New York State Teachers Retirement System 0.03% Reduce -4.7% 64,073 $12.9M
Allspring Global Investments Holdings, LLC 0.02% Reduce -0.2% 63,546 $12.8M
Curi Capital, LLC 0.28% Add +542.7% 58,255 $11.7M
Victory Capital Management Inc. 0.01% Add +2.8% 58,197 $11.7M
Tredje AP-fonden 0.11% Reduce -9.4% 56,234 $11.3M
Renaissance Technologies 0.02% New 56,025 $11.3M
Danske Bank A/S 0.04% Reduce -13.5% 54,451 $11.0M
Assenagon Asset Management S.A. 0.03% Reduce -65.1% 53,193 $10.7M
Adage Capital Partners Gp, L.L.C. 0.02% Reduce -72.6% 52,586 $10.6M
Montanaro Asset Management Ltd 1.95% Reduce -1.7% 52,100 $10.5M
Tudor Investment Corporation 0.12% Reduce -3.0% 50,973 $10.3M
Trexquant Investment LP 0.16% Add +207.3% 50,742 $10.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Reduce -57.4% 50,622 $10.2M
Truist Financial Corp. 0.02% Reduce -14.7% 50,354 $10.1M
Wells Fargo & Company 0.00% Reduce -13.8% 49,619 $10.0M
PGGM Investments 0.14% No change 49,169 $9.9M
Speece Thorson Capital Group Inc. 2.00% Reduce -1.8% 48,592 $9.8M
Prudential Financial Inc. 0.01% Reduce -10.4% 48,558 $9.8M
Swedbank AB 0.01% Reduce -0.6% 47,912 $9.6M
State of Wisconsin Investment Board 0.03% Add +0.1% 46,950 $9.4M
Aberdeen Group plc 0.02% Reduce -21.7% 45,843 $9.2M
Atom Investors LP 0.92% Add +178.1% 45,750 $9.2M
Manufacturers Life Insurance Company, The 0.01% Add +1.1% 45,557 $9.2M
Twinbeech Capital LP 0.18% New 45,310 $9.1M
Boston Financial Mangement LLC 0.28% Reduce -7.3% 44,511 $9.0M
Prudential PLC 0.06% Add +9.9% 43,969 $8.8M
Mitsubishi UFJ Trust & Banking Corp 0.02% Reduce -4.0% 43,913 $8.8M
Holocene Advisors, LP 0.04% Reduce -1.5% 43,750 $8.8M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -1.2% 41,397 $8.3M
Swiss Life Asset Management Ltd 0.10% Add +939.1% 40,077 $8.1M
OMERS ADMINISTRATION Corp 0.08% Reduce -1.7% 40,022 $8.1M
Canada Pension Plan Investment Board 0.01% Add +34.2% 39,981 $8.0M
Jump Financial, LLC 0.16% Add +414.7% 39,455 $7.9M
Ecofi Investissements SA 4.38% — 41,950 $7.9M
Toronto Dominion Bank 0.01% Reduce -13.5% 38,372 $7.7M
US Bancorp \de 0.01% Reduce -7.7% 38,059 $7.7M
Storebrand Asset Management As 0.03% Reduce -0.9% 37,757 $7.6M
Northstar Asset Management Inc. 1.93% Add +4.8% 37,602 $7.6M
Corient Private Wealth LP 0.01% Reduce -46.2% 37,346 $7.5M
Eagle Asset Management Inc. 0.04% Add +47.0% 37,366 $7.3M
Jane Street Group, LLC 0.01% Add +203.0% 36,350 $7.3M
Robeco Institutional Asset Management B.V. 0.02% Add +336.4% 35,248 $7.1M
Nisa Investment Advisors, LLC 0.04% Reduce -0.8% 34,633 $7.0M
Aristotle Capital Boston, LLC 0.23% Reduce -20.3% 34,020 $6.8M
Railway Pension Investments Ltd 0.08% No change 33,761 $6.8M
Neuberger Berman Group LLC 0.01% Reduce -7.5% 33,347 $6.7M
Treasurer of the State of North Carolina 0.03% Reduce -5.0% 32,966 $6.6M
SG Americas Securities, LLC 0.04% Reduce -14.4% 32,162 $6.5M
Royal London Asset Management Ltd. 0.02% Reduce -23.1% 31,751 $6.4M
Asset Management One Co., Ltd. 0.02% Reduce -3.3% 29,841 $6.0M
Squarepoint Ops LLC 0.02% Reduce -8.9% 29,804 $6.0M
Mn Services Vermogensbeheer B.V. 0.04% Reduce -2.9% 29,690 $6.0M
Public Employees Retirement System of Ohio 0.02% Reduce -0.2% 28,884 $5.8M
Mediolanum International Funds Ltd 0.09% Add +3.6% 30,336 $5.7M
Bank of Nova Scotia 0.01% Add +187.8% 27,377 $5.5M
Lombard Odier Asset Management (Europe) Ltd 0.36% New 26,031 $5.2M
Natixis Advisors, LLC 0.01% Reduce -15.8% 25,989 $5.2M
Voya Investment Management LLC 0.01% Add +0.1% 25,960 $5.2M
Quantbot Technologies LP 0.25% Add +316.1% 25,903 $5.2M
Resona Asset Management Co.,Ltd. 0.03% Reduce -4.1% 25,478 $5.1M
Quadrature Capital Ltd 0.09% Add +423.6% 25,352 $5.1M
Massachusetts Financial Services Co. 0.00% Add +3.3% 25,294 $5.1M
AQR Capital Management 0.01% Add +1.1% 25,227 $5.1M
State of New Jersey Common Pension Fund D 0.02% Reduce -36.2% 25,169 $5.1M
Centiva Capital, LP 0.24% New 24,464 $4.9M
Franklin Street Advisors Inc. 0.35% No change 24,125 $4.9M
Vontobel Holding Ltd. 0.02% Add +1.8% 23,807 $4.8M
B.O.S.S. Retirement Advisors, LLC 1.22% Add +46.1% 23,709 $4.8M
CIBC Asset Management Inc 0.02% Reduce -2.1% 23,595 $4.7M
Teacher Retirement System of Texas 0.03% Add +703.4% 23,322 $4.7M
Magnetar Financial LLC 0.11% New 23,313 $4.7M
CHURCHILL MANAGEMENT Corp 0.06% Reduce -1.6% 23,287 $4.7M
Forsta Ap-Fonden 0.04% Add +27.8% 22,500 $4.5M
Spire Wealth Management 0.16% Reduce -12.2% 22,321 $4.5M
PNC Financial Services Group, Inc. 0.00% Reduce -18.4% 21,921 $4.4M
ING Groep NV 0.03% Add +132.0% 21,886 $4.4M
Arizona State Retirement System 0.03% Reduce -0.1% 20,780 $4.2M
State of Michigan Retirement System 0.02% Add +0.5% 20,780 $4.2M
Intech Investment Management LLC 0.05% Add +48.2% 20,456 $4.1M
MetLife Investment Management, LLC 0.02% Add +12.4% 20,189 $4.1M
IFM Investors Pty Ltd 0.04% Add +0.3% 20,122 $4.0M
Gsa Capital Partners LLP 0.28% Add +398.4% 20,120 $4.0M
Formuepleje A/S 0.22% Reduce -10.6% 20,119 $4.0M
Nomura Asset Management Co. Ltd. 0.01% Reduce -0.2% 19,972 $4.0M
Numerai GP LLC 1.46% Add +221.3% 19,927 $4.0M
Mirova 0.73% No change 19,800 $4.0M
Campbell & CO Investment Adviser LLC 0.34% New 19,681 $4.0M
M&T Bank Corp 0.01% Reduce -2.6% 19,533 $3.9M
DNB Asset Management AS 0.02% Add +1.2% 19,501 $3.9M
Corebridge Financial, Inc. 0.02% — 19,340 $3.9M
Independent Advisor Alliance 0.13% Reduce -31.9% 19,176 $3.9M
GHP Investment Advisors, Inc. 0.19% Reduce -1.6% 19,125 $3.8M
Panagora Asset Management Inc. 0.02% Add +4.8% 18,760 $3.8M
Southernsun Asset Management, LLC 0.45% Reduce -1.1% 18,655 $3.8M
Credit Agricole S A 0.02% Add +294.9% 18,348 $3.7M
Susquehanna International Group, LLP 0.01% Reduce -11.1% 18,228 $3.7M
Qsemble Capital Management, LP 0.69% New 18,029 $3.6M
LPL Financial LLC 0.00% Add +0.6% 17,928 $3.6M
KBC Group NV 0.01% No change 17,843 $3.6M
MUFG Securities EMEA plc 0.16% New 17,799 $3.6M
AlphaQuest LLC 0.48% Add +31610.7% 17,758 $3.6M
K.J. Harrison & Partners Inc 0.58% No change 17,430 $3.5M
Captrust Financial Advisors 0.01% Reduce -13.2% 17,258 $3.5M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.04% — 17,218 $3.5M
Retirement Systems of Alabama 0.01% Add +0.0% 16,696 $3.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Add +0.1% 16,626 $3.3M
ProShare Advisors LLC 0.01% Add +7.2% 16,522 $3.3M
Skandinaviska Enskilda Banken AB (publ) 0.02% Add +0.0% 16,103 $3.2M
Twin Tree Management, LP 0.09% New 15,900 $3.2M
Handelsbanken Fonder AB 0.01% No change 15,800 $3.2M
Amalgamated Bank 0.03% Reduce -2.7% 15,354 $3.1M
L. Roy Papp & Associates, LLP 0.37% Reduce -1.5% 15,150 $3.0M
Pacer Advisors, Inc. 0.01% Reduce -21.7% 14,914 $3.0M
Schonfeld Strategic Advisors LLC 0.02% Add +371.8% 14,673 $3.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +60.5% 14,487 $2.9M
Engineers Gate Manager LP 0.07% New 14,455 $2.9M
Czech National Bank 0.03% Add +8.4% 14,424 $2.9M
Lecap Asset Management Ltd. 0.62% Add +397.2% 14,344 $2.9M
Cerity Partners LLC 0.01% Reduce -21.6% 13,912 $2.8M
Yousif Capital Management, LLC 0.03% Add +6.7% 13,723 $2.8M
ExodusPoint Capital Management, LP 0.03% New 13,271 $2.7M
USS Investment Management Ltd 0.02% New 13,170 $2.6M
Verition Fund Management LLC 0.02% Add +127.3% 13,060 $2.6M
Daiwa Securities Group Inc. 0.01% Reduce -1.5% 12,683 $2.6M
HighTower Advisors, LLC 0.00% Reduce -2.4% 12,661 $2.5M
Utah Retirement Systems 0.03% Reduce -4.6% 12,508 $2.5M
J. Safra Sarasin Holding AG 0.05% — 12,388 $2.5M
State of Alaska, Department of Revenue 0.03% Reduce -3.2% 12,232 $2.5M
NFJ Investment Group, LLC 0.07% Add +102.0% 12,113 $2.4M
Orion Porfolio Solutions, LLC 0.03% Reduce -6.9% 11,757 $2.4M
Orion Portfolio Solutions, LLC 0.03% Reduce -6.9% 11,757 $2.4M
Bokf, NA 0.04% Reduce -14.0% 11,664 $2.3M
Coldstream Capital Management Inc. 0.06% Add +2.9% 11,512 $2.3M
Oppenheimer Asset Management Inc. 0.03% Add +20.1% 11,327 $2.3M
Guyasuta Investment Advisors Inc. 0.17% No change 10,404 $2.3M
Y-Intercept (Hong Kong) Ltd 0.12% New 11,208 $2.3M
Van Eck Associates Corp. 0.00% Reduce -3.0% 10,838 $2.2M
Sherbrooke Park Advisers LLC 0.38% New 10,691 $2.2M
New York Life Investment Management LLC 0.02% Add +0.6% 10,484 $2.1M
Exchange Traded Concepts, LLC 0.05% Add +19.3% 10,469 $2.1M
Johnson Investment Counsel Inc. 0.02% Reduce -0.4% 10,352 $2.1M
State of Tennessee, Department of Treasury 0.01% Reduce -60.9% 10,288 $2.1M
Healthcare of Ontario Pension Plan Trust Fund 0.01% New 10,200 $2.1M
Xponance LLC 0.02% Reduce -6.5% 10,170 $2.0M
iSAM Funds (UK) Ltd 1.50% Add +216.5% 9,918 $2.0M
American Century Companies Inc. 0.00% Add +44.1% 9,848 $2.0M
FORA Capital, LLC 0.24% New 9,837 $2.0M
Cibc World Markets Corp. 0.01% Add +28.6% 9,762 $2.0M
Mutual of America Capital Management LLC 0.02% Reduce -3.7% 9,549 $1.9M
Intrust Bank NA 0.20% Reduce -4.3% 9,490 $1.9M
STRS Ohio 0.01% Reduce -2.7% 9,184 $1.8M
Mariner, LLC 0.00% Add +6.1% 9,030 $1.8M
Nissay Asset Management Corp. /Japan 0.01% Add +3.0% 8,926 $1.8M
Atria Investments, Inc 0.02% Add +17.4% 8,921 $1.8M
Pathstone Holdings, LLC 0.01% Reduce -4.1% 8,909 $1.8M
QRG Capital Management, Inc. 0.02% Add +16.4% 8,817 $1.8M
Commerce Bank 0.01% Add +0.4% 8,526 $1.7M
Covea Finance 0.08% Reduce -26.1% 8,500 $1.7M
FIL Ltd 0.00% Reduce -35.3% 8,279 $1.7M
Machina Capital S.A.S. 0.74% Add +213.8% 8,204 $1.7M
Focus Partners Wealth 0.01% Reduce -2.7% 8,094 $1.6M
Henshaw Capital LLC 0.07% Add +0.3% 8,095 $1.6M
UniSuper Management Pty Ltd 0.01% Add +68.1% 8,059 $1.6M
Aigen Investment Management, LP 0.31% New 7,901 $1.6M
Pearl River Capital, LLC 0.25% New 7,769 $1.6M
Metis Global Partners, LLC 0.05% Add +21.7% 7,650 $1.5M
Janus Henderson Group PLC 0.00% Reduce -13.6% 7,543 $1.5M
APG Asset Management N.V. 0.00% Add +173.5% 8,039 $1.5M
First Hawaiian Bank 0.05% Add +2.2% 7,410 $1.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +2.2% 7,409 $1.5M
Seven Eight Capital, LP 0.15% New 7,373 $1.5M
Montag A & Associates Inc. 0.07% No change 7,340 $1.5M
B. Metzler seel. Sohn & Co. AG 0.01% Add +84.9% 7,010 $1.4M
CenterBook Partners LP 0.09% Add +26.9% 7,005 $1.4M
Graham Capital Management, L.P. 0.09% New 7,001 $1.4M
Crossmark Global Holdings, Inc. 0.03% Reduce -3.6% 6,884 $1.4M
Bard Associates Inc. 0.53% No change 6,850 $1.4M
PEAK6 Investments LLC 0.06% New 6,814 $1.4M
Federation des caisses Desjardins du Quebec 0.01% Add +312.1% 6,737 $1.4M
Worldquant Millennium Advisors LLC 0.01% New 6,645 $1.3M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -98.1% 6,630 $1.3M
iA Global Asset Management Inc. 0.03% New 6,555 $1.3M
Rafferty Asset Management, LLC 0.00% Add +3.7% 6,519 $1.3M
Oregon Public Employees Retirement Fund 0.03% Add +0.9% 6,476 $1.3M
Mackenzie Financial Corp. 0.00% Reduce -5.4% 6,403 $1.3M
Gulf International Bank (UK) Ltd 0.03% Reduce -3.9% 6,274 $1.3M
Vanguard Personalized Indexing Management, LLC 0.02% Add +4.4% 6,197 $1.2M
Regions Financial Corp. 0.01% Reduce -23.0% 6,148 $1.2M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -2.7% 6,014 $1.2M
Mirabella Financial Services LLP 0.10% Add +435.9% 5,975 $1.2M
Glenview Trust Co 0.02% No change 5,973 $1.2M
Macquarie Group Ltd. 0.00% Reduce -2.5% 5,940 $1.2M
Mizuho Securities USA LLC 0.03% New 5,840 $1.2M
Maryland State Retirement & Pension System 0.02% No change 5,771 $1.2M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +29.9% 5,741 $1.2M
Kentucky Retirement Systems 0.03% Reduce -0.7% 5,704 $1.1M
Hahn Capital Management LLC 0.54% Add +33.4% 5,659 $1.1M
Mercer Global Advisors Inc. 0.00% Add +9.2% 5,581 $1.1M
Apollon Wealth Management, LLC 0.03% Add +8.3% 5,580 $1.1M
Gotham Asset Management 0.01% Add +501.0% 5,517 $1.1M
Compass Ion Advisors, LLC 0.16% No change 4,547 $1.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -32.9% 5,510 $1.1M
Vest Financial, LLC 0.03% Add +58.1% 5,445 $1.1M
Bartlett & Co. Wealth Management LLC 0.02% No change 5,400 $1.1M
Creative Planning 0.00% Add +8.2% 5,347 $1.1M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -24.0% 5,255 $1.1M
Buffington Mohr McNeal 0.18% Reduce -2.6% 5,137 $1.0M
Illinois Municipal Retirement Fund 0.02% No change 5,101 $1.0M
Stifel Financial Corp. 0.00% Reduce -14.2% 5,067 $1.0M
EDENTREE ASSET MANAGEMENT Ltd 0.32% No change 5,051 $1.0M
Tidal Investments LLC 0.01% Add +13.3% 4,968 $1000K
Cetera Investment Advisers 0.00% Reduce -29.0% 4,899 $986K
Hartford Investment Management Co. 0.03% Reduce -0.8% 4,845 $975K
Diversified Trust Co. 0.03% Add +39.5% 4,797 $965K
Schechter Investment Advisors, LLC 0.07% Add +0.1% 4,693 $944K
North Star Investment Management Corp. 0.07% No change 4,686 $943K
Peregrine Capital Management LLC 0.03% No change 4,603 $926K
Albert D Mason Inc. 0.61% Add +0.2% 4,516 $909K
MBB Public Markets I LLC 0.02% New 4,385 $882K
Louisiana State Employees Retirement System 0.02% Reduce -2.3% 4,300 $865K
Sanctuary Advisors, LLC 0.01% — 3,907 $862K
Securian Asset Management, Inc. 0.03% Reduce -2.3% 4,273 $860K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -27.7% 4,180 $841K
Occudo Quantitative Strategies LP 0.14% New 4,063 $817K
Osaic Holdings, Inc. 0.00% Reduce -52.8% 4,015 $808K
Mairs & Power Inc. 0.01% No change 4,000 $805K
Vestcor Inc 0.03% No change 3,969 $799K
Cresset Asset Management, LLC 0.00% Add +1.4% 3,942 $793K
Pitcairn Co. 0.05% Reduce -32.4% 3,901 $785K
Daiichi Life Insurance Co., Ltd. 0.02% No change 3,859 $776K
Brevan Howard Capital Management LP 0.05% Add +131.9% 3,813 $767K
New Mexico Educational Retirement Board 0.03% No change 3,800 $765K
Dynamic Technology Lab Private Ltd 0.09% New 3,764 $758K
Vident Advisory, LLC 0.02% Add +94.5% 3,749 $754K
Welch Group, LLC 0.04% Add +37.0% 3,700 $744K
Sepio Capital, LP 0.07% Reduce -0.9% 3,696 $744K
Sheets Smith Wealth Management 0.09% Add +27.6% 3,662 $737K
First Bank & Trust 0.15% Reduce -3.2% 3,661 $737K
Wealthfront Advisers LLC 0.00% Reduce -4.2% 3,615 $727K
Walleye Trading LLC 0.01% Add +1861.5% 3,570 $718K
E. Ohman J:or Asset Management AB 0.02% Add +20.7% 3,500 $704K
MML Investors Services, LLC 0.00% Reduce -32.1% 3,475 $699K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +3.4% 3,108 $696K
Rice Hall James & Associates, LLC 0.04% Reduce -0.8% 3,443 $693K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 3,411 $686K
Congress Asset Management Co. 0.00% Add +57.2% 3,399 $684K
Capstone Investment Advisors, LLC 0.03% Reduce -51.6% 3,396 $683K
Fagan Associates, Inc. 0.12% No change 3,385 $681K
Blueshift Asset Management, LLC 0.23% New 3,335 $671K
Axq Capital, LP 0.16% New 3,311 $666K
Duncker Streett & Co. Inc. 0.13% Reduce -16.6% 3,302 $664K
Ostrum Asset Management 0.06% Add +3.1% 3,297 $663K
Prelude Capital Management, LLC 0.06% New 3,295 $663K
Alps Advisors Inc. 0.00% No change 3,275 $659K
MQS Management LLC 0.39% New 3,234 $651K
Choreo, LLC 0.01% Add +20.5% 3,318 $649K
Segment Wealth Management, LLC 0.05% No change 3,221 $648K
Walleye Capital LLC 0.01% Add +249.7% 3,207 $645K
Praxis Investment Management Inc. 0.04% No change 2,840 $626K
O'shaughnessy Asset Management, LLC 0.01% Add +12.7% 3,101 $624K
Blair William & Co. 0.00% Reduce -2.0% 3,042 $612K
Sandhill Capital Partners LLC 0.04% No change 2,907 $585K
Public Sector Pension Investment Board 0.00% Add +73.5% 2,904 $584K
Ossiam 0.01% Add +31.6% 2,890 $581K
Central Pacific Bank - Trust Division 0.07% Add +3.6% 2,878 $579K
Altshuler Shaham Ltd 0.02% No change 2,846 $573K
Mission Creek Capital Partners, Inc. 0.14% Reduce -52.6% 2,752 $554K
First Manhattan Co. Llc. 0.00% Add +3.4% 2,742 $552K
Bahl & Gaynor LLC 0.00% No change 2,739 $551K
Hikari Power Ltd 0.05% No change 2,710 $545K
Oak Thistle LLC 0.40% Add +10.6% 2,708 $545K
Quantinno Capital Management LP 0.01% Add +6.4% 2,683 $540K
First Pacific Financial 0.14% Reduce -6.0% 2,682 $540K
Tower Research Capital LLC (TRC) 0.01% Reduce -46.3% 2,671 $537K
Bridgefront Capital, LLC 0.22% New 2,647 $533K
Stock Yards Bank & Trust Co. 0.02% Reduce -27.3% 2,632 $530K
Simmons Bank 0.04% Reduce -23.0% 2,617 $527K
Janney Montgomery Scott LLC 0.00% Reduce -95.4% 2,614 $526K
Norinchukin Bank, The 0.01% Add +4.0% 2,601 $523K
StoneX Group Inc. 0.04% Add +21.6% 2,548 $513K
SG Capital Management LLC 0.08% Reduce -94.4% 2,475 $498K
Kentucky Retirement Systems Insurance Trust Fund 0.03% Reduce -2.2% 2,441 $491K
Empirical Finance, LLC 0.03% Reduce -6.5% 2,425 $488K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.4% 2,409 $485K
Glenmede Trust Co. NA 0.00% Reduce -32.8% 2,408 $484K
Cullen/Frost Bankers, Inc. 0.01% Reduce -19.0% 2,403 $483K
V-Square Quantitative Management LLC 0.08% Add +7.9% 2,396 $482K
Avior Wealth Management, LLC 0.02% Reduce -2.5% 2,390 $481K
Acadian Asset Management LLC 0.00% Add +345.0% 2,345 $471K
Laird Norton Wetherby Wealth Management, LLC 0.02% Reduce -19.2% 2,298 $462K
Burney Co./ 0.02% No change 2,290 $461K
Commonwealth Equity Services, LLC 0.00% Reduce -20.2% 2,266 $456K
Pekin Hardy Strauss, Inc. 0.06% No change 2,250 $453K
Boothbay Fund Management, LLC 0.02% Add +1.7% 2,235 $450K
Wealth Enhancement Advisory Services, LLC 0.00% Add +3.2% 2,218 $446K
Smartleaf Asset Management LLC 0.07% Add +21.4% 2,222 $445K
Stratos Wealth Partners, LTD. 0.01% Add +45.4% 2,195 $442K
Guinness Asset Management LTD 0.01% Add +3.2% 2,170 $436K
Petrus Trust Company, LTA 0.04% New 2,128 $428K
XTX Topco Ltd 0.04% New 2,110 $425K
Park Avenue Securities LLC 0.01% Reduce -10.0% 2,063 $415K
Fifth Third Bancorp 0.00% Add +8.3% 1,956 $394K
Kepos Capital LP 0.15% Add +8.9% 1,949 $392K
Tokio Marine Asset Management Co. Ltd. 0.02% Add +18.2% 1,919 $386K
Oarsman Capital, Inc. 0.08% Reduce -1.8% 1,910 $384K
Phoenix Financial Ltd. 0.01% Add +2.0% 1,911 $382K
Cwm, LLC 0.00% Add +6.4% 1,869 $376K
Pinebridge Investments, L.P. 0.00% Add +18.9% 1,831 $368K
Heartland Bank & Trust Co 0.20% Add +0.9% 1,772 $357K
Investment Management Corp of Ontario 0.01% Add +41.3% 1,711 $344K
Arthur M. Cohen & Associates, LLC 0.06% No change 1,700 $342K
Blackston Financial Advisory Group, LLC 0.19% New 1,686 $339K
Private Advisor Group, LLC 0.00% Reduce -30.9% 1,669 $336K
Wahed Invest LLC 0.07% Add +12.4% 1,665 $335K
Stevens Capital Management LP 0.11% New 1,601 $322K
Estabrook Capital Management 0.05% No change 1,600 $322K
Raymond James Trust N.A. 0.01% Add +5.2% 1,594 $321K
OneDigital Investment Advisors LLC 0.00% New 1,542 $310K
Bison Wealth, LLC 0.05% No change 1,270 $310K
HighPoint Advisor Group LLC 0.02% Reduce -1.1% 1,487 $309K
Ieq Capital, LLC 0.00% Add +3.6% 1,526 $307K
Bridgewater Associates 0.00% New 1,481 $298K
Lanark Financial, Inc. 0.03% Reduce -1.5% 1,481 $297K
TD Waterhouse Canada Inc. 0.00% Reduce -0.8% 1,514 $296K
Symmetry Partners, LLC 0.02% Reduce -39.1% 1,472 $296K
Siemens Fonds Invest GmbH 0.02% No change 1,464 $295K
Argent Trust Co 0.01% New 1,461 $294K
Avantax Advisory Services, Inc. 0.00% New 1,459 $293K
OneAscent Financial Services LLC 0.04% Add +44.8% 1,452 $292K
NewEdge Advisors, LLC 0.00% Add +2195.2% 1,446 $291K
CX Institutional 0.01% Add +190.5% 1,441 $290K
Ontario Teachers Pension Plan Board 0.00% New 1,439 $290K
RMR Wealth Builders 0.03% No change 1,437 $289K
Advisory Alpha, LLC 0.01% No change 1,410 $284K
Wallington Asset Management, LLC 0.04% No change 1,400 $282K
Checchi Capital Advisers, LLC 0.02% Add +5.1% 1,385 $279K
Marble Harbor Investment Counsel, LLC 0.03% No change 1,300 $262K
Guggenheim Capital LLC 0.00% Reduce -41.5% 1,266 $255K
PFG Investments, LLC 0.02% Add +3.6% 1,246 $251K
Bleakley Financial Group, LLC 0.01% Reduce -1.5% 1,235 $249K
Simplicity Wealth,LLC 0.01% Reduce -1.5% 1,235 $249K
Silvercrest Asset Management Group LLC 0.00% Reduce -90.6% 1,224 $246K
Empowered Funds, LLC 0.00% Add +9.0% 1,222 $246K
Procyon Advisors, LLC 0.02% Reduce -0.5% 1,221 $246K
Bessemer Group Inc. 0.00% Add +2.4% 1,207 $242K
Profund Advisors LLC 0.01% Reduce -1.4% 1,188 $239K
Jacobson & Schmitt Advisors, LLC 0.05% New 1,179 $237K
EntryPoint Capital, LLC 0.11% New 1,163 $234K
Kingswood Wealth Advisors, LLC 0.02% New 1,158 $233K
Berry Wealth Group, LP 0.19% Add +17.1% 1,153 $232K
Gateway Investment Advisers LLC 0.00% Reduce -70.7% 1,150 $231K
First Trust Direct Indexing L.P. 0.01% Add +7.6% 1,135 $228K
Carderock Capital Management Inc. 0.06% Reduce -96.1% 1,122 $226K
Headlands Technologies LLC 0.02% New 1,104 $222K
Horizon Investments, LLC 0.01% Add +1.3% 1,101 $221K
Nomura Holdings Inc. 0.00% New 1,095 $220K
MeadowBrook Investment Advisors LLC 0.21% Add +22.8% 1,078 $217K
Quarry LP 0.09% Add +271.9% 1,071 $215K
Meiji Yasuda Asset Management Co Ltd. 0.01% No change 1,070 $215K
Frank, Rimerman Advisors LLC 0.01% New 1,046 $210K
Connecticut Wealth Management, LLC 0.01% No change 1,024 $206K
Cobblestone Capital Advisors LLC 0.01% No change 1,012 $204K
Centerpoint Advisors, LLC 0.07% No change 1,002 $202K
Dearborn Partners LLC 0.01% No change 1,001 $201K
Thoroughbred Financial Services, LLC 0.01% New 1,001 $201K
Gen-Wealth Partners Inc 0.10% Add +26.7% 987 $199K
State of Wyoming 0.03% Add +6.8% 964 $194K
Benjamin F. Edwards & Company, Inc. 0.00% Add +5.4% 934 $188K
Studio Investment Management LLC 0.04% Add +0.4% 910 $183K
Ameritas Investment Partners, Inc. 0.01% No change 818 $165K
Global Retirement Partners, LLC 0.00% Add +4.2% 762 $153K
First Horizon Advisors, Inc. 0.00% Add +38.4% 728 $147K
Farther Finance Advisors, LLC 0.01% Add +84.7% 726 $142K
Signaturefd, LLC 0.00% Add +4.9% 665 $134K
Godsey & Gibb, Inc. 0.01% No change 650 $131K
Mather Group, Llc. 0.00% Add +5.4% 531 $130K
Parallel Advisors, LLC 0.00% Reduce -9.4% 637 $128K
Quadrant Capital Group LLC 0.01% Reduce -12.8% 632 $127K
Natixis Investment Managers International 0.01% No change 554 $111K
CI Investments Inc. 0.00% Reduce -2.0% 551 $111K
Natixis 0.00% Reduce -42.2% 545 $110K
Balefire, LLC 0.04% Add +48.2% 544 $109K
Hantz Financial Services, Inc. 0.00% Reduce -24.3% 534 $107K
Covestor Ltd 0.07% Reduce -3.5% 527 $106K
Huntington National Bank 0.00% Reduce -11.4% 515 $104K
Alta Advisers Ltd 0.05% No change 500 $101K
Legacies Wealth LLC 0.08% No change 473 $95K
Northwestern Mutual Wealth Management Co. 0.00% Add +106.4% 452 $91K
Federated Hermes, Inc. 0.00% Add +4.0% 443 $89K
Quent Capital, LLC 0.01% No change 417 $84K
Orion Capital Management LLC 0.04% No change 413 $83K
Blue Trust, Inc. 0.00% Add +1373.9% 339 $83K
Gradient Investments LLC 0.00% Add +7940.0% 402 $81K
Hollencrest Capital Management 0.00% No change 400 $80K
Brown Brothers Harriman & Co. 0.00% No change 400 $80K
CENTRAL TRUST Co 0.00% Reduce -13.5% 396 $80K
Principal Securities, Inc. 0.00% Add +15.4% 389 $78K
Penserra Capital Management LLC 0.00% Add +1.1% 357 $72K
EverSource Wealth Advisors, LLC 0.00% Add +19.9% 344 $72K
Quintet Private Bank (Europe) S.A. 0.00% Add +2.3% 312 $70K
Clearstead Advisors, LLC 0.00% Add +6.2% 343 $69K
West Paces Advisors Inc. 0.02% No change 331 $67K
Sentry Investment Management LLC 0.03% Reduce -17.0% 327 $66K
Smithfield Trust Co 0.00% No change 277 $55K
Allworth Financial LP 0.00% Add +82.1% 264 $54K
Mascoma Wealth Management LLC 0.01% New 253 $51K
Perritt Capital Management Inc 0.03% Add +0.8% 252 $51K
Manchester Capital Management LLC 0.01% Add +710.0% 243 $49K
UMB Bank, n.a. 0.00% Add +31.0% 241 $48K
TD Private Client Wealth LLC 0.00% Reduce -16.7% 219 $44K
Lindbrook Capital, LLC 0.00% Reduce -6.6% 212 $43K
Whittier Trust Co. 0.00% Add +38.4% 209 $42K
Steward Partners Investment Advisory, LLC 0.00% Reduce -2.4% 208 $42K
EdgeRock Capital LLC 0.03% New 202 $41K
Operose Advisors LLC 0.01% No change 198 $40K
Arax Advisory Partners 0.00% Add +259.6% 187 $38K
Barrett & Company, Inc. 0.01% No change 150 $30K
Laurel Wealth Advisors LLC 0.01% No change 150 $30K
Riverview Trust Co 0.03% No change 142 $29K
Jones Financial Companies LLLP 0.00% Add +87.7% 137 $28K
DT Investment Partners, LLC 0.00% No change 136 $27K
Lazard Asset Management LLC 0.00% New 132 $26K
Cromwell Holdings LLC 0.01% — 125 $25K
Whittier Trust Co. of Nevada Inc. 0.00% No change 125 $25K
Parkside Financial Bank & Trust 0.00% Reduce -11.6% 114 $23K
Bell Investment Advisors, Inc 0.00% No change 112 $23K
GAMMA Investing LLC 0.00% Add +75.4% 100 $20K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 100 $20K
Capital Advisors, Ltd. LLC 0.00% Add +115.2% 99 $20K
IFP Advisors, Inc 0.00% Add +188.2% 98 $20K
Innealta Capital, LLC 0.01% New 97 $20K
Webster Bank, N. A. 0.00% No change 94 $19K
Johnson Financial Group, Inc. 0.00% New 89 $18K
Caldwell Trust Co 0.00% No change 85 $17K
Essex Investment Management Co. LLC 0.00% No change 84 $17K
Dunhill Financial, LLC 0.01% Add +1071.4% 82 $17K
Abound Wealth Management 0.01% No change 81 $16K
Millburn Ridgefield LLC 0.00% Add +5.3% 80 $16K
Catalyst Capital Advisors LLC 0.00% Add +5.3% 80 $16K
Tobam 0.00% Reduce -75.5% 80 $16K
Pinnacle Bancorp, Inc. 0.00% No change 77 $15K
Key Financial Inc 0.00% No change 77 $15K
Opal Wealth Advisors, LLC 0.01% New 77 $15K
City Holding Co. 0.00% No change 70 $14K
Harbor Investment Advisory, LLC 0.00% Reduce -20.4% 70 $14K
Private Trust Co. NA 0.00% Add +61.9% 68 $14K
Strengthening Families & Communities, LLC 0.00% Add +4.8% 65 $13K
Frazier Financial Advisors, LLC 0.01% No change 59 $12K
LGT Financial Advisors LLC 0.02% No change 58 $12K
Farmers & Merchants Investments Inc. 0.00% No change 54 $11K
Kiely Wealth Advisory Group, Inc. 0.01% No change 53 $10K
Bruce G. Allen Investments, LLC 0.01% Reduce -5.7% 50 $10K
Boyd Watterson Asset Management LLC 0.00% No change 50 $10K
SOA Wealth Advisors, LLC. 0.00% Reduce -2.0% 50 $10K
Private Wealth Management Group, LLC 0.00% Reduce -50.5% 48 $10K
First United Bank & Trust 0.00% No change 45 $9K
Front Row Advisors LLC 0.00% Reduce -10.0% 45 $9K
Pier Capital, LLC 0.00% No change 45 $9K
MassMutual Private Wealth & Trust, FSB 0.00% Add +2.3% 44 $9K
Eagle Bay Advisors LLC 0.01% Reduce -39.4% 43 $9K
Ashton Thomas Private Wealth, LLC 0.00% New 43 $9K
Versant Capital Management, Inc 0.00% Reduce -4.7% 41 $8K
Creative Financial Designs Inc. 0.00% No change 40 $8K
RFP Financial Group LLC 0.00% No change 39 $8K
Pineridge Advisors LLC 0.00% No change 39 $8K
Investors Research Corp 0.00% No change 39 $8K
LRI Investments, LLC 0.00% No change 36 $7K
Cherry Tree Wealth Management, LLC 0.00% No change 35 $7K
Colonial Trust Advisors 0.00% No change 35 $7K
Valley National Advisers Inc. 0.00% No change 39 $7K
Semmax Financial Advisors Inc. 0.00% New 32 $6K
JFS Wealth Advisors, LLC 0.00% No change 26 $5K
Janiczek Wealth Management, LLC 0.00% Reduce -37.5% 25 $5K
Prestige Wealth Management Group LLC 0.00% No change 24 $5K
FinTrust Capital Advisors, LLC 0.00% New 24 $5K
Rothschild Investment LLC 0.00% New 23 $5K
Red Tortoise LLC 0.00% No change 20 $4K
Concourse Financial Group Securities, Inc. 0.00% Add +53.9% 20 $4K
Harbour Investments, Inc. 0.00% No change 20 $4K
Crewe Advisors LLC 0.00% No change 18 $4K
CVA Family Office, LLC 0.00% Add +13.3% 17 $3K
MV Capital Management, Inc. 0.00% Add +33.3% 16 $3K
Global Financial Private Client, LLC 0.00% No change 15 $3K
Delta Asset Management LLC 0.00% No change 15 $3K
Wetzel Investment Advisors, Inc. 0.00% No change 12 $3K
Raffa Wealth Management, LLC 0.00% No change 14 $3K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 14 $3K
Fortitude Family Office, LLC 0.00% No change 13 $3K
Tortoise Investment Management, LLC 0.00% No change 12 $2K
DiNuzzo Private Wealth, Inc. 0.00% Add +22.2% 11 $2K
Zions Bancorporation, N.A. 0.00% No change 11 $2K
Salomon & Ludwin, LLC 0.00% No change 11 $2K
Raleigh Capital Management Inc. 0.00% Add +400.0% 10 $2K
Park Place Capital Corp 0.00% Reduce -78.7% 10 $2K
Asset Dedication, LLC 0.00% No change 10 $2K
SJS Investment Consulting Inc. 0.00% No change 9 $2K
SYSTM Wealth Solutions LLC 0.00% Reduce -91.4% 7 $1K
Fairway Wealth LLC 0.00% New 7 $1K
Creekmur Asset Management LLC 0.00% New 7 $1K
Longfellow Investment Management Co. LLC 0.00% No change 6 $1K
Provenance Wealth Advisors, LLC 0.00% No change 6 $1K
Avion Wealth 0.00% Add +33.3% 8 $1K
True Wealth Design, LLC 0.00% Add +33.3% 4 $805
International Assets Investment Management, LLC 0.00% New 4 $805
Chilton Capital Management LLC 0.00% No change 4 $805
Valued Wealth Advisors LLC 0.00% No change 3 $604
Cassady Schiller Wealth Management, LLC 0.00% No change 3 $604
Birchbrook, Inc. 0.00% New 2 $475
TFC Financial Management, Inc. 0.00% Reduce -33.3% 2 $403
AdvisorNet Financial, Inc 0.00% Add +100.0% 2 $402
CoreCap Advisors, LLC 0.00% New 2 $402
Abich Financial Wealth Management LLC 0.00% No change 1 $201
Leonteq Securities AG 0.00% Reduce -99.8% 1 $201

"% of holder's portfolio" is IEX's weight in each manager's 13F, not the share of Idex Corp. the manager owns.