IdexIEX
13F holders, Q1 2025 (March 31)640holders +10
73new positions
65sold out
8famous investors
$180.79avg. 13F price*
At the end of Q1 2025, 640 institutions reported holding Idex Corp. (IEX) in their 13F filings, up 10 from Q4 2024. 73 opened new positions and 65 sold out. The largest holders were Vanguard Group Inc. ($1.7B), BlackRock, Inc. ($1.1B) and Wellington Management Group LLP ($914.0M). 8 famous investors held it, including George Soros (0.5% of Soros Fund Management's portfolio), Mario Gabelli (0.4% of GAMCO Investors's portfolio) and Ron Baron (0.1% 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $190.2M |
| Exits | 65 | $191.7M |
All 13F filers, Q4 2024 → Q1 2025: 5,859,851 shares bought and 5,822,091 shares sold, net +37,760 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 640 holders
| Vanguard Group Inc. | 0.03% | Reduce -1.0% | 9,212,019 | $1.7B |
| BlackRock, Inc. | 0.02% | Add +1.4% | 5,906,260 | $1.1B |
| Wellington Management Group LLP | 0.18% | Add +19.7% | 5,050,601 | $914.0M |
| Morgan Stanley | 0.04% | Add +14.1% | 3,161,280 | $572.1M |
| State Street Corp. | 0.02% | Add +0.1% | 3,082,839 | $557.9M |
| Impax Asset Management Group plc | 2.19% | Add +11.5% | 2,006,724 | $363.2M |
| Geode Capital Management, LLC | 0.03% | Add +3.1% | 1,971,508 | $355.7M |
| T. Rowe Price Associates Inc. | 0.04% | Reduce -46.5% | 1,963,041 | $355.3M |
| T. Rowe Price Investment Management, Inc. | 0.22% | Reduce -0.8% | 1,853,317 | $335.4M |
| Invesco Ltd. | 0.05% | Add +15.4% | 1,545,463 | $279.7M |
| Pictet Asset Management Holding SA | 0.30% | Reduce -9.0% | 1,474,267 | $266.8M |
| Barclays PLC | 0.11% | Add +8.1% | 1,290,754 | $233.6M |
| Amundi | 0.08% | Add +23.4% | 1,249,546 | $220.8M |
| Champlain Investment Partners, LLC | 1.37% | Reduce -7.8% | 1,044,739 | $189.1M |
| Norges Bank | 0.02% | Reduce -5.6% | 981,711 | $177.7M |
| Van Eck Associates Corp. | 0.23% | Add +0.8% | 972,690 | $176.0M |
| First Trust Advisors LP | 0.14% | Reduce -16.9% | 878,647 | $159.0M |
| Fenimore Asset Management Inc | 3.28% | Add +2.0% | 855,951 | $154.9M |
| Nordea Investment Management AB | 0.16% | Reduce -0.9% | 855,020 | $153.5M |
| Alecta Tjanstepension Omsesidigt | 0.81% | No change | 800,000 | $144.6M |
| Northern Trust Corp. | 0.02% | Reduce -1.9% | 778,297 | $140.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +2.9% | 769,341 | $139.2M |
| King Luther Capital Management Corp. | 0.61% | Reduce -3.1% | 720,828 | $130.4M |
| Dimensional Fund Advisors LP | 0.03% | Add +6.9% | 685,206 | $124.0M |
| Fisher Asset Management | 0.05% | Reduce -0.7% | 659,324 | $119.3M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.3% | 648,477 | $117.4M |
| Bank of New York Mellon Corp | 0.02% | Reduce -4.9% | 611,422 | $110.6M |
| Legal & General Group Plc | 0.03% | Add +8.5% | 528,668 | $95.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.20% | Reduce -3.6% | 510,333 | $92.4M |
| Snyder Capital Management L P | 1.93% | Add +1.5% | 487,395 | $88.2M |
| Millennium Management | 0.09% | Add +1232.4% | 487,274 | $88.2M |
| Deutsche Bank AG | 0.03% | Add +1.5% | 470,495 | $85.1M |
| Findlay Park Partners LLP | 0.87% | Add +66.0% | 469,299 | $84.9M |
| Westfield Capital Management Co. LP | 0.39% | Add +25.7% | 445,203 | $80.6M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -15.7% | 440,843 | $79.8M |
| Allianz Asset Management GmbH | 0.11% | Add +5.5% | 428,908 | $77.6M |
| Bank of America Corp. | 0.01% | Reduce -0.1% | 409,946 | $74.2M |
| Weitz Investment Management, Inc. | 3.86% | Add +21.4% | 401,225 | $72.6M |
| Marshall Wace, LLP | 0.10% | Add +11.4% | 399,060 | $72.2M |
| CCLA Investment Management | 1.23% | Reduce -19.2% | 385,624 | $69.7M |
| UBS Group AG | 0.01% | Reduce -11.6% | 371,834 | $67.3M |
| GW&K Investment Management, LLC | 0.62% | Reduce -2.0% | 366,935 | $66.4M |
| State Farm Mutual Automobile Insurance Co. | 0.06% | No change | 335,939 | $60.8M |
| Clearbridge Investments, LLC | 0.05% | Add +0.0% | 335,168 | $60.7M |
| JPMorgan Chase & Co. | 0.00% | Add +17.1% | 308,260 | $55.8M |
| Ensign Peak Advisors, Inc | 0.10% | Reduce -1.1% | 301,729 | $54.6M |
| Premier Fund Managers Ltd | 2.03% | Add +0.0% | 300,122 | $54.3M |
| Johnson Investment Counsel Inc. | 0.51% | Add +13.9% | 290,262 | $52.5M |
| HSBC Holdings PLC | 0.03% | Reduce -23.3% | 286,260 | $51.8M |
| Robeco Schweiz AG | 1.24% | Reduce -1.9% | 277,779 | $50.3M |
| Flossbach Von Storch SE | 0.22% | New | 275,267 | $49.8M |
| Primecap Management Co. | 0.04% | Reduce -3.3% | 273,950 | $49.6M |
| Boston Trust Walden Corp | 0.36% | Add +17.4% | 272,474 | $49.3M |
| Schroder Investment Management Group | 0.05% | Add +8.1% | 270,599 | $49.0M |
| Qube Research & Technologies Ltd | 0.08% | Add +35.9% | 269,443 | $48.8M |
| Two Sigma Advisers, LP | 0.11% | Reduce -17.5% | 261,400 | $47.3M |
| Maren Capital LLC | 3.05% | Reduce -0.5% | 246,837 | $44.7M |
| Deprince Race & Zollo Inc. | 0.92% | Add +68.8% | 245,694 | $44.5M |
| Mountain Pacific Investment Advisers LLC | 3.26% | Reduce -0.8% | 242,135 | $43.8M |
| Brown Advisory Inc. | 0.06% | Reduce -4.5% | 236,697 | $42.8M |
| AXA S.A. | 0.14% | Reduce -12.8% | 235,004 | $42.5M |
| Weiss Asset Management LP | 1.64% | Add +751.4% | 230,315 | $41.7M |
| Corient Private Wealth LP | 0.07% | Reduce -10.4% | 230,105 | $41.6M |
| Voloridge Investment Management, LLC | 0.15% | Add +48.7% | 227,831 | $41.2M |
| Baron Capital (BAMCO) | 0.12% | Reduce -14.9% | 222,991 | $40.4M |
| California Public Employees Retirement System | 0.03% | Add +10.6% | 215,007 | $38.9M |
| Swiss National Bank | 0.03% | Reduce -0.1% | 213,600 | $38.7M |
| Gabelli Funds LLC | 0.28% | Reduce -2.2% | 196,900 | $35.6M |
| Evelyn Partners Investment Management LLP | 1.14% | Reduce -4.0% | 188,359 | $34.1M |
| Port Capital LLC | 1.48% | Reduce -7.3% | 179,980 | $32.6M |
| Interval Partners, LP | 1.15% | New | 179,779 | $32.5M |
| Sei Investments Co. | 0.04% | Add +29.5% | 178,274 | $32.3M |
| BNP Paribas Financial Markets | 0.02% | Add +41.6% | 177,097 | $32.0M |
| GAMCO Investors | 0.35% | Reduce -1.2% | 175,891 | $31.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -22.2% | 175,346 | $31.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Add +0.4% | 172,732 | $31.3M |
| Rhumbline Advisers | 0.03% | Add +6.1% | 172,103 | $31.1M |
| Sone Capital Management, LLC | 3.08% | New | 165,226 | $29.9M |
| TD Asset Management Inc | 0.03% | Add +3.1% | 163,743 | $29.6M |
| CIBC Private Wealth Group LLC | 0.06% | Reduce -1.0% | 179,527 | $29.1M |
| FIL Ltd | 0.03% | Reduce -1.7% | 159,395 | $28.8M |
| Nuveen, LLC | 0.01% | — | 153,585 | $27.8M |
| AE Wealth Management LLC | 0.22% | Add +0.7% | 146,759 | $26.6M |
| Two Sigma Investments, LP | 0.06% | Reduce -14.7% | 138,199 | $25.0M |
| ASR Vermogensbeheer N.V. | 0.37% | — | 137,916 | $25.0M |
| Comerica Bank | 0.10% | Add +28.0% | 135,941 | $24.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +14.9% | 132,823 | $24.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.07% | Add +173.9% | 131,845 | $23.9M |
| DF Dent & Co. Inc. | 0.31% | Reduce -9.7% | 129,676 | $23.5M |
| California State Teachers Retirement System | 0.03% | Reduce -2.3% | 128,558 | $23.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.05% | Add +12.5% | 124,723 | $22.6M |
| Rockefeller Capital Management L.P. | 0.05% | Add +10.8% | 120,862 | $21.9M |
| Northwest & Ethical Investments L.P. | 0.57% | Add +20.4% | 115,754 | $20.9M |
| CANADA LIFE ASSURANCE Co | 0.04% | Add +50.8% | 114,633 | $20.8M |
| Soros Fund Management | 0.50% | Add +257.6% | 109,262 | $19.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.05% | Reduce -3.6% | 102,907 | $18.6M |
| Royal Bank of Canada | 0.00% | Reduce -21.3% | 102,836 | $18.6M |
| Raymond James Financial Inc. | 0.01% | Reduce -39.2% | 102,789 | $18.6M |
| DekaBank Deutsche Girozentrale | 0.04% | Reduce -8.7% | 103,147 | $18.4M |
| Geneva Capital Management LLC | 0.34% | Reduce -8.1% | 100,723 | $18.2M |
| Public Employees Retirement Association of Colorado | 0.08% | Reduce -67.9% | 100,322 | $18.2M |
| Eventide Asset Management, LLC | 0.36% | Add +23.7% | 99,182 | $17.9M |
| Assenagon Asset Management S.A. | 0.03% | Add +39.9% | 96,361 | $17.4M |
| Nuance Investments, LLC | 1.13% | Reduce -12.8% | 95,280 | $17.2M |
| BLI - Banque de Luxembourg Investments | 0.52% | Add +1.1% | 95,400 | $17.2M |
| Thematics Asset Management | 0.85% | No change | 93,154 | $16.9M |
| Alliancebernstein L.P. | 0.01% | Reduce -2.8% | 90,835 | $16.4M |
| Principal Financial Group Inc. | 0.01% | Add +0.1% | 89,223 | $16.1M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -21.5% | 87,725 | $15.9M |
| Nicholas Company, Inc. | 0.27% | No change | 86,753 | $15.7M |
| Harvey Investment Co. LLC | 1.64% | No change | 81,726 | $14.8M |
| Citigroup Inc. | 0.01% | Add +64.4% | 79,816 | $14.4M |
| Curi Capital, LLC | 0.35% | Reduce -10.5% | 79,279 | $14.3M |
| Holocene Advisors, LP | 0.04% | Add +73.2% | 78,134 | $14.1M |
| Speece Thorson Capital Group Inc. | 2.85% | Add +58.8% | 76,567 | $13.9M |
| Atom Investors LP | 1.58% | Add +76.9% | 70,848 | $12.8M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | New | 69,086 | $12.5M |
| Candriam S.C.A. | 0.08% | Reduce -13.6% | 66,628 | $12.1M |
| Quantbot Technologies LP | 0.37% | Add +480.4% | 64,446 | $11.7M |
| State Board of Administration of Florida Retirement System | 0.02% | No change | 62,020 | $11.2M |
| New York State Common Retirement Fund | 0.02% | Reduce -17.9% | 59,267 | $10.7M |
| National Bank of Canada | 0.01% | Add +60.5% | 57,561 | $10.4M |
| Aberdeen Group plc | 0.02% | Add +15.1% | 57,806 | $10.3M |
| Regents Gate Capital LLP | 4.35% | New | 56,455 | $10.2M |
| Thrivent Financial for Lutherans | 0.02% | Add +211.6% | 55,667 | $10.1M |
| FMR LLC | 0.00% | Reduce -21.1% | 55,543 | $10.1M |
| Swedbank AB | 0.01% | Add +16.2% | 55,396 | $10.0M |
| Raiffeisen Bank International AG | 0.16% | Add +7.9% | 54,974 | $9.9M |
| Swiss Life Asset Management Ltd | 0.07% | Add +0.6% | 54,401 | $9.8M |
| New York State Teachers Retirement System | 0.02% | No change | 53,803 | $9.7M |
| Magnetar Financial LLC | 0.14% | Add +899.7% | 52,395 | $9.5M |
| Aviva PLC | 0.02% | Add +13.8% | 52,242 | $9.5M |
| Balyasny Asset Management L.P. | 0.02% | Reduce -22.8% | 52,149 | $9.4M |
| Bank of Montreal | 0.00% | Reduce -25.9% | 50,003 | $9.0M |
| Macquarie Group Ltd. | 0.01% | Add +456.2% | 49,852 | $9.0M |
| Kennedy Capital Management LLC | 0.21% | Reduce -8.3% | 49,681 | $9.0M |
| State of Wisconsin Investment Board | 0.02% | Add +1.5% | 48,223 | $8.7M |
| Twinbeech Capital LP | 0.16% | New | 47,587 | $8.6M |
| Korea Investment CORP | 0.02% | Reduce -28.8% | 47,208 | $8.5M |
| Danske Bank A/S | 0.03% | Reduce -17.9% | 47,198 | $8.5M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -3.4% | 44,831 | $8.1M |
| Van Lanschot Kempen Investment Management N.V. | 0.08% | Reduce -44.4% | 44,524 | $8.1M |
| Truist Financial Corp. | 0.01% | Reduce -9.2% | 44,393 | $8.0M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -2.5% | 44,243 | $8.0M |
| Prudential PLC | 0.04% | Add +3.0% | 43,291 | $7.8M |
| Verition Fund Management LLC | 0.05% | Reduce -55.5% | 42,201 | $7.6M |
| Royal London Asset Management Ltd. | 0.02% | Add +17.9% | 40,732 | $7.4M |
| Prudential Financial Inc. | 0.01% | Reduce -0.3% | 40,028 | $7.2M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Reduce -0.1% | 39,713 | $7.2M |
| Lombard Odier Asset Management (Europe) Ltd | 0.66% | Add +66.3% | 39,702 | $7.2M |
| Northstar Asset Management Inc. | 2.11% | Add +3.1% | 39,466 | $7.1M |
| Victory Capital Management Inc. | 0.01% | Reduce -32.9% | 39,378 | $7.1M |
| APG Asset Management N.V. | 0.02% | No change | 41,300 | $6.9M |
| EDENTREE ASSET MANAGEMENT Ltd | 2.29% | Reduce -0.2% | 37,761 | $6.8M |
| Toronto Dominion Bank | 0.02% | Add +43.5% | 36,672 | $6.6M |
| Worldquant Millennium Advisors LLC | 0.04% | Add +23.0% | 36,413 | $6.6M |
| Squarepoint Ops LLC | 0.02% | Add +1594.2% | 35,967 | $6.5M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.02% | Reduce -49.0% | 35,809 | $6.5M |
| PGGM Investments | 0.09% | No change | 35,792 | $6.5M |
| Treasurer of the State of North Carolina | 0.03% | Add +4.1% | 34,666 | $6.3M |
| Asset Management One Co., Ltd. | 0.02% | Add +14.3% | 34,569 | $6.3M |
| Ecofi Investissements SA | 3.95% | Reduce -6.2% | 40,150 | $6.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -4.2% | 33,155 | $6.0M |
| Robeco Institutional Asset Management B.V. | 0.01% | Add +0.2% | 33,126 | $6.0M |
| Neuberger Berman Group LLC | 0.01% | Reduce -2.2% | 32,814 | $5.9M |
| Engineers Gate Manager LP | 0.10% | New | 32,210 | $5.8M |
| Storebrand Asset Management As | 0.02% | No change | 31,350 | $5.7M |
| Duff & Phelps Investment Management Co. | 0.07% | Reduce -30.2% | 30,835 | $5.6M |
| Railway Pension Investments Ltd | 0.08% | No change | 30,761 | $5.6M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.07% | Reduce -16.4% | 30,618 | $5.5M |
| Nisa Investment Advisors, LLC | 0.03% | Reduce -8.0% | 30,200 | $5.5M |
| Natixis Advisors, LLC | 0.01% | Reduce -14.6% | 29,794 | $5.4M |
| Credit Agricole S A | 0.02% | Add +2.0% | 29,324 | $5.3M |
| Jump Financial, LLC | 0.08% | New | 29,231 | $5.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.4% | 28,744 | $5.2M |
| Voya Investment Management LLC | 0.01% | Add +2.5% | 27,556 | $5.0M |
| Mn Services Vermogensbeheer B.V. | 0.04% | Reduce -9.5% | 27,490 | $5.0M |
| Vontobel Holding Ltd. | 0.02% | Reduce -10.1% | 26,042 | $4.7M |
| KLP Kapitalforvaltning As | 0.02% | Reduce -0.4% | 25,600 | $4.6M |
| Mirova | 0.82% | Reduce -1.4% | 25,297 | $4.6M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +1078.4% | 25,229 | $4.6M |
| Resona Asset Management Co.,Ltd. | 0.03% | Add +6.8% | 24,733 | $4.5M |
| State of New Jersey Common Pension Fund D | 0.02% | Add +8.7% | 24,702 | $4.5M |
| Numerai GP LLC | 0.84% | New | 24,698 | $4.5M |
| Jane Street Group, LLC | 0.01% | Reduce -57.0% | 24,592 | $4.5M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +10.8% | 24,454 | $4.4M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.03% | Reduce -50.0% | 24,307 | $4.4M |
| Franklin Street Advisors Inc. | 0.31% | No change | 24,125 | $4.4M |
| Massachusetts Financial Services Co. | 0.00% | Add +9.0% | 23,766 | $4.3M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +0.2% | 23,391 | $4.2M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -10.4% | 23,326 | $4.2M |
| CHURCHILL MANAGEMENT Corp | 0.05% | Reduce -0.8% | 21,913 | $4.0M |
| Arizona State Retirement System | 0.03% | Reduce -0.4% | 21,899 | $4.0M |
| Essex Investment Management Co. LLC | 0.80% | Reduce -10.9% | 21,301 | $3.9M |
| Quantinno Capital Management LP | 0.03% | Add +139.9% | 21,288 | $3.9M |
| Handelsbanken Fonder AB | 0.02% | No change | 20,800 | $3.8M |
| DNB Asset Management AS | 0.02% | Add +1.8% | 20,632 | $3.7M |
| State of Michigan Retirement System | 0.02% | No change | 20,580 | $3.7M |
| LPL Financial LLC | 0.00% | Add +1.9% | 20,068 | $3.6M |
| MetLife Investment Management, LLC | 0.02% | Reduce -1.9% | 19,666 | $3.6M |
| IFM Investors Pty Ltd | 0.04% | Add +1.1% | 18,818 | $3.4M |
| Tounjian Advisory Partners, LLC | 0.63% | — | 18,692 | $3.4M |
| Canada Pension Plan Investment Board | 0.00% | Add +60.2% | 18,627 | $3.4M |
| Covea Finance | 0.15% | Add +24.1% | 18,000 | $3.3M |
| Corebridge Financial, Inc. | 0.02% | Reduce -3.0% | 17,399 | $3.1M |
| Czech National Bank | 0.03% | Add +5.9% | 17,392 | $3.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Add +7.5% | 17,317 | $3.1M |
| Jain Global LLC | 0.06% | New | 17,237 | $3.1M |
| GHP Investment Advisors, Inc. | 0.15% | Reduce -4.7% | 16,812 | $3.0M |
| Lecap Asset Management Ltd. | 0.70% | New | 16,646 | $3.0M |
| Aquatic Capital Management LLC | 0.08% | Add +144.6% | 16,498 | $3.0M |
| Aristotle Capital Boston, LLC | 0.15% | Reduce -33.6% | 16,415 | $3.0M |
| SummitTX Capital, L.P. | 0.13% | — | 16,337 | $3.0M |
| Retirement Systems of Alabama | 0.01% | Reduce -0.8% | 16,272 | $2.9M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | No change | 16,003 | $2.9M |
| Wells Fargo & Company | 0.00% | Reduce -12.4% | 15,873 | $2.9M |
| Captrust Financial Advisors | 0.01% | Add +1.2% | 15,792 | $2.9M |
| Vest Financial, LLC | 0.04% | Add +36.3% | 15,712 | $2.8M |
| Forsta Ap-Fonden | 0.02% | Reduce -35.0% | 15,600 | $2.8M |
| USS Investment Management Ltd | 0.02% | Add +25.7% | 15,200 | $2.7M |
| Formuepleje A/S | 0.16% | Add +12.8% | 15,129 | $2.7M |
| Cerity Partners LLC | 0.01% | Reduce -19.7% | 15,054 | $2.7M |
| Evelyn Partners Investment Management Services Ltd | 0.45% | Reduce -20.4% | 15,021 | $2.7M |
| NFJ Investment Group, LLC | 0.09% | Reduce -26.8% | 14,824 | $2.7M |
| Citadel Advisors | 0.00% | Reduce -96.5% | 14,778 | $2.7M |
| Element Capital Management LLC | 0.66% | New | 14,760 | $2.7M |
| Amalgamated Bank | 0.02% | Add +1.0% | 14,731 | $2.7M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Reduce -0.1% | 14,479 | $2.6M |
| Campbell & CO Investment Adviser LLC | 0.20% | Add +496.1% | 14,432 | $2.6M |
| Exchange Traded Concepts, LLC | 0.05% | Add +29.2% | 14,099 | $2.6M |
| Coldstream Capital Management Inc. | 0.05% | Add +9.9% | 13,840 | $2.5M |
| Y-Intercept (Hong Kong) Ltd | 0.17% | Add +34.8% | 13,824 | $2.5M |
| Edgestream Partners, L.P. | 0.08% | Add +798.0% | 13,595 | $2.5M |
| L. Roy Papp & Associates, LLP | 0.30% | Reduce -4.8% | 13,480 | $2.4M |
| Independent Advisor Alliance | 0.08% | Reduce -0.7% | 13,255 | $2.4M |
| Daiwa Securities Group Inc. | 0.01% | Add +7.3% | 12,995 | $2.4M |
| Utah Retirement Systems | 0.03% | No change | 12,608 | $2.3M |
| Gallo Partners, LP | 1.47% | New | 12,185 | $2.2M |
| Paloma Partners Management Co | 0.75% | Reduce -71.3% | 11,500 | $2.1M |
| ProShare Advisors LLC | 0.00% | Add +4.6% | 11,482 | $2.1M |
| CIBC Asset Management Inc | 0.01% | Reduce -1.5% | 11,441 | $2.1M |
| FORA Capital, LLC | 0.21% | New | 11,424 | $2.1M |
| UniSuper Management Pty Ltd | 0.02% | Add +15.0% | 11,424 | $2.1M |
| Henshaw Capital LLC | 0.09% | Add +0.3% | 11,347 | $2.1M |
| Teacher Retirement System of Texas | 0.01% | New | 11,070 | $2.0M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | No change | 10,978 | $2.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +9.0% | 10,930 | $2.0M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +523.2% | 10,869 | $2.0M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +0.7% | 10,591 | $1.9M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +0.7% | 10,591 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Reduce -16.4% | 10,482 | $1.9M |
| Xponance LLC | 0.02% | Add +0.9% | 10,395 | $1.9M |
| ICICI Prudential Asset Management Co Ltd | 0.24% | No change | 10,341 | $1.9M |
| Public Sector Pension Investment Board | 0.01% | Add +7.9% | 10,280 | $1.9M |
| New York Life Investment Management LLC | 0.02% | Reduce -0.6% | 10,170 | $1.8M |
| QRG Capital Management, Inc. | 0.02% | Reduce -2.2% | 10,131 | $1.8M |
| Yousif Capital Management, LLC | 0.02% | Reduce -1.1% | 9,979 | $1.8M |
| Metis Global Partners, LLC | 0.05% | Add +15.6% | 9,792 | $1.8M |
| Guyasuta Investment Advisors Inc. | 0.12% | No change | 9,789 | $1.8M |
| Bokf, NA | 0.03% | Add +0.1% | 9,579 | $1.7M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +1.1% | 9,359 | $1.7M |
| Janus Henderson Group PLC | 0.00% | Add +6.2% | 9,361 | $1.7M |
| US Bancorp \de | 0.00% | Reduce -9.4% | 9,232 | $1.7M |
| SG Americas Securities, LLC | 0.01% | Add +329.0% | 9,193 | $1.7M |
| M&T Bank Corp | 0.01% | Reduce -59.6% | 9,134 | $1.7M |
| Cibc World Markets Corp. | 0.01% | Reduce -23.7% | 9,134 | $1.7M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -5.5% | 8,873 | $1.6M |
| Tredje AP-fonden | 0.01% | Reduce -80.5% | 8,868 | $1.6M |
| State of Alaska, Department of Revenue | 0.02% | Add +2.7% | 8,868 | $1.6M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -2.9% | 8,808 | $1.6M |
| OP Asset Management Ltd | 0.03% | — | 8,635 | $1.6M |
| Mediolanum International Funds Ltd | 0.02% | No change | 8,424 | $1.5M |
| American Century Companies Inc. | 0.00% | Reduce -12.8% | 8,421 | $1.5M |
| KBC Group NV | 0.00% | Reduce -53.0% | 8,394 | $1.5M |
| ExodusPoint Capital Management, LP | 0.02% | New | 8,365 | $1.5M |
| Intrust Bank NA | 0.15% | Reduce -6.4% | 8,344 | $1.5M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +0.7% | 8,332 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | Reduce -1.8% | 8,320 | $1.5M |
| Entropy Technologies, LP | 0.14% | New | 8,078 | $1.5M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Add +3.9% | 8,050 | $1.5M |
| Illinois Municipal Retirement Fund | 0.02% | No change | 8,015 | $1.5M |
| AQR Capital Management | 0.00% | Reduce -20.4% | 8,115 | $1.4M |
| Bank of Nova Scotia | 0.00% | Reduce -21.8% | 7,906 | $1.4M |
| Mackenzie Financial Corp. | 0.00% | Add +11.0% | 7,743 | $1.4M |
| Mariner, LLC | 0.00% | Reduce -15.8% | 7,685 | $1.4M |
| Franklin Resources Inc. | 0.00% | Add +6.2% | 7,587 | $1.4M |
| Oddo BHF Asset Management Sas | 0.06% | Reduce -0.5% | 7,559 | $1.4M |
| Machina Capital S.A.S. | 0.40% | Add +190.8% | 7,484 | $1.4M |
| Focus Partners Wealth | 0.00% | Reduce -13.8% | 7,320 | $1.3M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -63.0% | 7,143 | $1.3M |
| Rakuten Investment Management, Inc. | 0.01% | — | 7,054 | $1.3M |
| Montag A & Associates Inc. | 0.06% | No change | 6,878 | $1.2M |
| Glenview Trust Co | 0.02% | Add +4.9% | 6,829 | $1.2M |
| Bard Associates Inc. | 0.46% | Reduce -1.5% | 6,750 | $1.2M |
| Oregon Public Employees Retirement Fund | 0.02% | No change | 6,504 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +3.6% | 6,429 | $1.2M |
| Creative Planning | 0.00% | Add +7.7% | 6,401 | $1.2M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Add +69.2% | 6,228 | $1.1M |
| Diversified Trust Co. | 0.03% | Reduce -0.6% | 6,175 | $1.1M |
| Mizuho Securities USA LLC | 0.02% | Reduce -15.5% | 6,063 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -88.7% | 6,002 | $1.1M |
| Alps Advisors Inc. | 0.01% | Add +1.0% | 5,990 | $1.1M |
| Jefferies Financial Group Inc. | 0.02% | New | 5,881 | $1.1M |
| Centiva Capital, LP | 0.06% | Add +27.8% | 5,855 | $1.1M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Add +2.9% | 5,817 | $1.1M |
| Rafferty Asset Management, LLC | 0.00% | Reduce -20.0% | 5,656 | $1.0M |
| Freestone Grove Partners LP | 0.01% | Reduce -95.7% | 5,645 | $1.0M |
| Groupama Asset Managment | 0.02% | New | 5,636 | $1.0M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -11.5% | 5,533 | $1.0M |
| Two Sigma Securities, LLC | 0.15% | Add +348.8% | 5,444 | $985K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +44.4% | 5,393 | $970K |
| Nomura Holdings Inc. | 0.01% | Add +4.8% | 5,224 | $945K |
| ING Groep NV | 0.01% | Reduce -46.4% | 5,183 | $938K |
| Kentucky Retirement Systems | 0.03% | Reduce -0.6% | 5,171 | $936K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.3% | 5,139 | $930K |
| Generali Asset Management SPA SGR | 0.02% | Add +11.8% | 5,129 | $928K |
| Walleye Trading LLC | 0.03% | Add +824.7% | 5,123 | $927K |
| Sepio Capital, LP | 0.07% | Reduce -0.3% | 5,058 | $915K |
| iSAM Funds (UK) Ltd | 0.45% | New | 5,057 | $915K |
| Dynamic Technology Lab Private Ltd | 0.13% | New | 5,024 | $909K |
| Compass Ion Advisors, LLC | 0.10% | Add +0.0% | 4,924 | $891K |
| Guidance Capital, Inc. | 0.27% | Add +19.8% | 4,848 | $880K |
| Hahn Capital Management LLC | 0.41% | Reduce -15.0% | 4,710 | $852K |
| Allstate Corp. | 0.03% | Add +101.0% | 4,699 | $850K |
| North Star Investment Management Corp. | 0.06% | No change | 4,686 | $848K |
| Cetera Investment Advisers | 0.00% | Reduce -4.4% | 4,655 | $842K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +25.3% | 4,636 | $839K |
| Albert D Mason Inc. | 0.57% | Add +2.1% | 4,627 | $837K |
| Hartford Investment Management Co. | 0.03% | Reduce -1.0% | 4,609 | $834K |
| S-Bank Fund Management Ltd | 0.16% | — | 4,606 | $834K |
| Peregrine Capital Management LLC | 0.03% | No change | 4,603 | $833K |
| Aigen Investment Management, LP | 0.13% | New | 4,559 | $825K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -8.1% | 4,550 | $823K |
| Pacer Advisors, Inc. | 0.00% | Reduce -34.8% | 4,269 | $773K |
| Panagora Asset Management Inc. | 0.00% | Reduce -47.4% | 4,262 | $771K |
| Oak Thistle LLC | 0.16% | Add +200.5% | 4,261 | $771K |
| Vestcor Inc | 0.03% | Add +5.8% | 4,232 | $766K |
| Sterling Capital Management LLC | 0.01% | Reduce -6.2% | 4,211 | $762K |
| Sheets Smith Wealth Management | 0.09% | Add +18.4% | 4,207 | $761K |
| Inspire Advisors, LLC | 0.09% | New | 4,141 | $749K |
| Osaic Holdings, Inc. | 0.00% | Reduce -29.3% | 4,107 | $743K |
| Louisiana State Employees Retirement System | 0.01% | No change | 4,100 | $742K |
| Blair William & Co. | 0.00% | Add +14.8% | 4,091 | $740K |
| Intech Investment Management LLC | 0.01% | Reduce -1.8% | 4,056 | $734K |
| Mairs & Power Inc. | 0.01% | No change | 4,000 | $724K |
| Securian Asset Management, Inc. | 0.02% | No change | 3,973 | $719K |
| First Manhattan Co. Llc. | 0.00% | No change | 3,778 | $684K |
| Tidal Investments LLC | 0.01% | Reduce -32.4% | 3,777 | $684K |
| Boothbay Fund Management, LLC | 0.02% | New | 3,760 | $680K |
| Gulf International Bank (UK) Ltd | 0.02% | Reduce -37.2% | 3,730 | $675K |
| Welch Group, LLC | 0.03% | No change | 3,700 | $669K |
| Choreo, LLC | 0.01% | Reduce -12.9% | 3,675 | $665K |
| Bridgefront Capital, LLC | 0.19% | Reduce -3.4% | 3,671 | $664K |
| Wealthfront Advisers LLC | 0.00% | Add +4.4% | 3,633 | $657K |
| MML Investors Services, LLC | 0.00% | Reduce -3.2% | 3,573 | $647K |
| Stifel Financial Corp. | 0.00% | Reduce -43.4% | 3,568 | $646K |
| Ossiam | 0.01% | Reduce -7.7% | 3,551 | $643K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -12.4% | 3,541 | $641K |
| E. Ohman J:or Asset Management AB | 0.02% | No change | 3,500 | $633K |
| New Mexico Educational Retirement Board | 0.02% | Reduce -2.8% | 3,500 | $633K |
| Qsemble Capital Management, LP | 0.07% | New | 3,486 | $631K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -2.1% | 3,474 | $629K |
| Norinchukin Bank, The | 0.01% | Add +12.9% | 3,436 | $622K |
| Fagan Associates, Inc. | 0.10% | No change | 3,370 | $610K |
| Rice Hall James & Associates, LLC | 0.04% | Add +0.5% | 3,365 | $609K |
| Duncker Streett & Co. Inc. | 0.12% | Add +0.0% | 3,304 | $598K |
| Atria Investments, Inc | 0.01% | Reduce -42.4% | 3,276 | $593K |
| Axq Capital, LP | 0.24% | New | 3,264 | $591K |
| Daiichi Life Insurance Co., Ltd. | 0.02% | Reduce -15.5% | 3,262 | $590K |
| Segment Wealth Management, LLC | 0.04% | No change | 3,221 | $583K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -62.5% | 3,180 | $575K |
| Glenmede Trust Co. NA | 0.00% | Add +13.5% | 3,158 | $572K |
| Blueshift Asset Management, LLC | 0.22% | Add +117.5% | 3,097 | $560K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +0.8% | 3,052 | $552K |
| Baird Financial Group, Inc. | 0.00% | Reduce -98.8% | 2,999 | $543K |
| Commerce Bank | 0.00% | Reduce -16.3% | 2,976 | $539K |
| Sandhill Capital Partners LLC | 0.04% | No change | 2,907 | $526K |
| Vident Advisory, LLC | 0.01% | Add +81.4% | 2,879 | $521K |
| Avior Wealth Management, LLC | 0.02% | Add +25.0% | 2,839 | $514K |
| Ostrum Asset Management | 0.03% | Reduce -19.7% | 2,813 | $509K |
| Net Worth Advisory Group | 0.16% | Add +4.3% | 2,765 | $500K |
| Quadrant Capital Group LLC | 0.02% | Add +334.3% | 2,749 | $497K |
| Bahl & Gaynor LLC | 0.00% | No change | 2,713 | $491K |
| OMERS ADMINISTRATION Corp | 0.00% | Reduce -14.1% | 2,708 | $490K |
| Hikari Power Ltd | 0.04% | No change | 2,710 | $490K |
| Praxis Investment Management Inc. | 0.03% | Add +65.6% | 2,700 | $489K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Add +39.6% | 2,679 | $485K |
| Callan Family Office, LLC | 0.04% | Reduce -60.2% | 2,645 | $479K |
| Stock Yards Bank & Trust Co. | 0.02% | No change | 2,622 | $475K |
| Simmons Bank | 0.04% | Reduce -3.3% | 2,617 | $474K |
| Empirical Finance, LLC | 0.03% | Add +4.6% | 2,582 | $467K |
| Camelot Portfolios, LLC | 0.29% | Add +7.2% | 2,566 | $464K |
| CI Investments Inc. | 0.00% | Add +9.5% | 2,542 | $460K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -18.8% | 2,539 | $459K |
| MQS Management LLC | 0.26% | New | 2,477 | $448K |
| Fiduciary Trust Co | 0.01% | Add +114.4% | 2,474 | $448K |
| Smartleaf Asset Management LLC | 0.04% | Reduce -7.5% | 2,455 | $444K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.2% | 2,409 | $436K |
| Meeder Advisory Services, Inc. | 0.03% | Add +5.9% | 2,389 | $432K |
| GTS Securities LLC | 0.02% | New | 2,382 | $431K |
| V-Square Quantitative Management LLC | 0.06% | Add +3.0% | 2,367 | $428K |
| Sovereign's Capital Management, LLC | 0.25% | Add +15.7% | 2,324 | $421K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -17.6% | 2,309 | $418K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +324.5% | 2,288 | $414K |
| Pekin Hardy Strauss, Inc. | 0.05% | No change | 2,250 | $407K |
| LRT Capital Management, LLC | 0.27% | New | 2,202 | $398K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.03% | New | 2,202 | $398K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -19.5% | 2,179 | $394K |
| Investment Management Corp of Ontario | 0.01% | No change | 2,111 | $382K |
| Fifth Third Bancorp | 0.00% | Add +1.4% | 2,099 | $380K |
| Petrus Trust Company, LTA | 0.04% | New | 2,097 | $379K |
| Guinness Asset Management LTD | 0.01% | Reduce -13.7% | 2,079 | $376K |
| Regions Financial Corp. | 0.00% | Reduce -8.6% | 2,035 | $368K |
| AssuredPartners Investment Advisors, LLC | 0.07% | Add +10.3% | 2,032 | $368K |
| Wahed Invest LLC | 0.06% | Add +3.3% | 1,997 | $361K |
| Altshuler Shaham Ltd | 0.01% | No change | 1,965 | $356K |
| Phoenix Financial Ltd. | 0.01% | Reduce -14.2% | 1,948 | $354K |
| South Dakota Investment Council | 0.01% | New | 1,950 | $353K |
| Azzad Asset Management Inc. | 0.04% | Add +5.0% | 1,917 | $347K |
| OneDigital Investment Advisors LLC | 0.00% | Add +15.7% | 1,874 | $339K |
| Park Avenue Securities LLC | 0.00% | Reduce -19.7% | 1,870 | $338K |
| Signal Advisors Wealth, LLC | 0.03% | Add +1.4% | 1,848 | $334K |
| Gotham Asset Management | 0.00% | New | 1,820 | $329K |
| OneAscent Investment Solutions LLC | 0.38% | — | 1,769 | $320K |
| Natixis | 0.00% | Add +202.2% | 1,777 | $319K |
| R Squared Ltd | 0.34% | New | 1,750 | $317K |
| Aware Super Pty Ltd as trustee of Aware Super | 0.01% | No change | 1,720 | $311K |
| MBB Public Markets I LLC | 0.04% | New | 1,712 | $310K |
| Cwm, LLC | 0.00% | Reduce -20.1% | 1,666 | $302K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -72.6% | 1,657 | $300K |
| Ontario Teachers Pension Plan Board | 0.00% | Reduce -21.4% | 1,647 | $298K |
| Empowered Funds, LLC | 0.00% | Add +3.4% | 1,646 | $298K |
| Walleye Capital LLC | 0.00% | Add +51.8% | 1,641 | $297K |
| WCM Investment Management, LLC | 0.00% | Add +57.6% | 1,623 | $294K |
| Verdence Capital Advisors LLC | 0.02% | Add +0.1% | 1,620 | $293K |
| Estabrook Capital Management | 0.05% | No change | 1,600 | $290K |
| United Services Automobile Association | 0.01% | New | 1,551 | $281K |
| RMR Wealth Builders | 0.03% | Add +5.2% | 1,511 | $273K |
| Procyon Advisors, LLC | 0.02% | No change | 1,487 | $269K |
| Cadent Capital Advisors, LLC | 0.10% | No change | 1,482 | $268K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -59.6% | 1,478 | $268K |
| Legacy Wealth Management, LLC / MS | 0.09% | New | 1,473 | $267K |
| Versor Investments LP | 0.04% | New | 1,438 | $260K |
| Advisory Alpha, LLC | 0.01% | Reduce -0.8% | 1,410 | $255K |
| Wallington Asset Management, LLC | 0.04% | No change | 1,400 | $253K |
| Argent Trust Co | 0.01% | No change | 1,398 | $253K |
| Checchi Capital Advisers, LLC | 0.02% | Reduce -1.1% | 1,353 | $245K |
| Texas Bank & Trust Co | 0.10% | No change | 1,350 | $244K |
| HighPoint Advisor Group LLC | 0.01% | Reduce -7.5% | 1,416 | $244K |
| Mufg Securities Americas Inc. | 0.03% | Add +19.9% | 1,341 | $243K |
| Gen-Wealth Partners Inc | 0.10% | Reduce -0.5% | 1,316 | $238K |
| PFG Investments, LLC | 0.01% | Add +0.2% | 1,286 | $233K |
| Forum Financial Management, LP | 0.00% | Add +0.2% | 1,286 | $233K |
| Benjamin Edwards Inc. | 0.00% | Add +1.4% | 1,280 | $232K |
| Marble Harbor Investment Counsel, LLC | 0.03% | No change | 1,275 | $231K |
| Townsquare Capital LLC | 0.00% | New | 1,248 | $226K |
| Apollon Wealth Management, LLC | 0.00% | Add +8.3% | 1,235 | $224K |
| NewEdge Advisors, LLC | 0.00% | Reduce -15.9% | 1,233 | $223K |
| Aster Capital Management (DIFC) Ltd | 0.04% | Reduce -66.3% | 1,145 | $223K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -27.1% | 1,218 | $221K |
| DAVENPORT & Co LLC | 0.00% | Add +0.4% | 1,219 | $221K |
| Shell Asset Management Co. | 0.01% | No change | 1,212 | $219K |
| Arthur M. Cohen & Associates, LLC | 0.04% | No change | 1,200 | $217K |
| Farringdon Capital, Ltd. | 0.11% | New | 1,183 | $214K |
| Safeguard Investment Advisory Group, LLC | 0.06% | New | 1,173 | $213K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.8% | 1,170 | $212K |
| Gateway Investment Advisers LLC | 0.00% | Reduce -0.9% | 1,123 | $203K |
| First Bank & Trust | 0.04% | Reduce -9.9% | 1,114 | $202K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -13.3% | 1,109 | $201K |
| Horizon Investments, LLC | 0.01% | Add +5.2% | 1,087 | $197K |
| Creekmur Asset Management LLC | 0.04% | Add +15071.4% | 1,062 | $192K |
| MeadowBrook Investment Advisors LLC | 0.18% | No change | 1,048 | $190K |
| Studio Investment Management LLC | 0.04% | Add +10.2% | 1,048 | $190K |
| State of Wyoming | 0.02% | Add +19.0% | 1,009 | $183K |
| Centerpoint Advisors, LLC | 0.06% | No change | 958 | $173K |
| GAMMA Investing LLC | 0.01% | Add +49.0% | 915 | $166K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 903 | $163K |
| Rossby Financial, LCC | 0.07% | Reduce -8.4% | 932 | $161K |
| Siemens Fonds Invest GmbH | 0.01% | New | 878 | $159K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 769 | $139K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +25.3% | 739 | $134K |
| Huntington National Bank | 0.00% | Add +9.8% | 695 | $126K |
| Headlands Technologies LLC | 0.01% | New | 652 | $118K |
| Godsey & Gibb, Inc. | 0.01% | No change | 650 | $118K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -2.1% | 641 | $116K |
| Quarry LP | 0.03% | Add +166.9% | 630 | $114K |
| Parallel Advisors, LLC | 0.00% | Reduce -19.5% | 610 | $110K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -3.1% | 597 | $108K |
| Bessemer Group Inc. | 0.00% | Reduce -9.7% | 596 | $108K |
| Signaturefd, LLC | 0.00% | Add +19.1% | 573 | $104K |
| Assetmark, Inc. | 0.00% | Add +35.7% | 566 | $102K |
| Johnson Financial Group, Inc. | 0.00% | New | 545 | $99K |
| Acadian Asset Management LLC | 0.00% | No change | 527 | $95K |
| Vega Investment Solutions | 0.02% | New | 505 | $91K |
| Ancora Advisors LLC | 0.00% | Add +0.2% | 497 | $90K |
| Mather Group, Llc. | 0.00% | Reduce -7.4% | 485 | $88K |
| Jones Financial Companies LLLP | 0.00% | Add +12.5% | 458 | $83K |
| Legacies Wealth LLC | 0.06% | No change | 455 | $82K |
| Brown Brothers Harriman & Co. | 0.00% | Add +2.3% | 450 | $81K |
| Versant Capital Management, Inc | 0.01% | Add +970.7% | 439 | $79K |
| Quent Capital, LLC | 0.01% | No change | 432 | $78K |
| CX Institutional | 0.00% | Reduce -71.8% | 419 | $76K |
| Orion Capital Management LLC | 0.03% | No change | 413 | $75K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -17.1% | 402 | $73K |
| Hollencrest Capital Management | 0.00% | No change | 400 | $72K |
| Brooklyn Investment Group | 0.02% | Add +0.3% | 396 | $72K |
| Blue Trust, Inc. | 0.00% | Add +14.0% | 367 | $66K |
| Penserra Capital Management LLC | 0.00% | Reduce -32.8% | 363 | $65K |
| CENTRAL TRUST Co | 0.00% | No change | 353 | $64K |
| Quintet Private Bank (Europe) S.A. | 0.00% | No change | 349 | $63K |
| Federated Hermes, Inc. | 0.00% | Add +42.9% | 333 | $60K |
| Covestor Ltd | 0.04% | Reduce -53.3% | 326 | $59K |
| SVB Wealth LLC | 0.00% | New | 311 | $56K |
| West Paces Advisors Inc. | 0.01% | No change | 310 | $56K |
| National Pension Service | 0.00% | Reduce -99.8% | 279 | $50K |
| Smithfield Trust Co | 0.00% | No change | 277 | $50K |
| Perritt Capital Management Inc | 0.03% | No change | 253 | $46K |
| Principal Securities, Inc. | 0.00% | No change | 218 | $46K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3.0% | 241 | $44K |
| Lindbrook Capital, LLC | 0.00% | Add +10.2% | 238 | $43K |
| Manchester Capital Management LLC | 0.01% | Reduce -3.3% | 232 | $42K |
| UMB Bank, n.a. | 0.00% | Add +63.5% | 224 | $41K |
| Whittier Trust Co. | 0.00% | No change | 209 | $38K |
| AdvisorNet Financial, Inc | 0.00% | No change | 204 | $37K |
| Sentry Investment Management LLC | 0.02% | Reduce -23.1% | 216 | $35K |
| Caitong International Asset Management Co., Ltd | 0.03% | Reduce -40.3% | 193 | $35K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.01% | Reduce -73.8% | 170 | $31K |
| Spire Wealth Management | 0.00% | Reduce -52.9% | 170 | $31K |
| Larson Financial Group LLC | 0.00% | Reduce -81.8% | 163 | $29K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 150 | $27K |
| Semmax Financial Advisors Inc. | 0.01% | No change | 148 | $27K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +81.0% | 143 | $26K |
| DT Investment Partners, LLC | 0.00% | No change | 136 | $25K |
| Cromwell Holdings LLC | 0.02% | Add +4.8% | 131 | $24K |
| Banque de Luxembourg S.A. | 0.01% | No change | 127 | $23K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 125 | $23K |
| Allworth Financial LP | 0.00% | Reduce -30.2% | 127 | $22K |
| City Holding Co. | 0.00% | Add +62.9% | 114 | $21K |
| TD Private Client Wealth LLC | 0.00% | Reduce -45.1% | 112 | $20K |
| Tobam | 0.01% | Add +6.8% | 110 | $20K |
| Private Wealth Asset Management, LLC | 0.00% | — | 110 | $20K |
| J.Safra Asset Management Corp | 0.00% | New | 108 | $20K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -8.0% | 103 | $19K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -17.1% | 97 | $18K |
| Evelyn Partners Asset Management Ltd | 0.00% | New | 90 | $16K |
| Caldwell Trust Co | 0.00% | No change | 85 | $15K |
| Arax Advisory Partners | 0.00% | Reduce -56.5% | 81 | $15K |
| WPG Advisers, LLC | 0.01% | Reduce -34.5% | 78 | $14K |
| MAI Capital Management | 0.00% | Reduce -29.5% | 74 | $13K |
| Quest 10 Wealth Builders, Inc. | 0.01% | New | 67 | $12K |
| Geneos Wealth Management Inc. | 0.00% | Add +407.7% | 66 | $12K |
| Strengthening Families & Communities, LLC | 0.01% | No change | 65 | $12K |
| IFP Advisors, Inc | 0.00% | Add +24.4% | 51 | $12K |
| Private Trust Co. NA | 0.00% | Add +50.0% | 63 | $11K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 59 | $11K |
| Key Financial Inc | 0.00% | Reduce -24.7% | 58 | $10K |
| Webster Bank, N. A. | 0.00% | No change | 54 | $10K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 54 | $10K |
| Harbour Investments, Inc. | 0.00% | Add +2550.0% | 53 | $10K |
| New Age Alpha Advisors, LLC | 0.00% | Reduce -35.4% | 51 | $9K |
| Abound Wealth Management | 0.00% | Reduce -36.7% | 50 | $9K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 50 | $9K |
| FNY Investment Advisers, LLC | 0.01% | New | 53 | $9K |
| Hemington Wealth Management | 0.00% | Add +2.0% | 50 | $9K |
| Leonteq Securities AG | 0.00% | Reduce -15.8% | 48 | $9K |
| Pier Capital, LLC | 0.00% | No change | 45 | $8K |
| Meeder Asset Management Inc. | 0.00% | Reduce -40.5% | 44 | $8K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -10.4% | 43 | $8K |
| Bruce G. Allen Investments, LLC | 0.01% | Reduce -16.0% | 42 | $8K |
| Global Financial Private Client, LLC | 0.00% | Add +127.8% | 41 | $7K |
| First United Bank & Trust | 0.00% | No change | 40 | $7K |
| Golden State Wealth Management, LLC | 0.00% | No change | 40 | $7K |
| Creative Financial Designs Inc. | 0.00% | No change | 40 | $7K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 40 | $7K |
| Pineridge Advisors LLC | 0.00% | No change | 39 | $7K |
| Investors Research Corp | 0.00% | No change | 39 | $7K |
| Valley National Advisers Inc. | 0.00% | Add +2.6% | 40 | $7K |
| LRI Investments, LLC | 0.00% | No change | 36 | $7K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 35 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -10.8% | 33 | $6K |
| Millstone Evans Group, LLC | 0.00% | New | 31 | $6K |
| Synergy Investment Management, LLC | 0.00% | Reduce -3.2% | 30 | $5K |
| Saudi Central Bank | 0.03% | New | 30 | $5K |
| Hanson & Doremus Investment Management | 0.00% | No change | 30 | $5K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 24 | $4K |
| Trust Co. of Vermont | 0.00% | Reduce -4.3% | 22 | $4K |
| Red Tortoise LLC | 0.00% | No change | 20 | $4K |
| Dunhill Financial, LLC | 0.00% | Reduce -9.5% | 19 | $3K |
| NewSquare Capital LLC | 0.00% | Add +500.0% | 18 | $3K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | New | 17 | $3K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -21.1% | 15 | $3K |
| Delta Asset Management LLC | 0.00% | No change | 15 | $3K |
| St Germain D J Co. Inc. | 0.00% | New | 15 | $3K |
| Raffa Wealth Management, LLC | 0.00% | No change | 14 | $3K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 14 | $3K |
| Fortitude Family Office, LLC | 0.00% | Reduce -27.8% | 13 | $2K |
| Rialto Wealth Management, LLC | 0.00% | New | 13 | $2K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -81.4% | 13 | $2K |
| Accent Capital Management, LLC | 0.00% | New | 12 | $2K |
| Zions Bancorporation, National Association | 0.00% | — | 12 | $2K |
| Avion Wealth | 0.00% | No change | 11 | $2K |
| Crowley Wealth Management, Inc. | 0.00% | No change | 11 | $2K |
| Sachetta, LLC | 0.00% | Add +10.0% | 11 | $2K |
| Asset Dedication, LLC | 0.00% | No change | 10 | $2K |
| Tortoise Investment Management, LLC | 0.00% | No change | 9 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -25.0% | 9 | $2K |
| True Wealth Design, LLC | 0.00% | Add +60.0% | 8 | $1K |
| Bare Financial Services, Inc | 0.00% | New | 8 | $1K |
| Rothschild Investment LLC | 0.00% | Reduce -11.1% | 8 | $1K |
| Clearstead Advisors, LLC | 0.00% | No change | 8 | $1K |
| Cornerstone Planning Group LLC | 0.00% | Add +14.3% | 8 | $1K |
| Greenline Partners, LLC | 0.00% | New | 7 | $1K |
| CVA Family Office, LLC | 0.00% | Reduce -75.9% | 7 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -12.5% | 7 | $1K |
| First Command Advisory Services, Inc. | 0.00% | New | 7 | $1K |
| Longfellow Investment Management Co. LLC | 0.00% | No change | 6 | $1K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 6 | $1K |
| SouthState Bank Corp | 0.00% | New | 6 | $1K |
| CoreCap Advisors, LLC | 0.00% | New | 6 | $1K |
| MV Capital Management, Inc. | 0.00% | Reduce -64.3% | 5 | $905 |
| Parvin Asset Management, LLC | 0.00% | New | 4 | $724 |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | New | 4 | $724 |
| Clark Wealth Partners | 0.00% | New | 4 | $724 |
| Rise Advisors, LLC | 0.00% | New | 4 | $724 |
| SBI Securities Co., Ltd. | 0.00% | New | 4 | $724 |
| Binnacle Investments Inc | 0.00% | — | 3 | $543 |
| Valued Wealth Advisors LLC | 0.00% | No change | 3 | $543 |
| GoalVest Advisory LLC | 0.00% | New | 3 | $543 |
| Hughes Financial Services, LLC | 0.00% | New | 3 | $543 |
| Birchbrook, Inc. | 0.00% | No change | 2 | $427 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 2 | $362 |
| Winnacle Wealth LLC | 0.00% | No change | 2 | $362 |
| Crewe Advisors LLC | 0.00% | No change | 2 | $362 |
| TFC Financial Management, Inc. | 0.00% | No change | 2 | $362 |
| Continuum Advisory, LLC | 0.00% | No change | 2 | $362 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 2 | $361 |
| HFM Investment Advisors, LLC | 0.00% | — | 1 | $181 |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 1 | $181 |
| AlphaQuest LLC | 0.00% | New | 1 | $181 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 1 | $174 |
"% of holder's portfolio" is IEX's weight in each manager's 13F, not the share of Idex Corp. the manager owns.