IdexIEX
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 634 institutions reported holding Idex Corp. (IEX) in their 13F filings, down 5 from Q2 2025. 77 opened new positions and 79 sold out. The largest holders were Vanguard Group Inc. ($1.5B), Wellington Management Group LLP ($1.1B) and BlackRock, Inc. ($924.6M). 11 famous investors held it, including Mario Gabelli (0.3% of GAMCO Investors's portfolio), Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Idex Corp.
- Sector
- Industrials
- CUSIP
- 45167R104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $145.4M |
| Exits | 79 | $244.0M |
All 13F filers, Q2 2025 → Q3 2025: 7,892,209 shares bought and 8,578,256 shares sold, net −686,047 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 634 holders
| Vanguard Group Inc. | 0.02% | Reduce -1.1% | 9,092,987 | $1.5B |
| Wellington Management Group LLP | 0.18% | Add +3.4% | 6,477,929 | $1.1B |
| BlackRock, Inc. | 0.02% | Reduce -1.8% | 5,680,781 | $924.6M |
| Morgan Stanley | 0.03% | Add +7.6% | 3,370,742 | $548.6M |
| State Street Corp. | 0.02% | Add +1.8% | 3,154,742 | $513.5M |
| Nordea Investment Management AB | 0.33% | Add +193.6% | 2,364,312 | $382.0M |
| Geode Capital Management, LLC | 0.02% | Add +1.3% | 2,027,098 | $328.6M |
| Impax Asset Management Group plc | 1.86% | Reduce -0.3% | 1,960,819 | $319.1M |
| Van Eck Associates Corp. | 0.29% | Add +8.3% | 1,913,157 | $311.4M |
| Invesco Ltd. | 0.05% | Add +16.1% | 1,809,788 | $294.6M |
| Primecap Management Co. | 0.22% | Add +250.7% | 1,730,580 | $281.7M |
| Amundi | 0.08% | Add +18.7% | 1,517,903 | $248.8M |
| First Trust Advisors LP | 0.12% | Add +6.2% | 1,002,457 | $163.2M |
| Champlain Investment Partners, LLC | 1.16% | Reduce -6.4% | 941,927 | $153.3M |
| Bank of Montreal | 0.06% | Add +22.5% | 49,681 | $148.1M |
| Fenimore Asset Management Inc | 2.85% | Add +0.2% | 874,679 | $142.4M |
| Flossbach Von Storch SE | 0.51% | Add +23.4% | 791,020 | $128.7M |
| Northern Trust Corp. | 0.02% | Reduce -0.9% | 765,995 | $124.7M |
| Pictet Asset Management Holding SA | 0.12% | Add +12.1% | 739,327 | $120.3M |
| Fisher Asset Management | 0.04% | Add +2.5% | 724,802 | $118.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Reduce -18.5% | 693,067 | $112.8M |
| Alecta Tjanstepension Omsesidigt | 0.50% | No change | 689,900 | $112.2M |
| Goldman Sachs Group Inc. | 0.02% | Add +40.0% | 685,276 | $111.5M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -0.3% | 658,989 | $107.3M |
| T. Rowe Price Investment Management, Inc. | 0.06% | Reduce -57.2% | 636,943 | $103.7M |
| Dimensional Fund Advisors LP | 0.02% | Add +2.9% | 620,175 | $100.9M |
| Bank of New York Mellon Corp | 0.02% | Reduce -5.8% | 616,079 | $100.3M |
| UBS Group AG | 0.02% | Reduce -12.8% | 608,296 | $99.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.13% | Add +1.4% | 510,386 | $83.1M |
| Legal & General Group Plc | 0.02% | Add +4.0% | 496,455 | $80.8M |
| Snyder Capital Management L P | 1.51% | Reduce -1.6% | 489,700 | $79.7M |
| Findlay Park Partners LLP | 0.76% | Reduce -1.8% | 444,899 | $72.4M |
| Voloridge Investment Management, LLC | 0.23% | Add +82.4% | 422,936 | $68.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -15.7% | 407,052 | $66.3M |
| Weitz Investment Management, Inc. | 3.59% | Add +0.1% | 406,475 | $66.2M |
| Bank of America Corp. | 0.00% | Reduce -0.0% | 401,656 | $65.4M |
| Westfield Capital Management Co. LP | 0.27% | Reduce -9.2% | 398,283 | $64.8M |
| Deutsche Bank AG | 0.02% | Add +2.3% | 389,216 | $63.3M |
| Boston Trust Walden Corp | 0.46% | Add +0.2% | 382,246 | $62.2M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -81.4% | 374,124 | $60.9M |
| Barclays PLC | 0.02% | Reduce -73.5% | 353,884 | $57.6M |
| Dodge & Cox | 0.03% | New | 344,342 | $56.0M |
| Deprince Race & Zollo Inc. | 1.12% | Add +15.9% | 344,200 | $56.0M |
| Citadel Advisors | 0.04% | Add +272.4% | 336,945 | $54.8M |
| State Farm Mutual Automobile Insurance Co. | 0.05% | No change | 335,939 | $54.7M |
| Two Sigma Investments, LP | 0.09% | Add +446.8% | 329,337 | $53.6M |
| Schroder Investment Management Group | 0.04% | Add +0.3% | 316,222 | $51.3M |
| Qube Research & Technologies Ltd | 0.07% | Reduce -52.3% | 311,552 | $50.7M |
| Johnson Investment Counsel Inc. | 0.41% | Reduce -2.5% | 302,897 | $49.3M |
| Squarepoint Ops LLC | 0.10% | Add +9.7% | 290,131 | $47.2M |
| Allianz Asset Management GmbH | 0.06% | Reduce -35.1% | 288,572 | $47.0M |
| Ensign Peak Advisors, Inc | 0.07% | Reduce -9.6% | 273,683 | $44.5M |
| Robeco Schweiz AG | 0.99% | Add +14.2% | 271,089 | $44.1M |
| Millennium Management | 0.04% | Reduce -55.7% | 270,233 | $44.0M |
| Premier Fund Managers Ltd | 1.74% | Reduce -13.2% | 261,588 | $42.5M |
| HSBC Holdings PLC | 0.02% | Add +1.5% | 253,997 | $41.3M |
| D. E. Shaw & Co. | 0.04% | Add +205.4% | 250,789 | $40.8M |
| Maren Capital LLC | 2.26% | Add +5.5% | 248,908 | $40.5M |
| Adage Capital Partners Gp, L.L.C. | 0.06% | Add +253.4% | 244,476 | $39.8M |
| King Luther Capital Management Corp. | 0.16% | Reduce -60.8% | 238,057 | $38.7M |
| Corient Private Wealth LP | 0.06% | Add +0.5% | 222,858 | $36.3M |
| Two Sigma Advisers, LP | 0.07% | Add +35.0% | 221,000 | $36.0M |
| Baron Capital (BAMCO) | 0.09% | Reduce -0.9% | 218,922 | $35.6M |
| Swiss National Bank | 0.02% | Reduce -4.5% | 217,800 | $35.4M |
| Brown Advisory Inc. | 0.04% | Reduce -4.5% | 198,795 | $32.4M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +74.5% | 193,981 | $31.6M |
| Gabelli Funds LLC | 0.21% | Reduce -1.3% | 190,900 | $31.1M |
| California Public Employees Retirement System | 0.02% | Reduce -3.1% | 178,764 | $29.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Add +0.7% | 174,571 | $28.4M |
| GAMCO Investors | 0.28% | Reduce -0.4% | 174,399 | $28.4M |
| CIBC Private Wealth Group LLC | 0.05% | Reduce -2.7% | 172,312 | $28.0M |
| Rhumbline Advisers | 0.02% | Reduce -4.1% | 170,659 | $27.8M |
| Renaissance Technologies | 0.04% | Add +1899.1% | 170,425 | $27.7M |
| Evelyn Partners Investment Management LLP | 0.78% | Reduce -4.1% | 169,727 | $27.6M |
| Nuveen, LLC | 0.01% | Reduce -0.5% | 163,056 | $26.5M |
| FIL Ltd | 0.02% | Reduce -57.1% | 162,887 | $26.5M |
| Nuance Investments, LLC | 2.69% | Add +102.3% | 162,594 | $26.5M |
| ASR Vermogensbeheer N.V. | 0.32% | Add +13.1% | 159,934 | $26.0M |
| AE Wealth Management LLC | 0.16% | Add +4.2% | 158,841 | $25.9M |
| BLI - Banque de Luxembourg Investments | 0.73% | Add +66.5% | 154,800 | $25.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.04% | Add +0.4% | 154,106 | $25.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +8.3% | 153,619 | $25.0M |
| Sei Investments Co. | 0.03% | Add +6.1% | 152,141 | $24.8M |
| BNP Paribas Financial Markets | 0.02% | Add +51.0% | 150,633 | $24.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.06% | Reduce -12.6% | 149,842 | $24.4M |
| Comerica Bank | 0.09% | Reduce -1.4% | 140,050 | $22.8M |
| California State Teachers Retirement System | 0.02% | Reduce -0.0% | 136,167 | $22.2M |
| Nicholas Company, Inc. | 0.37% | Add +28.0% | 132,563 | $21.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.0% | 128,236 | $20.9M |
| Mountain Pacific Investment Advisers LLC | 3.09% | Reduce -49.8% | 121,238 | $19.7M |
| AQR Capital Management | 0.01% | Add +189.3% | 118,218 | $19.2M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +3.1% | 116,814 | $19.0M |
| DF Dent & Co. Inc. | 0.24% | Reduce -12.5% | 116,241 | $18.9M |
| Citigroup Inc. | 0.01% | Add +15.4% | 114,638 | $18.7M |
| Northwest & Ethical Investments L.P. | 0.44% | No change | 113,506 | $18.5M |
| DekaBank Deutsche Girozentrale | 0.03% | No change | 112,957 | $18.2M |
| Port Capital LLC | 0.74% | Reduce -39.5% | 109,791 | $17.9M |
| Russell Investments Group, Ltd. | 0.02% | Add +44.7% | 109,700 | $17.9M |
| Harvey Investment Co. LLC | 1.90% | Add +24.6% | 109,344 | $17.8M |
| Thematics Asset Management | 0.80% | Add +11.3% | 108,154 | $17.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.04% | Reduce -2.8% | 100,481 | $16.4M |
| Clarkston Capital Partners, LLC | 0.35% | No change | 100,035 | $16.3M |
| Geneva Capital Management LLC | 0.28% | Reduce -4.9% | 99,415 | $16.2M |
| Curi Capital, LLC | 0.29% | Reduce -5.0% | 97,632 | $15.9M |
| Eventide Asset Management, LLC | 0.26% | Reduce -5.3% | 96,382 | $15.7M |
| Royal Bank of Canada | 0.00% | Add +10.0% | 91,016 | $14.8M |
| Sone Capital Management, LLC | 1.24% | Reduce -60.2% | 90,772 | $14.8M |
| Lombard Odier Asset Management (Europe) Ltd | 1.08% | Add +216.1% | 126,989 | $14.6M |
| Speece Thorson Capital Group Inc. | 2.91% | Reduce -1.2% | 89,429 | $14.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.5% | 88,902 | $14.5M |
| Principal Financial Group Inc. | 0.01% | Reduce -4.7% | 88,010 | $14.3M |
| Public Employees Retirement Association of Colorado | 0.05% | Reduce -18.6% | 81,713 | $13.3M |
| New York State Common Retirement Fund | 0.02% | Add +9.3% | 80,559 | $13.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -28.0% | 72,770 | $11.8M |
| Regents Gate Capital LLP | 4.18% | Add +4.6% | 72,303 | $11.8M |
| Distillate Capital Partners LLC | 0.59% | Reduce -1.8% | 70,045 | $11.4M |
| Danske Bank A/S | 0.03% | Add +39.5% | 69,900 | $11.4M |
| TD Asset Management Inc | 0.01% | Reduce -47.2% | 68,826 | $11.2M |
| ExodusPoint Capital Management, LP | 0.16% | New | 68,130 | $11.1M |
| Redwood Grove Capital, LLC | 3.08% | New | 66,100 | $10.8M |
| Candriam S.C.A. | 0.06% | Reduce -2.1% | 64,246 | $10.5M |
| Aberdeen Group plc | 0.02% | Reduce -1.1% | 64,375 | $10.4M |
| Numerai GP LLC | 1.43% | Add +19.4% | 62,313 | $10.1M |
| Holocene Advisors, LP | 0.02% | Reduce -21.9% | 62,159 | $10.1M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -2.0% | 61,173 | $10.0M |
| AEGON ASSET MANAGEMENT UK Plc | 0.12% | Reduce -2.3% | 61,029 | $9.9M |
| Aviva PLC | 0.02% | Add +6.6% | 59,403 | $9.7M |
| FMR LLC | 0.00% | Reduce -8.0% | 59,240 | $9.6M |
| GW&K Investment Management, LLC | 0.08% | Reduce -84.4% | 58,734 | $9.6M |
| St. James Investment Company, LLC | 1.48% | New | 57,984 | $9.4M |
| State of Wisconsin Investment Board | 0.02% | Add +1.7% | 57,073 | $9.3M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +31.2% | 56,323 | $9.2M |
| Victory Capital Management Inc. | 0.01% | Reduce -0.3% | 55,459 | $9.0M |
| Swedbank AB | 0.01% | No change | 55,396 | $9.0M |
| Assenagon Asset Management S.A. | 0.01% | Add +273.5% | 55,047 | $9.0M |
| New York State Teachers Retirement System | 0.02% | Reduce -0.1% | 53,778 | $8.8M |
| Quantbot Technologies LP | 0.24% | Add +80.3% | 53,190 | $8.7M |
| Mirova | 1.22% | Add +6.7% | 52,948 | $8.6M |
| Raiffeisen Bank International AG | 0.11% | Add +1.3% | 51,195 | $8.3M |
| Glenmede Investment Management, LP | 0.04% | Add +1285.3% | 50,216 | $8.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -35.3% | 48,395 | $7.9M |
| National Bank of Canada | 0.01% | Reduce -10.9% | 47,042 | $7.7M |
| ICICI Prudential Asset Management Co Ltd | 0.79% | Add +87.6% | 46,041 | $7.5M |
| Duff & Phelps Investment Management Co. | 0.08% | Reduce -14.3% | 45,641 | $7.4M |
| Marshall Wace, LLP | 0.01% | Add +64.9% | 43,626 | $7.1M |
| Toronto Dominion Bank | 0.01% | Add +41.4% | 43,332 | $7.1M |
| Prudential Financial Inc. | 0.01% | Add +0.3% | 43,302 | $7.0M |
| Van Lanschot Kempen Investment Management N.V. | 0.06% | Reduce -4.4% | 42,559 | $6.9M |
| Prudential PLC | 0.05% | Reduce -6.6% | 42,001 | $6.8M |
| Sienna Gestion | 0.47% | New | 45,053 | $6.7M |
| DNB Asset Management AS | 0.02% | Add +97.5% | 40,583 | $6.6M |
| Royal London Asset Management Ltd. | 0.01% | No change | 38,601 | $6.3M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Reduce -3.7% | 38,422 | $6.3M |
| Northstar Asset Management Inc. | 1.58% | Reduce -4.8% | 37,430 | $6.1M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.05% | Add +5.0% | 37,207 | $6.1M |
| Macquarie Group Ltd. | 0.01% | Reduce -19.9% | 36,491 | $5.9M |
| APG Asset Management N.V. | 0.02% | No change | 41,700 | $5.8M |
| Korea Investment CORP | 0.01% | Reduce -1.2% | 35,427 | $5.8M |
| Treasurer of the State of North Carolina | 0.02% | Reduce -3.8% | 33,980 | $5.5M |
| Trexquant Investment LP | 0.06% | New | 33,897 | $5.5M |
| Verition Fund Management LLC | 0.03% | Reduce -24.8% | 33,837 | $5.5M |
| Jump Financial, LLC | 0.07% | New | 33,748 | $5.5M |
| Asset Management One Co., Ltd. | 0.02% | Reduce -0.3% | 33,214 | $5.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -0.8% | 32,401 | $5.3M |
| Y-Intercept (Hong Kong) Ltd | 0.13% | Reduce -17.2% | 32,202 | $5.2M |
| Boothbay Fund Management, LLC | 0.13% | Add +1165.6% | 30,247 | $4.9M |
| Neuberger Berman Group LLC | 0.00% | Reduce -5.5% | 30,160 | $4.9M |
| B. Metzler seel. Sohn & Co. AG | 0.04% | Add +33.1% | 29,382 | $4.8M |
| WINTON GROUP Ltd | 0.18% | New | 29,382 | $4.8M |
| Nisa Investment Advisors, LLC | 0.02% | Reduce -17.9% | 28,562 | $4.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.1% | 28,288 | $4.6M |
| Mn Services Vermogensbeheer B.V. | 0.03% | No change | 27,890 | $4.5M |
| KLP Kapitalforvaltning As | 0.02% | No change | 27,100 | $4.4M |
| Credit Agricole S A | 0.01% | — | 26,795 | $4.4M |
| Ecofi Investissements SA | 5.10% | Reduce -52.0% | 26,100 | $4.2M |
| Natixis Advisors, LLC | 0.01% | Reduce -30.8% | 25,976 | $4.2M |
| State of New Jersey Common Pension Fund D | 0.02% | Add +6.9% | 25,528 | $4.2M |
| Covea Finance | 0.14% | No change | 25,400 | $4.1M |
| Vontobel Holding Ltd. | 0.01% | Reduce -1.8% | 25,151 | $4.1M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +0.5% | 24,788 | $4.0M |
| Aquatic Capital Management LLC | 0.07% | Reduce -13.0% | 24,643 | $4.0M |
| Voya Investment Management LLC | 0.00% | Reduce -9.3% | 24,173 | $3.9M |
| Resona Asset Management Co.,Ltd. | 0.02% | Reduce -9.9% | 24,184 | $3.9M |
| Sawgrass Asset Management LLC | 0.48% | New | 24,053 | $3.9M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.02% | No change | 23,779 | $3.9M |
| Public Employees Retirement System of Ohio | 0.01% | Add +0.6% | 23,613 | $3.8M |
| Handelsbanken Fonder AB | 0.01% | Add +16.9% | 23,500 | $3.8M |
| Truist Financial Corp. | 0.01% | Reduce -48.0% | 22,501 | $3.7M |
| Arizona State Retirement System | 0.02% | Add +1.4% | 22,384 | $3.6M |
| Baader Bank Aktiengesellschaft | 0.29% | New | 21,809 | $3.5M |
| Gotham Asset Management | 0.02% | Add +94.7% | 21,305 | $3.5M |
| IFM Investors Pty Ltd | 0.03% | Add +4.9% | 21,381 | $3.4M |
| State of Michigan Retirement System | 0.02% | Reduce -1.0% | 20,380 | $3.3M |
| Franklin Street Advisors Inc. | 0.19% | Reduce -16.6% | 20,125 | $3.3M |
| Wells Fargo & Company | 0.00% | Add +27.0% | 20,027 | $3.3M |
| LPL Financial LLC | 0.00% | Add +7.4% | 19,281 | $3.1M |
| Vest Financial, LLC | 0.04% | Reduce -9.6% | 19,128 | $3.1M |
| Czech National Bank | 0.02% | Add +3.6% | 19,122 | $3.1M |
| MetLife Investment Management, LLC | 0.01% | Reduce -2.9% | 18,682 | $3.0M |
| Evelyn Partners Investment Management Services Ltd | 0.41% | Add +20.6% | 18,589 | $3.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -2.4% | 18,079 | $2.9M |
| Summit Trail Advisors, LLC | 0.04% | Add +100.1% | 17,634 | $2.9M |
| Morningstar Investment Management LLC | 0.10% | New | 17,476 | $2.8M |
| Aristotle Capital Boston, LLC | 0.14% | Add +20.4% | 17,253 | $2.8M |
| GHP Investment Advisors, Inc. | 0.12% | Reduce -12.5% | 17,083 | $2.8M |
| Rakuten Investment Management, Inc. | 0.01% | — | 6,281 | $2.7M |
| Natixis | 0.01% | Add +20.7% | 16,381 | $2.7M |
| Empowered Funds, LLC | 0.03% | Add +263.0% | 16,254 | $2.6M |
| Retirement Systems of Alabama | 0.01% | Reduce -0.9% | 16,060 | $2.6M |
| Zurich Insurance Group Ltd | 0.02% | New | 15,967 | $2.6M |
| USS Investment Management Ltd | 0.01% | Add +2.5% | 15,585 | $2.5M |
| Delta Global Management LP | 0.19% | Add +14.7% | 15,525 | $2.5M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | Reduce -7.3% | 15,045 | $2.4M |
| Swiss Life Asset Management Ltd | 0.01% | Add +4.9% | 15,043 | $2.4M |
| Occudo Quantitative Strategies LP | 0.29% | Add +458.8% | 14,785 | $2.4M |
| Forsta Ap-Fonden | 0.01% | Add +7.3% | 14,700 | $2.4M |
| NFJ Investment Group, LLC | 0.08% | Reduce -0.9% | 14,540 | $2.4M |
| Amalgamated Bank | 0.02% | Reduce -2.2% | 14,384 | $2.3M |
| Tounjian Advisory Partners, LLC | 0.78% | Reduce -21.8% | 14,286 | $2.3M |
| ProShare Advisors LLC | 0.00% | Add +9.1% | 14,153 | $2.3M |
| Formuepleje A/S | 0.13% | Reduce -6.6% | 14,136 | $2.3M |
| UniSuper Management Pty Ltd | 0.01% | Add +20.5% | 14,055 | $2.3M |
| Quantinno Capital Management LP | 0.01% | Add +12.5% | 14,010 | $2.3M |
| Daiwa Securities Group Inc. | 0.01% | Add +3.5% | 13,985 | $2.3M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Reduce -54.7% | 13,763 | $2.2M |
| Creative Planning | 0.00% | Add +11.9% | 13,569 | $2.2M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -2.1% | 13,368 | $2.2M |
| Cetera Investment Advisers | 0.00% | Add +153.8% | 13,469 | $2.2M |
| Exchange Traded Concepts, LLC | 0.02% | Add +1013.9% | 13,467 | $2.2M |
| L. Roy Papp & Associates, LLP | 0.25% | Reduce -2.6% | 13,409 | $2.2M |
| Legacy Wealth Management, LLC / MS | 0.65% | Reduce -18.9% | 13,353 | $2.2M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -4.6% | 13,224 | $2.2M |
| Man Group plc | 0.00% | Add +266.7% | 13,196 | $2.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +10.8% | 13,186 | $2.1M |
| Mariner, LLC | 0.00% | Add +61.3% | 12,870 | $2.1M |
| Baird Financial Group, Inc. | 0.00% | Add +485.3% | 12,783 | $2.1M |
| Ilmarinen Mutual Pension Insurance Co | 0.02% | New | 12,500 | $2.0M |
| Utah Retirement Systems | 0.02% | No change | 12,503 | $2.0M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +6.2% | 12,176 | $2.0M |
| Kennedy Capital Management LLC | 0.04% | Reduce -3.6% | 11,683 | $1.9M |
| Quadrature Capital Ltd | 0.02% | New | 11,584 | $1.9M |
| Caxton Associates LLP | 0.05% | Reduce -16.4% | 11,579 | $1.9M |
| Henshaw Capital LLC | 0.07% | Add +0.4% | 11,435 | $1.9M |
| Easterly Investment Partners LLC | 0.12% | New | 11,079 | $1.8M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Reduce -8.6% | 10,859 | $1.8M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Add +5.3% | 10,737 | $1.7M |
| Tredje AP-fonden | 0.01% | Add +19.2% | 10,571 | $1.7M |
| CIBC Asset Management Inc | 0.01% | Add +0.1% | 10,511 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -73.2% | 10,424 | $1.7M |
| CIBC Bancorp USA Inc. | 0.01% | — | 10,397 | $1.7M |
| Captrust Financial Advisors | 0.00% | Reduce -25.6% | 10,343 | $1.7M |
| New York Life Investment Management LLC | 0.01% | Add +0.2% | 10,334 | $1.7M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -4.1% | 10,205 | $1.7M |
| Xponance LLC | 0.01% | Reduce -4.9% | 10,111 | $1.6M |
| Teacher Retirement System of Texas | 0.01% | Reduce -13.7% | 9,899 | $1.6M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +0.9% | 9,692 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Add +58.2% | 9,626 | $1.6M |
| Guyasuta Investment Advisors Inc. | 0.09% | Reduce -2.1% | 9,509 | $1.5M |
| Bridgewater Associates | 0.01% | New | 9,459 | $1.5M |
| Storebrand Asset Management As | 0.00% | Reduce -21.2% | 9,397 | $1.5M |
| Bank of Nova Scotia | 0.00% | Add +24.7% | 9,277 | $1.5M |
| Yousif Capital Management, LLC | 0.02% | Reduce -7.6% | 9,140 | $1.5M |
| AXA Investment Managers S.A. | 0.00% | — | 8,950 | $1.5M |
| Oddo BHF Asset Management Sas | 0.06% | Add +20.8% | 8,931 | $1.5M |
| OP Asset Management Ltd | 0.02% | No change | 8,678 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -81.2% | 8,635 | $1.4M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +32.3% | 8,605 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +33.0% | 8,433 | $1.4M |
| State of Tennessee, Department of Treasury | 0.00% | No change | 8,484 | $1.4M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -11.0% | 8,305 | $1.4M |
| KBC Group NV | 0.00% | No change | 8,197 | $1.3M |
| Mutual of America Capital Management LLC | 0.01% | Reduce -5.8% | 8,162 | $1.3M |
| Franklin Resources Inc. | 0.00% | Add +5.0% | 8,120 | $1.3M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -5.0% | 8,066 | $1.3M |
| Engineers Gate Manager LP | 0.01% | Reduce -82.0% | 8,037 | $1.3M |
| Intrust Bank NA | 0.11% | Reduce -1.7% | 7,971 | $1.3M |
| Point72 Asset Management | 0.00% | New | 7,809 | $1.3M |
| TrueMark Investments, LLC | 0.22% | Add +14.9% | 7,797 | $1.3M |
| Jain Global LLC | 0.02% | New | 7,774 | $1.3M |
| Callan Family Office, LLC | 0.04% | Reduce -2.0% | 7,749 | $1.3M |
| Lecap Asset Management Ltd. | 0.44% | Reduce -32.1% | 7,739 | $1.3M |
| Janus Henderson Group PLC | 0.00% | Reduce -15.6% | 7,585 | $1.2M |
| South Dakota Investment Council | 0.02% | Add +91.8% | 7,575 | $1.2M |
| Glenview Trust Co | 0.02% | Add +4.3% | 7,119 | $1.2M |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -79.5% | 7,069 | $1.2M |
| Metis Global Partners, LLC | 0.03% | Reduce -5.0% | 7,018 | $1.1M |
| QRG Capital Management, Inc. | 0.01% | Reduce -39.2% | 7,003 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -21.3% | 6,995 | $1.1M |
| M&T Bank Corp | 0.00% | Reduce -27.3% | 6,985 | $1.1M |
| Machina Capital S.A.S. | 0.20% | Reduce -47.3% | 6,895 | $1.1M |
| Bokf, NA | 0.02% | Reduce -0.2% | 6,853 | $1.1M |
| SummitTX Capital, L.P. | 0.05% | Reduce -30.5% | 6,843 | $1.1M |
| Rafferty Asset Management, LLC | 0.00% | Reduce -0.7% | 6,774 | $1.1M |
| Bard Associates Inc. | 0.29% | Reduce -2.3% | 6,593 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Reduce -23.6% | 6,562 | $1.1M |
| Public Sector Pension Investment Board | 0.00% | Add +14.4% | 6,518 | $1.1M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.07% | Add +34.5% | 6,442 | $1.0M |
| Montag A & Associates Inc. | 0.05% | Reduce -7.2% | 6,386 | $1.0M |
| Tidal Investments LLC | 0.00% | Add +33.8% | 6,344 | $1.0M |
| Diversified Trust Co. | 0.02% | Add +0.6% | 6,254 | $1.0M |
| Focus Partners Wealth | 0.00% | Reduce -10.7% | 6,246 | $1.0M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -6.6% | 6,157 | $1.0M |
| Pacer Advisors, Inc. | 0.00% | Add +0.3% | 6,096 | $992K |
| RNC Capital Management LLC | 0.05% | New | 6,052 | $985K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 5,930 | $965K |
| EDENTREE ASSET MANAGEMENT Ltd | 0.23% | Add +16.8% | 5,900 | $960K |
| Cwm, LLC | 0.00% | Add +182.6% | 5,894 | $959K |
| Guidance Capital, Inc. | 0.25% | Add +9.0% | 5,702 | $958K |
| Bridgefront Capital, LLC | 0.27% | Add +5.1% | 5,700 | $928K |
| Mizuho Securities USA LLC | 0.02% | Add +4.9% | 5,483 | $902K |
| ING Groep NV | 0.00% | New | 5,447 | $887K |
| Sierra Legacy Group | 0.65% | Add +31.3% | 5,368 | $874K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +51.0% | 5,351 | $867K |
| US Bancorp \de | 0.00% | Reduce -26.6% | 5,220 | $850K |
| FORA Capital, LLC | 0.15% | Reduce -62.5% | 5,175 | $842K |
| Compass Ion Advisors, LLC | 0.08% | No change | 4,922 | $801K |
| Nomura Holdings Inc. | 0.00% | New | 4,854 | $790K |
| Ossiam | 0.01% | Add +27.9% | 4,847 | $789K |
| Kentucky Retirement Systems | 0.02% | Reduce -2.2% | 4,745 | $772K |
| North Star Investment Management Corp. | 0.05% | No change | 4,686 | $763K |
| Sterling Capital Management LLC | 0.01% | Reduce -7.1% | 4,673 | $761K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +0.6% | 4,576 | $745K |
| Albert D Mason Inc. | 0.48% | Add +5.3% | 4,566 | $743K |
| Hahn Capital Management LLC | 0.35% | Reduce -4.3% | 4,438 | $722K |
| Hikari Power Ltd | 0.06% | Add +27.0% | 4,370 | $711K |
| Hartford Investment Management Co. | 0.02% | Reduce -3.1% | 4,351 | $708K |
| Norinchukin Bank, The | 0.01% | Add +0.8% | 4,348 | $708K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -4.5% | 4,286 | $698K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -39.8% | 4,211 | $685K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -17.2% | 4,200 | $684K |
| Cerity Partners LLC | 0.00% | Reduce -77.8% | 4,143 | $675K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | Reduce -1.6% | 4,058 | $660K |
| Louisiana State Employees Retirement System | 0.01% | No change | 4,000 | $651K |
| Mairs & Power Inc. | 0.01% | No change | 4,000 | $651K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -43.0% | 3,940 | $641K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +21.7% | 3,920 | $638K |
| Tevis Investment Management | 0.38% | New | 3,919 | $638K |
| Sepio Capital, LP | 0.04% | Reduce -0.1% | 3,906 | $636K |
| EntryPoint Capital, LLC | 0.25% | New | 3,900 | $635K |
| Intech Investment Management LLC | 0.01% | Reduce -0.1% | 3,872 | $630K |
| Vestcor Inc | 0.02% | Reduce -10.0% | 3,802 | $619K |
| First Manhattan Co. Llc. | 0.00% | No change | 3,778 | $615K |
| Welch Group, LLC | 0.02% | No change | 3,700 | $602K |
| Qsemble Capital Management, LP | 0.06% | Reduce -8.0% | 3,684 | $600K |
| Investment Management Corp of Ontario | 0.01% | Add +99.7% | 3,616 | $589K |
| Stifel Financial Corp. | 0.00% | Reduce -62.1% | 3,587 | $586K |
| Blair William & Co. | 0.00% | Reduce -3.1% | 3,584 | $583K |
| Gulf International Bank (UK) Ltd | 0.02% | Reduce -4.9% | 3,546 | $577K |
| Maryland State Retirement & Pension System | 0.01% | No change | 3,541 | $576K |
| S-Bank Fund Management Ltd | 0.08% | Reduce -1.3% | 3,510 | $571K |
| E. Ohman J:or Asset Management AB | 0.01% | No change | 3,500 | $570K |
| Securian Asset Management, Inc. | 0.02% | Reduce -9.8% | 3,492 | $568K |
| Medina Value Partners, LLC | 0.13% | New | 3,479 | $566K |
| Semanteon Capital Management, LP | 0.71% | New | 3,469 | $565K |
| New Mexico Educational Retirement Board | 0.02% | Reduce -2.9% | 3,400 | $553K |
| Rice Hall James & Associates, LLC | 0.03% | Reduce -0.5% | 3,343 | $544K |
| Wealthfront Advisers LLC | 0.00% | Reduce -1.0% | 3,319 | $540K |
| Duncker Streett & Co. Inc. | 0.09% | No change | 3,305 | $538K |
| Daiichi Life Insurance Co., Ltd. | 0.01% | No change | 3,262 | $531K |
| Larson Financial Group LLC | 0.02% | Add +3962.5% | 3,250 | $529K |
| Segment Wealth Management, LLC | 0.03% | No change | 3,221 | $524K |
| Peregrine Capital Management LLC | 0.02% | No change | 3,199 | $521K |
| Element Capital Management LLC | 0.71% | New | 3,083 | $502K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -1.1% | 2,981 | $485K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -70.4% | 2,972 | $484K |
| Net Worth Advisory Group | 0.14% | Reduce -9.1% | 2,950 | $480K |
| Massachusetts Financial Services Co. | 0.00% | Reduce -90.9% | 2,947 | $480K |
| Sandhill Capital Partners LLC | 0.03% | No change | 2,907 | $473K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -96.4% | 2,798 | $455K |
| Sovereign's Capital Management, LLC | 0.25% | Add +0.8% | 2,794 | $455K |
| Camelot Portfolios, LLC | 0.26% | Reduce -4.2% | 2,730 | $444K |
| Vident Advisory, LLC | 0.00% | Add +6.9% | 2,730 | $444K |
| OMERS ADMINISTRATION Corp | 0.00% | No change | 2,708 | $441K |
| Praxis Investment Management Inc. | 0.03% | No change | 2,700 | $439K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | No change | 2,679 | $436K |
| Assetmark, Inc. | 0.00% | Add +40.6% | 2,670 | $435K |
| Allstate Corp. | 0.01% | New | 2,634 | $429K |
| Empirical Finance, LLC | 0.02% | Add +1.0% | 2,627 | $428K |
| Avior Wealth Management, LLC | 0.01% | Reduce -8.6% | 2,617 | $426K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 2,609 | $425K |
| National Pension Service | 0.00% | Add +106.4% | 2,537 | $413K |
| Mackenzie Financial Corp. | 0.00% | Reduce -1.3% | 2,492 | $406K |
| Commerce Bank | 0.00% | Reduce -9.1% | 2,485 | $404K |
| Entropy Technologies, LP | 0.03% | Reduce -70.9% | 2,443 | $398K |
| Rockland Trust Co. | 0.02% | New | 2,443 | $398K |
| Fifth Third Bancorp | 0.00% | Add +28.5% | 2,441 | $397K |
| Worldquant Millennium Advisors LLC | 0.00% | New | 2,423 | $394K |
| Fullcircle Wealth LLC | 0.14% | Add +32.8% | 2,348 | $394K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -76.8% | 2,414 | $393K |
| MML Investors Services, LLC | 0.00% | Reduce -40.0% | 2,412 | $393K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Reduce -0.4% | 2,400 | $391K |
| &partners | 0.00% | Add +86.2% | 2,394 | $390K |
| WCM Investment Management, LLC | 0.00% | Add +31.1% | 2,375 | $385K |
| Rovin Capital /Ut/ | 0.11% | Reduce -5.5% | 2,362 | $384K |
| Fagan Associates, Inc. | 0.05% | Reduce -1.1% | 2,345 | $382K |
| Phoenix Financial Ltd. | 0.00% | Add +20.6% | 2,299 | $374K |
| Atom Investors LP | 0.03% | Reduce -57.2% | 2,298 | $374K |
| CI Investments Inc. | 0.00% | Reduce -7.8% | 2,288 | $372K |
| Smartleaf Asset Management LLC | 0.02% | Reduce -8.4% | 2,259 | $366K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -5.0% | 2,213 | $360K |
| Guinness Asset Management LTD | 0.01% | Reduce -1.4% | 2,214 | $359K |
| Panagora Asset Management Inc. | 0.00% | No change | 2,203 | $359K |
| Ostrum Asset Management | 0.02% | Reduce -3.0% | 2,176 | $354K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -13.9% | 2,162 | $352K |
| Atria Investments, Inc | 0.00% | Reduce -30.5% | 2,102 | $342K |
| Azzad Asset Management Inc. | 0.03% | Add +8.7% | 2,100 | $342K |
| Wahed Invest LLC | 0.05% | Add +0.6% | 2,067 | $336K |
| Mufg Securities Americas Inc. | 0.02% | Add +21.3% | 2,031 | $331K |
| Balyasny Asset Management L.P. | 0.00% | New | 2,005 | $326K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.02% | Reduce -3.4% | 1,989 | $324K |
| Point72 Hong Kong Ltd | 0.01% | New | 1,982 | $323K |
| Tectonic Advisors LLC | 0.02% | New | 1,977 | $322K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -10.7% | 1,929 | $314K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +67.1% | 1,922 | $313K |
| Verdence Capital Advisors LLC | 0.02% | Add +5.4% | 1,864 | $312K |
| Fiduciary Trust Co | 0.00% | Reduce -24.9% | 1,884 | $307K |
| Lombard Odier Asset Management (USA) Corp | 0.08% | New | 1,883 | $306K |
| Polymer Capital Management (HK) LTD | 0.04% | New | 1,861 | $303K |
| GC Wealth Management RIA, LLC | 0.01% | New | 1,834 | $299K |
| Graham Capital Management, L.P. | 0.02% | New | 1,812 | $295K |
| STRS Ohio | 0.00% | No change | 1,807 | $294K |
| Inspire Advisors, LLC | 0.03% | Reduce -53.9% | 1,799 | $293K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -30.3% | 1,787 | $291K |
| Requisite Capital Management, LLC | 0.05% | New | 1,783 | $290K |
| Summit Wealth Group LLC / Co. | 0.03% | New | 594 | $289K |
| Beacon Financial Group | 0.03% | New | 1,773 | $289K |
| DAVENPORT & Co LLC | 0.00% | Reduce -8.4% | 1,769 | $288K |
| Axq Capital, LP | 0.11% | Reduce -22.9% | 1,742 | $284K |
| Chicago Partners Investment Group LLC | 0.01% | Add +16.1% | 1,669 | $279K |
| Canvas Wealth Advisors, LLC | 0.05% | New | 1,639 | $274K |
| Two Sigma Securities, LLC | 0.04% | Reduce -56.4% | 1,665 | $271K |
| Horizon Investments, LLC | 0.00% | Reduce -55.6% | 1,645 | $267K |
| Scratch Capital LLC | 0.17% | New | 1,601 | $261K |
| Estabrook Capital Management | 0.04% | No change | 1,600 | $260K |
| Procyon Advisors, LLC | 0.01% | Add +2.0% | 1,517 | $247K |
| Bahl & Gaynor LLC | 0.00% | No change | 1,509 | $246K |
| HB Wealth Management, LLC | 0.00% | Add +27.8% | 1,499 | $244K |
| Salvus Wealth Management, LLC | 0.14% | New | 1,485 | $242K |
| Polymer Capital Management (US) LLC | 0.03% | New | 1,470 | $239K |
| RMR Wealth Builders | 0.02% | Add +0.3% | 1,463 | $238K |
| MUFG Securities EMEA plc | 0.01% | Add +546.2% | 1,441 | $235K |
| FourThought Financial Partners, LLC | 0.02% | New | 1,431 | $233K |
| Advisory Alpha, LLC | 0.01% | No change | 1,410 | $233K |
| ICW Investment Advisors LLC | 0.08% | New | 1,428 | $232K |
| Wallington Asset Management, LLC | 0.03% | No change | 1,400 | $228K |
| OneAscent Investment Solutions LLC | 0.24% | Reduce -9.6% | 1,383 | $225K |
| Equitable Trust Co. | 0.01% | Add +8.1% | 1,369 | $223K |
| Checchi Capital Advisers, LLC | 0.02% | Add +0.9% | 1,365 | $222K |
| NEOS Investment Management LLC | 0.00% | New | 1,340 | $218K |
| Virtu Financial LLC | 0.01% | Reduce -79.3% | 1,336 | $217K |
| Forum Financial Management, LP | 0.00% | Reduce -9.6% | 1,332 | $217K |
| Jones Financial Companies LLLP | 0.00% | Add +67.7% | 1,330 | $215K |
| Blueshift Asset Management, LLC | 0.07% | Reduce -74.0% | 1,313 | $214K |
| Shell Asset Management Co. | 0.02% | Reduce -45.3% | 1,311 | $213K |
| Ground Swell Capital, LLC | 0.47% | New | 1,306 | $213K |
| Claret Asset Management Corp | 0.03% | Reduce -1.4% | 1,302 | $212K |
| Congress Asset Management Co. | 0.00% | New | 1,293 | $210K |
| Patton Fund Management, Inc. | 0.04% | No change | 1,273 | $207K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +21.6% | 1,268 | $206K |
| Canada Post Corp Registered Pension Plan | 0.01% | No change | 1,250 | $203K |
| Simmons Bank | 0.01% | Reduce -26.1% | 1,245 | $203K |
| Arax Advisory Partners | 0.00% | Add +1509.5% | 1,191 | $194K |
| SG Americas Securities, LLC | 0.00% | Reduce -92.5% | 1,165 | $190K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -64.9% | 1,092 | $178K |
| Siemens Fonds Invest GmbH | 0.01% | Reduce -1.0% | 1,042 | $170K |
| MeadowBrook Investment Advisors LLC | 0.15% | No change | 1,027 | $167K |
| GAMMA Investing LLC | 0.01% | Reduce -23.7% | 996 | $162K |
| Hantz Financial Services, Inc. | 0.00% | Add +175.9% | 996 | $162K |
| Centerpoint Advisors, LLC | 0.05% | No change | 958 | $156K |
| Zions Bancorporation, National Association | 0.01% | Add +296.1% | 911 | $148K |
| Aster Capital Management (DIFC) Ltd | 0.07% | Reduce -79.8% | 889 | $145K |
| Creekmur Asset Management LLC | 0.02% | Reduce -38.1% | 850 | $138K |
| Global Retirement Partners, LLC | 0.00% | Reduce -2.0% | 823 | $134K |
| Huntington National Bank | 0.00% | Add +15.9% | 814 | $132K |
| Rossby Financial, LCC | 0.04% | Reduce -6.6% | 793 | $130K |
| Turning Point Benefit Group, Inc. | 0.08% | New | 789 | $129K |
| Quadrant Capital Group LLC | 0.00% | Reduce -69.4% | 758 | $123K |
| Signaturefd, LLC | 0.00% | Reduce -40.7% | 719 | $117K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 713 | $116K |
| Banque de Luxembourg S.A. | 0.06% | Add +451.2% | 700 | $114K |
| Parallel Advisors, LLC | 0.00% | Add +18.6% | 664 | $108K |
| Godsey & Gibb, Inc. | 0.01% | No change | 650 | $106K |
| Advisory Services Network, LLC | 0.00% | New | 648 | $105K |
| Walleye Trading LLC | 0.00% | Reduce -88.0% | 636 | $104K |
| Employees Retirement System of Texas | 0.00% | New | 606 | $99K |
| CX Institutional | 0.00% | Add +32.9% | 594 | $97K |
| Dynamic Wealth Strategies, LLC | 0.06% | New | 595 | $97K |
| Bessemer Group Inc. | 0.00% | Add +16.6% | 577 | $94K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -19.3% | 562 | $91K |
| Point72 (DIFC) Ltd | 0.01% | New | 534 | $87K |
| Quent Capital, LLC | 0.01% | New | 528 | $86K |
| Acadian Asset Management LLC | 0.00% | No change | 527 | $85K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | Add +709.4% | 518 | $84K |
| Farther Finance Advisors, LLC | 0.00% | Add +39.7% | 517 | $84K |
| Ancora Advisors LLC | 0.00% | No change | 494 | $80K |
| State of Wyoming | 0.01% | Reduce -80.7% | 492 | $80K |
| Blue Trust, Inc. | 0.00% | Add +7.2% | 478 | $78K |
| Point72 Europe (London) LLP | 0.00% | New | 469 | $76K |
| Legacies Wealth LLC | 0.05% | No change | 455 | $74K |
| Mather Group, Llc. | 0.00% | New | 449 | $73K |
| Orion Capital Management LLC | 0.02% | No change | 413 | $67K |
| Penserra Capital Management LLC | 0.00% | Add +1.0% | 413 | $67K |
| Generali Asset Management SPA SGR | 0.00% | Reduce -92.6% | 406 | $66K |
| Hollencrest Capital Management | 0.00% | No change | 400 | $65K |
| United Community Bank | 0.02% | New | 345 | $56K |
| Covestor Ltd | 0.03% | Reduce -27.5% | 342 | $56K |
| Federated Hermes, Inc. | 0.00% | Reduce -2.1% | 322 | $52K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -12.1% | 284 | $46K |
| CENTRAL TRUST Co | 0.00% | No change | 281 | $46K |
| Smithfield Trust Co | 0.00% | No change | 277 | $45K |
| Central Pacific Bank - Trust Division | 0.01% | New | 275 | $45K |
| Steph & Co. | 0.01% | Add +13.8% | 273 | $44K |
| Caitong International Asset Management Co., Ltd | 0.03% | Add +10.6% | 272 | $44K |
| Allworth Financial LP | 0.00% | Add +83.8% | 272 | $44K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +10.1% | 240 | $39K |
| Sentry Investment Management LLC | 0.02% | Reduce -4.2% | 207 | $35K |
| Whittier Trust Co. | 0.00% | No change | 209 | $35K |
| CYBER HORNET ETFs LLC | 0.02% | Add +5.0% | 208 | $34K |
| Principal Securities, Inc. | 0.00% | Reduce -31.9% | 203 | $33K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -1.5% | 199 | $32K |
| UMB Bank, n.a. | 0.00% | Add +61.0% | 198 | $32K |
| Loomis Sayles & Co. L P | 0.00% | Add +1.6% | 192 | $31K |
| Essential Partners LLC | 0.01% | Add +222.2% | 174 | $28K |
| Spire Wealth Management | 0.00% | Add +179.3% | 148 | $24K |
| IFP Advisors, Inc | 0.00% | Add +0.0% | 145 | $24K |
| Cromwell Holdings LLC | 0.01% | Add +135.0% | 141 | $23K |
| J.Safra Asset Management Corp | 0.00% | Add +26.9% | 137 | $22K |
| DT Investment Partners, LLC | 0.00% | No change | 136 | $22K |
| Wealthspire Advisors, LLC | 0.00% | New | 132 | $21K |
| Summit Securities Group LLC | 0.01% | Add +160.0% | 130 | $21K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 125 | $21K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -35.1% | 122 | $20K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.01% | Reduce -29.4% | 120 | $20K |
| Root Financial Partners, LLC | 0.00% | New | 117 | $19K |
| Clearstead Advisors, LLC | 0.00% | Add +27.6% | 111 | $18K |
| Parkside Financial Bank & Trust | 0.00% | Add +75.0% | 105 | $17K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -5.8% | 97 | $16K |
| TD Private Client Wealth LLC | 0.00% | Add +45.5% | 96 | $16K |
| Leonteq Securities AG | 0.00% | Add +26.4% | 91 | $15K |
| Caldwell Trust Co | 0.00% | No change | 85 | $14K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -6.6% | 85 | $14K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 75 | $12K |
| WPG Advisers, LLC | 0.01% | Reduce -21.3% | 74 | $12K |
| City Holding Co. | 0.00% | No change | 70 | $11K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Reduce -1.5% | 65 | $11K |
| American National Bank & Trust | 0.00% | Reduce -56.9% | 62 | $10K |
| Adirondack Trust Co. | 0.00% | New | 60 | $10K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 59 | $10K |
| Key Financial Inc | 0.00% | No change | 58 | $10K |
| Hemington Wealth Management | 0.00% | Reduce -4.7% | 61 | $9K |
| Rothschild Investment LLC | 0.00% | Add +685.7% | 55 | $9K |
| MAI Capital Management | 0.00% | Reduce -40.9% | 55 | $9K |
| Webster Bank, N. A. | 0.00% | No change | 54 | $9K |
| Itau Unibanco Holding S.A. | 0.00% | New | 54 | $9K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 54 | $9K |
| First Horizon Corp. | 0.00% | — | 53 | $9K |
| New Age Alpha Advisors, LLC | 0.00% | No change | 51 | $8K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 50 | $8K |
| Pier Capital, LLC | 0.00% | No change | 45 | $7K |
| Red Tortoise LLC | 0.00% | Add +120.0% | 44 | $7K |
| Versant Capital Management, Inc | 0.00% | No change | 41 | $7K |
| Strengthening Families & Communities, LLC | 0.00% | Reduce -38.5% | 40 | $7K |
| First United Bank & Trust | 0.00% | No change | 40 | $7K |
| Golden State Wealth Management, LLC | 0.00% | No change | 40 | $7K |
| MTM Investment Management, LLC | 0.00% | No change | 39 | $6K |
| Investors Research Corp | 0.00% | No change | 39 | $6K |
| Global X Japan Co., Ltd. | 0.00% | Reduce -25.0% | 39 | $6K |
| Valley National Advisers Inc. | 0.00% | Add +5.1% | 41 | $6K |
| LRI Investments, LLC | 0.00% | No change | 36 | $6K |
| Salomon & Ludwin, LLC | 0.00% | New | 35 | $6K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 35 | $6K |
| Princeton Global Asset Management LLC | 0.00% | No change | 31 | $5K |
| Crewe Advisors LLC | 0.00% | Add +1400.0% | 30 | $5K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 27 | $4K |
| Harbour Investments, Inc. | 0.00% | Reduce -25.7% | 26 | $4K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 24 | $4K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 23 | $4K |
| Manchester Capital Management LLC | 0.00% | Reduce -21.4% | 22 | $4K |
| Fortitude Family Office, LLC | 0.00% | Reduce -4.5% | 21 | $3K |
| NewEdge Advisors, LLC | 0.00% | Reduce -16.0% | 21 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 19 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Add +63.6% | 18 | $3K |
| Howard Hughes Medical Institute | 0.00% | No change | 16 | $3K |
| SBI Securities Co., Ltd. | 0.00% | Add +60.0% | 16 | $3K |
| True Wealth Design, LLC | 0.00% | Add +36.4% | 15 | $2K |
| Pineridge Advisors LLC | 0.00% | Reduce -61.5% | 15 | $2K |
| Delta Asset Management LLC | 0.00% | No change | 15 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 14 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 14 | $2K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 14 | $2K |
| Wealth Watch Advisors, INC | 0.00% | New | 13 | $2K |
| Accent Capital Management, LLC | 0.00% | No change | 12 | $2K |
| Johnson Financial Group, Inc. | 0.00% | New | 11 | $2K |
| Crowley Wealth Management, Inc. | 0.00% | No change | 11 | $2K |
| Aspect Partners, LLC | 0.00% | New | 10 | $2K |
| Proffitt & Goodson Inc. | 0.00% | New | 10 | $2K |
| Asset Dedication, LLC | 0.00% | Reduce -58.3% | 10 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -18.2% | 9 | $1K |
| Bare Financial Services, Inc | 0.00% | Add +12.5% | 9 | $1K |
| Financial Consulate, Inc. | 0.00% | New | 9 | $1K |
| Binnacle Investments Inc | 0.00% | Add +166.7% | 8 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 7 | $1K |
| S&T Bank | 0.00% | Reduce -50.0% | 7 | $1K |
| Private Trust Co. NA | 0.00% | Reduce -84.4% | 7 | $1K |
| Cornerstone Planning Group LLC | 0.00% | No change | 6 | $1K |
| Cloud Capital Management, LLC | 0.00% | New | 9 | $1K |
| Maseco LLP | 0.00% | No change | 6 | $990 |
| Tortoise Investment Management, LLC | 0.00% | Reduce -53.9% | 6 | $977 |
| SJS Investment Consulting Inc. | 0.00% | No change | 6 | $977 |
| Clark Wealth Partners | 0.00% | New | 4 | $712 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 4 | $651 |
| Rise Advisors, LLC | 0.00% | No change | 4 | $651 |
| Sound Income Strategies, LLC | 0.00% | New | 3 | $498 |
| Valued Wealth Advisors LLC | 0.00% | No change | 3 | $489 |
| Kilter Group LLC | 0.00% | Reduce -62.5% | 3 | $489 |
| Clearstead Trust, LLC | 0.00% | No change | 3 | $489 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -25.0% | 3 | $488 |
| Lanark Financial, Inc. | 0.00% | New | 3 | $488 |
| Birchbrook, Inc. | 0.00% | No change | 2 | $384 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -66.7% | 2 | $326 |
| Rialto Wealth Management, LLC | 0.00% | Reduce -77.8% | 2 | $326 |
| Colonial Trust Co / SC | 0.00% | Reduce -50.0% | 2 | $326 |
| Dunhill Financial, LLC | 0.00% | No change | 2 | $292 |
| Rakuten Securities, Inc. | 0.00% | New | 1 | $163 |
| American Capital Advisory, LLC | 0.00% | Reduce -66.7% | 1 | $163 |
| Seneschal Advisors, LLC | 0.00% | New | 1 | $163 |
| North Capital, Inc. | 0.00% | New | 1 | $163 |
| Winnacle Wealth LLC | 0.00% | New | 1 | $163 |
| MV Capital Management, Inc. | 0.00% | Reduce -88.9% | 1 | $163 |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 1 | $163 |
| TFC Financial Management, Inc. | 0.00% | Reduce -75.0% | 1 | $163 |
| Activest Wealth Management | 0.00% | Reduce -98.0% | 1 | $163 |
| AlphaQuest LLC | 0.00% | No change | 1 | $163 |
| Avion Wealth | 0.00% | Reduce -75.0% | 3 | $0 |
"% of holder's portfolio" is IEX's weight in each manager's 13F, not the share of Idex Corp. the manager owns.