IdexIEX

13F holders, Q3 2024 (September 30)
613holders −18
65new positions
82sold out
10famous investors
$214.18avg. 13F price*

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

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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions65$98.7M
Exits82$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.