IdexIEX

13F holders, Q4 2024 (December 31)
630holders +17
49new positions
55sold out
9famous investors
$209.26avg. 13F price*

At the end of Q4 2024, 630 institutions reported holding Idex Corp. (IEX) in their 13F filings, up 17 from Q3 2024. 49 opened new positions and 55 sold out. The largest holders were Vanguard Group Inc. ($1.9B), BlackRock, Inc. ($1.2B) and Wellington Management Group LLP ($883.1M). 9 famous investors held it, including Mario Gabelli (0.4% of GAMCO Investors's portfolio), Terry Smith (0.3% of Fundsmith's portfolio) and George Soros (0.2% of Soros Fund Management'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions49$117.8M
Exits55$87.4M

All 13F filers, Q3 2024 → Q4 2024: 5,408,699 shares bought and 4,976,201 shares sold, net +432,498 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 630 holders

Vanguard Group Inc. 0.03% Add +0.7% 9,306,008 $1.9B
BlackRock, Inc. 0.02% Reduce -6.7% 5,822,978 $1.2B
Wellington Management Group LLP 0.16% Add +49.0% 4,219,596 $883.1M
T. Rowe Price Associates Inc. 0.09% Add +8.2% 3,666,777 $767.4M
State Street Corp. 0.03% Add +2.0% 3,079,539 $644.5M
Morgan Stanley 0.04% Reduce -4.3% 2,769,872 $579.7M
Geode Capital Management, LLC 0.03% Add +1.1% 1,912,933 $399.4M
T. Rowe Price Investment Management, Inc. 0.24% Add +0.9% 1,868,919 $391.1M
Impax Asset Management Group plc 1.71% Reduce -4.9% 1,799,552 $376.6M
Pictet Asset Management Holding SA 0.37% Add +6.3% 1,620,252 $339.1M
Invesco Ltd. 0.05% Reduce -21.8% 1,338,830 $280.2M
Barclays PLC 0.12% Add +1.4% 1,194,125 $249.9M
Champlain Investment Partners, LLC 1.50% Reduce -7.4% 1,132,994 $237.1M
First Trust Advisors LP 0.20% Add +11.2% 1,056,677 $221.2M
Norges Bank 0.03% Add +17.4% 1,039,983 $217.7M
Amundi 0.07% Reduce -38.4% 1,012,896 $211.8M
Van Eck Associates Corp. 0.26% Reduce -6.5% 965,201 $202.0M
Nordea Investment Management AB 0.19% Add +5.3% 862,625 $181.3M
Fenimore Asset Management Inc 3.69% Add +0.3% 839,507 $175.7M
Alecta Tjanstepension Omsesidigt 0.88% No change 800,000 $167.5M
Northern Trust Corp. 0.02% Add +17.8% 793,622 $166.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +15.8% 747,554 $156.5M
King Luther Capital Management Corp. 0.68% Add +0.1% 743,768 $155.7M
Fisher Asset Management 0.06% Add +0.7% 663,902 $138.9M
Bank of New York Mellon Corp 0.02% Add +8.2% 643,190 $134.6M
Dimensional Fund Advisors LP 0.03% Add +13.0% 640,717 $134.1M
Charles Schwab Investment Management Inc. 0.02% Add +1.5% 640,183 $134.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.24% Add +5.8% 529,445 $110.8M
Goldman Sachs Group Inc. 0.02% Add +12.6% 523,142 $109.5M
Legal & General Group Plc 0.03% Reduce -2.4% 487,265 $102.0M
Snyder Capital Management L P 2.10% Add +12.2% 480,193 $100.5M
CCLA Investment Management 1.58% Add +10.1% 477,170 $99.9M
Deutsche Bank AG 0.04% Add +20.0% 463,351 $97.0M
UBS Group AG 0.02% Add +53.6% 420,832 $88.1M
Citadel Advisors 0.08% Add +411.2% 415,731 $87.0M
Bank of America Corp. 0.01% Reduce -23.2% 410,546 $85.9M
Allianz Asset Management GmbH 0.12% Add +133.2% 406,637 $85.1M
GW&K Investment Management, LLC 0.67% Add +0.7% 374,587 $78.4M
HSBC Holdings PLC 0.05% Reduce -4.1% 373,072 $78.1M
Fundsmith 0.32% No change 362,501 $75.9M
Marshall Wace, LLP 0.10% Reduce -14.7% 358,159 $75.0M
Westfield Capital Management Co. LP 0.32% Reduce -0.5% 354,256 $74.1M
State Farm Mutual Automobile Insurance Co. 0.06% No change 335,939 $70.3M
Clearbridge Investments, LLC 0.06% Add +0.0% 335,148 $70.1M
Weitz Investment Management, Inc. 3.57% Add +16.9% 330,500 $69.2M
Two Sigma Advisers, LP 0.15% Reduce -23.4% 316,800 $66.3M
Public Employees Retirement Association of Colorado 0.26% Reduce -0.1% 312,591 $65.4M
Ensign Peak Advisors, Inc 0.11% Add +25.9% 305,242 $63.9M
Premier Fund Managers Ltd 2.23% No change 300,000 $62.6M
Primecap Management Co. 0.05% Reduce -3.8% 283,270 $59.3M
Robeco Schweiz AG 1.27% Reduce -16.1% 283,063 $59.2M
Findlay Park Partners LLP 0.59% Add +132.9% 282,700 $59.2M
AXA S.A. 0.17% Add +27.0% 269,638 $56.4M
JPMorgan Chase & Co. 0.00% Reduce -10.9% 263,232 $55.1M
Baron Capital (BAMCO) 0.14% Reduce -5.4% 261,961 $54.8M
Corient Private Wealth LP 0.09% Add +237.1% 256,769 $53.7M
Baird Financial Group, Inc. 0.10% Reduce -13.9% 256,249 $53.6M
Johnson Investment Counsel Inc. 0.52% Add +178.3% 254,842 $53.3M
Schroder Investment Management Group 0.05% Reduce -14.6% 250,296 $52.3M
Maren Capital LLC 3.97% Reduce -15.8% 248,116 $51.9M
Brown Advisory Inc. 0.07% Reduce -18.8% 247,886 $51.9M
Mountain Pacific Investment Advisers LLC 3.59% Reduce -0.1% 244,159 $51.1M
Boston Trust Walden Corp 0.34% Add +3.8% 232,014 $48.6M
Ameriprise Financial Inc. 0.01% Reduce -8.6% 225,251 $47.1M
Swiss National Bank 0.03% Reduce -4.8% 213,900 $44.8M
Gabelli Funds LLC 0.32% Reduce -4.8% 201,300 $42.1M
Capital World Investors 0.01% No change 200,000 $41.9M
Qube Research & Technologies Ltd 0.07% Reduce -46.7% 198,264 $41.5M
Evelyn Partners Investment Management LLP 1.33% — 196,292 $41.1M
California Public Employees Retirement System 0.03% Reduce -13.7% 194,492 $40.7M
Port Capital LLC 1.85% Add +1.8% 194,140 $40.6M
CIBC Private Wealth Group LLC 0.07% Reduce -2.4% 181,294 $37.9M
GAMCO Investors 0.39% Reduce -0.8% 177,976 $37.2M
Nuveen Asset Management, LLC 0.01% Reduce -8.3% 175,687 $36.8M
Sumitomo Mitsui Trust Group, Inc. 0.02% Add +2.4% 172,101 $36.0M
Raymond James Financial Inc. 0.01% — 169,025 $35.4M
Rhumbline Advisers 0.03% Reduce -2.4% 162,163 $33.9M
FIL Ltd 0.03% Add +22.4% 162,080 $33.9M
Two Sigma Investments, LP 0.08% Reduce -51.5% 161,971 $33.9M
TD Asset Management Inc 0.03% Reduce -0.8% 158,786 $33.2M
Voloridge Investment Management, LLC 0.11% Reduce -45.9% 153,229 $32.1M
AE Wealth Management LLC 0.26% Add +2.9% 145,806 $30.5M
Deprince Race & Zollo Inc. 0.60% New 145,547 $30.5M
DF Dent & Co. Inc. 0.38% Reduce -3.0% 143,554 $30.0M
Sei Investments Co. 0.04% Reduce -0.1% 137,633 $28.8M
Ceredex Value Advisors LLC 0.56% Reduce -69.5% 133,200 $27.9M
California State Teachers Retirement System 0.03% Add +6.3% 131,637 $27.6M
Freestone Grove Partners LP 0.34% — 131,577 $27.5M
Royal Bank of Canada 0.01% Reduce -7.2% 130,652 $27.3M
BNP Paribas Financial Markets 0.02% Reduce -5.2% 125,101 $26.2M
National Pension Service 0.02% Reduce -4.0% 120,264 $25.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% No change 115,621 $23.9M
DekaBank Deutsche Girozentrale 0.04% No change 112,957 $23.5M
Envestnet Asset Management Inc. 0.01% Reduce -10.5% 111,768 $23.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% — 110,842 $23.2M
Geneva Capital Management LLC 0.40% Reduce -10.9% 109,635 $22.9M
Nuance Investments, LLC 0.93% Reduce -21.3% 109,293 $22.9M
Rockefeller Capital Management L.P. 0.06% New 109,046 $22.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% Reduce -57.4% 106,790 $22.4M
Comerica Bank 0.09% Reduce -2.3% 106,239 $22.2M
Northwest & Ethical Investments L.P. 0.55% Reduce -11.7% 96,148 $20.1M
Verition Fund Management LLC 0.10% Add +421.6% 94,880 $19.9M
BLI - Banque de Luxembourg Investments 0.54% — 94,400 $19.7M
Alliancebernstein L.P. 0.01% Reduce -1.2% 93,440 $19.6M
Thematics Asset Management 0.85% Add +0.5% 93,154 $19.5M
Principal Financial Group Inc. 0.01% Reduce -7.0% 89,172 $18.7M
Curi Capital, LLC 0.43% Add +31.4% 88,573 $18.5M
Nicholas Company, Inc. 0.29% Add +6.3% 86,753 $18.2M
Harvey Investment Co. LLC 1.98% Reduce -0.0% 81,726 $17.1M
Eventide Asset Management, LLC 0.31% Add +12.0% 80,168 $16.8M
Van Lanschot Kempen Investment Management N.V. 0.17% Add +11.4% 80,040 $16.8M
Candriam S.C.A. 0.09% Reduce -0.9% 77,133 $16.1M
CANADA LIFE ASSURANCE Co 0.03% Add +15.7% 76,003 $15.9M
New York State Common Retirement Fund 0.02% Reduce -5.3% 72,173 $15.1M
Bank Julius Baer & Co. Ltd, Zurich 0.05% Add +14.5% 70,143 $14.8M
FMR LLC 0.00% Reduce -62.7% 70,369 $14.7M
Assenagon Asset Management S.A. 0.03% Add +1.8% 68,860 $14.4M
Balyasny Asset Management L.P. 0.03% New 67,551 $14.1M
Bank of Montreal 0.01% Reduce -34.1% 67,443 $14.1M
Korea Investment CORP 0.03% Reduce -19.4% 66,254 $13.9M
State Board of Administration of Florida Retirement System 0.02% Reduce -5.4% 62,020 $13.0M
Moore Capital Management, LP 0.26% New 61,542 $12.9M
Victory Capital Management Inc. 0.01% Reduce -0.3% 58,719 $12.3M
Danske Bank A/S 0.04% Add +14.2% 57,518 $12.0M
Jane Street Group, LLC 0.02% Add +5524.0% 57,140 $12.0M
Kennedy Capital Management LLC 0.25% Reduce -2.9% 54,199 $11.3M
Swiss Life Asset Management Ltd 0.08% Add +35.5% 54,087 $11.3M
New York State Teachers Retirement System 0.02% Reduce -5.0% 53,803 $11.3M
Susquehanna International Group, LLP 0.02% Add +126.8% 52,968 $11.1M
Raiffeisen Bank International AG 0.16% — 50,969 $10.6M
Aberdeen Group plc 0.02% Add +0.0% 50,203 $10.5M
Truist Financial Corp. 0.02% Reduce -1.5% 48,891 $10.2M
Lansforsakringar Fondforvaltning AB (publ) 0.04% — 48,614 $10.2M
Citigroup Inc. 0.01% Reduce -46.6% 48,560 $10.2M
Speece Thorson Capital Group Inc. 1.99% Reduce -0.5% 48,224 $10.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Reduce -15.2% 48,127 $10.1M
Swedbank AB 0.01% Reduce -0.5% 47,670 $10.0M
State of Wisconsin Investment Board 0.03% Reduce -6.6% 47,526 $9.9M
Russell Investments Group, Ltd. 0.01% Reduce -42.7% 46,404 $9.7M
Aviva PLC 0.03% Reduce -44.5% 45,924 $9.6M
Tredje AP-fonden 0.09% Reduce -19.2% 45,442 $9.5M
Manufacturers Life Insurance Company, The 0.01% Add +0.1% 45,398 $9.5M
Holocene Advisors, LP 0.03% Add +2.3% 45,117 $9.4M
Montanaro Asset Management Ltd 1.94% Reduce -17.3% 45,000 $9.4M
Duff & Phelps Investment Management Co. 0.11% Reduce -2.5% 44,191 $9.2M
Prudential Financial Inc. 0.01% Reduce -14.3% 40,154 $8.9M
Prudential PLC 0.04% Reduce -14.6% 42,045 $8.8M
Atom Investors LP 1.04% Reduce -16.9% 40,058 $8.4M
Paloma Partners Management Co 0.78% Add +3596.9% 40,000 $8.4M
APG Asset Management N.V. 0.02% New 41,300 $8.3M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -2.1% 39,737 $8.3M
Ecofi Investissements SA 5.13% Add +2.0% 42,800 $8.3M
Northstar Asset Management Inc. 2.10% Reduce -3.5% 38,291 $8.0M
EDENTREE ASSET MANAGEMENT Ltd 2.30% No change 37,851 $7.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.08% Add +116.4% 36,618 $7.7M
Millennium Management 0.01% Add +179.9% 36,570 $7.7M
National Bank of Canada 0.01% Reduce -9.1% 35,875 $7.5M
PGGM Investments 0.10% Reduce -15.5% 35,792 $7.5M
Natixis Advisors, LLC 0.01% Reduce -5.8% 34,884 $7.3M
Mitsubishi UFJ Trust & Banking Corp 0.02% Reduce -16.3% 34,624 $7.2M
Royal London Asset Management Ltd. 0.02% Add +6.1% 34,557 $7.2M
Neuberger Berman Group LLC 0.01% Add +0.1% 33,538 $7.0M
Treasurer of the State of North Carolina 0.03% Add +0.6% 33,306 $7.0M
Robeco Institutional Asset Management B.V. 0.01% Reduce -6.5% 33,057 $6.9M
Nisa Investment Advisors, LLC 0.03% Reduce -0.5% 32,812 $6.9M
Storebrand Asset Management As 0.02% Reduce -15.6% 31,350 $6.6M
Railway Pension Investments Ltd 0.09% Reduce -8.9% 30,761 $6.4M
Soros Fund Management 0.16% New 30,558 $6.4M
Asset Management One Co., Ltd. 0.02% Add +4.2% 30,250 $6.4M
Mn Services Vermogensbeheer B.V. 0.04% Add +2.4% 30,390 $6.4M
Worldquant Millennium Advisors LLC 0.04% Reduce -52.8% 29,594 $6.2M
PNC Financial Services Group, Inc. 0.00% Add +35.8% 29,438 $6.2M
Vontobel Holding Ltd. 0.02% Add +69.9% 28,975 $6.1M
Credit Agricole S A 0.02% Add +44.3% 28,736 $6.0M
Weiss Asset Management LP 0.17% New 27,053 $5.7M
Voya Investment Management LLC 0.01% Reduce -7.3% 26,891 $5.6M
Public Employees Retirement System of Ohio 0.02% Reduce -5.4% 26,023 $5.4M
KLP Kapitalforvaltning As 0.03% — 25,700 $5.4M
Mirova 0.93% Add +32.0% 25,651 $5.4M
Toronto Dominion Bank 0.01% Reduce -34.3% 25,564 $5.4M
Aristotle Capital Boston, LLC 0.19% Reduce -7.0% 24,705 $5.2M
Franklin Street Advisors Inc. 0.34% No change 24,125 $5.0M
Forsta Ap-Fonden 0.04% No change 24,000 $5.0M
Essex Investment Management Co. LLC 0.90% Add +28356.0% 23,903 $5.0M
Lombard Odier Asset Management (Europe) Ltd 0.34% Add +14.9% 23,881 $5.0M
Resona Asset Management Co.,Ltd. 0.03% Reduce -7.2% 23,167 $4.9M
Allspring Global Investments Holdings, LLC 0.01% Reduce -63.2% 23,353 $4.8M
State of New Jersey Common Pension Fund D 0.02% No change 22,736 $4.8M
M&T Bank Corp 0.02% Add +7.9% 22,594 $4.7M
CHURCHILL MANAGEMENT Corp 0.05% Reduce -2.1% 22,083 $4.6M
Nomura Asset Management Co. Ltd. 0.01% Add +0.5% 22,066 $4.6M
Arizona State Retirement System 0.03% Add +1.4% 21,987 $4.6M
Massachusetts Financial Services Co. 0.00% Add +187.2% 21,799 $4.6M
Handelsbanken Fonder AB 0.02% Add +6.1% 20,800 $4.4M
State of Michigan Retirement System 0.02% No change 20,580 $4.3M
Graham Capital Management, L.P. 0.21% Add +145.0% 20,300 $4.2M
DNB Asset Management AS 0.02% Reduce -2.7% 20,274 $4.2M
NFJ Investment Group, LLC 0.14% Add +69.6% 20,246 $4.2M
MetLife Investment Management, LLC 0.02% Add +1.8% 20,041 $4.2M
LPL Financial LLC 0.00% Add +13.6% 19,702 $4.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -47.9% 19,278 $4.0M
Cerity Partners LLC 0.01% Reduce -9.2% 18,738 $4.0M
Evelyn Partners Investment Management Services Ltd 0.69% — 18,876 $4.0M
IFM Investors Pty Ltd 0.04% Reduce -5.1% 18,608 $3.9M
Wells Fargo & Company 0.00% Reduce -62.6% 18,116 $3.8M
Corebridge Financial, Inc. 0.02% Reduce -4.6% 17,930 $3.8M
Thrivent Financial for Lutherans 0.01% Reduce -10.2% 17,865 $3.7M
KBC Group NV 0.01% No change 17,843 $3.7M
GHP Investment Advisors, Inc. 0.17% Reduce -3.2% 17,639 $3.7M
Czech National Bank 0.03% Add +6.5% 16,419 $3.4M
Retirement Systems of Alabama 0.01% Reduce -0.9% 16,396 $3.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Reduce -2.3% 16,101 $3.4M
Skandinaviska Enskilda Banken AB (publ) 0.02% Reduce -0.6% 16,003 $3.3M
Captrust Financial Advisors 0.01% Add +3.7% 15,607 $3.3M
Amalgamated Bank 0.03% Reduce -1.9% 14,590 $3.1M
Covea Finance 0.14% Add +70.6% 14,500 $3.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +14.8% 14,494 $3.0M
L. Roy Papp & Associates, LLP 0.35% Reduce -3.6% 14,165 $3.0M
Formuepleje A/S 0.15% Reduce -15.0% 13,414 $2.8M
Independent Advisor Alliance 0.04% Reduce -20.4% 13,346 $2.8M
Utah Retirement Systems 0.03% No change 12,608 $2.6M
Coldstream Capital Management Inc. 0.06% Add +4.0% 12,590 $2.6M
HighTower Advisors, LLC 0.00% Add +21.8% 12,546 $2.6M
USS Investment Management Ltd 0.02% Reduce -8.6% 12,096 $2.5M
Daiwa Securities Group Inc. 0.01% Add +5.9% 12,106 $2.5M
Cibc World Markets Corp. 0.01% Add +16.2% 11,977 $2.5M
First Hawaiian Bank 0.08% Reduce -4.5% 11,970 $2.5M
Canada Pension Plan Investment Board 0.00% Add +54.5% 11,627 $2.4M
CIBC Asset Management Inc 0.01% Reduce -51.7% 11,611 $2.4M
Vest Financial, LLC 0.04% Add +61.2% 11,530 $2.4M
Henshaw Capital LLC 0.10% Add +0.3% 11,312 $2.4M
Quantbot Technologies LP 0.08% Add +161.0% 11,103 $2.3M
Police & Firemen's Retirement System of New Jersey 0.02% — 10,978 $2.3M
ProShare Advisors LLC 0.01% Reduce -30.8% 10,974 $2.3M
Exchange Traded Concepts, LLC 0.05% Add +31.0% 10,914 $2.3M
Orion Porfolio Solutions, LLC 0.02% Reduce -5.8% 10,519 $2.2M
Orion Portfolio Solutions, LLC 0.02% Reduce -5.8% 10,519 $2.2M
QRG Capital Management, Inc. 0.02% Add +8.4% 10,357 $2.2M
ICICI Prudential Asset Management Co Ltd 0.24% No change 10,341 $2.2M
Xponance LLC 0.02% Reduce -1.2% 10,304 $2.2M
Y-Intercept (Hong Kong) Ltd 0.14% New 10,259 $2.1M
New York Life Investment Management LLC 0.02% Add +0.8% 10,234 $2.1M
AQR Capital Management 0.00% Reduce -59.8% 10,200 $2.1M
US Bancorp \de 0.00% Add +0.3% 10,196 $2.1M
Bank of Nova Scotia 0.00% Add +4.3% 10,105 $2.1M
Yousif Capital Management, LLC 0.02% Reduce -30.4% 10,088 $2.1M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +27.1% 10,025 $2.1M
UniSuper Management Pty Ltd 0.01% Add +11.4% 9,933 $2.1M
Guyasuta Investment Advisors Inc. 0.13% Reduce -2.4% 9,789 $2.0M
ING Groep NV 0.01% Reduce -83.9% 9,671 $2.0M
American Century Companies Inc. 0.00% Add +3.4% 9,655 $2.0M
Public Sector Pension Investment Board 0.01% Add +188.3% 9,527 $2.0M
Bokf, NA 0.03% Add +0.0% 9,567 $2.0M
State of Tennessee, Department of Treasury 0.01% Reduce -5.3% 9,392 $2.0M
Nissay Asset Management Corp. /Japan 0.01% Add +0.5% 9,255 $2.0M
Mariner, LLC 0.00% Add +7.2% 9,127 $1.9M
Mutual of America Capital Management LLC 0.02% Reduce -2.7% 9,073 $1.9M
Intrust Bank NA 0.19% Reduce -4.6% 8,917 $1.9M
Quantinno Capital Management LP 0.02% Add +146.8% 8,873 $1.9M
Janus Henderson Group PLC 0.00% Add +16.9% 8,816 $1.8M
State of Alaska, Department of Revenue 0.02% Reduce -19.1% 8,633 $1.8M
Focus Partners Wealth 0.00% Add +2.6% 8,494 $1.8M
Tower Research Capital LLC (TRC) 0.04% Add +33.1% 8,490 $1.8M
Pathstone Holdings, LLC 0.01% Reduce -1.2% 8,473 $1.8M
Metis Global Partners, LLC 0.05% Add +1.3% 8,470 $1.8M
Mediolanum International Funds Ltd 0.02% Reduce -63.5% 8,424 $1.8M
Oppenheimer Asset Management Inc. 0.02% Add +3.6% 8,271 $1.7M
Man Group plc 0.01% Reduce -81.7% 8,223 $1.7M
Panagora Asset Management Inc. 0.01% Reduce -56.3% 8,099 $1.7M
Illinois Municipal Retirement Fund 0.02% Add +57.1% 8,015 $1.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +2.9% 7,746 $1.6M
Oddo BHF Asset Management Sas 0.08% Add +7.6% 7,596 $1.6M
Mizuho Securities USA LLC 0.03% Add +46.2% 7,177 $1.5M
Franklin Resources Inc. 0.00% Reduce -96.5% 7,145 $1.5M
Rafferty Asset Management, LLC 0.01% Add +11.4% 7,070 $1.5M
Mackenzie Financial Corp. 0.00% Add +10.8% 6,976 $1.5M
Montag A & Associates Inc. 0.07% No change 6,878 $1.4M
Bard Associates Inc. 0.49% No change 6,850 $1.4M
Aquatic Capital Management LLC 0.04% Add +16.3% 6,745 $1.4M
Callan Family Office, LLC 0.09% New 6,644 $1.4M
Pacer Advisors, Inc. 0.00% Reduce -74.2% 6,543 $1.4M
Glenview Trust Co 0.03% Add +2.1% 6,508 $1.4M
Oregon Public Employees Retirement Fund 0.03% No change 6,504 $1.4M
Lighthouse Investment Partners, LLC 0.05% New 6,500 $1.4M
Fourpath Capital Management, LLC 0.25% Reduce -16.1% 6,354 $1.3M
Stifel Financial Corp. 0.00% Add +26.1% 6,304 $1.3M
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -0.2% 6,250 $1.3M
Diversified Trust Co. 0.03% Add +1.0% 6,210 $1.3M
Mercer Global Advisors Inc. 0.00% Add +3.4% 6,205 $1.3M
Stratos Wealth Partners, LTD. 0.02% Add +1.9% 6,046 $1.3M
Macquarie Group Ltd. 0.00% Add +50.9% 8,963 $1.3M
Creative Planning 0.00% Add +18.3% 5,945 $1.2M
Gulf International Bank (UK) Ltd 0.03% No change 5,941 $1.2M
Alps Advisors Inc. 0.01% Reduce -0.3% 5,930 $1.2M
Atria Investments, Inc 0.01% Reduce -13.1% 5,687 $1.2M
Teachers Retirement System of the State of Kentucky 0.01% No change 5,655 $1.2M
Tidal Investments LLC 0.01% Add +3.0% 5,588 $1.2M
Hahn Capital Management LLC 0.51% Add +47.6% 5,540 $1.2M
Magnetar Financial LLC 0.03% Reduce -78.3% 5,241 $1.1M
Kentucky Retirement Systems 0.03% Reduce -1.4% 5,202 $1.1M
Buffington Mohr McNeal 0.18% No change 5,137 $1.1M
Sepio Capital, LP 0.09% Reduce -1.5% 5,074 $1.1M
Nomura Holdings Inc. 0.01% New 4,985 $1.0M
Bartlett & Co. Wealth Management LLC 0.01% No change 4,950 $1.0M
Wealth Enhancement Advisory Services, LLC 0.00% Add +1.3% 4,925 $1.0M
Compass Ion Advisors, LLC 0.12% Reduce -3.5% 4,922 $1.0M
Cetera Investment Advisers 0.00% Add +18.4% 4,867 $1.0M
111 Capital 0.21% — 4,854 $1.0M
North Star Investment Management Corp. 0.07% No change 4,686 $981K
Hartford Investment Management Co. 0.03% Reduce -0.8% 4,656 $974K
Capstone Investment Advisors, LLC 0.01% Add +296.4% 4,650 $973K
Peregrine Capital Management LLC 0.03% No change 4,603 $963K
Generali Asset Management SPA SGR 0.02% — 4,586 $960K
Centiva Capital, LP 0.04% New 4,581 $959K
Albert D Mason Inc. 0.63% Add +1.3% 4,532 $948K
Sterling Capital Management LLC 0.01% Add +55.4% 4,490 $940K
Guidance Capital, Inc. 0.27% New 4,048 $890K
Choreo, LLC 0.01% Add +30.5% 4,221 $883K
Osaic Holdings, Inc. 0.00% Reduce -4.5% 5,808 $865K
Intech Investment Management LLC 0.01% Reduce -69.9% 4,130 $864K
Louisiana State Employees Retirement System 0.02% Reduce -4.7% 4,100 $858K
Maryland State Retirement & Pension System 0.02% Reduce -6.5% 4,044 $846K
Mairs & Power Inc. 0.01% No change 4,000 $837K
Vestcor Inc 0.03% Reduce -0.1% 4,000 $837K
Securian Asset Management, Inc. 0.02% Reduce -4.8% 3,973 $832K
Tudor Investment Corporation 0.01% New 3,881 $812K
Daiichi Life Insurance Co., Ltd. 0.02% No change 3,859 $808K
Ossiam 0.01% Reduce -9.1% 3,848 $805K
Bridgefront Capital, LLC 0.27% New 3,800 $795K
First Manhattan Co. Llc. 0.00% Add +42.4% 3,778 $791K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -20.6% 3,735 $782K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -7.1% 3,700 $774K
Welch Group, LLC 0.03% No change 3,700 $773K
MML Investors Services, LLC 0.00% Add +9.2% 3,691 $772K
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -37.6% 3,680 $770K
Envestnet Portfolio Solutions, Inc. 0.00% Add +3.4% 3,662 $766K
New Mexico Educational Retirement Board 0.03% Reduce -2.7% 3,600 $753K
Blair William & Co. 0.00% Add +7.0% 3,562 $746K
Commerce Bank 0.00% Add +2.9% 3,554 $744K
Sheets Smith Wealth Management 0.09% No change 3,552 $743K
Federation des caisses Desjardins du Quebec 0.00% Reduce -39.8% 3,547 $742K
Ostrum Asset Management 0.06% Add +21.8% 3,505 $734K
E. Ohman J:or Asset Management AB 0.02% No change 3,500 $733K
Wealthfront Advisers LLC 0.00% Reduce -0.2% 3,479 $728K
Aster Capital Management (DIFC) Ltd 0.27% New 3,394 $710K
Fagan Associates, Inc. 0.11% No change 3,370 $705K
Rice Hall James & Associates, LLC 0.04% Reduce -0.4% 3,349 $701K
Duncker Streett & Co. Inc. 0.13% No change 3,303 $691K
Segment Wealth Management, LLC 0.05% No change 3,221 $674K
OMERS ADMINISTRATION Corp 0.01% Add +20.3% 3,154 $660K
O'shaughnessy Asset Management, LLC 0.01% Add +4.2% 3,128 $655K
Norinchukin Bank, The 0.01% Add +3.8% 3,042 $637K
Cullen/Frost Bankers, Inc. 0.01% Add +10.2% 3,027 $634K
Sandhill Capital Partners LLC 0.05% No change 2,907 $608K
Sanctuary Advisors, LLC 0.00% Add +1.3% 2,707 $607K
Quadrature Capital Ltd 0.01% New 2,896 $606K
Crossmark Global Holdings, Inc. 0.01% Reduce -51.1% 2,801 $587K
Glenmede Trust Co. NA 0.00% Add +16.1% 2,783 $582K
Bahl & Gaynor LLC 0.00% No change 2,713 $568K
Hikari Power Ltd 0.05% No change 2,710 $567K
Simmons Bank 0.04% Reduce -0.4% 2,707 $567K
Net Worth Advisory Group 0.17% Add +2.8% 2,651 $555K
Smartleaf Asset Management LLC 0.06% Add +4.5% 2,654 $554K
Stock Yards Bank & Trust Co. 0.02% No change 2,622 $549K
Machina Capital S.A.S. 0.23% Reduce -13.2% 2,574 $539K
Empirical Finance, LLC 0.03% Reduce -0.7% 2,469 $517K
Campbell & CO Investment Adviser LLC 0.04% New 2,421 $507K
Guinness Asset Management LTD 0.01% Add +4.0% 2,408 $504K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.2% 2,404 $503K
Camelot Portfolios, LLC 0.54% New 2,394 $501K
Allstate Corp. 0.01% New 2,338 $489K
Park Avenue Securities LLC 0.01% Add +27.0% 2,330 $488K
CI Investments Inc. 0.00% Add +276.2% 2,321 $486K
Blackston Financial Advisory Group, LLC 0.24% Add +2.7% 2,299 $481K
V-Square Quantitative Management LLC 0.07% Reduce -5.0% 2,298 $481K
Avior Wealth Management, LLC 0.02% Reduce -7.8% 2,272 $476K
Phoenix Financial Ltd. 0.01% Reduce -2.7% 2,271 $475K
Meeder Advisory Services, Inc. 0.03% Add +103.7% 2,255 $472K
Pekin Hardy Strauss, Inc. 0.06% No change 2,250 $471K
Regions Financial Corp. 0.00% Reduce -18.2% 2,226 $466K
SG Americas Securities, LLC 0.00% Reduce -54.0% 2,143 $449K
Arrowstreet Capital, Limited Partnership 0.00% New 2,141 $448K
Laird Norton Wetherby Wealth Management, LLC 0.02% Add +3.2% 2,127 $445K
Squarepoint Ops LLC 0.00% Add +4.2% 2,123 $444K
Investment Management Corp of Ontario 0.01% Reduce -15.9% 2,111 $442K
Ontario Teachers Pension Plan Board 0.01% Reduce -24.2% 2,095 $438K
Cwm, LLC 0.00% Add +1.0% 2,085 $436K
Mission Creek Capital Partners, Inc. 0.09% Reduce -14.6% 2,072 $434K
Fifth Third Bancorp 0.00% Reduce -3.6% 2,071 $433K
Sovereign's Capital Management, LLC 0.27% — 2,009 $420K
Cinctive Capital Management LP 0.02% New 2,000 $419K
Altshuler Shaham Ltd 0.01% Reduce -31.0% 1,965 $411K
Prelude Capital Management, LLC 0.03% New 1,941 $406K
Wahed Invest LLC 0.07% Add +5.2% 1,934 $405K
Tokio Marine Asset Management Co. Ltd. 0.01% No change 1,919 $402K
AssuredPartners Investment Advisors, LLC 0.08% — 1,843 $386K
Azzad Asset Management Inc. 0.07% Add +4.2% 1,825 $382K
Signal Advisors Wealth, LLC 0.04% Add +3.6% 1,822 $381K
Schonfeld Strategic Advisors LLC 0.00% Reduce -95.1% 1,744 $365K
Aware Super Pty Ltd as trustee of Aware Super 0.01% — 1,720 $360K
Janney Montgomery Scott LLC 0.00% Reduce -31.4% 1,672 $350K
Praxis Investment Management Inc. 0.02% New 1,630 $341K
OneDigital Investment Advisors LLC 0.00% Reduce -3.8% 1,620 $339K
Verdence Capital Advisors LLC 0.03% Add +0.8% 1,619 $339K
Estabrook Capital Management 0.05% No change 1,600 $335K
Heartland Bank & Trust Co 0.18% Reduce -3.7% 1,592 $333K
Empowered Funds, LLC 0.00% Add +22.9% 1,592 $333K
Vident Advisory, LLC 0.01% Reduce -91.7% 1,587 $332K
Berry Wealth Group, LP 0.23% Add +5.3% 1,542 $323K
Edgestream Partners, L.P. 0.01% New 1,514 $317K
TD Waterhouse Canada Inc. 0.00% Reduce -0.9% 1,500 $314K
Procyon Advisors, LLC 0.02% Reduce -29.5% 1,487 $311K
CX Institutional 0.01% Add +1.3% 1,486 $311K
Cadent Capital Advisors, LLC 0.11% No change 1,482 $310K
NewEdge Advisors, LLC 0.00% Reduce -5.4% 1,466 $307K
RMR Wealth Builders 0.03% No change 1,437 $301K
HighPoint Advisor Group LLC 0.02% Add +1.8% 1,530 $298K
Blueshift Asset Management, LLC 0.11% New 1,424 $298K
Advisory Alpha, LLC 0.01% Add +0.8% 1,421 $297K
Oak Thistle LLC 0.09% New 1,418 $297K
Wallington Asset Management, LLC 0.04% No change 1,400 $293K
Argent Trust Co 0.01% No change 1,398 $293K
Checchi Capital Advisers, LLC 0.02% Reduce -2.1% 1,368 $286K
Texas Bank & Trust Co 0.12% — 1,350 $283K
Gen-Wealth Partners Inc 0.12% Add +1.4% 1,323 $277K
Private Advisor Group, LLC 0.00% Reduce -1.3% 1,286 $269K
PFG Investments, LLC 0.02% Add +0.2% 1,283 $269K
Forum Financial Management, LP 0.00% New 1,283 $269K
Avantax Advisory Services, Inc. 0.00% Reduce -11.6% 1,279 $268K
Marble Harbor Investment Counsel, LLC 0.03% No change 1,275 $267K
Benjamin Edwards Inc. 0.00% Add +1.0% 1,263 $264K
Rovin Capital /Ut/ 0.09% Reduce -4.7% 1,258 $263K
Guggenheim Capital LLC 0.00% Add +16.3% 1,256 $263K
First Bank & Trust 0.05% Reduce -30.6% 1,236 $259K
Bleakley Financial Group, LLC 0.01% Add +4.1% 1,214 $254K
DAVENPORT & Co LLC 0.00% Reduce -7.8% 1,214 $254K
Shell Asset Management Co. 0.01% Reduce -52.5% 1,212 $254K
Two Sigma Securities, LLC 0.05% New 1,213 $254K
Arthur M. Cohen & Associates, LLC 0.04% Reduce -29.4% 1,200 $251K
HB Wealth Management, LLC 0.00% Add +23.1% 1,157 $242K
Fiduciary Trust Co 0.00% New 1,154 $242K
Jacobson & Schmitt Advisors, LLC 0.05% Reduce -1.5% 1,151 $241K
Apollon Wealth Management, LLC 0.01% Reduce -80.9% 1,140 $239K
Commonwealth Equity Services, LLC 0.00% Reduce -31.4% 1,138 $238K
Gateway Investment Advisers LLC 0.00% Reduce -1.5% 1,133 $237K
Mufg Securities Americas Inc. 0.03% — 1,118 $234K
Pinebridge Investments, L.P. 0.00% New 1,103 $231K
Walleye Capital LLC 0.00% Add +65.8% 1,081 $226K
Boston Financial Mangement LLC 0.01% New 1,078 $226K
Syon Capital LLC 0.02% New 1,076 $225K
Meiji Yasuda Asset Management Co Ltd. 0.01% No change 1,070 $224K
LGT Fund Management Co Ltd. 0.02% No change 1,050 $220K
MeadowBrook Investment Advisors LLC 0.20% Reduce -1.9% 1,048 $219K
Horizon Investments, LLC 0.01% Add +0.6% 1,033 $216K
WCM Investment Management, LLC 0.00% New 1,030 $215K
Connecticut Wealth Management, LLC 0.01% No change 1,024 $214K
Rossby Financial, LCC 0.14% — 1,018 $213K
Lake Street Advisors Group, LLC 0.01% Reduce -12.4% 1,014 $212K
Olympiad Research LP 0.22% New 1,013 $212K
Cobblestone Capital Advisors LLC 0.01% No change 1,012 $212K
Dearborn Partners LLC 0.01% No change 1,001 $209K
Frank, Rimerman Advisors LLC 0.02% Add +5.3% 997 $209K
Grandfield & Dodd, LLC 0.01% No change 982 $206K
Thoroughbred Financial Services, LLC 0.01% Reduce -1.9% 982 $205K
Claret Asset Management Corp 0.03% Add +0.7% 974 $204K
NEOS Investment Management LLC 0.00% Reduce -0.7% 965 $202K
Nicolet Advisory Services, LLC 0.02% New 979 $202K
Centerpoint Advisors, LLC 0.07% Reduce -4.4% 958 $200K
Studio Investment Management LLC 0.04% Reduce -0.4% 951 $199K
Larson Financial Group LLC 0.01% Add +11.3% 896 $188K
Oarsman Capital, Inc. 0.03% Reduce -3.7% 895 $187K
State of Wyoming 0.02% Reduce -7.2% 848 $177K
Natixis Investment Managers International 0.01% Add +18.1% 827 $173K
LGT Financial Advisors LLC 0.37% Add +1267.2% 793 $166K
Ameritas Investment Partners, Inc. 0.01% No change 769 $161K
Parallel Advisors, LLC 0.00% Add +16.4% 758 $159K
Global Retirement Partners, LLC 0.00% Reduce -8.7% 701 $147K
Covestor Ltd 0.09% Add +0.9% 698 $146K
Balefire, LLC 0.05% Reduce -1.7% 692 $143K
First Horizon Advisors, Inc. 0.00% Reduce -0.5% 655 $137K
Bessemer Group Inc. 0.00% Reduce -37.5% 660 $137K
Godsey & Gibb, Inc. 0.01% No change 650 $136K
Evelyn Partners Investment Management (Europe) Ltd 0.05% — 650 $136K
Quadrant Capital Group LLC 0.01% Add +0.2% 633 $132K
Huntington National Bank 0.00% Add +0.3% 633 $132K
Farther Finance Advisors, LLC 0.00% Reduce -7.9% 616 $129K
GAMMA Investing LLC 0.01% Add +416.0% 614 $129K
EverSource Wealth Advisors, LLC 0.01% Add +49.8% 590 $123K
Natixis 0.00% New 588 $123K
BankPlus Trust Department 0.04% — 586 $123K
Walleye Trading LLC 0.00% Reduce -86.3% 554 $116K
Northwestern Mutual Wealth Management Co. 0.00% Add +7.6% 539 $113K
Penserra Capital Management LLC 0.00% Add +50.8% 540 $112K
Acadian Asset Management LLC 0.00% No change 527 $110K
Mather Group, Llc. 0.00% Add +5.0% 524 $110K
Canada Post Corp Registered Pension Plan 0.01% — 500 $105K
Ancora Advisors LLC 0.00% Add +24700.0% 496 $104K
Hantz Financial Services, Inc. 0.00% Reduce -9.2% 485 $101K
Signaturefd, LLC 0.00% Add +1.5% 481 $101K
Legacies Wealth LLC 0.07% No change 455 $95K
Brown Brothers Harriman & Co. 0.00% Add +1.1% 440 $92K
Quent Capital, LLC 0.01% Add +3.6% 432 $90K
Assetmark, Inc. 0.00% Add +129.1% 417 $87K
Orion Capital Management LLC 0.04% New 413 $86K
Jones Financial Companies LLLP 0.00% Add +35.2% 407 $85K
Hollencrest Capital Management 0.00% No change 400 $84K
Brooklyn Investment Group 0.02% Reduce -1.3% 395 $83K
Spire Wealth Management 0.00% Reduce -95.0% 361 $76K
CENTRAL TRUST Co 0.00% Reduce -3.5% 353 $74K
Quintet Private Bank (Europe) S.A. 0.00% No change 349 $73K
Caitong International Asset Management Co., Ltd 0.07% — 323 $68K
Blue Trust, Inc. 0.00% Reduce -33.1% 322 $67K
West Paces Advisors Inc. 0.02% No change 310 $65K
Sentry Investment Management LLC 0.03% Reduce -14.1% 281 $59K
Simplex Trading, LLC 0.00% Add +189.8% 284 $59K
Smithfield Trust Co 0.00% No change 277 $57K
Perritt Capital Management Inc 0.03% Add +0.4% 253 $53K
Manchester Capital Management LLC 0.01% No change 240 $50K
Quarry LP 0.01% New 236 $49K
Steward Partners Investment Advisory, LLC 0.00% Add +1.3% 234 $49K
Federated Hermes, Inc. 0.00% Reduce -49.0% 233 $49K
Mascoma Wealth Management LLC 0.01% No change 218 $46K
Principal Securities, Inc. 0.00% Reduce -8.4% 218 $46K
Lindbrook Capital, LLC 0.00% Add +4.3% 216 $45K
Whittier Trust Co. 0.00% No change 209 $44K
AdvisorNet Financial, Inc 0.00% Add +0.5% 204 $43K
TD Private Client Wealth LLC 0.00% No change 204 $43K
Allworth Financial LP 0.00% Reduce -23.2% 182 $40K
Arax Advisory Partners 0.00% No change 186 $39K
Laurel Wealth Advisors LLC 0.00% No change 150 $31K
Riverview Trust Co 0.03% No change 142 $30K
UMB Bank, n.a. 0.00% Add +9.6% 137 $29K
Semmax Financial Advisors Inc. 0.01% Add +120.9% 148 $29K
DT Investment Partners, LLC 0.00% No change 136 $28K
Banque de Luxembourg S.A. 0.01% — 127 $27K
Cromwell Holdings LLC 0.02% Reduce -15.0% 125 $26K
Whittier Trust Co. of Nevada Inc. 0.00% No change 125 $26K
WPG Advisers, LLC 0.02% — 119 $25K
Parkside Financial Bank & Trust 0.00% Add +2.6% 117 $24K
Bell Investment Advisors, Inc 0.00% No change 112 $23K
Tobam 0.01% Add +47.1% 103 $22K
MAI Capital Management 0.00% New 105 $22K
Menard Financial Group LLC 0.01% New 101 $21K
Caldwell Trust Co 0.00% No change 85 $18K
Abound Wealth Management 0.01% Reduce -2.5% 79 $17K
New Age Alpha Advisors, LLC 0.00% No change 79 $17K
MassMutual Private Wealth & Trust, FSB 0.00% Add +23.4% 79 $17K
Pinnacle Bancorp, Inc. 0.01% No change 77 $16K
Key Financial Inc 0.00% No change 77 $16K
Meeder Asset Management Inc. 0.00% New 74 $15K
City Holding Co. 0.00% No change 70 $15K
Wilmington Savings Fund Society, FSB 0.00% No change 70 $15K
Strengthening Families & Communities, LLC 0.01% No change 65 $14K
Frazier Financial Advisors, LLC 0.01% No change 59 $12K
Leonteq Securities AG 0.00% No change 57 $12K
IFP Advisors, Inc 0.00% Reduce -63.4% 41 $12K
Webster Bank, N. A. 0.00% No change 54 $11K
Farmers & Merchants Investments Inc. 0.00% No change 54 $11K
Catalyst Capital Advisors LLC 0.00% Reduce -62.6% 52 $11K
Bruce G. Allen Investments, LLC 0.01% No change 50 $10K
Boyd Watterson Asset Management LLC 0.00% No change 50 $10K
Kiely Wealth Advisory Group, Inc. 0.01% No change 53 $10K
Private Wealth Management Group, LLC 0.00% No change 48 $10K
Hemington Wealth Management 0.00% Add +58.1% 49 $10K
Pier Capital, LLC 0.00% No change 45 $9K
Private Trust Co. NA 0.00% No change 42 $9K
Versant Capital Management, Inc 0.00% No change 41 $9K
First United Bank & Trust 0.00% Reduce -11.1% 40 $8K
Golden State Wealth Management, LLC 0.00% — 40 $8K
Creative Financial Designs Inc. 0.00% No change 40 $8K
Pineridge Advisors LLC 0.00% No change 39 $8K
Investors Research Corp 0.00% No change 39 $8K
Valley National Advisers Inc. 0.00% No change 39 $8K
JFS Wealth Advisors, LLC 0.00% No change 37 $8K
LRI Investments, LLC 0.00% No change 36 $8K
Cherry Tree Wealth Management, LLC 0.00% No change 35 $7K
Colonial Trust Advisors 0.00% No change 35 $7K
Synergy Investment Management, LLC 0.00% — 31 $6K
CVA Family Office, LLC 0.00% Add +93.3% 29 $6K
Hanson & Doremus Investment Management 0.00% New 30 $6K
Prestige Wealth Management Group LLC 0.00% No change 24 $5K
Eagle Bay Advisors LLC 0.00% Reduce -41.0% 23 $5K
Trust Co. of Vermont 0.00% No change 23 $5K
GeoWealth Management, LLC 0.00% Reduce -14.8% 23 $5K
Venturi Wealth Management, LLC 0.00% No change 21 $4K
Dunhill Financial, LLC 0.00% Reduce -76.9% 21 $4K
Red Tortoise LLC 0.00% No change 20 $4K
Hexagon Capital Partners LLC 0.00% Add +35.7% 19 $4K
Global Financial Private Client, LLC 0.00% Add +20.0% 18 $4K
Fortitude Family Office, LLC 0.00% No change 18 $4K
Delta Asset Management LLC 0.00% No change 15 $3K
Bogart Wealth, LLC 0.00% No change 15 $3K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 14 $3K
MV Capital Management, Inc. 0.00% No change 14 $3K
Raffa Wealth Management, LLC 0.00% No change 14 $3K
Geneos Wealth Management Inc. 0.00% No change 13 $3K
DiNuzzo Private Wealth, Inc. 0.00% No change 12 $3K
Crowley Wealth Management, Inc. 0.00% — 11 $2K
Zions Bancorporation, N.A. 0.00% No change 11 $2K
Sachetta, LLC 0.00% No change 10 $2K
Asset Dedication, LLC 0.00% No change 10 $2K
Avion Wealth 0.00% No change 11 $2K
Tortoise Investment Management, LLC 0.00% No change 9 $2K
Rothschild Investment LLC 0.00% Add +125.0% 9 $2K
SJS Investment Consulting Inc. 0.00% Reduce -27.3% 8 $2K
Clearstead Advisors, LLC 0.00% Reduce -97.6% 8 $2K
Cornerstone Planning Group LLC 0.00% New 7 $2K
Cassady Schiller Wealth Management, LLC 0.00% Add +133.3% 7 $1K
Creekmur Asset Management LLC 0.00% No change 7 $1K
Capital A Wealth Management, LLC 0.00% — 6 $1K
Longfellow Investment Management Co. LLC 0.00% No change 6 $1K
Provenance Wealth Advisors, LLC 0.00% No change 6 $1K
True Wealth Design, LLC 0.00% Add +25.0% 5 $1K
HHM Wealth Advisors, LLC 0.00% New 5 $1K
Colonial Trust Co / SC 0.00% Add +100.0% 4 $840
Raleigh Capital Management Inc. 0.00% No change 4 $837
Valued Wealth Advisors LLC 0.00% No change 3 $628
NewSquare Capital LLC 0.00% New 3 $628
BOK Financial Private Wealth, Inc. 0.00% New 3 $628
Birchbrook, Inc. 0.00% No change 2 $494
Parkworth Wealth Management, Inc. 0.00% — 2 $419
Crewe Advisors LLC 0.00% Reduce -88.9% 2 $419
TFC Financial Management, Inc. 0.00% No change 2 $419
Continuum Advisory, LLC 0.00% No change 2 $419
Harbour Investments, Inc. 0.00% Reduce -88.9% 2 $419
Winnacle Wealth LLC 0.00% — 2 $286
Chesapeake Asset Management LLC 0.00% New 1 $209
Principia Wealth Advisory, LLC 0.00% — 1 $209
Nvwm, LLC 0.00% No change 1 $209
Activest Wealth Management 0.00% New 1 $209

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