IdexIEX

13F holders, Q2 2025 (June 30)
639holders −1
67new positions
71sold out
10famous investors
$175.56avg. 13F price*

At the end of Q2 2025, 639 institutions reported holding Idex Corp. (IEX) in their 13F filings, down 1 from Q1 2025. 67 opened new positions and 71 sold out. The largest holders were Vanguard Group Inc. ($1.6B), Wellington Management Group LLP ($1.1B) and BlackRock, Inc. ($1.0B). 10 famous investors held it, including George Soros (0.5% of Soros Fund Management's portfolio), Mario Gabelli (0.3% 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

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

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions67$84.3M
Exits71$164.5M

All 13F filers, Q1 2025 → Q2 2025: 6,655,366 shares bought and 4,697,879 shares sold, net +1,957,487 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 639 holders

Vanguard Group Inc. 0.03% Reduce -0.2% 9,191,507 $1.6B
Wellington Management Group LLP 0.20% Add +24.1% 6,266,233 $1.1B
BlackRock, Inc. 0.02% Reduce -2.0% 5,785,844 $1.0B
Morgan Stanley 0.04% Reduce -0.9% 3,133,461 $550.1M
State Street Corp. 0.02% Add +0.6% 3,099,752 $544.2M
T. Rowe Price Associates Inc. 0.04% Add +2.6% 2,014,768 $353.7M
Geode Capital Management, LLC 0.02% Add +1.5% 2,000,861 $349.9M
Impax Asset Management Group plc 1.99% Reduce -2.0% 1,966,455 $345.3M
Van Eck Associates Corp. 0.35% Add +81.6% 1,766,539 $310.2M
Invesco Ltd. 0.05% Add +0.9% 1,559,341 $273.8M
T. Rowe Price Investment Management, Inc. 0.17% Reduce -19.6% 1,489,297 $261.5M
Barclays PLC 0.09% Add +3.3% 1,333,169 $234.1M
Amundi 0.08% Add +2.3% 1,278,688 $231.8M
Champlain Investment Partners, LLC 1.23% Reduce -3.7% 1,006,349 $176.7M
First Trust Advisors LP 0.13% Add +7.4% 943,862 $165.7M
Norges Bank 0.02% Reduce -9.5% 888,585 $156.0M
Fenimore Asset Management Inc 3.06% Add +1.9% 872,652 $153.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Add +10.5% 850,135 $149.3M
Nordea Investment Management AB 0.13% Reduce -5.8% 805,188 $141.1M
Northern Trust Corp. 0.02% Reduce -0.7% 772,694 $135.7M
Fisher Asset Management 0.05% Add +7.3% 707,223 $124.2M
UBS Group AG 0.03% Add +87.7% 697,920 $122.5M
Alecta Tjanstepension Omsesidigt 0.57% Reduce -13.8% 689,900 $121.1M
Charles Schwab Investment Management Inc. 0.02% Add +1.9% 661,111 $116.1M
Pictet Asset Management Holding SA 0.12% Reduce -55.2% 659,846 $115.8M
Bank of New York Mellon Corp 0.02% Add +7.0% 654,149 $114.8M
Qube Research & Technologies Ltd 0.16% Add +142.2% 652,664 $114.6M
Flossbach Von Storch SE 0.46% Add +132.8% 640,792 $112.5M
Millennium Management 0.10% Add +25.2% 609,872 $107.1M
King Luther Capital Management Corp. 0.47% Reduce -15.8% 606,997 $106.6M
Dimensional Fund Advisors LP 0.02% Reduce -12.1% 602,584 $105.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.17% Reduce -1.4% 503,395 $88.4M
Snyder Capital Management L P 1.86% Add +2.1% 497,898 $87.4M
Primecap Management Co. 0.07% Add +80.1% 493,451 $86.6M
Goldman Sachs Group Inc. 0.01% Add +11.0% 489,335 $85.9M
JPMorgan Chase & Co. 0.01% Add +56.6% 482,815 $84.8M
Legal & General Group Plc 0.02% Reduce -9.7% 477,230 $83.8M
Findlay Park Partners LLP 0.82% Reduce -3.5% 452,899 $79.5M
Allianz Asset Management GmbH 0.10% Add +3.7% 444,951 $78.1M
Westfield Capital Management Co. LP 0.32% Reduce -1.5% 438,664 $77.0M
Weitz Investment Management, Inc. 3.84% Add +1.3% 406,225 $71.3M
Bank of America Corp. 0.01% Reduce -2.0% 401,728 $70.5M
Boston Trust Walden Corp 0.48% Add +40.0% 381,517 $67.0M
Deutsche Bank AG 0.02% Reduce -19.1% 380,582 $66.8M
FIL Ltd 0.06% Add +138.4% 380,063 $66.7M
GW&K Investment Management, LLC 0.59% Add +2.7% 376,881 $66.2M
State Farm Mutual Automobile Insurance Co. 0.05% No change 335,939 $59.0M
Weiss Asset Management LP 1.10% Add +45.3% 334,529 $58.7M
Clearbridge Investments, LLC 0.05% Reduce -2.0% 328,353 $57.6M
Schroder Investment Management Group 0.05% Add +16.5% 315,160 $55.3M
Johnson Investment Counsel Inc. 0.49% Add +7.1% 310,743 $54.6M
Ensign Peak Advisors, Inc 0.09% Add +0.4% 302,866 $53.2M
Premier Fund Managers Ltd 1.94% Add +0.4% 301,315 $53.1M
Deprince Race & Zollo Inc. 1.08% Add +20.9% 297,048 $52.2M
Squarepoint Ops LLC 0.10% Add +635.4% 264,492 $46.4M
HSBC Holdings PLC 0.03% Reduce -12.6% 250,150 $43.9M
Mountain Pacific Investment Advisers LLC 3.07% Reduce -0.3% 241,343 $42.4M
Robeco Schweiz AG 0.96% Reduce -14.6% 237,337 $41.7M
Maren Capital LLC 2.50% Reduce -4.4% 236,000 $41.4M
Voloridge Investment Management, LLC 0.15% Add +1.8% 231,922 $40.7M
Sone Capital Management, LLC 3.70% Add +38.0% 228,092 $40.0M
Swiss National Bank 0.02% Add +6.7% 228,000 $40.0M
Corient Private Wealth LP 0.05% Reduce -3.6% 221,792 $38.9M
Baron Capital (BAMCO) 0.11% Reduce -0.9% 220,991 $38.8M
Brown Advisory Inc. 0.05% Reduce -12.1% 208,105 $36.5M
Gabelli Funds LLC 0.25% Reduce -1.8% 193,400 $34.0M
California Public Employees Retirement System 0.02% Reduce -14.2% 184,408 $32.4M
Port Capital LLC 1.35% Add +0.8% 181,435 $31.9M
Rhumbline Advisers 0.03% Add +3.4% 177,973 $31.2M
CIBC Private Wealth Group LLC 0.06% Reduce -1.4% 177,024 $31.1M
Evelyn Partners Investment Management LLP 0.95% Reduce -6.0% 177,001 $31.1M
GAMCO Investors 0.30% Reduce -0.4% 175,149 $30.8M
Sumitomo Mitsui Trust Group, Inc. 0.02% Add +0.3% 173,298 $30.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.07% Add +30.0% 171,457 $30.1M
Nuveen, LLC 0.01% Add +6.7% 163,870 $28.8M
Two Sigma Advisers, LP 0.06% Reduce -37.4% 163,700 $28.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% Add +23.1% 153,549 $27.0M
AE Wealth Management LLC 0.20% Add +3.9% 152,432 $26.8M
Sei Investments Co. 0.03% Reduce -19.5% 143,447 $25.2M
Comerica Bank 0.10% Add +4.5% 142,008 $24.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +6.8% 141,793 $24.9M
ASR Vermogensbeheer N.V. 0.32% Add +2.5% 141,390 $24.8M
Ameriprise Financial Inc. 0.01% Reduce -21.3% 137,939 $24.2M
California State Teachers Retirement System 0.03% Add +6.0% 136,204 $23.9M
DF Dent & Co. Inc. 0.30% Add +2.4% 132,785 $23.3M
Twinbeech Capital LP 0.53% Add +177.4% 132,025 $23.2M
TD Asset Management Inc 0.02% Reduce -20.4% 130,401 $22.9M
Northwest & Ethical Investments L.P. 0.49% Reduce -1.9% 113,506 $19.9M
CANADA LIFE ASSURANCE Co 0.03% Reduce -1.2% 113,297 $19.9M
DekaBank Deutsche Girozentrale 0.04% Add +9.5% 112,957 $19.9M
Soros Fund Management 0.52% Add +2.0% 111,420 $19.6M
Arrowstreet Capital, Limited Partnership 0.01% Add +340.6% 111,163 $19.5M
Geneva Capital Management LLC 0.31% Add +3.8% 104,519 $18.4M
Nicholas Company, Inc. 0.30% Add +19.4% 103,553 $18.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Add +0.5% 103,371 $18.1M
Curi Capital, LLC 0.34% Add +29.6% 102,789 $18.0M
Eventide Asset Management, LLC 0.31% Add +2.6% 101,755 $17.9M
Envestnet Asset Management Inc. 0.01% Add +15.2% 101,019 $17.7M
Public Employees Retirement Association of Colorado 0.07% No change 100,322 $17.6M
Clarkston Capital Partners, LLC 0.37% New 100,035 $17.6M
BNP Paribas Financial Markets 0.01% Reduce -43.6% 99,793 $17.5M
Citigroup Inc. 0.01% Add +24.4% 99,329 $17.4M
Thematics Asset Management 0.77% Add +4.3% 97,154 $17.1M
Jane Street Group, LLC 0.03% Add +283.1% 94,215 $16.5M
BLI - Banque de Luxembourg Investments 0.47% Reduce -2.5% 93,000 $16.4M
Principal Financial Group Inc. 0.01% Add +3.5% 92,384 $16.2M
Speece Thorson Capital Group Inc. 3.23% Add +18.2% 90,484 $15.9M
Citadel Advisors 0.01% Add +512.3% 90,481 $15.9M
Alliancebernstein L.P. 0.01% Reduce -0.6% 90,267 $15.8M
Harvey Investment Co. LLC 1.69% Add +7.3% 87,736 $15.4M
Royal Bank of Canada 0.00% Reduce -19.6% 82,712 $14.5M
D. E. Shaw & Co. 0.02% New 82,111 $14.4M
Nuance Investments, LLC 1.10% Reduce -15.7% 80,371 $14.1M
Holocene Advisors, LP 0.03% Add +1.8% 79,539 $14.0M
Rockefeller Capital Management L.P. 0.03% Reduce -35.0% 78,626 $13.8M
Russell Investments Group, Ltd. 0.02% Add +69.1% 75,801 $13.3M
Raymond James Financial Inc. 0.00% Reduce -27.2% 74,847 $13.1M
New York State Common Retirement Fund 0.02% Add +24.3% 73,694 $12.9M
Distillate Capital Partners LLC 0.67% New 71,334 $12.5M
Adage Capital Partners Gp, L.L.C. 0.02% Add +0.1% 69,186 $12.1M
Regents Gate Capital LLP 4.29% Add +22.4% 69,110 $12.1M
Candriam S.C.A. 0.07% Reduce -1.5% 65,643 $11.5M
Aberdeen Group plc 0.02% Add +12.7% 65,120 $11.4M
FMR LLC 0.00% Add +15.9% 64,375 $11.3M
AEGON ASSET MANAGEMENT UK Plc 0.14% New 62,486 $11.0M
State Board of Administration of Florida Retirement System 0.02% Add +0.7% 62,440 $11.0M
Two Sigma Investments, LP 0.02% Reduce -56.4% 60,228 $10.6M
State of Wisconsin Investment Board 0.02% Add +16.4% 56,142 $9.9M
Aviva PLC 0.02% Add +6.7% 55,726 $9.8M
Victory Capital Management Inc. 0.01% Add +41.3% 55,636 $9.8M
Swedbank AB 0.01% No change 55,396 $9.7M
New York State Teachers Retirement System 0.02% Add +0.0% 53,805 $9.4M
Duff & Phelps Investment Management Co. 0.11% Add +72.7% 53,246 $9.3M
Magnetar Financial LLC 0.05% Add +0.9% 52,885 $9.3M
National Bank of Canada 0.01% Reduce -8.3% 52,786 $9.3M
Numerai GP LLC 1.32% Add +111.3% 52,199 $9.2M
Prudential Financial Inc. 0.01% Add +7.9% 43,179 $9.0M
Raiffeisen Bank International AG 0.13% Reduce -8.1% 50,517 $8.8M
Danske Bank A/S 0.02% Add +6.2% 50,100 $8.8M
Mirova 1.23% Add +96.1% 49,611 $8.7M
Thrivent Financial for Lutherans 0.02% Reduce -17.5% 45,929 $8.1M
Macquarie Group Ltd. 0.01% Reduce -8.6% 45,571 $8.0M
Verition Fund Management LLC 0.05% Add +6.6% 45,000 $7.9M
Prudential PLC 0.05% Add +3.9% 44,968 $7.9M
Engineers Gate Manager LP 0.10% Add +39.0% 44,755 $7.9M
Van Lanschot Kempen Investment Management N.V. 0.07% No change 44,524 $7.8M
Truist Financial Corp. 0.01% Reduce -2.6% 43,233 $7.6M
Manufacturers Life Insurance Company, The 0.01% Reduce -3.0% 42,933 $7.5M
AQR Capital Management 0.01% Add +403.5% 40,858 $7.2M
Bank of Montreal 0.00% Reduce -18.9% 40,563 $7.1M
Lombard Odier Asset Management (Europe) Ltd 0.62% Add +1.2% 40,168 $7.1M
Chevy Chase Trust Holdings, LLC 0.02% Add +0.5% 39,904 $7.0M
Northstar Asset Management Inc. 1.91% Reduce -0.3% 39,337 $6.9M
Susquehanna International Group, LLP 0.01% Add +548.6% 38,930 $6.8M
Y-Intercept (Hong Kong) Ltd 0.17% Add +181.3% 38,885 $6.8M
Royal London Asset Management Ltd. 0.02% Reduce -5.2% 38,601 $6.8M
Natixis Advisors, LLC 0.01% Add +26.0% 37,547 $6.6M
AXA S.A. 0.02% Reduce -84.1% 37,275 $6.5M
Korea Investment CORP 0.01% Reduce -24.1% 35,854 $6.3M
APG Asset Management N.V. 0.02% Add +1.0% 41,700 $6.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.06% Add +15.7% 35,418 $6.2M
Treasurer of the State of North Carolina 0.02% Add +1.9% 35,308 $6.2M
Nisa Investment Advisors, LLC 0.03% Add +15.3% 34,810 $6.1M
Robeco Institutional Asset Management B.V. 0.01% Add +4.2% 34,519 $6.1M
Asset Management One Co., Ltd. 0.02% Reduce -3.6% 33,332 $5.9M
Mitsubishi UFJ Trust & Banking Corp 0.01% Reduce -1.4% 32,677 $5.7M
Massachusetts Financial Services Co. 0.00% Add +36.3% 32,399 $5.7M
Neuberger Berman Group LLC 0.00% Reduce -2.8% 31,902 $5.6M
Edgestream Partners, L.P. 0.15% Add +128.4% 31,050 $5.5M
Railway Pension Investments Ltd 0.08% No change 30,761 $5.4M
Toronto Dominion Bank 0.01% Reduce -16.4% 30,656 $5.4M
Bank Julius Baer & Co. Ltd, Zurich 0.02% Reduce -15.2% 30,359 $5.3M
Quantbot Technologies LP 0.13% Reduce -54.2% 29,505 $5.2M
Aquatic Capital Management LLC 0.10% Add +71.7% 28,330 $5.0M
Mn Services Vermogensbeheer B.V. 0.03% Add +1.5% 27,890 $4.9M
PNC Financial Services Group, Inc. 0.00% Reduce -5.4% 27,183 $4.8M
KLP Kapitalforvaltning As 0.02% Add +5.9% 27,100 $4.8M
Resona Asset Management Co.,Ltd. 0.02% Add +8.5% 26,837 $4.7M
Voya Investment Management LLC 0.01% Reduce -3.3% 26,638 $4.7M
Marshall Wace, LLP 0.01% Reduce -93.4% 26,452 $4.6M
Vontobel Holding Ltd. 0.01% Reduce -1.7% 25,607 $4.5M
Covea Finance 0.17% Add +41.1% 25,400 $4.5M
Nomura Asset Management Co. Ltd. 0.01% Add +0.8% 24,658 $4.3M
ICICI Prudential Asset Management Co Ltd 0.54% Add +137.3% 24,541 $4.3M
Franklin Street Advisors Inc. 0.26% No change 24,125 $4.2M
State of New Jersey Common Pension Fund D 0.02% Reduce -3.3% 23,889 $4.2M
Lansforsakringar Fondforvaltning AB (publ) 0.02% Reduce -2.2% 23,779 $4.2M
Public Employees Retirement System of Ohio 0.01% Add +0.6% 23,467 $4.1M
Arizona State Retirement System 0.02% Add +0.8% 22,080 $3.9M
B. Metzler seel. Sohn & Co. AG 0.04% Add +254.5% 22,077 $3.9M
Vest Financial, LLC 0.05% Add +34.6% 21,150 $3.7M
State of Michigan Retirement System 0.02% No change 20,580 $3.6M
DNB Asset Management AS 0.01% Reduce -0.4% 20,548 $3.6M
IFM Investors Pty Ltd 0.03% Add +8.3% 20,375 $3.6M
Handelsbanken Fonder AB 0.01% Reduce -3.4% 20,100 $3.5M
GHP Investment Advisors, Inc. 0.15% Add +16.2% 19,528 $3.4M
MetLife Investment Management, LLC 0.02% Reduce -2.1% 19,247 $3.4M
Tounjian Advisory Partners, LLC 0.64% Reduce -2.2% 18,278 $3.3M
Cerity Partners LLC 0.01% Add +23.9% 18,658 $3.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Add +7.0% 18,528 $3.3M
Czech National Bank 0.03% Add +6.2% 18,465 $3.2M
Capital Fund Management S.A. 0.04% New 18,083 $3.2M
LPL Financial LLC 0.00% Reduce -10.6% 17,949 $3.2M
Essex Investment Management Co. LLC 0.57% Reduce -16.3% 17,831 $3.1M
Legacy Wealth Management, LLC / MS 0.88% Add +1017.6% 16,463 $2.9M
Skandinaviska Enskilda Banken AB (publ) 0.01% Add +1.4% 16,223 $2.8M
Retirement Systems of Alabama 0.01% Reduce -0.4% 16,209 $2.8M
Wells Fargo & Company 0.00% Reduce -0.6% 15,774 $2.8M
SG Americas Securities, LLC 0.01% Add +70.1% 15,636 $2.7M
Formuepleje A/S 0.16% No change 15,129 $2.7M
Evelyn Partners Investment Management Services Ltd 0.41% Add +2.6% 15,412 $2.7M
USS Investment Management Ltd 0.02% No change 15,200 $2.7M
iSAM Funds (UK) Ltd 0.58% Add +198.6% 15,098 $2.7M
Assenagon Asset Management S.A. 0.00% Reduce -84.7% 14,738 $2.6M
Amalgamated Bank 0.02% Reduce -0.2% 14,706 $2.6M
NFJ Investment Group, LLC 0.09% Reduce -1.0% 14,676 $2.6M
Swiss Life Asset Management Ltd 0.02% Reduce -73.6% 14,342 $2.5M
Aristotle Capital Boston, LLC 0.13% Reduce -12.7% 14,328 $2.5M
Allspring Global Investments Holdings, LLC 0.00% Reduce -41.6% 13,658 $2.5M
Captrust Financial Advisors 0.01% Reduce -12.0% 13,902 $2.4M
Oak Thistle LLC 0.36% Add +225.6% 13,874 $2.4M
Coldstream Capital Management Inc. 0.04% Add +0.2% 13,864 $2.4M
Caxton Associates LLP 0.06% New 13,843 $2.4M
FORA Capital, LLC 0.27% Add +20.8% 13,800 $2.4M
Ecofi Investissements SA 2.69% Add +35.5% 54,400 $2.4M
L. Roy Papp & Associates, LLP 0.29% Add +2.1% 13,769 $2.4M
Forsta Ap-Fonden 0.02% Reduce -12.2% 13,700 $2.4M
Natixis 0.01% Add +663.8% 13,573 $2.4M
Delta Global Management LP 0.16% New 13,539 $2.4M
Daiwa Securities Group Inc. 0.01% Add +4.0% 13,513 $2.4M
Independent Advisor Alliance 0.07% Add +0.8% 13,357 $2.3M
Machina Capital S.A.S. 0.48% Add +74.7% 13,071 $2.3M
ProShare Advisors LLC 0.00% Add +13.0% 12,974 $2.3M
Utah Retirement Systems 0.02% Reduce -0.8% 12,503 $2.2M
Quantinno Capital Management LP 0.01% Reduce -41.5% 12,455 $2.2M
Creative Planning 0.00% Add +89.4% 12,125 $2.1M
Kennedy Capital Management LLC 0.05% Reduce -75.6% 12,114 $2.1M
Storebrand Asset Management As 0.01% Reduce -62.0% 11,923 $2.1M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +8.9% 11,901 $2.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Reduce -17.9% 11,882 $2.1M
Dynamic Technology Lab Private Ltd 0.28% Add +133.9% 11,750 $2.1M
UniSuper Management Pty Ltd 0.01% Add +2.1% 11,666 $2.0M
QRG Capital Management, Inc. 0.02% Add +13.6% 11,511 $2.0M
Teacher Retirement System of Texas 0.01% Add +3.6% 11,473 $2.0M
Police & Firemen's Retirement System of New Jersey 0.02% Add +4.4% 11,463 $2.0M
Lecap Asset Management Ltd. 0.71% Reduce -31.5% 11,405 $2.0M
Henshaw Capital LLC 0.08% Add +0.4% 11,391 $2.0M
Erste Asset Management GmbH 0.02% Add +0.0% 11,230 $2.0M
Gotham Asset Management 0.01% Add +501.1% 10,940 $1.9M
Schonfeld Strategic Advisors LLC 0.01% Reduce -2.0% 10,646 $1.9M
Xponance LLC 0.02% Add +2.3% 10,632 $1.9M
CIBC Asset Management Inc 0.01% Reduce -8.2% 10,503 $1.8M
Waratah Capital Advisors Ltd. 0.12% New 10,407 $1.8M
Orion Porfolio Solutions, LLC 0.02% Reduce -1.9% 10,388 $1.8M
New York Life Investment Management LLC 0.02% Add +1.4% 10,317 $1.8M
Centiva Capital, LP 0.12% Add +75.1% 10,253 $1.8M
Groupama Asset Managment 0.03% Add +80.9% 10,194 $1.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +26.6% 10,195 $1.8M
Oppenheimer Asset Management Inc. 0.02% Add +20.5% 10,040 $1.8M
Avantax Advisory Services, Inc. 0.01% Add +802.1% 10,004 $1.8M
Yousif Capital Management, LLC 0.02% Reduce -0.9% 9,892 $1.7M
SummitTX Capital, L.P. 0.08% Reduce -39.7% 9,848 $1.7M
Farringdon Capital, Ltd. 0.58% Add +727.8% 9,793 $1.7M
Guyasuta Investment Advisors Inc. 0.10% Reduce -0.8% 9,709 $1.7M
Nissay Asset Management Corp. /Japan 0.01% Add +2.6% 9,605 $1.7M
M&T Bank Corp 0.01% Add +5.1% 9,603 $1.7M
Cibc World Markets Corp. 0.01% Add +4.0% 9,503 $1.7M
Stifel Financial Corp. 0.00% Add +165.0% 9,454 $1.7M
Canada Pension Plan Investment Board 0.00% Reduce -49.9% 9,327 $1.6M
Janus Henderson Group PLC 0.00% Reduce -4.0% 8,985 $1.6M
HighTower Advisors, LLC 0.00% Reduce -15.2% 8,886 $1.6M
Tredje AP-fonden 0.01% No change 8,868 $1.6M
Summit Trail Advisors, LLC 0.03% New 8,813 $1.5M
OP Asset Management Ltd 0.02% Add +0.5% 8,678 $1.5M
Mutual of America Capital Management LLC 0.02% Reduce -1.6% 8,664 $1.5M
Pathstone Holdings, LLC 0.01% Add +3.3% 8,590 $1.5M
Mediolanum International Funds Ltd 0.02% Add +1.4% 8,540 $1.5M
Renaissance Technologies 0.00% New 8,525 $1.5M
State of Alaska, Department of Revenue 0.02% Reduce -4.2% 8,493 $1.5M
State of Tennessee, Department of Treasury 0.01% Reduce -4.4% 8,484 $1.5M
Entropy Technologies, LP 0.12% Add +4.0% 8,405 $1.5M
KBC Group NV 0.00% Reduce -2.4% 8,197 $1.4M
Intrust Bank NA 0.13% Reduce -2.8% 8,108 $1.4M
Mariner, LLC 0.00% Add +3.8% 7,978 $1.4M
Callan Family Office, LLC 0.04% Add +199.1% 7,910 $1.4M
Franklin Resources Inc. 0.00% Add +1.9% 7,731 $1.4M
Bank of Nova Scotia 0.00% Reduce -5.9% 7,442 $1.3M
Oddo BHF Asset Management Sas 0.05% Reduce -2.2% 7,392 $1.3M
Metis Global Partners, LLC 0.03% Reduce -24.6% 7,387 $1.3M
US Bancorp \de 0.00% Reduce -23.0% 7,111 $1.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -2.1% 6,996 $1.2M
Focus Partners Wealth 0.00% Reduce -4.4% 6,995 $1.2M
Vanguard Personalized Indexing Management, LLC 0.01% Add +24.9% 6,912 $1.2M
Montag A & Associates Inc. 0.06% No change 6,878 $1.2M
Bokf, NA 0.02% Reduce -28.3% 6,866 $1.2M
Glenview Trust Co 0.02% No change 6,829 $1.2M
Rafferty Asset Management, LLC 0.00% Add +20.6% 6,819 $1.2M
TrueMark Investments, LLC 0.26% New 6,783 $1.2M
Bard Associates Inc. 0.38% No change 6,750 $1.2M
Mercer Global Advisors Inc. 0.00% Add +2.5% 6,589 $1.2M
Wealth Enhancement Advisory Services, LLC 0.00% Add +23.4% 6,341 $1.1M
Oregon Public Employees Retirement Fund 0.02% No change 6,504 $1.1M
Virtu Financial LLC 0.06% New 6,443 $1.1M
Diversified Trust Co. 0.02% Add +0.7% 6,215 $1.1M
Osaic Holdings, Inc. 0.00% Add +48.2% 6,086 $1.1M
Pacer Advisors, Inc. 0.00% Add +42.4% 6,079 $1.1M
Gsa Capital Partners LLP 0.07% New 6,018 $1.1M
Alps Advisors Inc. 0.01% Reduce -0.5% 5,960 $1.0M
Teachers Retirement System of the State of Kentucky 0.01% Add +1.9% 5,930 $1.0M
Public Sector Pension Investment Board 0.00% Reduce -44.6% 5,699 $1.0M
Generali Asset Management SPA SGR 0.02% Add +6.8% 5,478 $962K
Bridgefront Capital, LLC 0.25% Add +47.8% 5,425 $952K
Atom Investors LP 0.08% Reduce -92.4% 5,364 $942K
Cetera Investment Advisers 0.00% Add +14.0% 5,308 $932K
Walleye Trading LLC 0.02% Add +3.5% 5,301 $931K
Mizuho Securities USA LLC 0.02% — 5,228 $918K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +9.4% 5,070 $890K
EDENTREE ASSET MANAGEMENT Ltd 0.25% Reduce -86.6% 5,051 $887K
Blueshift Asset Management, LLC 0.27% Add +62.7% 5,040 $885K
Sterling Capital Management LLC 0.01% Add +19.5% 5,032 $883K
Versor Investments LP 0.15% Add +247.1% 4,991 $876K
Regency Capital Management Inc.\DE 0.46% New 4,959 $871K
Compass Ion Advisors, LLC 0.09% Reduce -0.0% 4,922 $864K
Kentucky Retirement Systems 0.02% Reduce -6.2% 4,853 $852K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.07% New 4,791 $841K
111 Capital 0.14% New 4,778 $839K
Tidal Investments LLC 0.01% Add +25.6% 4,743 $833K
Guidance Capital, Inc. 0.24% Add +7.9% 5,232 $833K
North Star Investment Management Corp. 0.06% No change 4,686 $823K
Hahn Capital Management LLC 0.38% Reduce -1.5% 4,640 $815K
Bartlett & Co. Wealth Management LLC 0.01% Add +0.0% 4,551 $799K
Hartford Investment Management Co. 0.03% Reduce -2.6% 4,490 $788K
Jefferies Financial Group Inc. 0.01% Reduce -23.7% 4,486 $788K
Empowered Funds, LLC 0.01% Add +172.1% 4,478 $786K
Aster Capital Management (DIFC) Ltd 0.18% Add +285.1% 4,410 $774K
Albert D Mason Inc. 0.55% Reduce -6.3% 4,338 $762K
Norinchukin Bank, The 0.01% Add +25.6% 4,314 $757K
Vestcor Inc 0.02% Reduce -0.2% 4,223 $741K
Sheets Smith Wealth Management 0.09% No change 4,207 $739K
Brevan Howard Capital Management LP 0.01% New 4,205 $738K
Laird Norton Wetherby Wealth Management, LLC 0.03% — 4,126 $724K
Sierra Legacy Group 0.56% New 4,088 $718K
Fieldview Capital Management, LLC 0.11% New 4,044 $710K
MML Investors Services, LLC 0.00% Add +12.5% 4,021 $706K
Qsemble Capital Management, LP 0.07% Add +14.8% 4,002 $703K
Louisiana State Employees Retirement System 0.01% Reduce -2.4% 4,000 $702K
Mairs & Power Inc. 0.01% No change 4,000 $702K
South Dakota Investment Council 0.01% Add +102.6% 3,950 $694K
Sepio Capital, LP 0.05% Reduce -22.7% 3,910 $686K
Inspire Advisors, LLC 0.07% Reduce -5.7% 3,906 $686K
Intech Investment Management LLC 0.01% Reduce -4.5% 3,875 $680K
Securian Asset Management, Inc. 0.02% Reduce -2.5% 3,873 $680K
Two Sigma Securities, LLC 0.08% Reduce -29.9% 3,815 $670K
Ossiam 0.01% Add +6.8% 3,791 $666K
First Manhattan Co. Llc. 0.00% No change 3,778 $663K
Gulf International Bank (UK) Ltd 0.02% No change 3,730 $654K
Welch Group, LLC 0.03% No change 3,700 $650K
Blair William & Co. 0.00% Reduce -9.6% 3,697 $649K
Horizon Investments, LLC 0.01% Add +240.8% 3,705 $648K
Glenmede Investment Management, LP 0.00% — 3,625 $636K
Man Group plc 0.00% New 3,599 $632K
S-Bank Fund Management Ltd 0.09% Reduce -22.8% 3,556 $624K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -34.3% 3,544 $623K
Maryland State Retirement & Pension System 0.01% No change 3,541 $622K
E. Ohman J:or Asset Management AB 0.02% No change 3,500 $614K
New Mexico Educational Retirement Board 0.02% No change 3,500 $614K
Hikari Power Ltd 0.05% Add +26.9% 3,440 $604K
Rice Hall James & Associates, LLC 0.03% Reduce -0.1% 3,360 $590K
Wealthfront Advisers LLC 0.00% Reduce -7.7% 3,352 $589K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.08% New 3,346 $587K
Woodline Partners LP 0.00% New 3,311 $581K
Duncker Streett & Co. Inc. 0.11% Add +0.0% 3,305 $580K
Daiichi Life Insurance Co., Ltd. 0.02% No change 3,262 $573K
Landscape Capital Management, L.L.C. 0.04% New 3,247 $570K
Net Worth Advisory Group 0.13% Add +17.3% 3,244 $570K
Federation des caisses Desjardins du Quebec 0.00% Reduce -7.3% 3,222 $566K
Segment Wealth Management, LLC 0.04% No change 3,221 $566K
Peregrine Capital Management LLC 0.02% Reduce -30.5% 3,199 $562K
Cullen/Frost Bankers, Inc. 0.01% Add +2.0% 3,112 $546K
Atria Investments, Inc 0.01% Reduce -7.7% 3,024 $531K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +233.7% 3,013 $529K
Sandhill Capital Partners LLC 0.04% No change 2,907 $510K
Avior Wealth Management, LLC 0.02% Add +0.8% 2,863 $503K
Camelot Portfolios, LLC 0.30% Add +11.0% 2,849 $500K
Sovereign's Capital Management, LLC 0.26% Add +19.3% 2,772 $487K
Commerce Bank 0.00% Reduce -8.1% 2,734 $480K
OMERS ADMINISTRATION Corp 0.00% No change 2,708 $475K
Praxis Investment Management Inc. 0.03% No change 2,700 $474K
Tokio Marine Asset Management Co. Ltd. 0.02% No change 2,679 $470K
Occudo Quantitative Strategies LP 0.05% New 2,646 $465K
Dark Forest Capital Management LP 0.02% New 2,624 $461K
Stock Yards Bank & Trust Co. 0.02% Reduce -0.5% 2,609 $458K
Empirical Finance, LLC 0.02% Add +0.7% 2,600 $456K
Meeder Advisory Services, Inc. 0.02% Add +7.3% 2,563 $450K
V-Square Quantitative Management LLC 0.06% Add +7.9% 2,553 $448K
Vident Advisory, LLC 0.01% Reduce -11.3% 2,553 $448K
State of Wyoming 0.05% Add +152.7% 2,550 $448K
Mackenzie Financial Corp. 0.00% Reduce -67.4% 2,524 $443K
O'shaughnessy Asset Management, LLC 0.00% Reduce -1.1% 2,512 $441K
Fiduciary Trust Co 0.01% Add +1.4% 2,508 $440K
Rovin Capital /Ut/ 0.13% New 2,499 $439K
CI Investments Inc. 0.00% Reduce -2.3% 2,483 $436K
Smartleaf Asset Management LLC 0.04% Add +0.4% 2,465 $435K
Quadrant Capital Group LLC 0.02% Reduce -10.0% 2,475 $435K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.0% 2,410 $423K
Shell Asset Management Co. 0.01% Add +97.8% 2,397 $421K
Boothbay Fund Management, LLC 0.01% Reduce -36.4% 2,390 $420K
Park Avenue Securities LLC 0.00% Add +27.7% 2,388 $419K
Fagan Associates, Inc. 0.06% Reduce -29.7% 2,370 $416K
Sanctuary Advisors, LLC 0.00% Add +6.9% 2,329 $409K
Bayesian Capital Management, LP 0.06% New 2,300 $404K
Axq Capital, LP 0.13% Reduce -30.8% 2,258 $396K
Pekin Hardy Strauss, Inc. 0.05% No change 2,250 $395K
Guinness Asset Management LTD 0.01% Add +8.0% 2,246 $394K
Ostrum Asset Management 0.02% Reduce -20.3% 2,243 $394K
Panagora Asset Management Inc. 0.00% Reduce -48.3% 2,203 $387K
Baird Financial Group, Inc. 0.00% Reduce -27.2% 2,184 $383K
Crossmark Global Holdings, Inc. 0.01% Reduce -6.5% 2,159 $379K
Cwm, LLC 0.00% Add +25.2% 2,086 $366K
Kentucky Retirement Systems Insurance Trust Fund 0.02% Reduce -6.5% 2,059 $361K
Wahed Invest LLC 0.06% Add +2.9% 2,055 $361K
OneDigital Investment Advisors LLC 0.00% Add +7.1% 2,007 $352K
Altshuler Shaham Ltd 0.01% No change 1,965 $345K
Azzad Asset Management Inc. 0.04% Add +0.8% 1,932 $339K
DAVENPORT & Co LLC 0.00% Add +58.5% 1,932 $339K
Phoenix Financial Ltd. 0.00% Reduce -2.1% 1,907 $335K
Fifth Third Bancorp 0.00% Reduce -9.5% 1,900 $334K
Assetmark, Inc. 0.00% Add +235.5% 1,899 $333K
WCM Investment Management, LLC 0.00% Add +11.7% 1,812 $319K
Investment Management Corp of Ontario 0.00% Reduce -14.2% 1,811 $318K
STRS Ohio 0.00% New 1,807 $317K
Regions Financial Corp. 0.00% Reduce -12.0% 1,791 $314K
Verdence Capital Advisors LLC 0.02% Add +9.1% 1,768 $310K
Aware Super Pty Ltd as trustee of Aware Super 0.00% No change 1,720 $302K
Simmons Bank 0.02% Reduce -35.6% 1,685 $296K
Mufg Securities Americas Inc. 0.03% Add +24.8% 1,674 $294K
Estabrook Capital Management 0.04% No change 1,600 $281K
Fullcircle Wealth LLC 0.10% New 1,768 $280K
Sequoia Financial Advisors, LLC 0.00% New 1,569 $275K
OneAscent Investment Solutions LLC 0.29% Reduce -13.6% 1,529 $268K
Chicago Partners Investment Group LLC 0.01% New 1,438 $265K
Bahl & Gaynor LLC 0.00% Reduce -44.4% 1,509 $265K
Andra AP-fonden 0.00% New 1,500 $263K
Procyon Advisors, LLC 0.02% No change 1,487 $261K
Cadent Capital Advisors, LLC 0.09% No change 1,482 $260K
Gen-Wealth Partners Inc 0.10% Add +12.5% 1,481 $260K
Forum Financial Management, LP 0.00% Add +14.6% 1,474 $259K
RMR Wealth Builders 0.02% Reduce -3.5% 1,458 $256K
HighPoint Advisor Group LLC 0.01% Reduce -0.1% 1,414 $248K
Advisory Alpha, LLC 0.01% No change 1,410 $248K
Benjamin Edwards Inc. 0.00% Add +9.6% 1,403 $246K
Wallington Asset Management, LLC 0.03% No change 1,400 $246K
Argent Trust Co 0.01% No change 1,398 $245K
MBB Public Markets I LLC 0.03% Reduce -18.9% 1,389 $244K
Creekmur Asset Management LLC 0.04% Add +29.3% 1,373 $241K
MQS Management LLC 0.13% Reduce -44.6% 1,372 $241K
Scientech Research LLC 0.06% New 1,359 $239K
Petrus Trust Company, LTA 0.02% Reduce -35.4% 1,355 $238K
Checchi Capital Advisers, LLC 0.02% No change 1,353 $238K
Texas Bank & Trust Co 0.09% No change 1,350 $237K
Claret Asset Management Corp 0.03% New 1,320 $232K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -11.6% 1,307 $230K
GAMMA Investing LLC 0.01% Add +42.6% 1,305 $229K
&partners 0.00% New 1,286 $225K
Ethic Inc. 0.00% New 1,278 $225K
Patton Fund Management, Inc. 0.05% New 1,273 $224K
Equitable Trust Co. 0.01% New 1,267 $222K
Canada Post Corp Registered Pension Plan 0.01% New 1,250 $219K
Commonwealth Equity Services, LLC 0.00% Add +5.3% 1,232 $216K
National Pension Service 0.00% Add +340.5% 1,229 $216K
Quarry LP 0.05% Add +92.9% 1,215 $213K
Signaturefd, LLC 0.00% Add +111.7% 1,213 $213K
Exchange Traded Concepts, LLC 0.00% Reduce -91.4% 1,209 $212K
Arthur M. Cohen & Associates, LLC 0.04% No change 1,200 $211K
Janney Montgomery Scott LLC 0.00% Reduce -2.0% 1,194 $210K
PFG Investments, LLC 0.01% Reduce -7.5% 1,190 $209K
HB Wealth Management, LLC 0.00% New 1,173 $206K
Oxford Asset Management LLP 0.07% New 1,152 $202K
Tower Research Capital LLC (TRC) 0.01% Reduce -63.8% 1,150 $202K
Siemens Fonds Invest GmbH 0.01% Add +19.9% 1,053 $185K
EverSource Wealth Advisors, LLC 0.01% Add +41.1% 1,043 $183K
MeadowBrook Investment Advisors LLC 0.16% Reduce -2.0% 1,027 $180K
Centerpoint Advisors, LLC 0.06% No change 958 $168K
Walleye Capital LLC 0.00% Reduce -42.4% 945 $166K
Rossby Financial, LCC 0.06% Reduce -8.9% 849 $149K
Global Retirement Partners, LLC 0.00% — 840 $147K
Jones Financial Companies LLLP 0.00% Add +73.1% 793 $140K
Ameritas Investment Partners, Inc. 0.00% Reduce -7.3% 713 $125K
Huntington National Bank 0.00% Add +1.0% 702 $123K
Brown Brothers Harriman & Co. 0.00% Add +54.7% 696 $122K
First Horizon Advisors, Inc. 0.00% Add +1.9% 653 $115K
Godsey & Gibb, Inc. 0.01% No change 650 $114K
Parallel Advisors, LLC 0.00% Reduce -8.2% 560 $98K
Acadian Asset Management LLC 0.00% No change 527 $92K
Brooklyn Investment Group 0.01% Add +28.5% 509 $89K
Bessemer Group Inc. 0.00% Reduce -16.9% 495 $87K
Ancora Advisors LLC 0.00% Reduce -0.6% 494 $87K
Covestor Ltd 0.05% Add +44.8% 472 $83K
Legacies Wealth LLC 0.05% No change 455 $80K
Blue Trust, Inc. 0.00% Add +21.5% 446 $78K
CX Institutional 0.00% Add +6.7% 447 $78K
Orion Capital Management LLC 0.03% No change 413 $73K
Penserra Capital Management LLC 0.00% Add +12.7% 409 $71K
Hollencrest Capital Management 0.00% No change 400 $70K
Intact Investment Management Inc. 0.00% New 400 $70K
Wilmington Savings Fund Society, FSB 0.00% Add +2830.8% 381 $67K
Farther Finance Advisors, LLC 0.00% Reduce -38.0% 370 $65K
Hantz Financial Services, Inc. 0.00% Reduce -10.2% 361 $63K
Federated Hermes, Inc. 0.00% Reduce -1.2% 329 $58K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -85.9% 323 $57K
Principal Securities, Inc. 0.00% Add +36.7% 298 $52K
CENTRAL TRUST Co 0.00% Reduce -20.4% 281 $49K
Smithfield Trust Co 0.00% No change 277 $49K
Caitong International Asset Management Co., Ltd 0.03% Add +27.5% 246 $43K
Steph & Co. 0.01% New 240 $42K
Vega Investment Solutions 0.01% Reduce -54.5% 230 $40K
Zions Bancorporation, National Association 0.00% Add +1816.7% 230 $40K
MUFG Securities EMEA plc 0.00% New 223 $39K
Sentry Investment Management LLC 0.02% No change 216 $39K
Steward Partners Investment Advisory, LLC 0.00% Reduce -9.5% 218 $38K
Whittier Trust Co. 0.00% No change 209 $37K
AdvisorNet Financial, Inc 0.00% Reduce -1.0% 202 $35K
CYBER HORNET ETFs LLC 0.03% New 198 $35K
Capital A Wealth Management, LLC 0.39% New 159 $35K
Loomis Sayles & Co. L P 0.00% New 189 $33K
MassMutual Private Wealth & Trust, FSB 0.00% Add +31.5% 188 $33K
Evelyn Partners Investment Management (Europe) Ltd 0.01% No change 170 $30K
Allworth Financial LP 0.00% Add +16.5% 148 $26K
American National Bank & Trust 0.00% New 144 $25K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Add +257.5% 143 $25K
DT Investment Partners, LLC 0.00% No change 136 $24K
Banque de Luxembourg S.A. 0.01% No change 127 $23K
Whittier Trust Co. of Nevada Inc. 0.00% No change 125 $22K
UMB Bank, n.a. 0.00% Reduce -45.1% 123 $22K
J.Safra Asset Management Corp 0.00% No change 108 $19K
Bell Investment Advisors, Inc 0.00% No change 103 $18K
Semmax Financial Advisors Inc. 0.00% Reduce -23.6% 113 $18K
NewSquare Capital LLC 0.00% Add +466.7% 102 $18K
WPG Advisers, LLC 0.01% Add +20.5% 94 $17K
MAI Capital Management 0.00% Add +25.7% 93 $16K
Geneos Wealth Management Inc. 0.00% Add +37.9% 91 $16K
Clearstead Advisors, LLC 0.00% Add +987.5% 87 $15K
Caldwell Trust Co 0.00% No change 85 $15K
Larson Financial Group LLC 0.00% Reduce -50.9% 80 $14K
Private Wealth Asset Management, LLC 0.00% Reduce -31.8% 75 $13K
Arax Advisory Partners 0.00% Reduce -8.6% 74 $13K
Leonteq Securities AG 0.00% Add +50.0% 72 $13K
City Holding Co. 0.00% Reduce -38.6% 70 $12K
Quest 10 Wealth Builders, Inc. 0.01% Reduce -1.5% 66 $12K
TD Private Client Wealth LLC 0.00% Reduce -41.1% 66 $12K
Strengthening Families & Communities, LLC 0.01% No change 65 $11K
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 64 $11K
Hemington Wealth Management 0.00% Add +28.0% 64 $11K
Parkside Financial Bank & Trust 0.00% Reduce -38.1% 60 $11K
Cromwell Holdings LLC 0.01% Reduce -54.2% 60 $11K
Frazier Financial Advisors, LLC 0.01% No change 59 $10K
Key Financial Inc 0.00% No change 58 $10K
Essential Partners LLC 0.00% — 54 $9K
Webster Bank, N. A. 0.00% No change 54 $9K
Farmers & Merchants Investments Inc. 0.00% No change 54 $9K
Spire Wealth Management 0.00% Reduce -68.8% 53 $9K
Global X Japan Co., Ltd. 0.00% New 52 $9K
TD Waterhouse Canada Inc. 0.00% New 50 $9K
New Age Alpha Advisors, LLC 0.00% No change 51 $9K
Summit Securities Group LLC 0.00% New 50 $9K
Activest Wealth Management 0.00% Add +0.0% 49 $9K
CVA Family Office, LLC 0.00% Add +571.4% 47 $8K
Pier Capital, LLC 0.00% No change 45 $8K
Private Trust Co. NA 0.00% Reduce -28.6% 45 $8K
Versant Capital Management, Inc 0.00% Reduce -90.7% 41 $7K
First United Bank & Trust 0.00% No change 40 $7K
Golden State Wealth Management, LLC 0.00% No change 40 $7K
Pineridge Advisors LLC 0.00% No change 39 $7K
MTM Investment Management, LLC 0.00% New 39 $7K
Investors Research Corp 0.00% No change 39 $7K
LRI Investments, LLC 0.00% No change 36 $6K
Cherry Tree Wealth Management, LLC 0.00% No change 35 $6K
Harbour Investments, Inc. 0.00% Reduce -34.0% 35 $6K
Valley National Advisers Inc. 0.00% Reduce -2.5% 39 $6K
Princeton Global Asset Management LLC 0.00% New 31 $5K
CoreCap Advisors, LLC 0.00% Add +400.0% 30 $5K
Manchester Capital Management LLC 0.00% Reduce -87.9% 28 $5K
Bruce G. Allen Investments, LLC 0.00% Reduce -35.7% 27 $5K
NewEdge Advisors, LLC 0.00% Reduce -98.0% 25 $4K
Prestige Wealth Management Group LLC 0.00% No change 24 $4K
Asset Dedication, LLC 0.00% Add +140.0% 24 $4K
Strategic Wealth Partners, Ltd. 0.00% — 23 $4K
Fortitude Family Office, LLC 0.00% Add +69.2% 22 $4K
Trust Co. of Vermont 0.00% No change 22 $4K
Red Tortoise LLC 0.00% No change 20 $4K
Creative Financial Designs Inc. 0.00% Reduce -52.5% 19 $3K
Howard Hughes Medical Institute 0.00% New 16 $3K
Delta Asset Management LLC 0.00% No change 15 $3K
Private Wealth Management Group, LLC 0.00% Reduce -67.4% 14 $2K
S&T Bank 0.00% New 14 $2K
Raffa Wealth Management, LLC 0.00% No change 14 $2K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 14 $2K
Tortoise Investment Management, LLC 0.00% Add +44.4% 13 $2K
Twin Peaks Wealth Advisors, LLC 0.00% New 13 $2K
Accent Capital Management, LLC 0.00% No change 12 $2K
Avion Wealth 0.00% Add +9.1% 12 $2K
True Wealth Design, LLC 0.00% Add +37.5% 11 $2K
DiNuzzo Private Wealth, Inc. 0.00% Add +22.2% 11 $2K
SouthState Bank Corp 0.00% Add +83.3% 11 $2K
JFS Wealth Advisors, LLC 0.00% Reduce -66.7% 11 $2K
Crowley Wealth Management, Inc. 0.00% No change 11 $2K
SBI Securities Co., Ltd. 0.00% Add +150.0% 10 $2K
Rialto Wealth Management, LLC 0.00% Reduce -30.8% 9 $2K
MV Capital Management, Inc. 0.00% Add +80.0% 9 $2K
Total Investment Management Inc. 0.00% New 8 $1K
Kilter Group LLC 0.00% New 8 $1K
Bare Financial Services, Inc 0.00% No change 8 $1K
Rothschild Investment LLC 0.00% Reduce -12.5% 7 $1K
Maseco LLP 0.00% — 6 $1K
SJS Investment Consulting Inc. 0.00% Reduce -14.3% 6 $1K
Principia Wealth Advisory, LLC 0.00% Add +500.0% 6 $1K
Longfellow Investment Management Co. LLC 0.00% No change 6 $1K
Cornerstone Planning Group LLC 0.00% Reduce -25.0% 6 $971
TFC Financial Management, Inc. 0.00% Add +100.0% 4 $703
Parkworth Wealth Management, Inc. 0.00% Add +100.0% 4 $702
Rise Advisors, LLC 0.00% No change 4 $702
HFM Investment Advisors, LLC 0.00% Add +300.0% 4 $702
Nvwm, LLC 0.00% New 4 $702
Bay Harbor Wealth Management, LLC 0.00% Add +100.0% 4 $702
Colonial Trust Co / SC 0.00% New 4 $702
Valued Wealth Advisors LLC 0.00% No change 3 $527
American Capital Advisory, LLC 0.00% New 3 $527
Binnacle Investments Inc 0.00% No change 3 $527
Sachetta, LLC 0.00% Reduce -72.7% 3 $527
Clearstead Trust, LLC 0.00% New 3 $527
Dunhill Financial, LLC 0.00% Reduce -89.5% 2 $493
Birchbrook, Inc. 0.00% No change 2 $414
Quaker Wealth Management, LLC 0.00% — 2 $352
Stephens Consulting, LLC 0.00% New 2 $352
Crewe Advisors LLC 0.00% No change 2 $352
ORG Partners LLC 0.00% New 1 $180
LGT Financial Advisors LLC 0.00% New 1 $176
GPS Wealth Strategies Group, LLC 0.00% New 1 $176
AlphaQuest LLC 0.00% No change 1 $176

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