IdexIEX
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 613 institutions reported holding Idex Corp. (IEX) in their 13F filings, down 18 from Q2 2024. 65 opened new positions and 82 sold out. The largest holders were Vanguard Group Inc. ($2.0B), BlackRock, Inc. ($1.3B) and T. Rowe Price Associates Inc. ($726.9M). 10 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
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $98.7M |
| Exits | 82 | $127.4M |
All 13F filers, Q2 2024 → Q3 2024: 6,184,557 shares bought and 5,885,300 shares sold, net +299,257 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 613 holders
| Vanguard Group Inc. | 0.04% | Add +0.4% | 9,242,576 | $2.0B |
| BlackRock, Inc. | 0.03% | — | 6,238,903 | $1.3B |
| T. Rowe Price Associates Inc. | 0.08% | Reduce -40.0% | 3,388,813 | $726.9M |
| State Street Corp. | 0.03% | Add +0.5% | 3,017,976 | $647.4M |
| Morgan Stanley | 0.04% | Add +6.4% | 2,892,979 | $620.5M |
| Wellington Management Group LLP | 0.11% | Add +108.4% | 2,830,929 | $607.2M |
| Impax Asset Management Group plc | 1.60% | Reduce -3.5% | 1,891,967 | $405.8M |
| Geode Capital Management, LLC | 0.03% | Add +1.3% | 1,891,175 | $404.3M |
| T. Rowe Price Investment Management, Inc. | 0.24% | Add +1.6% | 1,851,832 | $397.2M |
| Invesco Ltd. | 0.07% | Add +12.5% | 1,711,410 | $367.1M |
| Amundi | 0.13% | Add +11.4% | 1,643,951 | $347.6M |
| Pictet Asset Management Holding SA | 0.36% | Reduce -4.5% | 1,524,412 | $327.0M |
| Champlain Investment Partners, LLC | 1.59% | Add +28.8% | 1,223,676 | $262.5M |
| Barclays PLC | 0.11% | Add +1.2% | 1,177,645 | $252.6M |
| Van Eck Associates Corp. | 0.27% | Add +9424.6% | 1,032,277 | $211.5M |
| First Trust Advisors LP | 0.19% | Add +24.3% | 950,717 | $203.9M |
| Norges Bank | 0.03% | Reduce -4.8% | 886,056 | $190.1M |
| Fenimore Asset Management Inc | 3.62% | Add +1.3% | 836,806 | $179.5M |
| Nordea Investment Management AB | 0.20% | Add +3.0% | 818,839 | $175.3M |
| Alecta Tjanstepension Omsesidigt | 0.94% | No change | 800,000 | $171.6M |
| King Luther Capital Management Corp. | 0.69% | Add +16.2% | 742,724 | $159.3M |
| Northern Trust Corp. | 0.02% | Reduce -3.6% | 673,600 | $144.5M |
| Fisher Asset Management | 0.06% | Add +7.6% | 659,006 | $141.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Reduce -0.5% | 645,425 | $138.4M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +0.7% | 630,443 | $135.2M |
| Bank of New York Mellon Corp | 0.02% | Add +10.9% | 594,674 | $127.6M |
| Dimensional Fund Advisors LP | 0.03% | Add +20.5% | 567,177 | $121.7M |
| Bank of America Corp. | 0.01% | Add +6.1% | 534,759 | $114.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.24% | Add +2.1% | 500,360 | $107.3M |
| Legal & General Group Plc | 0.03% | Add +2.7% | 499,074 | $107.1M |
| Goldman Sachs Group Inc. | 0.02% | Add +4.9% | 464,555 | $99.6M |
| Ceredex Value Advisors LLC | 1.83% | Add +4.8% | 436,550 | $93.6M |
| Snyder Capital Management L P | 1.91% | Add +13.7% | 427,934 | $91.8M |
| Marshall Wace, LLP | 0.12% | Add +313.6% | 420,068 | $90.1M |
| Two Sigma Advisers, LP | 0.21% | Reduce -5.7% | 413,300 | $88.7M |
| CCLA Investment Management | 1.34% | No change | 433,403 | $86.7M |
| HSBC Holdings PLC | 0.05% | Reduce -25.1% | 388,972 | $83.4M |
| Deutsche Bank AG | 0.03% | Add +26.2% | 386,094 | $82.8M |
| Qube Research & Technologies Ltd | 0.15% | Reduce -24.6% | 371,939 | $79.8M |
| GW&K Investment Management, LLC | 0.68% | Add +3.0% | 371,842 | $79.8M |
| Fundsmith | 0.31% | No change | 362,501 | $77.8M |
| Westfield Capital Management Co. LP | 0.35% | Reduce -8.9% | 356,158 | $76.4M |
| Robeco Schweiz AG | 1.36% | Reduce -0.0% | 337,187 | $72.3M |
| State Farm Mutual Automobile Insurance Co. | 0.06% | No change | 335,939 | $72.1M |
| Clearbridge Investments, LLC | 0.06% | Reduce -0.2% | 335,130 | $71.9M |
| Two Sigma Investments, LP | 0.17% | Reduce -9.2% | 334,335 | $71.7M |
| Public Employees Retirement Association of Colorado | 0.27% | No change | 312,900 | $67.1M |
| Brown Advisory Inc. | 0.08% | Reduce -41.1% | 305,298 | $65.5M |
| Premier Fund Managers Ltd | 2.29% | Add +36.4% | 300,000 | $64.5M |
| Baird Financial Group, Inc. | 0.12% | Reduce -15.9% | 297,580 | $63.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -63.0% | 295,574 | $63.4M |
| Maren Capital LLC | 5.22% | Add +0.6% | 294,752 | $63.2M |
| Primecap Management Co. | 0.05% | Reduce -3.0% | 294,495 | $63.2M |
| Schroder Investment Management Group | 0.06% | Add +21.1% | 293,089 | $63.0M |
| Voloridge Investment Management, LLC | 0.22% | Add +17.5% | 283,467 | $60.8M |
| Weitz Investment Management, Inc. | 2.99% | Add +19.1% | 282,650 | $60.6M |
| Baron Capital (BAMCO) | 0.16% | Reduce -12.0% | 276,961 | $59.4M |
| UBS Group AG | 0.02% | Add +33.7% | 273,903 | $58.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.13% | Add +7.0% | 250,443 | $53.7M |
| Ameriprise Financial Inc. | 0.01% | Add +4.1% | 246,380 | $52.8M |
| Mountain Pacific Investment Advisers LLC | 3.58% | Add +1.5% | 244,409 | $52.4M |
| Ensign Peak Advisors, Inc | 0.09% | Reduce -3.9% | 242,355 | $52.0M |
| California Public Employees Retirement System | 0.03% | Reduce -4.4% | 225,409 | $48.4M |
| Swiss National Bank | 0.03% | Add +0.3% | 224,600 | $48.2M |
| Boston Trust Walden Corp | 0.33% | Reduce -0.2% | 223,464 | $47.9M |
| Ensemble Capital Management, LLC | 3.91% | Reduce -15.6% | 215,157 | $46.2M |
| AXA S.A. | 0.14% | Reduce -12.1% | 212,375 | $45.6M |
| Gabelli Funds LLC | 0.33% | Reduce -3.4% | 211,400 | $45.3M |
| Franklin Resources Inc. | 0.01% | Add +1.0% | 203,412 | $43.4M |
| Capital World Investors | 0.01% | No change | 200,000 | $42.9M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -15.1% | 191,636 | $41.1M |
| Port Capital LLC | 1.83% | Add +0.3% | 190,651 | $40.9M |
| FMR LLC | 0.00% | Reduce -26.5% | 188,441 | $40.4M |
| CIBC Private Wealth Group LLC | 0.07% | Reduce -0.5% | 185,671 | $39.8M |
| GAMCO Investors | 0.39% | Reduce -1.2% | 179,501 | $38.5M |
| Allianz Asset Management GmbH | 0.06% | Reduce -8.6% | 174,382 | $37.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +2.7% | 168,023 | $36.0M |
| Rhumbline Advisers | 0.03% | Reduce -2.9% | 166,156 | $35.6M |
| TD Asset Management Inc | 0.03% | Add +0.5% | 160,073 | $34.4M |
| DF Dent & Co. Inc. | 0.39% | New | 148,005 | $31.7M |
| AE Wealth Management LLC | 0.28% | Add +10.7% | 141,688 | $30.4M |
| Royal Bank of Canada | 0.01% | Add +48.6% | 140,787 | $30.2M |
| Nuance Investments, LLC | 1.00% | Reduce -3.1% | 138,893 | $29.8M |
| Sei Investments Co. | 0.04% | Add +17.9% | 137,840 | $29.6M |
| FIL Ltd | 0.03% | Add +1498.9% | 132,370 | $28.4M |
| BNP Paribas Financial Markets | 0.03% | Add +17.1% | 131,972 | $28.3M |
| National Pension Service | 0.03% | Reduce 0.0% | 125,250 | $26.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.7% | 124,864 | $26.8M |
| California State Teachers Retirement System | 0.03% | Reduce -0.2% | 123,844 | $26.6M |
| Geneva Capital Management LLC | 0.44% | Reduce -2.9% | 123,025 | $26.4M |
| Findlay Park Partners LLP | 0.25% | New | 121,378 | $26.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +16.9% | 115,621 | $24.8M |
| DekaBank Deutsche Girozentrale | 0.04% | Reduce -0.8% | 112,957 | $24.1M |
| Northwest & Ethical Investments L.P. | 0.62% | Reduce -11.9% | 108,907 | $23.4M |
| Comerica Bank | 0.09% | Add +14.8% | 108,776 | $23.3M |
| Raymond James & Associates | 0.01% | Reduce -3.1% | 106,670 | $22.9M |
| Polar Asset Management Partners Inc. | 0.77% | New | 103,300 | $22.2M |
| Bank of Montreal | 0.01% | Add +16.0% | 102,364 | $22.0M |
| Principal Financial Group Inc. | 0.01% | Add +3.0% | 95,836 | $20.6M |
| Alliancebernstein L.P. | 0.01% | Add +2.1% | 94,545 | $20.3M |
| Thematics Asset Management | 0.79% | Add +17.8% | 92,654 | $19.9M |
| Johnson Investment Counsel Inc. | 0.19% | Add +784.5% | 91,559 | $19.6M |
| Citigroup Inc. | 0.02% | Add +24.1% | 90,923 | $19.5M |
| Aviva PLC | 0.05% | Add +1.9% | 82,754 | $17.8M |
| Korea Investment CORP | 0.04% | Add +7.5% | 82,171 | $17.6M |
| Harvey Investment Co. LLC | 1.98% | Reduce -1.0% | 81,746 | $17.5M |
| Nicholas Company, Inc. | 0.28% | Add +7.2% | 81,650 | $17.5M |
| Citadel Advisors | 0.02% | Reduce -49.6% | 81,328 | $17.4M |
| Russell Investments Group, Ltd. | 0.03% | Add +8.3% | 80,996 | $17.4M |
| Candriam S.C.A. | 0.10% | Add +13.6% | 77,856 | $16.7M |
| New York State Common Retirement Fund | 0.02% | Reduce -22.3% | 76,173 | $16.3M |
| Corient Private Wealth LP | 0.03% | Add +104.0% | 76,168 | $16.3M |
| Van Lanschot Kempen Investment Management N.V. | 0.16% | No change | 71,840 | $15.4M |
| Eventide Asset Management, LLC | 0.26% | Add +6.8% | 71,587 | $15.4M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Add +35.8% | 71,386 | $15.3M |
| Assenagon Asset Management S.A. | 0.03% | Add +27.2% | 67,650 | $14.5M |
| Curi Capital, LLC | 0.33% | Add +15.8% | 67,435 | $14.5M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +0.8% | 65,673 | $14.1M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -11.9% | 65,562 | $14.1M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -0.1% | 63,500 | $13.6M |
| Worldquant Millennium Advisors LLC | 0.10% | Add +844.4% | 62,756 | $13.5M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.05% | Add +1870.9% | 61,255 | $13.4M |
| ING Groep NV | 0.07% | Add +174.7% | 60,125 | $12.9M |
| Victory Capital Management Inc. | 0.01% | Add +1.2% | 58,887 | $12.6M |
| Eagle Asset Management Inc. | 0.06% | Add +45.7% | 54,448 | $12.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.04% | Add +12.0% | 56,718 | $12.2M |
| New York State Teachers Retirement System | 0.03% | Reduce -11.6% | 56,654 | $12.2M |
| Tredje AP-fonden | 0.11% | No change | 56,234 | $12.1M |
| Kennedy Capital Management LLC | 0.26% | Reduce -13.2% | 55,805 | $12.0M |
| Montanaro Asset Management Ltd | 2.08% | Add +4.4% | 54,400 | $11.7M |
| State of Wisconsin Investment Board | 0.03% | Add +8.4% | 50,889 | $10.9M |
| Danske Bank A/S | 0.04% | Reduce -7.5% | 50,351 | $10.8M |
| Aberdeen Group plc | 0.02% | Add +9.5% | 50,183 | $10.7M |
| Truist Financial Corp. | 0.02% | Reduce -1.4% | 49,627 | $10.6M |
| Prudential PLC | 0.05% | Add +12.0% | 49,227 | $10.6M |
| Speece Thorson Capital Group Inc. | 1.92% | Reduce -0.3% | 48,464 | $10.4M |
| Wells Fargo & Company | 0.00% | Reduce -2.4% | 48,416 | $10.4M |
| Atom Investors LP | 1.08% | Add +5.3% | 48,196 | $10.3M |
| Swedbank AB | 0.01% | No change | 47,912 | $10.3M |
| Prudential Financial Inc. | 0.01% | Reduce -3.5% | 46,854 | $10.1M |
| Renaissance Technologies | 0.01% | Reduce -18.4% | 45,725 | $9.8M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.4% | 45,364 | $9.7M |
| Duff & Phelps Investment Management Co. | 0.11% | Reduce -47.7% | 45,324 | $9.7M |
| Man Group plc | 0.03% | Reduce -83.4% | 44,917 | $9.6M |
| Holocene Advisors, LP | 0.04% | Add +0.8% | 44,110 | $9.5M |
| PGGM Investments | 0.12% | Reduce -13.8% | 42,359 | $9.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -5.8% | 41,345 | $8.9M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Reduce -1.9% | 40,588 | $8.7M |
| Swiss Life Asset Management Ltd | 0.10% | Reduce -0.4% | 39,909 | $8.6M |
| Northstar Asset Management Inc. | 2.09% | Add +5.6% | 39,698 | $8.5M |
| National Bank of Canada | 0.01% | Reduce -54.0% | 39,483 | $8.5M |
| Toronto Dominion Bank | 0.01% | Add +1.3% | 38,884 | $8.3M |
| EDENTREE ASSET MANAGEMENT Ltd | 2.35% | Add +649.4% | 37,851 | $8.1M |
| Storebrand Asset Management As | 0.03% | Reduce -1.6% | 37,149 | $8.0M |
| Natixis Advisors, LLC | 0.02% | Add +42.5% | 37,035 | $7.9M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Reduce -59.9% | 37,025 | $7.9M |
| Schonfeld Strategic Advisors LLC | 0.06% | Add +144.1% | 35,814 | $7.7M |
| Robeco Institutional Asset Management B.V. | 0.02% | Add +0.3% | 35,343 | $7.6M |
| Ecofi Investissements SA | 4.86% | No change | 41,950 | $7.3M |
| Railway Pension Investments Ltd | 0.09% | No change | 33,761 | $7.2M |
| Neuberger Berman Group LLC | 0.01% | Add +0.4% | 33,493 | $7.2M |
| Treasurer of the State of North Carolina | 0.03% | Add +0.4% | 33,106 | $7.1M |
| Nisa Investment Advisors, LLC | 0.04% | Reduce -4.8% | 32,967 | $7.1M |
| Royal London Asset Management Ltd. | 0.02% | Add +2.6% | 32,584 | $7.0M |
| Mn Services Vermogensbeheer B.V. | 0.04% | No change | 29,690 | $6.4M |
| Asset Management One Co., Ltd. | 0.02% | Reduce -2.7% | 29,041 | $6.2M |
| Voya Investment Management LLC | 0.01% | Add +11.7% | 28,993 | $6.2M |
| B.O.S.S. Retirement Advisors, LLC | 1.20% | Add +17.3% | 27,805 | $6.0M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -4.8% | 27,513 | $5.9M |
| Aristotle Capital Boston, LLC | 0.19% | Reduce -21.9% | 26,580 | $5.7M |
| AQR Capital Management | 0.01% | Add +0.6% | 25,367 | $5.4M |
| Pacer Advisors, Inc. | 0.01% | Add +69.7% | 25,313 | $5.4M |
| Resona Asset Management Co.,Ltd. | 0.03% | Reduce -2.0% | 24,956 | $5.4M |
| Magnetar Financial LLC | 0.13% | Add +3.8% | 24,200 | $5.2M |
| Franklin Street Advisors Inc. | 0.35% | No change | 24,125 | $5.2M |
| CIBC Asset Management Inc | 0.02% | Add +1.9% | 24,054 | $5.2M |
| Forsta Ap-Fonden | 0.04% | Add +6.7% | 24,000 | $5.1M |
| Susquehanna International Group, LLP | 0.01% | Add +28.1% | 23,353 | $5.0M |
| Mediolanum International Funds Ltd | 0.07% | Reduce -23.9% | 23,074 | $5.0M |
| State of New Jersey Common Pension Fund D | 0.02% | Reduce -9.7% | 22,736 | $4.9M |
| CHURCHILL MANAGEMENT Corp | 0.06% | Reduce -3.2% | 22,552 | $4.8M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +9.9% | 21,958 | $4.7M |
| Arizona State Retirement System | 0.03% | Add +4.4% | 21,687 | $4.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.1% | 21,677 | $4.6M |
| Teacher Retirement System of Texas | 0.02% | Reduce -9.9% | 21,017 | $4.5M |
| M&T Bank Corp | 0.01% | Add +7.2% | 20,934 | $4.5M |
| DNB Asset Management AS | 0.02% | Add +6.8% | 20,834 | $4.5M |
| Lombard Odier Asset Management (Europe) Ltd | 0.29% | Reduce -20.1% | 20,786 | $4.5M |
| Cerity Partners LLC | 0.01% | Add +48.3% | 20,632 | $4.4M |
| State of Michigan Retirement System | 0.02% | Reduce -1.0% | 20,580 | $4.4M |
| Credit Agricole S A | 0.02% | Add +8.6% | 19,917 | $4.3M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -77.7% | 19,888 | $4.3M |
| MetLife Investment Management, LLC | 0.02% | Reduce -2.5% | 19,684 | $4.2M |
| IFM Investors Pty Ltd | 0.04% | Reduce -2.5% | 19,612 | $4.2M |
| Handelsbanken Fonder AB | 0.02% | Add +24.1% | 19,600 | $4.2M |
| Mirova | 0.72% | Reduce -1.9% | 19,433 | $4.2M |
| Numerai GP LLC | 1.11% | Reduce -2.9% | 19,342 | $4.1M |
| Vident Advisory, LLC | 0.10% | Add +407.1% | 19,010 | $4.1M |
| Corebridge Financial, Inc. | 0.02% | Reduce -2.8% | 18,797 | $4.0M |
| Panagora Asset Management Inc. | 0.02% | Reduce -1.2% | 18,542 | $4.0M |
| GHP Investment Advisors, Inc. | 0.18% | Reduce -4.7% | 18,228 | $3.9M |
| Verition Fund Management LLC | 0.03% | Add +39.3% | 18,191 | $3.9M |
| D. E. Shaw & Co. | 0.01% | Reduce -90.8% | 18,139 | $3.9M |
| KBC Group NV | 0.01% | No change | 17,843 | $3.8M |
| LPL Financial LLC | 0.00% | Reduce -3.3% | 17,339 | $3.7M |
| Vontobel Holding Ltd. | 0.01% | Reduce -28.4% | 17,050 | $3.7M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.04% | — | 16,918 | $3.6M |
| Independent Advisor Alliance | 0.13% | Reduce -12.5% | 16,776 | $3.6M |
| Retirement Systems of Alabama | 0.01% | Reduce -0.9% | 16,552 | $3.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -0.9% | 16,480 | $3.5M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | No change | 16,103 | $3.5M |
| ProShare Advisors LLC | 0.01% | Reduce -4.0% | 15,855 | $3.4M |
| Formuepleje A/S | 0.17% | Reduce -21.5% | 15,788 | $3.4M |
| Czech National Bank | 0.03% | Add +6.9% | 15,421 | $3.3M |
| Captrust Financial Advisors | 0.01% | Reduce -12.8% | 15,044 | $3.2M |
| Amalgamated Bank | 0.03% | Reduce -3.1% | 14,878 | $3.2M |
| L. Roy Papp & Associates, LLP | 0.38% | Reduce -3.0% | 14,700 | $3.2M |
| Yousif Capital Management, LLC | 0.03% | Add +5.6% | 14,497 | $3.1M |
| Intech Investment Management LLC | 0.03% | Reduce -33.0% | 13,713 | $2.9M |
| USS Investment Management Ltd | 0.02% | Add +0.5% | 13,234 | $2.8M |
| Millennium Management | 0.00% | Reduce -90.6% | 13,065 | $2.8M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Reduce -12.8% | 12,629 | $2.7M |
| Utah Retirement Systems | 0.03% | Add +0.8% | 12,608 | $2.7M |
| First Hawaiian Bank | 0.09% | Add +69.2% | 12,537 | $2.7M |
| J. Safra Sarasin Holding AG | 0.05% | Reduce -0.2% | 12,363 | $2.7M |
| Coldstream Capital Management Inc. | 0.06% | Add +5.2% | 12,108 | $2.6M |
| NFJ Investment Group, LLC | 0.07% | Reduce -1.4% | 11,939 | $2.6M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -9.9% | 11,432 | $2.5M |
| Henshaw Capital LLC | 0.10% | Add +39.3% | 11,274 | $2.4M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -5.0% | 11,168 | $2.4M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -5.0% | 11,168 | $2.4M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -12.8% | 10,667 | $2.3M |
| Xponance LLC | 0.02% | Add +2.5% | 10,428 | $2.2M |
| ICICI Prudential Asset Management Co Ltd | 0.23% | New | 10,341 | $2.2M |
| Cibc World Markets Corp. | 0.02% | Add +5.6% | 10,310 | $2.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -18.6% | 10,304 | $2.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | No change | 10,200 | $2.2M |
| US Bancorp \de | 0.00% | Reduce -73.3% | 10,168 | $2.2M |
| New York Life Investment Management LLC | 0.02% | Reduce -3.1% | 10,158 | $2.2M |
| Guyasuta Investment Advisors Inc. | 0.13% | Reduce -3.6% | 10,029 | $2.2M |
| Jade Capital Advisors, LLC | 1.40% | New | 10,000 | $2.1M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -3.6% | 9,919 | $2.1M |
| Bank of Nova Scotia | 0.00% | Reduce -64.6% | 9,685 | $2.1M |
| QRG Capital Management, Inc. | 0.02% | Add +8.4% | 9,554 | $2.0M |
| Bokf, NA | 0.04% | Reduce -18.0% | 9,564 | $2.0M |
| Intrust Bank NA | 0.20% | Reduce -1.5% | 9,351 | $2.0M |
| American Century Companies Inc. | 0.00% | Reduce -5.2% | 9,341 | $2.0M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -2.4% | 9,325 | $2.0M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +3.2% | 9,213 | $2.0M |
| Entropy Technologies, LP | 0.20% | New | 9,002 | $1.9M |
| UniSuper Management Pty Ltd | 0.01% | Add +10.6% | 8,916 | $1.9M |
| Pathstone Holdings, LLC | 0.01% | Reduce -3.7% | 8,577 | $1.8M |
| Mariner, LLC | 0.00% | Reduce -5.7% | 8,515 | $1.8M |
| Covea Finance | 0.08% | No change | 8,500 | $1.8M |
| Metis Global Partners, LLC | 0.06% | Add +9.3% | 8,364 | $1.8M |
| Exchange Traded Concepts, LLC | 0.04% | Reduce -20.4% | 8,332 | $1.8M |
| Graham Capital Management, L.P. | 0.10% | Add +18.4% | 8,287 | $1.8M |
| Focus Partners Wealth | 0.01% | Add +2.3% | 8,282 | $1.8M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -29.5% | 7,987 | $1.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +19.0% | 7,887 | $1.7M |
| Massachusetts Financial Services Co. | 0.00% | Reduce -70.0% | 7,590 | $1.6M |
| Fourpath Capital Management, LLC | 0.30% | New | 7,571 | $1.6M |
| Janus Henderson Group PLC | 0.00% | No change | 7,543 | $1.6M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +1.6% | 7,527 | $1.6M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -81.2% | 7,527 | $1.6M |
| Spire Wealth Management | 0.05% | Reduce -67.4% | 7,269 | $1.6M |
| Aigen Investment Management, LP | 0.30% | Reduce -9.0% | 7,190 | $1.5M |
| Vest Financial, LLC | 0.03% | Add +31.4% | 7,154 | $1.5M |
| Deerfield Management Company, L.P. | 0.03% | New | 7,106 | $1.5M |
| Oddo BHF Asset Management Sas | 0.08% | — | 7,059 | $1.5M |
| Montag A & Associates Inc. | 0.07% | Reduce -6.3% | 6,878 | $1.5M |
| Bard Associates Inc. | 0.50% | No change | 6,850 | $1.5M |
| Atria Investments, Inc | 0.02% | Reduce -26.6% | 6,545 | $1.4M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +0.4% | 6,504 | $1.4M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +138.8% | 6,379 | $1.4M |
| Glenview Trust Co | 0.03% | Add +6.7% | 6,373 | $1.4M |
| Rafferty Asset Management, LLC | 0.00% | Reduce -2.6% | 6,348 | $1.4M |
| Mackenzie Financial Corp. | 0.00% | Reduce -1.6% | 6,299 | $1.4M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +1.1% | 6,263 | $1.3M |
| Diversified Trust Co. | 0.03% | Add +28.2% | 6,151 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +51.6% | 6,085 | $1.3M |
| Apollon Wealth Management, LLC | 0.04% | Add +7.2% | 5,979 | $1.3M |
| Alps Advisors Inc. | 0.01% | Add +81.7% | 5,950 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +7.5% | 6,000 | $1.3M |
| Macquarie Group Ltd. | 0.00% | No change | 5,940 | $1.3M |
| Gulf International Bank (UK) Ltd | 0.03% | Reduce -5.3% | 5,941 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +170.4% | 5,936 | $1.3M |
| B. Metzler seel. Sohn & Co. Holding AG | 0.01% | — | 5,900 | $1.3M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Reduce -15.8% | 5,900 | $1.3M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -12.5% | 5,892 | $1.3M |
| Aquatic Capital Management LLC | 0.03% | New | 5,800 | $1.2M |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -16.8% | 5,730 | $1.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +7.8% | 5,667 | $1.2M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -6.0% | 5,655 | $1.2M |
| Tidal Investments LLC | 0.01% | Add +9.3% | 5,428 | $1.2M |
| Kentucky Retirement Systems | 0.03% | Reduce -7.5% | 5,274 | $1.1M |
| Sepio Capital, LP | 0.09% | Add +39.3% | 5,149 | $1.1M |
| Buffington Mohr McNeal | 0.18% | No change | 5,137 | $1.1M |
| Compass Ion Advisors, LLC | 0.13% | Add +12.2% | 5,102 | $1.1M |
| Illinois Municipal Retirement Fund | 0.02% | No change | 5,101 | $1.1M |
| Creative Planning | 0.00% | Reduce -6.0% | 5,024 | $1.1M |
| Stifel Financial Corp. | 0.00% | Reduce -1.3% | 4,999 | $1.1M |
| Bartlett & Co. Wealth Management LLC | 0.02% | Reduce -8.3% | 4,950 | $1.1M |
| Mizuho Securities USA LLC | 0.02% | Reduce -15.9% | 4,909 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +119.3% | 4,864 | $1.0M |
| Hartford Investment Management Co. | 0.03% | Reduce -3.2% | 4,691 | $1.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -14.7% | 4,701 | $1.0M |
| North Star Investment Management Corp. | 0.07% | No change | 4,686 | $1.0M |
| SG Americas Securities, LLC | 0.00% | Reduce -85.5% | 4,660 | $1.0M |
| Peregrine Capital Management LLC | 0.03% | No change | 4,603 | $987K |
| Albert D Mason Inc. | 0.61% | Reduce -0.9% | 4,476 | $960K |
| Cresset Asset Management, LLC | 0.00% | Add +12.2% | 4,423 | $949K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -25.0% | 4,327 | $928K |
| Louisiana State Employees Retirement System | 0.02% | No change | 4,300 | $922K |
| Quantbot Technologies LP | 0.04% | Reduce -83.6% | 4,254 | $912K |
| Ossiam | 0.02% | Add +46.5% | 4,235 | $908K |
| Securian Asset Management, Inc. | 0.03% | Reduce -2.3% | 4,173 | $895K |
| Cetera Investment Advisers | 0.00% | Reduce -16.1% | 4,109 | $881K |
| Walleye Trading LLC | 0.02% | Add +13.2% | 4,040 | $867K |
| Vestcor Inc | 0.03% | Add +0.9% | 4,003 | $859K |
| Mairs & Power Inc. | 0.01% | No change | 4,000 | $858K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -30.6% | 3,984 | $855K |
| AlphaQuest LLC | 0.07% | Reduce -78.1% | 3,896 | $836K |
| Daiichi Life Insurance Co., Ltd. | 0.02% | No change | 3,859 | $828K |
| Hahn Capital Management LLC | 0.52% | Reduce -33.7% | 3,754 | $805K |
| New Mexico Educational Retirement Board | 0.03% | Reduce -2.6% | 3,700 | $794K |
| Welch Group, LLC | 0.03% | No change | 3,700 | $794K |
| Quantinno Capital Management LP | 0.01% | Add +34.0% | 3,596 | $771K |
| Sheets Smith Wealth Management | 0.09% | Reduce -3.0% | 3,552 | $762K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -15.3% | 3,541 | $760K |
| E. Ohman J:or Asset Management AB | 0.02% | No change | 3,500 | $751K |
| Inspire Advisors, LLC | 0.09% | New | 3,492 | $749K |
| Wealthfront Advisers LLC | 0.00% | Reduce -3.6% | 3,486 | $748K |
| StoneX Group Inc. | 0.05% | Add +36.6% | 3,481 | $747K |
| Commerce Bank | 0.00% | Reduce -59.5% | 3,455 | $741K |
| FORA Capital, LLC | 0.09% | Reduce -64.9% | 3,453 | $741K |
| MML Investors Services, LLC | 0.00% | Reduce -2.8% | 3,379 | $725K |
| Fagan Associates, Inc. | 0.12% | Reduce -0.4% | 3,370 | $723K |
| Rice Hall James & Associates, LLC | 0.04% | Reduce -2.4% | 3,362 | $721K |
| Blair William & Co. | 0.00% | Add +9.5% | 3,330 | $714K |
| Public Sector Pension Investment Board | 0.00% | Add +13.8% | 3,304 | $709K |
| Duncker Streett & Co. Inc. | 0.13% | Add +0.0% | 3,303 | $708K |
| Segment Wealth Management, LLC | 0.05% | No change | 3,221 | $691K |
| Choreo, LLC | 0.01% | Reduce -2.5% | 3,234 | $687K |
| Jump Financial, LLC | 0.01% | Reduce -92.2% | 3,098 | $665K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -3.2% | 3,001 | $640K |
| Machina Capital S.A.S. | 0.25% | Reduce -63.9% | 2,965 | $636K |
| Norinchukin Bank, The | 0.01% | Add +12.7% | 2,930 | $628K |
| Sandhill Capital Partners LLC | 0.04% | No change | 2,907 | $624K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -31.6% | 2,672 | $621K |
| Sterling Capital Management LLC | 0.01% | — | 2,889 | $620K |
| Ostrum Asset Management | 0.05% | Reduce -12.7% | 2,878 | $617K |
| Altshuler Shaham Ltd | 0.04% | No change | 2,846 | $610K |
| Ontario Teachers Pension Plan Board | 0.01% | Add +92.2% | 2,765 | $593K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +14.4% | 2,748 | $589K |
| Regions Financial Corp. | 0.00% | Reduce -55.8% | 2,720 | $583K |
| Simmons Bank | 0.04% | Add +3.8% | 2,717 | $583K |
| Bahl & Gaynor LLC | 0.00% | Reduce -0.9% | 2,713 | $582K |
| Hikari Power Ltd | 0.05% | No change | 2,710 | $581K |
| CenterBook Partners LP | 0.04% | Reduce -61.4% | 2,703 | $580K |
| First Manhattan Co. Llc. | 0.00% | Reduce -3.3% | 2,653 | $569K |
| Stock Yards Bank & Trust Co. | 0.02% | Reduce -0.4% | 2,622 | $562K |
| OMERS ADMINISTRATION Corp | 0.01% | Reduce -93.5% | 2,622 | $562K |
| Net Worth Advisory Group | 0.16% | — | 2,578 | $553K |
| Shell Asset Management Co. | 0.02% | — | 2,554 | $548K |
| Smartleaf Asset Management LLC | 0.07% | Add +14.4% | 2,541 | $546K |
| Investment Management Corp of Ontario | 0.01% | Add +46.8% | 2,511 | $539K |
| Empirical Finance, LLC | 0.03% | Add +2.5% | 2,486 | $533K |
| Avior Wealth Management, LLC | 0.02% | Add +3.0% | 2,463 | $528K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -6.7% | 2,438 | $523K |
| Mission Creek Capital Partners, Inc. | 0.12% | Reduce -11.8% | 2,426 | $520K |
| V-Square Quantitative Management LLC | 0.08% | Add +1.0% | 2,419 | $519K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Reduce -0.4% | 2,399 | $515K |
| Glenmede Trust Co. NA | 0.00% | Reduce -0.5% | 2,396 | $514K |
| EntryPoint Capital, LLC | 0.29% | Add +105.2% | 2,386 | $512K |
| Phoenix Financial Ltd. | 0.01% | Add +22.1% | 2,334 | $502K |
| Guinness Asset Management LTD | 0.01% | Add +6.7% | 2,315 | $497K |
| Crestline Management, L.P. | 0.03% | New | 2,304 | $494K |
| Pekin Hardy Strauss, Inc. | 0.06% | No change | 2,250 | $483K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.03% | Reduce -8.2% | 2,241 | $481K |
| Blackston Financial Advisory Group, LLC | 0.25% | Add +32.8% | 2,239 | $480K |
| Fifth Third Bancorp | 0.00% | Add +9.8% | 2,148 | $461K |
| Procyon Advisors, LLC | 0.03% | Add +72.7% | 2,109 | $452K |
| Cwm, LLC | 0.00% | Add +10.4% | 2,064 | $443K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Reduce -10.3% | 2,061 | $442K |
| Squarepoint Ops LLC | 0.00% | Reduce -93.2% | 2,038 | $437K |
| Raymond James Trust N.A. | 0.01% | Add +27.0% | 2,025 | $434K |
| Gotham Asset Management | 0.00% | Reduce -64.4% | 1,966 | $422K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | No change | 1,919 | $412K |
| Wahed Invest LLC | 0.07% | Add +10.4% | 1,838 | $394K |
| Park Avenue Securities LLC | 0.00% | Reduce -11.1% | 1,835 | $394K |
| Kepos Capital LP | 0.17% | Reduce -8.3% | 1,787 | $383K |
| First Bank & Trust | 0.07% | Reduce -51.4% | 1,780 | $382K |
| Signal Advisors Wealth, LLC | 0.05% | New | 1,759 | $377K |
| Azzad Asset Management Inc. | 0.04% | New | 1,752 | $376K |
| Arthur M. Cohen & Associates, LLC | 0.07% | No change | 1,700 | $361K |
| OneDigital Investment Advisors LLC | 0.00% | Add +9.2% | 1,684 | $361K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -26.8% | 1,658 | $356K |
| Heartland Bank & Trust Co | 0.19% | Reduce -6.7% | 1,653 | $355K |
| Verdence Capital Advisors LLC | 0.03% | New | 1,606 | $344K |
| Estabrook Capital Management | 0.05% | No change | 1,600 | $343K |
| iA Global Asset Management Inc. | 0.01% | Reduce -76.3% | 1,556 | $334K |
| NewEdge Advisors, LLC | 0.00% | Add +7.2% | 1,550 | $332K |
| HighPoint Advisor Group LLC | 0.02% | Add +1.1% | 1,503 | $325K |
| Ieq Capital, LLC | 0.00% | Reduce -1.1% | 1,509 | $324K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,514 | $322K |
| Gitterman Wealth Management, LLC | 0.13% | New | 1,484 | $319K |
| Cadent Capital Advisors, LLC | 0.11% | New | 1,482 | $318K |
| CX Institutional | 0.01% | Add +1.8% | 1,467 | $315K |
| Berry Wealth Group, LP | 0.23% | Add +27.1% | 1,465 | $314K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -0.9% | 1,446 | $310K |
| MBB Public Markets I LLC | 0.03% | Reduce -67.2% | 1,440 | $309K |
| RMR Wealth Builders | 0.03% | No change | 1,437 | $308K |
| Advisory Alpha, LLC | 0.01% | No change | 1,410 | $302K |
| GTS Securities LLC | 0.01% | New | 1,401 | $301K |
| Wallington Asset Management, LLC | 0.04% | No change | 1,400 | $300K |
| Argent Trust Co | 0.01% | Reduce -4.3% | 1,398 | $300K |
| Checchi Capital Advisers, LLC | 0.02% | Add +0.9% | 1,397 | $300K |
| DRW Securities, LLC | 0.02% | New | 1,395 | $299K |
| Gen-Wealth Partners Inc | 0.12% | Add +32.2% | 1,305 | $285K |
| Dark Forest Capital Management LP | 0.04% | New | 1,320 | $283K |
| Rovin Capital /Ut/ | 0.10% | New | 1,320 | $283K |
| DAVENPORT & Co LLC | 0.00% | New | 1,317 | $282K |
| Private Advisor Group, LLC | 0.00% | Reduce -21.9% | 1,303 | $279K |
| Empowered Funds, LLC | 0.00% | Add +6.0% | 1,295 | $278K |
| PFG Investments, LLC | 0.02% | Add +2.7% | 1,280 | $275K |
| Marble Harbor Investment Counsel, LLC | 0.03% | Reduce -1.9% | 1,275 | $274K |
| Benjamin Edwards Inc. | 0.00% | New | 1,250 | $268K |
| Capstone Investment Advisors, LLC | 0.01% | Reduce -65.5% | 1,173 | $252K |
| Jacobson & Schmitt Advisors, LLC | 0.05% | Reduce -0.8% | 1,169 | $251K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -5.6% | 1,166 | $250K |
| Lake Street Advisors Group, LLC | 0.01% | New | 1,157 | $248K |
| Gateway Investment Advisers LLC | 0.00% | No change | 1,150 | $247K |
| Siemens Fonds Invest GmbH | 0.02% | Reduce -22.8% | 1,130 | $242K |
| Ethic Inc. | 0.01% | New | 981 | $239K |
| Meeder Advisory Services, Inc. | 0.02% | New | 1,107 | $237K |
| Paloma Partners Management Co | 0.02% | New | 1,082 | $232K |
| Guggenheim Capital LLC | 0.00% | Reduce -14.7% | 1,080 | $232K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | No change | 1,070 | $230K |
| First Trust Direct Indexing L.P. | 0.01% | Reduce -5.8% | 1,069 | $229K |
| MeadowBrook Investment Advisors LLC | 0.21% | Reduce -0.9% | 1,068 | $229K |
| Bessemer Group Inc. | 0.00% | Reduce -12.5% | 1,056 | $226K |
| LGT Fund Management Co Ltd. | 0.02% | New | 1,050 | $222K |
| Connecticut Wealth Management, LLC | 0.01% | No change | 1,024 | $220K |
| Horizon Investments, LLC | 0.01% | Reduce -6.7% | 1,027 | $220K |
| Jane Street Group, LLC | 0.00% | Reduce -97.2% | 1,016 | $218K |
| Cobblestone Capital Advisors LLC | 0.01% | No change | 1,012 | $217K |
| Centerpoint Advisors, LLC | 0.07% | No change | 1,002 | $215K |
| Dearborn Partners LLC | 0.01% | No change | 1,001 | $215K |
| Thoroughbred Financial Services, LLC | 0.01% | No change | 1,001 | $214K |
| Grandfield & Dodd, LLC | 0.01% | New | 982 | $211K |
| Nicholas Wealth, LLC. | 0.13% | New | 974 | $209K |
| NEOS Investment Management LLC | 0.01% | New | 972 | $208K |
| Bison Wealth, LLC | 0.03% | Reduce -23.6% | 970 | $208K |
| Profund Advisors LLC | 0.01% | Reduce -18.4% | 970 | $208K |
| Claret Asset Management Corp | 0.03% | New | 967 | $207K |
| Studio Investment Management LLC | 0.04% | Add +5.0% | 955 | $205K |
| Frank, Rimerman Advisors LLC | 0.01% | Reduce -9.5% | 947 | $203K |
| Morningstar Investment Management LLC | 0.02% | New | 946 | $202K |
| HB Wealth Management, LLC | 0.00% | New | 940 | $202K |
| Mesirow Financial Investment Management, Inc. | 0.00% | New | 938 | $201K |
| Oarsman Capital, Inc. | 0.04% | Reduce -51.4% | 929 | $199K |
| State of Wyoming | 0.03% | Reduce -5.2% | 914 | $196K |
| Larson Financial Group LLC | 0.01% | New | 805 | $173K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -6.0% | 769 | $165K |
| Global Retirement Partners, LLC | 0.01% | Add +0.8% | 768 | $165K |
| Balefire, LLC | 0.05% | Add +29.4% | 704 | $151K |
| Natixis Investment Managers International | 0.01% | Add +26.4% | 700 | $150K |
| Covestor Ltd | 0.09% | Add +31.3% | 692 | $148K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -7.8% | 669 | $144K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -9.6% | 658 | $141K |
| Walleye Capital LLC | 0.00% | Reduce -79.7% | 652 | $140K |
| Parallel Advisors, LLC | 0.00% | Add +2.2% | 651 | $140K |
| Godsey & Gibb, Inc. | 0.01% | No change | 650 | $139K |
| Quadrant Capital Group LLC | 0.01% | No change | 632 | $136K |
| Huntington National Bank | 0.00% | Add +22.5% | 631 | $135K |
| CI Investments Inc. | 0.00% | Add +12.0% | 617 | $132K |
| Hantz Financial Services, Inc. | 0.00% | No change | 534 | $115K |
| Acadian Asset Management LLC | 0.00% | Reduce -77.5% | 527 | $113K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.8% | 501 | $107K |
| Mather Group, Llc. | 0.00% | Reduce -6.0% | 499 | $107K |
| Signaturefd, LLC | 0.00% | Reduce -28.7% | 474 | $102K |
| Millburn Ridgefield LLC | 0.00% | Add +475.0% | 460 | $99K |
| Federated Hermes, Inc. | 0.00% | Add +3.2% | 457 | $98K |
| Values First Advisors, Inc. | 0.05% | New | 455 | $98K |
| Legacies Wealth LLC | 0.08% | Reduce -3.8% | 455 | $98K |
| Blue Trust, Inc. | 0.00% | Add +41.9% | 481 | $97K |
| Brown Brothers Harriman & Co. | 0.00% | Add +8.8% | 435 | $93K |
| Quent Capital, LLC | 0.01% | No change | 417 | $89K |
| Fred Alger Management, LLC | 0.00% | New | 415 | $89K |
| Brooklyn Investment Group | 0.03% | New | 400 | $86K |
| Hollencrest Capital Management | 0.00% | No change | 400 | $86K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +14.5% | 394 | $84K |
| CENTRAL TRUST Co | 0.00% | Reduce -7.6% | 366 | $79K |
| Penserra Capital Management LLC | 0.00% | Add +0.3% | 358 | $76K |
| Quintet Private Bank (Europe) S.A. | 0.00% | Add +11.9% | 349 | $75K |
| Clearstead Advisors, LLC | 0.00% | Reduce -2.9% | 333 | $71K |
| Sentry Investment Management LLC | 0.03% | No change | 327 | $70K |
| West Paces Advisors Inc. | 0.02% | Reduce -6.3% | 310 | $66K |
| Jones Financial Companies LLLP | 0.00% | Add +119.7% | 301 | $65K |
| Andra AP-fonden | 0.00% | New | 300 | $64K |
| Smithfield Trust Co | 0.00% | No change | 277 | $59K |
| Perritt Capital Management Inc | 0.03% | No change | 252 | $54K |
| Manchester Capital Management LLC | 0.01% | Reduce -1.2% | 240 | $51K |
| Principal Securities, Inc. | 0.00% | Reduce -38.8% | 238 | $51K |
| Allworth Financial LP | 0.00% | Reduce -10.2% | 237 | $51K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +11.1% | 231 | $50K |
| Mascoma Wealth Management LLC | 0.01% | Reduce -13.8% | 218 | $47K |
| Whittier Trust Co. | 0.00% | No change | 209 | $45K |
| Lindbrook Capital, LLC | 0.00% | Reduce -2.4% | 207 | $44K |
| TD Private Client Wealth LLC | 0.00% | Reduce -6.8% | 204 | $44K |
| AdvisorNet Financial, Inc | 0.00% | Add +10050.0% | 203 | $44K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.00% | Add +100.0% | 200 | $43K |
| Operose Advisors LLC | 0.01% | No change | 198 | $42K |
| Arax Advisory Partners | 0.00% | Reduce -0.5% | 186 | $40K |
| Assetmark, Inc. | 0.00% | New | 182 | $39K |
| Planned Solutions, Inc. | 0.01% | New | 150 | $32K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 150 | $32K |
| Cromwell Holdings LLC | 0.02% | Add +17.6% | 147 | $32K |
| Riverview Trust Co | 0.03% | No change | 142 | $30K |
| Catalyst Capital Advisors LLC | 0.00% | Add +73.8% | 139 | $30K |
| DT Investment Partners, LLC | 0.00% | No change | 136 | $29K |
| UMB Bank, n.a. | 0.00% | Reduce -48.1% | 125 | $27K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 125 | $27K |
| Baldwin Wealth Partners LLC | 0.00% | New | 121 | $26K |
| GAMMA Investing LLC | 0.00% | Add +19.0% | 119 | $26K |
| Parkside Financial Bank & Trust | 0.00% | No change | 114 | $24K |
| IFP Advisors, Inc | 0.00% | Add +14.3% | 112 | $24K |
| Bell Investment Advisors, Inc | 0.00% | No change | 112 | $24K |
| Simplex Trading, LLC | 0.00% | New | 98 | $21K |
| Ashton Thomas Securities, LLC | 0.00% | New | 94 | $20K |
| Peterson Financial Group, Inc. | 0.07% | New | 91 | $19K |
| Dunhill Financial, LLC | 0.01% | Add +11.0% | 91 | $19K |
| Caldwell Trust Co | 0.00% | No change | 85 | $18K |
| Essex Investment Management Co. LLC | 0.00% | No change | 84 | $18K |
| Abound Wealth Management | 0.01% | No change | 81 | $17K |
| FNY Investment Advisers, LLC | 0.01% | New | 81 | $17K |
| New Age Alpha Advisors, LLC | 0.01% | New | 79 | $17K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 77 | $17K |
| Key Financial Inc | 0.00% | No change | 77 | $17K |
| Semmax Financial Advisors Inc. | 0.00% | Add +109.4% | 67 | $15K |
| City Holding Co. | 0.00% | No change | 70 | $15K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 70 | $15K |
| Tobam | 0.00% | Reduce -12.5% | 70 | $15K |
| Strengthening Families & Communities, LLC | 0.00% | No change | 65 | $14K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +45.5% | 64 | $14K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 59 | $13K |
| LGT Financial Advisors LLC | 0.03% | No change | 58 | $12K |
| Leonteq Securities AG | 0.00% | Add +5600.0% | 57 | $12K |
| Kiely Wealth Advisory Group, Inc. | 0.01% | No change | 53 | $12K |
| Webster Bank, N. A. | 0.00% | Reduce -42.5% | 54 | $12K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 54 | $12K |
| Bruce G. Allen Investments, LLC | 0.01% | No change | 50 | $11K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 50 | $11K |
| Private Wealth Management Group, LLC | 0.00% | No change | 48 | $10K |
| First United Bank & Trust | 0.00% | No change | 45 | $10K |
| Pier Capital, LLC | 0.00% | No change | 45 | $10K |
| Private Trust Co. NA | 0.00% | Reduce -38.2% | 42 | $9K |
| Versant Capital Management, Inc | 0.00% | No change | 41 | $9K |
| Creative Financial Designs Inc. | 0.00% | No change | 40 | $9K |
| Eagle Bay Advisors LLC | 0.00% | Reduce -9.3% | 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 | $8K |
| Valley National Advisers Inc. | 0.00% | No change | 39 | $8K |
| JFS Wealth Advisors, LLC | 0.00% | Add +42.3% | 37 | $8K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 35 | $8K |
| Colonial Trust Advisors | 0.00% | No change | 35 | $8K |
| Hemington Wealth Management | 0.00% | New | 31 | $6K |
| GeoWealth Management, LLC | 0.00% | New | 27 | $6K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 24 | $5K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 24 | $5K |
| Trust Co. of Vermont | 0.00% | New | 23 | $5K |
| Venturi Wealth Management, LLC | 0.00% | New | 21 | $5K |
| Red Tortoise LLC | 0.00% | No change | 20 | $4K |
| Earned Wealth Advisors, LLC | 0.00% | New | 19 | $4K |
| Fortitude Family Office, LLC | 0.00% | Add +38.5% | 18 | $4K |
| Crewe Advisors LLC | 0.00% | No change | 18 | $4K |
| Harbour Investments, Inc. | 0.00% | Reduce -10.0% | 18 | $4K |
| Global Financial Private Client, LLC | 0.00% | No change | 15 | $3K |
| CVA Family Office, LLC | 0.00% | Reduce -11.8% | 15 | $3K |
| Delta Asset Management LLC | 0.00% | No change | 15 | $3K |
| Bogart Wealth, LLC | 0.00% | New | 15 | $3K |
| Raffa Wealth Management, LLC | 0.00% | No change | 14 | $3K |
| Hexagon Capital Partners LLC | 0.00% | New | 14 | $3K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 14 | $3K |
| MV Capital Management, Inc. | 0.00% | Reduce -12.5% | 14 | $3K |
| Geneos Wealth Management Inc. | 0.00% | New | 13 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +9.1% | 12 | $3K |
| SJS Investment Consulting 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 |
| Sachetta, LLC | 0.00% | New | 10 | $2K |
| Asset Dedication, LLC | 0.00% | No change | 10 | $2K |
| Avion Wealth | 0.00% | Add +37.5% | 11 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 9 | $2K |
| Tortoise Investment Management, LLC | 0.00% | Reduce -25.0% | 9 | $2K |
| Creekmur Asset Management LLC | 0.00% | No change | 7 | $2K |
| Longfellow Investment Management Co. LLC | 0.00% | No change | 6 | $1K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 6 | $1K |
| HM Payson & Co. | 0.00% | New | 6 | $1K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -60.0% | 4 | $858 |
| True Wealth Design, LLC | 0.00% | No change | 4 | $858 |
| Rothschild Investment LLC | 0.00% | Reduce -82.6% | 4 | $858 |
| Valued Wealth Advisors LLC | 0.00% | No change | 3 | $644 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 3 | $644 |
| Cassady Schiller Wealth Management, LLC | 0.00% | No change | 3 | $644 |
| Birchbrook, Inc. | 0.00% | No change | 2 | $506 |
| Continuum Advisory, LLC | 0.00% | New | 2 | $459 |
| Colonial Trust Co / SC | 0.00% | New | 2 | $430 |
| TFC Financial Management, Inc. | 0.00% | No change | 2 | $429 |
| Ancora Advisors LLC | 0.00% | New | 2 | $429 |
| Nvwm, LLC | 0.00% | New | 1 | $215 |
"% of holder's portfolio" is IEX's weight in each manager's 13F, not the share of Idex Corp. the manager owns.